THOR Investor Day 2022
North American Outlook
56
RETAIL
D
DEALER INVENTORY
SUPPLY CHAIN
1
DEALER SENTIMENT
LONG-TERM RETAIL OUTLOOK
D
THOR Investor Day 2022
Calendar year 2022 retail projected to be a top six
year on record for the North American RV industry
Record numbers of millennials and Gen Xers entering
the lifestyle
⚫ Towable inventory levels normalized with very healthy
aging of product
•
Motorized inventory levels remain below optimal level
Rebalancing of product mix is still needed
Has steadily improved and we anticipate continued
improvement
Constraints, primarily impacting motorized
production,
• Jon Ferrando - RV Retailer, LLC
Loren Baidas - General RV
Calendar-year 2027 retail projected to be between
585,000 and 630,000 units for the North American
RV industry
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