THOR Industries Results Presentation Deck
RV INDUSTRY OVERVIEW
Europe
THO
LISTED
NYSE
EUROPEAN INDUSTRY UNIT REGISTRATIONS BY COUNTRY (¹)
Country
Germany
France
U.K.
%
Change
(15.9) %
14,111
2021
48,728
18,961
40,985
14,914
3,960
(21.3) %
9,463
6,464
7,654
(15.5) %
5,417
1,492
2,087
(28.5) %
1,068
3,998
5,061
(21.0) %
2,648
2,117
3,128
(32.3) %
3,905
4,737
(17.6) %
314
882
(0.7) %
3,752
4,563
(17.8) %
1,125 (14.2) %
3,343
3,690
(9.4) %
10,529
(16.5) %
5,026
41,059
6,630 (24.2) % 8,790
45,638 (10.0)% 89,760 109,138 (17.8)%
FULL-YEAR COMPARISON OF NEW VEHICLE REGISTRATIONS BY CONTINENT (UNITS 000's) (¹) (2)
Netherlands
Switzerland
Sweden
Italy
Belgium
Spain
All Others
Total
201
144
1990
(1)
(2)
192
141
CYTD June 30,
2022
14,217
4,557
6,976
4,877
1,081
2,055
429
876
965
Caravans
217
182
17062 151 146
2021
3373
219
%
Change
0.8 %
15.1 %
(26.4) %
(10.0) %
1.2 %
(22.4) %
36.6 %
220
138 139 140 14
1992 1993 1994 1995 1996 1997
253
Motorcaravans
272
153
CYTD June 30,
2022
251
162 166
274
292
174 182
Total
CYTD June 30,
198
2022
55,202
19,471
13,440
6,369
5,079
4,172
4,334
4,628
4,308
13,816
130,819
324 320 310
366
203 210 200
2021
62,839
22,921
%
Change
(12.2) %
(15.1) %
(21.6) %
(15.1) %
(17.1) %
17,137
7,504
6,129
5,776
(27.8) %
5,051
(14.2) %
5,445
(15.0) %
4,815
(10.5) %
17,159
(19.5) %
154,776 (15.5)%
180
228
150
247
North America
The Company monitors retail trends
in the European RV market as
reported by the European Caravan
Federation, whose industry data is
reported to the public quarterly
150 147
Industry wholesale shipment data for
the European RV market is not
available
264
304
333
137 140
1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014
376
152
Europe
Source: European Caravan Federation; CYTD through June 30, 2022 and 2021; European retail registration data available at www.CIVD.de
Source: Statistical Surveys (www.statisticalsurveys.com)
2015
416
168
471
190
493
X
202
2016 2017 2018
457
211
521
236
565
250
2020 2021
THOR
Go Everywhere. Stay Anywhere"
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