LCI Industries Investor Presentation Deck
APPENDIX
TOTAL
Dec-21
Jan-22
Feb-22
Mar-22
Apr-22
May-22
Jun-22
Jul-22
Aug-22
Sep-22
Oct-22
Nov-22
Dec-22
Jan-23
Feb-23
Mar-23
Apr-23
May-23
Jun-23
Month
Wholesale Units (3)
40,497
53,351
0%
16%
53,773 11%
64.778 19%
57,192 10%
50,529 3%
44,942 -11%
29.647 -33%
33,783 -36%
28,333 -48%
32,652 -44%
24,445 -50%
19,907 -51%
20.405 -62%
24,903 -54%
31,869 -51%
31.216 -45%
30,919 -39%
24,095 46%
LCI Industries
Industry Statistics Summary
TOTAL RECREATIONAL VEHICLES (RV)
YTD
LTM
600,240 39% 600,240
53.351 16% 607,661
107,124 14% 613,148
171,902 16% 623,635
229,094 14% 629,014
279,623 12% 630,302
324,565 8% 624,538
354.212 3% 609.648
387,995 -2% 590,612
416.328 -8% 563,931
448,980 -12% 538.612
473,425 -15% 513,922
493,332 -18% 493,332
20.405 -62% 460,386
45,308 -58% 431,516
77,177 -55% 398,607
108.393 -53% 372,631
139,312 -50% 353,021
163,407 -50% 332,174
Month
24,400 -14%
28,178 -13%
33.302 -12%
48.827 -18%
47,023 -27%
50,405 -27%
49,575
-28%
44,098 -24%
41,847 -13%
35,184 -16%
29,380 -19%
22.705 -21%
17,521 -28%
21,260 -25%
25.867 -22%
37.182 -24%
38.247 -19%
43,893 -13%
40,741 -18%
(3) Wholesale published by the Recreational Vehicle Industry Association (RVIA).
(4) Retail provided by Statistical Surveys, Inc. Amounts typically revised in subsequent months as states complete reporting of registrations.
LTM
Retail Units (4)
YTD
569,748 9% 569,748
28,178 -13% 565,468
61,480 -13% 560,721
110,307 -15% 549.670
157,330 -19% 532,292
207,735 -21% 513,849
257,310 -23% 494,777
301,408 -23% 480,964
343,255 -22% 474.490
378.439 -21% 467.908
407.819 -21% 460,941
430,524 -21% 454.924
448,045 -21% 448,045
21,260 -25% 441,127
47,127 -23%
433,692
84.309 -24% 422.047
122.556 -22% 413,271
166,449 -20% 406,759
207,190 -19% 397,925
Dealer Inventory Impact
YTD
30,492
55,665
76,136
92,087
102,256
102,380
97,747
83,296
75,232
68.381
71,653
73,393
75,779
74,924
73,960
68.647
61,616
48,642
31,996
Month
16,097
25.173
20,471
15.951
10,169
124
(4,633)
(14,451)
(8,064)
(6,851)
3,272
1,740
2,386
(855)
(964)
(5,313)
(7,031)
(12,974)
(16,646)
LTM
53,616
67,770
76,136
78.615
78,547
84,258
92,213
97.369
89,305
100,395
117,041
118,781
116,669
102,566
101,602
74.665
67.634
34,247
1,504
LCI INDUSTRIES 31View entire presentation