Investor Presentation April 2022
2 $36B U.S. Market with Decades of Strong Growth...
The Performance Automotive Aftermarket Shows No Signs of Slowing Down
(industry revenue in $ billions)
~$1.4B
expansion during
Great Recession
6.5%
20-year
CAGR
$36
$34
$32
$30
$28
$26
2007-2010 CAGR: 3%
$23
$20
$16
$16
$17
$17
$18
$18
$19
$15
$13
$11
$11
$12
ין
2001
2002
2003
2004
2005
2006 I 2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
Representing One of the Largest Enthusiast Markets
(number of U.S. participants)
~150M
~64M
~50M
~48M
~19M
~13M
~4M
Camping
Skiing
Golf
Surfing
Pets
chewy
BARK-BOX
trupanion™
Fitness
BARRY'S
CrossFit
PELOTON
pure barre
Car & Truck
Enthusiasts
Holley
HAGERTY
FOX
KREI
patagonia
ATOMIC
L
BURTON
SPORTS.
VAIL RESORTS
EXPERIENCE SEALIFISTINE
Callaway
GOLF
CLUBCORP
Titleist
BILLABONG
ONEILL
SOULCYCLE
ARC'TERYX
TOPGOLF
Source: SEMA data; Performance aftermarket based on select accessories, performance engines, exhaust, wheels, tires, brakes, and suspension categories; 2021 Outdoor Participation Trends Report; National Golf Foundation (number of on-course golfers); Fitness Industry Market Report; 2020-2021
APPA National Pet Owners Survey.
Holley
QUIKSILVER
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