First Quarter Fiscal 2021 Financial Results slide image

First Quarter Fiscal 2021 Financial Results

RV Industry Overview Europe CYTD Registrations European Industry Unit Registrations by Country (1) Caravans Motorcaravans Total Country CYTD Sept. 30, 2020 2019 % Change CYTD Sept. 30, 2020 % 2019 Change CYTD Sept. 30, 2020 2019 % Change Germany 24,650 23,769 3.7 % 63,638 47,543 33.9 % 88,288 71,312 France 5,043 5,840 (13.6) % 21,279 20,804 2.3 % 26,322 26,644 U.K. 11,433 14,388 (20.5) % 9,415 12,988 (27.5)% 20,848 27,376 (23.8)% Netherlands 6,281 6,234 0.8% 2,234 1,916 16.6 % 8,515 8,150 4.5% Switzerland 1,327 1,427 (7.0)% 5,252 4,851 8.3 % 6,579 6,278 4.8 % Sweden 3,160 2,891 9.3 % 3,434 3,492 (1.7)% 6,594 6,383 3.3 % Italy 509 686 (25.8) % 5,563 5,245 6.1 % 6,072 5,931 2.4 % Belgium 1,015 1,086 (6.5)% 4,680 4,490 4.2 % 5,695 5,576 2.1 % Spain 1,446 1,894 (23.7)% 4,787 5,062 (5.4)% 6,233 6,956 All Others 7,969 Total 62,833 7,903 66,118 0.8% (5.0)% 10,715 9,493 130,997 115,884 12.9 % 13.0% 18,684 193,830 17,396 182,002 (10.4)% 7.4 % 6.5% 23.8 % (1.2) % 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, typically issued on a one-to-two month lag, continually updated and often impacted by delays in reporting by various countries Industry wholesale shipment data for the European RV market is not available Full-Year Comparison of New Vehicle Registrations by Continent (Units 000's) (1) (2) 493 471 457 416 376 366 324 320 310 292 272 274 274 253 251 333 304 289 264 247 201 201 192 92 217 222 219 220 20 228 198 203 210 208 206 202 210 182 182 189 190 170162 144 141 151 146 138 135 140 143 152 162 166 174 168 154 150 156 147 152 137 140 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 THO (1) LISTED NYSE (2) Europe North America Source: European Caravan Federation; CYTD period: September 30, 2020 and 2019; European retail registration data available at www.CIVD.de Source: Statistical Surveys (www.statisticalsurveys.com) 2017 2018 2019 THOR Go Everywhere. Stay Anywhere. 10
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