THOR Industries Results Presentation Deck
RV INDUSTRY OVERVIEW
North America
THO
LISTED
NYSE
RV WHOLESALE MARKET TRENDS (UNITS 000's)
YTD Shipments (Units)
June 2021 Unit Change % Change
300,267
23,564
+7.8%
June 2022
323,831
173.1 163.1
1990 1991
June 2022
293,288
1308 121.1
1990 1991
203.4
52.3
June 2022
30,543
41.9
2278 259.5 247.2 2475 254.6
TOWABLE RV WHOLESALE MARKET TRENDS (UNITS 000's)
YTD Shipments (Units)
June 2021 Unit Change % Change
271,119
22,169
+8.2%
156.5 176.5 2013
46.9
1994 1995 1996 1997 1998 1999
292,7 321.2
194.3
51.3
192.2 1995 229.1
1993 1994 1995 1996 1997 1990 1999
300-1
249.7 239.1
63.5
71.5
256.8
61.0
3110 3209
2001 2002 2003 2004 2005
207.6
MOTORIZED RV WHOLESALE MARKET TRENDS (UNITS 000's)
YTD Shipments (Units)
June 2021 Unit Change % Change
29,148
1,395
+4.8%
250.6 258 9
2001 2002 2003
49.2
370.0 384.5 390.4
62.0
2083
71.7
323.0 334.5 208.1
T
2005. 2006 2007
61.4
353.5
1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005
2007
55.8
584
237.0
2008 2009
T
2008
165.6
28.4
1524
T
13.2
T
2005 2007 2008 2009
242.3 252.4 285,7
2010 2011 2012 2013
217.1 227.6
321.1
2010 2011 2012 2013
25.2 24.8 28.2
2010 2011
2012
2576 2828 312.8
38.3
5-year CAGR (2016-2021): 6.9%
2013
356.7
T
374.2
44.0
2015 2016
430.7
326.9
5-year CAGR (2016-2021): 7.7%
376-0
47.3
T
T
2015 2010 2017
54.7
T
2015 2016
Historical Data: Recreation Vehicle Industry Association (RVIA)
(e) Calendar year 2022 and 2023 represent the most recent RVIA "most likely" estimate from their August 2022, Fall 2022 issue of Roadsigns
480.7
442.0 426.1
424
406.1
2017
430.4
5-year CAGR (2016 - 2021): 0.5%
ī
2018 2019 2020 2021 2022 2023
349.6
359.4
600.2
498 8
46.6 40.8
544.0
X
445.1
T
T
T
T
2019 2020 2021 2022 2023
(0) (0)
419.0
53.7
2018 2019 2020 2021 2022
368.9
50.K
2023
(0) (0)
THOR
Go Everywhere. Stay Anywhere"
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