KeyBanc Optimistic on RV Stocks Despite Affordability Concerns – RVBusiness – Breaking RV Industry News
On Thursday (Jan. 16), KeyBanc Capital Markets provided insights into the recreational vehicle (RV) industry based on observations from the Florida RV SuperShow and investor sessions with companies such as Camping World Holdings Inc . (NYSE:CWH), THOR Industries Inc. (NYSE:THO), and Winnebago Industries Inc . (NYSE:WGO).
The analysts ovserved that ” in our view, affordability remains a concern and, as a result, the magnitude of industry retail recovery heading into spring remains uncertain, though dealers are hopeful this year,” according to a report by Investing,com.
Camping World Holdings Inc. (CWH) – Camping World’s management indicated a more positive retail environment, though they do not anticipate industry retail levels in 2025 to be significantly different from the previous year.
Winnebago Industries Inc. (WGO) – Winnebago Industries reported mixed early-year show results due to weather conditions but remains focused on expanding its product portfolio to cater to a broader range of consumers, emphasizing affordability.
THOR Industries Inc. (THO) – THOR Industries also experienced mixed early-year show results but remains cautiously optimistic about retail prospects in 2025, driven by increased dealer optimism.
Click here to read the complete report by Investing,com.
