Winnebago news

[sheridany]

Major RV and boat maker Winnebago says it now has a $4.4 billion worth of orders in its backlog as demand continues to rise

Demand for RVs and boats has skyrocketed since the start of the COVID-19 pandemic while production issues stubbornly remain.

www.businessinsider.com

 

[lostinfla]

I wonder if the flood of new RV buyers figured in the "new" price of fuel to move them. I'm thinking this summer we'll see a bit less traffic anyway.

 

[sheridany]

I’d rather be at 4.4 billion versus 9 billion at Thor industries. That has to come back at them at some point if fuel prices do not go down or we head to a recession or interest rates temper the demand. Either way these are tentative orders with deposits and I would imagine some buyers are staying the course and some are pulling out to wait. I have no evidence of that so it’s just a hunch.