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08-05-2021, 08:37 AM
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#21
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Senior Member
Join Date: Mar 2019
Location: Brunswick Hills
Posts: 914
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It may seem counterintuitive, but generally speaking, industry consolidations preceed the point on the marketing curve when a market has hit maturity and will begin to move downward. This can be due to margin constraints, demographics (demand), substitute products, and so on.
The critical element would be if the gurus see a backlash after covid that constrains the ability to move new units and that is the 'cause' that is forcing those with the ability, to force consolidation of the industry. Another example is Ford who recently commited to build on demand as a 'new' way to deliver through their dealers, thereby saving the dealers a large portion of their floorplanning expense line by not loading the lots with vehicles. I see it as a disguise of the fact that they can't produce those quantities without the computers needed to do so, but who knows. May be the way of the future.
__________________
Experience is what you get when you don't get what you want.
"We'll be friends until we're old and senile,....then we'll be new friends."
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08-05-2021, 08:38 AM
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#22
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Senior Member
Join Date: Dec 2020
Location: Spring
Posts: 928
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Quote:
Originally Posted by Jopopsy
I liked it better when Lippert didn't own everything.
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The only way it could get worse is if Camping World bought up Lippert.
__________________
2016 Starcraft AR One 18QB
2016 Colorado LT 3.6L V6 Ext. Cab
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08-05-2021, 09:15 AM
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#23
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Senior Member
Join Date: Jun 2015
Location: --
Posts: 2,392
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Quote:
Originally Posted by 16WhiteColly
The only way it could get worse is if Camping World bought up Lippert.
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Wow - I hadn't even considered that; you're right ! Can you imagine?
__________________
2023 Ford F-150 XLT SCREW 3.5EB (Max Tow Pkg., Black Appearance Pkg., Bed Utility Pkg.)
1727 Payload / 4150 RAWR
On the sidelines taking it all in.
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08-06-2021, 02:45 PM
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#24
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Senior Member
Join Date: Feb 2011
Location: Gilmer, Texas
Posts: 1,053
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Quote:
Originally Posted by LuckyDuck
Oh boy, lousy TVs and radios now made by an axle company. That ought to really boost the quality of these gems.  |
Just when you thought quality couldn't get any worse . Let's see just how bad Furion can be.
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S.A.Young
2011 321RLTS
2012 Chevy duramax dually
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08-06-2021, 04:10 PM
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#25
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Senior Member
Join Date: May 2016
Location: Milpitas
Posts: 1,628
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i have a mixed reaction on this one. So far my experience with Lippert Customer Service has been outstanding, far better than any other supplier of RV parts. At my age, consolidation in industries is just a normal part of the process. When someone gets too big, smaller competitors normally arise. Just take a look at the TV and appliance industry. There are still good products out there at reasonable prices.
__________________
2019 Chevy express 2500 Van Coversion. 2017 Jayco 23MRB: 26' total and Glacier Package. 2 Renogy solar panels. Married 49 years. Haley the mutt, 4 years old. "Excited to learn new things everyday and humbled by those who offer to help." And very grateful to our Moderators!
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08-06-2021, 05:43 PM
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#26
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Senior Member
Join Date: Nov 2016
Location: San Antonio
Posts: 2,945
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Quote:
Originally Posted by 16WhiteColly
The only way it could get worse is if Camping World bought up Lippert.
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Without looking my guess is it would be the opposite. I'm thinking Lippert is bigger.
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08-06-2021, 08:39 PM
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#27
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Senior Member
Join Date: Jun 2016
Location: Denver
Posts: 4,248
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Quote:
Originally Posted by Grumpy
Here's a follow up in another story:
LCI Industries Reports Record $1.1 Billion in Net Sales for Q2
So they are obviously in control.
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well that's sales.
doesn't always translate to profit. 
I wonder if they're public?
Will be easy to find out the numbers behind the deal in the shareholder report.
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2016 Greyhawk 31FK
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08-06-2021, 08:48 PM
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#28
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Senior Member
Join Date: Apr 2015
Location: Michigan
Posts: 2,650
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Quote:
Originally Posted by pconroy
well that's sales.
doesn't always translate to profit.
I wonder if they're public?
Will be easy to find out the numbers behind the deal in the shareholder report. |
They are public, annual revenue 2020 $2.80 billion
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08-06-2021, 09:28 PM
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#29
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Senior Member
Join Date: Apr 2016
Location: Kingman AZ and where our Seneca is today.
Posts: 3,118
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Quote:
Originally Posted by Sundancer330
They are public, annual revenue 2020 $2.80 billion
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Really??? What is going on... and JOF did not close the thread? Does LCI own JOF too?
__________________
Steve & Stacy with Jasper (Australian Cattle dog)
2015 Seneca 36FK
Custom 27' flatbed trailer hauling:
07 Toyota FJC & Yamaha Kodiak 400 ATV
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08-07-2021, 05:19 AM
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#30
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Senior Member
Join Date: Jan 2021
Location: Covington
Posts: 159
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Quote:
Originally Posted by 16WhiteColly
The only way it could get worse is if Camping World bought up Lippert.
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Please don't even suggest that! Talk about a "Horror Movie" - the only saving grace at least the production is not in China (YET)
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08-07-2021, 08:14 AM
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#31
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Senior Member
Join Date: Aug 2019
Location: CG
Posts: 396
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Quote:
Originally Posted by Jopopsy
I liked it better when Lippert didn't own everything.
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X2.
Bring Back America's Mainstreet!
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08-07-2021, 08:15 AM
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#32
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Senior Member
Join Date: Aug 2019
Location: CG
Posts: 396
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Quote:
Originally Posted by GeorgiaTrains
Please don't even suggest that! Talk about a "Horror Movie" - the only saving grace at least the production is not in China (YET)
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X2
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08-07-2021, 12:02 PM
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#33
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Junior Member
Join Date: Jul 2021
Location: Bucyrus
Posts: 28
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Maybe it's time for RVIA to require that the RV Mfgs. start using ISO and or QS9000 standards to get the quality back up to where it should. It sure helped the automotive manufactures to improve their quality. I worked for a major supplier to the auto market and after we started using the (Say as do, do what I say) we improved the quality of our product. It's time to take a stand and require them to improve or get out of the market.
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08-11-2021, 12:05 PM
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#34
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Senior Member
Join Date: Dec 2015
Location: Sacramento
Posts: 652
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Quote:
Originally Posted by Grumpy
But with all the mergers those are getting slimmer and slimmer.
With that said if a Dometic stove, Whirlpool fridge or Micro, or Norcold product fail the RV manufacturer is still blamed and they have no control over any of those products.. They are called every name in the book no matter what brand they provide
That is my point.
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But in my case it has been Jayco that has had the quality issues, not one of my 2nd party components have gone bad, every issue (and I have had a few) has been with Jayco built and installed items, the latest being the Vinyl peeling off of the front seats in large and small patches. The Mastercraft seats are fine, but the Jayco selected Vinyl is junk, and falling apart after 5 years.
__________________
2016 Alante 26AY
Roadmaster Braking, BlueOX Tow Bar.
Kelderman Air Ride, Safe-T-Steer, Supersteer Trak Bar rear w/ Sumo Springs.
400 AH LiFePo4 house batt w/750 watts solar 40A charger & 2500 watt whole house Inverter.
2021 Ford Ranger 4X4 Toad
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08-11-2021, 12:25 PM
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#35
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Member
Join Date: May 2019
Location: El Paso
Posts: 51
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I have always had great response from LCI Industries - on warranty items - sent in the pictures and explained the problem - again - they have always been very fair - not so much with dealing with Jayco (bad bunk ends tearing where they are attached with screws - should be a class action)!
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08-11-2021, 01:05 PM
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#36
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Senior Member
Join Date: Apr 2014
Location: Kingman
Posts: 166
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When I bought my first Winnie in 1998 I was told Winnebago was the only RV manufacturer that made most of its own components. Of course, there were lots of non-Winnie parts but they claimed that if a cabinet door or light switch failed, Winnebago would have it or could reproduce it. Who knows if there was or still is any truth to that. BTW, the salesperson claimed Itasca (which is what we were buying, was the upscale brand), he did not know what he was talking about. Itasca was created by Winnebago because they had an ironclad contract with Chrysler to use only Dodge chassis during a period when Chrysler had terrible quality control issues and Winnie was losing sales because buyers did not want a Dodge chassis. Itasca was the solution since the Chrysler contract was specific to Winnebago branded products.
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2014 Greyhawk 31FS/2013 Chevy Captiva Sport
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08-11-2021, 01:17 PM
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#37
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Member
Join Date: Apr 2019
Location: chelsea
Posts: 54
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I had the same problem with the material on my 2015 grayhawk.
We had to reuphostery seats and sofa.
no help from Jayco.
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08-11-2021, 01:25 PM
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#38
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Senior Member
Join Date: Dec 2015
Location: Murrieta
Posts: 690
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Quote:
Originally Posted by TxLoser
Exactly. An LCI trailer wrapped in the graphics of the brand of you’re choosing.
On a good note, depending on how they structure it, it may be good having one central company you contact for issues on all your stuff. My experience with LCI replacing an axle was pretty good last year.
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Well they better increase the manning of the customer service call center.
Who knows where this is all heading. Quality sure hasn't improved over the last 5 years with all the mergers, buyouts, etc.
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08-11-2021, 02:43 PM
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#39
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Senior Member
Join Date: Sep 2020
Location: Forestburg
Posts: 151
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One day there will be only two RV holding companies with X number of brands...
One day there will only be two RV 3rd party suppliers with X number of brands...
Limited choices means higher prices for us.
__________________
Michael and LaDonnah
2019 Tiffin Wayfarer 25TW - '06 Jeep TJ toad
Forestburg, Texas - Ham call - K5FT
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08-11-2021, 02:52 PM
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#40
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Member
Join Date: Apr 2016
Location: Murrieta
Posts: 38
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Quote:
Originally Posted by NEWS4US
Maybe it's time for RVIA to require that the RV Mfgs. start using ISO and or QS9000 standards to get the quality back up to where it should. It sure helped the automotive manufactures to improve their quality. I worked for a major supplier to the auto market and after we started using the (Say as do, do what I say) we improved the quality of our product. It's time to take a stand and require them to improve or get out of the market.
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Could not agree more! The entire industry needs to be held to a higher standard of accountability from components, appliances to unit production.
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