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Old 09-20-2018, 12:21 PM   #1
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RV demand may be cooling off a bit.

RV demand may be cooling off a bit. Two articles on the subject.


https://www.marketwatch.com/story/rv...of2&yptr=yahoo


https://www.nytimes.com/2018/09/11/u...-slowdown.html
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Old 09-20-2018, 01:07 PM   #2
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The slowdown could be based on a mix of higher gas prices, tariffs and concerns about the mid-term elections that might stifle continued growth.
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Old 09-20-2018, 01:31 PM   #3
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Noticed how one of the items mentioned in the article that influenced there loss was increase in warranty cost. Wonder if that will get their attention enough to work on improving quality control? Another factor in the slow down maybe the increase in interest rates on loans.
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Old 09-20-2018, 02:09 PM   #4
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Another factor in the slow down maybe the increase in interest rates on loans.
That's a very valid point. I read an article somewhere recently where the higher interest rates were becoming a concern in the housing market also. I'll put up a link if I can find it again.
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Old 09-20-2018, 02:17 PM   #5
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When interest rates on loans go up, interest in taking out a loan goes down.
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Old 09-20-2018, 02:19 PM   #6
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Many factors go into it I'm sure. I wonder if the market is also over saturated at this point somewhat like the auto market and is leveling off? Only so many RV folks out there and many may already have one, plus many used ones available as well.
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Old 09-20-2018, 02:21 PM   #7
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Here's the article I was referring to.

https://www.usatoday.com/story/money...les/641263002/
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Old 09-20-2018, 02:34 PM   #8
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When interest rates on loans go up, interest in taking out a loan goes down.
I financed my new truck last fall rather than pay cash. No way I can refuse 0%
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Old 09-25-2018, 03:20 PM   #9
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Thor's stock price has declined 45% since January.
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Old 09-25-2018, 03:30 PM   #10
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It's across the board. From RV BUSINESS:

RVIA: Shipments Decrease 12.5% During August | RV Business
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