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Lower Rates Put RV Stocks Back in the Fast Lane
MarketBeatยท 2025-09-25 22:13
Industry Overview - The recreational vehicle (RV) industry experienced a strong demand during the pandemic due to social distancing and remote work, but has faced challenges in recent years due to higher interest rates affecting consumer borrowing costs [1][2] - A potential series of interest rate cuts could make RV stocks more attractive to investors [2] Company Analysis: Thor Industries - Thor Industries has demonstrated resilience with positive sales and earnings growth despite a weak retail environment, aided by flex pricing power and reduced reliance on discounting [4][5] - The company has reduced its debt by nearly $200 million and is positioned for volume recovery as borrowing costs ease [5] - Current stock price is $105.97 with a 12-month forecast of $100.00, indicating a downside of 5.63% [4] Company Analysis: Winnebago Industries - Winnebago reported lower year-over-year revenue and earnings, impacted by tariffs, and expects modest price increases to offset these effects [9][10] - The stock is currently priced at $33.65 with a 12-month forecast of $43.22, suggesting a potential upside of 28.44% [8][9] - The company is undergoing a strategic redesign to expand into Class C motorhomes and the marine segment [10] Company Analysis: Camping World - Camping World reported a strong earnings quarter with a 9.4% revenue increase to $1.98 billion and a 50% increase in EPS year-over-year [11][12] - The stock is currently priced at $16.19 with a 12-month forecast of $21.78, indicating a potential upside of 34.48% [11][13] - Despite recent stock declines, sentiment is shifting positively, with a consensus Moderate Buy rating among analysts [13]