RVIA Shipments

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RVIA Reports Wholesale Shipments for November

The Recreational Vehicle Industry Association reported wholesale shipments of 13,700 units in November, up a whopping 128.3% from the same period in 2008. Shipments continue to show a positive trend towards recovery. Motorized RV sales turned positive year-on-year for the first time since the industry tanked in 2007.

According to the RVIA, RV shipments are projected to total 185,800 units in 2010, a 26.5% increase from the projected 2009 total, according to RV industry analyst and director of consumer surveys at the University of Michigan Dr. Richard Curtin. Gains are expected over the next two years as negative financial factors give way to improved market conditions. RV Investor will release its forecast for 2010 in December.

RV Investor will release its year end wrap up and 2010 outlook in January.

RV Wholesale Unit Shipments 2009

	2009 Q1			Q2			Q3			Q4			YTD
RV Wholesale Units (K)	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
Motorized
Motorhome (Class A)	0.4	0.3	0.4	0.3	0.4	0.4	0.4	0.5	0.6	0.8	0.5		5.0
Van Conversion (Class B)	0.1	-	0.1	0.1	0.1	0.1	0.1	0.1	0.2	0.1	0.1		1.1
Mini-Motorhome (Class C)	0.2	0.4	0.2	0.6	0.7	0.5	0.4	0.5	0.5	0.6	0.6		5.2
Motorized Total	0.7	0.7	0.7	1.0	1.2	1.0	0.9	1.1	1.3	1.5	1.2	-	11.3
Towables
Travel Trailers	4.3	6.2	7.7	7.9	7.9	10.1	8.5	11.1	11.3	9.8	8.3		93.1
5th Wheels	1.4	2.4	2.8	2.9	2.7	3.1	2.7	4.2	3.7	4.2	3.4		33.5
Folding Camper	0.8	0.9	1.1	1.3	1.3	1.3	1.3	1.2	0.9	0.9	0.7		11.7
Truck Campers	0.1	0.1	0.2	0.2	0.2	0.2	0.1	0.2	0.2	0.2	0.1		1.8
Towables Total	6.6	9.6	11.8	12.3	12.1	14.7	12.6	16.7	16.1	15.1	12.5	-	140.1
RV Total Units 2009	7.3	10.3	12.5	13.3	13.3	15.7	13.5	17.8	17.4	16.6	13.7	-	151.4

	2009 Q1			Q2			Q3			Q4			YTD
RV Wholesale Units (K)	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
Motorized	0.7	0.7	0.7	1.0	1.2	1.0	0.9	1.1	1.3	1.5	1.2	-	11.3
Towable	6.6	9.6	11.8	12.3	12.1	14.7	12.6	16.7	16.1	15.1	12.5	-	140.1
Total Units 2009	7.3	10.3	12.5	13.3	13.3	15.7	13.5	17.8	17.4	16.6	13.7	-	151.4
Source: RVIA 2009


Δ% from Previous Year	2009 Q1			Q2			Q3			Q4			YTD
RV Wholesale Units (K)	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
Motorized
Motorhome (Class A)	-77.8%	-83.3%	-82.6%	-83.3%	-66.7%	-71.4%	-55.6%	-44.4%	-40.0%	-20.0%	25.0%		-65.5%
Van Conversion (Class B)	-50.0%	-100.0%	-50.0%	-66.7%	-50.0%	-50.0%	0.0%	-50.0%	100.0%	0.0%	0.0%		-42.1%
Mini-Motorhome (Class C)	-84.6%	-73.3%	-88.2%	-68.4%	-46.2%	-50.0%	-33.3%	-16.7%	-16.7%	20.0%	100.0%		-54.0%
Motorized Total	-78.8%	-80.0%	-83.3%	-75.0%	-55.6%	-61.5%	-43.8%	-35.3%	-23.5%	-6.3%	50.0%		-59.2%
Towables
Travel Trailers	-66.4%	-58.1%	-51.6%	-52.4%	-41.5%	-23.5%	-10.5%	20.7%	31.4%	32.4%	144.1%		-25.5%
5th Wheels	-76.3%	-64.7%	-62.2%	-59.2%	-55.0%	-43.6%	-38.6%	0.0%	-2.6%	35.5%	161.5%		-39.6%
Folding Camper	-65.2%	-55.0%	-45.0%	-58.1%	-43.5%	-27.8%	18.2%	-20.0%	0.0%	-25.0%	75.0%		-37.1%
Truck Campers	-83.3%	-80.0%	-66.7%	-66.7%	-60.0%	-50.0%	-80.0%	-33.3%	-50.0%	0.0%	0.0%		-61.7%
Towables Total	-69.4%	-60.2%	-54.4%	-55.1%	-45.7%	-29.7%	-18.7%	9.9%	17.5%	26.9%	140.4%		-31.2%
RV Total Units	-70.7%	-62.7%	-58.5%	-57.6%	-46.8%	-33.2%	-21.1%	5.3%	13.0%	23.0%	128.3%		-34.6%

	2009 Q1			Q2	Q3					Q4			YTD
RV Wholesale Units (K)	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
Motorized	-78.8%	-80.0%	-83.3%	-75.0%	-55.6%	-61.5%	-43.8%	-35.3%	-23.5%	-6.3%	50.0%		-59.2%
Towable	-69.4%	-60.2%	-54.4%	-55.1%	-45.7%	-29.7%	-18.7%	9.9%	17.5%	26.9%	140.4%		-31.2%
Total Units	-70.7%	-62.7%	-58.5%	-57.6%	-46.8%	-33.2%	-21.1%	5.3%	13.0%	23.0%	128.3%		-34.6%
Source: RVIA 2009

RV Wholesale Unit Shipments 1995 - 2008

	Calendar Year														Annual Growth Rate '08
RV Wholesale Units (K)	1995	1996	1997	1998	1999	2000	2001	2002	2003	2004	2005	2006	2007	2008	1 Year	5 Year	10 Year
Motorized
Motorhome (Class A)	33.0	36.5	37.6	42.9	49.4	41.0	33.4	39.6	41.5	46.3	37.9	32.4	32.9	14.9	-54.7%	-18.5%	-10.0%
Van Conversion (Class B)	4.1	4.1	3.8	3.6	3.6	3.4	2.6	2.8	2.1	2.5	2.6	2.8	3.1	1.9	-38.7%	-2.0%	-6.2%
Mini-Motorhome (Class C)	15.7	14.7	13.6	17.0	18.6	16.5	13.2	18.0	18.3	23.0	20.9	20.9	19.4	11.5	-40.7%	-8.9%	-3.8%
Motorized Total	52.8	55.3	55.0	63.5	71.6	60.9	49.2	60.4	61.9	71.8	61.4	56.1	55.4	28.3	-48.9%	-14.5%	-7.8%
Towables
Travel Trailers	75.3	75.4	78.8	98.6	117.5	114.5	102.2	129.7	139.8	163.6	201.6	216.8	180.2	128.1	-28.9%	-1.7%	2.7%
5th Wheels	45.9	48.5	52.8	56.5	60.5	62.3	54.7	66.1	74.6	91.0	84.8	87.4	81.5	57.0	-30.1%	-5.2%	0.1%
Folding Camper	61.1	57.3	57.6	63.3	60.1	51.3	40.8	44.8	35.7	34.1	32.8	33.7	28.8	18.9	-34.4%	-11.9%	-11.4%
Truck Campers	11.9	11.0	10.3	10.8	11.5	11.1	9.9	10.0	8.8	9.6	8.8	8.7	7.5	4.7	-37.3%	-11.8%	-8.0%
Towables Total	194.2	192.2	199.5	229.2	249.6	239.2	207.6	250.6	258.9	298.3	328.0	346.6	298.0	208.7	-30.0%	-4.2%	-0.9%
RV Total Units	247.0	247.5	254.5	292.7	321.2	300.1	256.8	311.0	320.8	370.1	389.4	402.7	353.4	237.0	-32.9%	-5.9%	-2.1%

	Calendar Year														Annual Growth Rate '08
RV Wholesale Units (K)	1995	1996	1997	1998	1999	2000	2001	2002	2003	2004	2005	2006	2007	2008	1 Year	5 Year	10 Year
Motorized	52.8	55.3	55.0	63.5	71.6	60.9	49.2	60.4	61.9	71.8	61.4	56.1	55.4	28.3	-48.9%	-14.5%	-7.8%
Towable	194.2	192.2	199.5	229.2	249.6	239.2	207.6	250.6	258.9	298.3	328.0	346.6	298.0	208.7	-30.0%	-4.2%	-0.9%
Total Units	247.0	247.5	254.5	292.7	321.2	300.1	256.8	311.0	320.8	370.1	389.4	402.7	353.4	237.0	-32.9%	-5.9%	-2.1%
Source: RVIA 2008

Source: RVIA 2009