RV Inventory Seen Destocking Further as Demand Tilts Toward Lower-Priced Models -- Market Talk

Dow Jones

Jul 01, 2025

0834 ET - Demand for RVs appears to be shifting more in favor of lower-priced models than premium offerings, a potentially negative development for Winnebago Industries, D.A. Davidson's Griffin Bryan says in a research note. The analyst, speaking with dealers following mixed results from Winnebago and Thor Industries, found that dealers feel that further destocking of higher-priced units is needed with little intention of restocking for the foreseeable future. "We heard from several dealers that specifically within motorized, consumers are opting for lower contented units within Class A, B, and C. We view this as a negative development for Winnebago, as its products are largely seen as more premium in nature with much higher price tags vs. Thor," says Bryan. (denny.jacob@wsj.com; @pennedbyden)

(END) Dow Jones Newswires

July 01, 2025 08:35 ET (12:35 GMT)

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Davidson's Griffin Bryan says in a research note. The analyst, speaking with dealers following mixed results from Winnebago and Thor Industries, found that dealers feel that further destocking of higher-priced units is needed with little intention of restocking for the foreseeable future. \"We heard from several dealers that specifically within motorized, consumers are opting for lower contented units within Class A, B, and C. We view this as a negative development for Winnebago, as its products are largely seen as more premium in nature with much higher price tags vs. Thor,\" says Bryan. (denny.jacob@wsj.com; @pennedbyden) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 01, 2025 08:35 ET (12:35 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>RV Inventory Seen Destocking Further as Demand Tilts Toward Lower-Priced Models -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRV Inventory Seen Destocking Further as Demand Tilts Toward Lower-Priced Models -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-07-01 20:35</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0834 ET - Demand for RVs appears to be shifting more in favor of lower-priced models than premium offerings, a potentially negative development for Winnebago Industries, D.A. Davidson's Griffin Bryan says in a research note. The analyst, speaking with dealers following mixed results from Winnebago and Thor Industries, found that dealers feel that further destocking of higher-priced units is needed with little intention of restocking for the foreseeable future. \"We heard from several dealers that specifically within motorized, consumers are opting for lower contented units within Class A, B, and C. We view this as a negative development for Winnebago, as its products are largely seen as more premium in nature with much higher price tags vs. Thor,\" says Bryan. (denny.jacob@wsj.com; @pennedbyden) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 01, 2025 08:35 ET (12:35 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4099","symbol_name":"汽车制造商","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2548769009","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2548769009","pubTimestamp":1751373300,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0834 ET - Demand for RVs appears to be shifting more in favor of lower-priced models than premium offerings, a potentially negative development for Winnebago Industries, D.A. 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","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4099":"汽车制造商","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","BK4585":"ETF&股票定投概念","BK4588":"碎股","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","WGO":"温尼巴格实业","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","THO":"索尔工业"},"translate_title":"随着需求向低价车型倾斜，房车库存进一步去库存——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"THO":0.9,"WGO":0.9},"content_text":"0834 ET - Demand for RVs appears to be shifting more in favor of lower-priced models than premium offerings, a potentially negative development for Winnebago Industries, D.A. Davidson's Griffin Bryan says in a research note. The analyst, speaking with dealers following mixed results from Winnebago and Thor Industries, found that dealers feel that further destocking of higher-priced units is needed with little intention of restocking for the foreseeable future. \"We heard from several dealers that specifically within motorized, consumers are opting for lower contented units within Class A, B, and C. We view this as a negative development for Winnebago, as its products are largely seen as more premium in nature with much higher price tags vs. Thor,\" says Bryan. (denny.jacob@wsj.com; @pennedbyden) \n\n\n  (END) Dow Jones Newswires\n\n\n  July 01, 2025 08:35 ET (12:35 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}