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RVIA Reports Wholesale Shipments for September
 
The Recreational Vehicle Industry Association reported that wholesale shipments of 26,800 units in September, down 3.6% from the same period in 2006. Towables continue to show the most softness with YTD sales down 12.9% compared with 2006. Motorhomes were down 4.3% in September compared with 2006 and down 1.4% YTD. The year-on-year change in shipments (see chart below) indicates that the industry may be headed for growth again in 2008.

In November 2006, the RVIA reported that U.S. recreational vehicle makers expect shipments to dealers to drop more than 11 percent to 341,900 in 2007 from an expected 385,500 units in 2006.

 
                                 
    2007 Q1 Q2     Q3     Q4     YTD Mo.  
  RV Wholesale Units (K) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total Avg.  
  Motorized                              
  Motorhome (Class A)         2.6       2.8        3.6       2.8        2.9       3.2       2.0       2.9       2.8            25.6        2.8  
  Van Conversion (Class B)         0.3       0.4        0.3       0.2        0.3       0.3       0.1       0.3       0.2              2.4        0.3  
  Mini-Motorhome (Class C)         1.3       1.4        1.9       1.9        2.0       2.2       1.5       1.7       1.5            15.4        1.7  
  Motorized Total         4.2       4.6        5.8       4.9        5.2       5.7       3.6       4.9       4.5            43.4        4.8  
  Towables                              
  Travel Trailers       13.2      15.0      18.7      17.9      17.5     17.4     14.8     15.7     13.8           144.0       16.0  
  5th Wheels         6.6       7.2        8.5       7.5        7.1       7.7       5.9       7.1       6.4            64.0        7.1  
  Folding Camper         2.2       2.2        3.4       3.3        3.1       3.0       2.9       2.1       1.5            23.7        2.6  
  Truck Campers         0.6       0.7        0.7       0.7        0.7       0.7       0.7       0.6       0.6              6.0        0.7  
  Towables Total       22.6      25.1      31.3      29.4      28.4     28.8     24.3     25.5     22.3           237.7       26.4  
  RV Total Units        26.8      29.7       37.1      34.3       33.6     34.5     27.9     30.4     26.8          281.1       31.2  
                                 
    Q1     Q2     Q3     Q4     YTD Mo.  
  RV Wholesale Units (K) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total Avg.  
  Motorized         4.2       4.6        5.8       4.9        5.2       5.7       3.6       4.9       4.5            43.4        4.8  
  Towable       22.6      25.1      31.3      29.4      28.4     28.8     24.3     25.5     22.3           237.7       26.4  
  Total Units        26.8      29.7       37.1      34.3       33.6     34.5     27.9     30.4     26.8          281.1       31.2  
  Source: RVIA 2007                              
                                 
                                 
  Δ% from Previous Year 2007 Q1     Q2     Q3     Q4     YTD Mo.  
  RV Wholesale Units (K) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total Avg.  
  Motorized                              
  Motorhome (Class A) 4.0% 12.0% -2.7% 12.0% 3.6% 6.7% -4.8% 3.6% 0.0%       3.6% 5.3%  
  Van Conversion (Class B) 50.0% 100.0% 0.0% -33.3% 50.0% 0.0% -50.0% 50.0% 0.0%       14.3% 14.3%  
  Mini-Motorhome (Class C) -18.8% -12.5% -13.6% -17.4% -9.1% 15.8% -11.8% -15.0% -11.8%       -10.5% -1.8%  
  Motorized Total -2.3% 7.0% -6.5% -3.9% 0.0% 9.6% -10.0% -2.0% -4.3%       -1.4% 3.1%  
  Towables                              
  Travel Trailers -30.2% -16.7% -18.7% -11.4% -15.5% -11.2% -7.5% -7.6% -1.4%       -14.0% -11.4%  
  5th Wheels -13.2% 0.0% -14.1% -10.7% -21.1% -8.3% -13.2% -7.8% 0.0%       -10.4% -2.4%  
  Folding Camper -33.3% -18.5% 0.0% -13.2% -3.1% -14.3% -3.3% -16.0% -25.0%       -13.5% -6.2%  
  Truck Campers -14.3% -12.5% -22.2% 0.0% -22.2% 0.0% 0.0% 0.0% -14.3%       -10.4% -8.0%  
  Towables Total -25.9% -12.5% -15.9% -11.2% -16.0% -10.6% -8.3% -8.3% -3.5%       -12.9% -8.6%  
  RV Total Units -23.0% -10.0% -14.5% -10.2% -13.8% -7.8% -8.5% -7.3% -3.6%       -11.3% -6.9%  
                                 
    Q1     Q2     Q3     Q4     YTD Mo.  
  RV Wholesale Units (K) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total Avg.  
  Motorized -2.3% 7.0% -6.5% -3.9% 0.0% 9.6% -10.0% -2.0% -4.3%       -1.4% 3.1%  
  Towable -25.9% -12.5% -15.9% -11.2% -16.0% -10.6% -8.3% -8.3% -3.5%       -12.9% -8.6%  
  Total Units -23.0% -10.0% -14.5% -10.2% -13.8% -7.8% -8.5% -7.3% -3.6%       -11.3% -6.9%  
  Source: RVIA 2007