Reply
 
Thread Tools Display Modes
 
Old 02-11-2020, 08:12 PM   #741
Platinum Member
 
markopolo's Avatar
 
Join Date: Oct 2006
Location: New Brunswick, Canada
Posts: 8,464
Default

Thanks for the update. 2020 will be interesting for sure.

Will Rapido/Roadtrek get in the top three?

Or will it end up like this:
#1 Winnebago
#2 Thor / Airstream / Hymer USA
#3 Forest River / Coachmen


Should be a nice variety of Class B's to choose from.
__________________

__________________
Two bikes on sliding cargo box: https://www.classbforum.com/forums/m...icture206.html & 1997 GMC Savana 6.5L Turbo Diesel Custom Camper Van Specifications: https://www.classbforum.com/forums/f...vana-5864.html
markopolo is offline   Reply With Quote
Old 02-13-2020, 03:19 PM   #742
Platinum Member
 
Join Date: Feb 2015
Posts: 1,260
Default

Quote:
Originally Posted by markopolo View Post
Will Rapido/Roadtrek get in the top three?
I suspect not for some years, if ever. Winnebago, Thor, and Forest River are large organizations with deep pockets. Roadtrek, Inc. is now closer to the level of PW. But I don't consider that a bad thing. I hope that they choose to go for quality rather than quantity. We don't need any more slapped together Class Bs. What we need... desperately... is more high quality workmanship like we used to see from smaller companies like GWV, LTV, PW, and the old Roadtrek before the big recession.

But without the obscenely high price tag of Advanced...
__________________

__________________
Mumkin
2019 Roadtrek Simplicity SRT (almost a Zion)
2015 Roadtrek 170
2011 LTV Libero
2004 GWV Classic Supreme
mumkin is offline   Reply With Quote
Old 04-28-2020, 09:36 PM   #743
Platinum Member
 
Join Date: Jan 2015
Posts: 281
Default 2020 Q1 Wholesale Shipments

RVIA reports that first quarter 2020 Class B shipments totaled 1232 units, a significant (46.3%) recovery from last year when Hymer/Roadtrek's shutdown pushed quarterly shipments down to 842 units, the lowest in years.

A more valid comparison might be to trend first quarter output over the last five years.

Q1 Class B unit production:
2016 - 905
2017 - 1235
2018 - 1306
2019 - 842
2020 - 1232

Given that most manufacturers where shuttered the last couple weeks of March, about 10% of the production quarter, this shows a steady but slow improvement the last few years.

Although still the smallest segment of the Motorhome market Class B's are actually trending more positively than their larger Class A and C brethren. Big Class A units have trended downward from 6000+ to 3400 units during the same time period, and Class C's have declined from 9000+ to 5400 units currently.
rockymtnb is offline   Reply With Quote
Old 07-29-2020, 05:51 PM   #744
Platinum Member
 
Join Date: Jan 2015
Posts: 281
Default 2020 1st Half Wholesale Shipments

RVIA reports that first half 2020 Class B shipments totaled 2515 units, a 41% increase over last year but still below the 2018 peak of 2977 units.

However Covid-19 significantly impacted production this spring with segment leader Winnebago Industries shut down for six weeks from late March to early May. Weekly production this year generated about 125 units/wk compared to 115 unit/wk in 2018. If that rate even slightly increases for Covid driven buyers this year may well set a new record for total Class B production.

Half Year Class B prod:
2016 - 1989 units
2017 - 2765 units
2018 - 2977 units
2019 - 1799 units
2020 - 2515 units


Unfortunately SSI (Statistical Surveys Inc.) no longer releases a public version of Class B sales data by manufacturer. Presumably Winnebago will continue its large market share lead with Thor and Forest River battling for 2nd and 3rd place. But it would be nice to see that market share data.
rockymtnb is offline   Reply With Quote
Old 07-29-2020, 06:47 PM   #745
Platinum Member
 
rowiebowie's Avatar
 
Join Date: Jul 2018
Location: Texas
Posts: 1,933
Default

Thanks for the update. I assume the 2019 decline was due to Roadtredk. Funny that they are still below prior years with so many new builders entering hte market and some pent-up demand from 2019.
rowiebowie is offline   Reply With Quote
Old 08-13-2020, 04:32 PM   #746
Platinum Member
 
Join Date: Jan 2015
Posts: 281
Default 2020 June Market Share data

Some interesting news as SSI has released preliminary Class B market share data for June:

SSI Top 3 Market Share sales breakdown June 2020:
Winnebago Industries Inc. 51.4% market share.
Thor: 11.4% market share.
Pleasure-Way: 10.2% market share.
These are preliminary because the states of Arizona, Colorado, Maryland, Missouri, Oregon and Vermont had not yet reported registrations. Also SSI market share data in recent years has been cumulative - so June market share would represent the first six months market share. With Coronavirus reporting challenges it's unclear which months are incorporated in these June totals.

One clear take-away is that Winnebago continues to dominate the Class B market with new Solis models and Revel updates powering their increased share.


edit: It's good to see SSI data released again after a 5 month hiatus!
rockymtnb is offline   Reply With Quote
Old 08-13-2020, 07:12 PM   #747
Platinum Member
 
Join Date: Dec 2006
Location: Kansas City, Ks. Suburb
Posts: 885
Send a message via Yahoo to bobojay
Default

Glad to see Pleasure way get in there
__________________
Bob & Sharon
2019 Winnebago Travato K (2018 Chassis)

Past RV's: 2013 WGO ERA 70A, Chevy PW Lexor
Itasca Navion, 29' Jayco 5th Wheel
bobojay is offline   Reply With Quote
Old 08-19-2020, 02:26 PM   #748
Gold Member
 
Join Date: Jul 2020
Location: FL
Posts: 80
Default

Thanks for posting this. It will be interesting to see what happens in the US as current economic realities kick in. We're shopping right now, but we've decided to be patient instead of giving up on finding used, placing an order at a premium price, and then getting in line.

Over the next 6-9 months, we suspect that some people who quickly jumped into an RV because they couldn't vacation in the usual way will be looking at their monthly payments, storage costs, rent / mortgage payments, car payments, etc., and will make economic decisions that result in a boost of availability for gently used (or barely used) RVs.

We also suspect that folks who placed refundable deposits on units the dealer had already ordered may find themselves in a similar economic vise that causes them to cancel that deal to get their deposit back and avoid taking on the financial burden.

Lastly, we suspect that some folks who custom-ordered a vehicle and settled down for that 6-month wait may experience the same economic pressure, which could cause them to decide the economic pain of cancelling an order is smaller than the pain of taking delivery.

So, we're sitting back and waiting, while paying close attention to listings for gently-used and new Class-B RV's, ready to buy when the right opportunity comes by. If we're wrong, our wait is a little longer. If we're right, we'll find the unit we want with better availability at a slightly more attractive price.
Rocinante is offline   Reply With Quote
Old 08-19-2020, 02:35 PM   #749
Platinum Member
 
rowiebowie's Avatar
 
Join Date: Jul 2018
Location: Texas
Posts: 1,933
Default

When I bought used at the end of '2017, the market was at peak price. In my mind, I paid too much, but considered it the price of entry. And every year since then, we've reached new peak prices.
rowiebowie is offline   Reply With Quote
Old 08-19-2020, 03:04 PM   #750
Gold Member
 
Join Date: Jul 2020
Location: FL
Posts: 80
Default

Quote:
Originally Posted by rowiebowie View Post
When I bought used at the end of '2017, the market was at peak price. In my mind, I paid too much, but considered it the price of entry. And every year since then, we've reached new peak prices.
I have no doubt that over time peak prices will increase. We're just looking for a brief spike in availability and a concomitant softening, or at least leveling, in price. Honestly, though, at the moment availability is our biggest issue. I just can't see placing an order and waiting, already committed with non-refundable money on the table, when I can instead just wait and see for a while.
Rocinante is offline   Reply With Quote
Old 08-20-2020, 06:45 PM   #751
Platinum Member
 
Join Date: Jan 2015
Posts: 281
Default

Quote:
Originally Posted by Rocinante View Post
I just can't see placing an order and waiting, already committed with non-refundable money on the table, when I can instead just wait and see for a while.
I think that makes sense for standard factory units purchased via dealers. The recent Covid buying surge hasn't increased factory MSRPs significantly. Those pricing bumps are from dealers trimming or removing discounts.

But if you want a custom or factory direct unit such as Safari Condo, Outside Van, or Sportsmobile those factory prices haven't increased noticeably. And they already had significant lead times of 12-15 months so they don't seem to appeal to the current Covid surge buyers anyway. If you want one of those I would suggest just getting your build order in now, since any delays will just push your delivery date out further.
rockymtnb is offline   Reply With Quote
Old 09-09-2020, 05:56 PM   #752
Platinum Member
 
Join Date: Jan 2015
Posts: 281
Default 2020 July Market Share data

SSI Class B market share data for July 2020.

SSI Top 3 Market Share sales breakdown:
Winnebago Industries Inc. 51.2% market share.
Thor: 11.5% market share.
Forest River: 11.0% market share.
Since SSI market share is determined from cumulative YTD registration data these 'July' figures presumably represent the first seven month totals for 2020. As such, mid-year and later percentage shares don't tend to vary much, although Forest River edged out Pleasure Way for the number 3 spot.

PW had an early season bump from their CanaDream contract to build rental vans. Those rental fleet sales tend to concentrate in the first few months of the year.
__________________

rockymtnb is offline   Reply With Quote
Reply

Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


» Featured Campgrounds

Reviews provided by

Powered by vBadvanced CMPS v3.2.3

All times are GMT. The time now is 04:40 PM.


Powered by vBulletin® Version 3.8.8 Beta 4
Copyright ©2000 - 2020, vBulletin Solutions, Inc.
×