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Search: Posts Made By: wincrasher
Forum: Industry News 05-15-2018, 09:20 PM
Replies: 889
Views: 276,682
Posted By wincrasher
Well you are starting from an assumption that you...

Well you are starting from an assumption that you trade your house for an RV. Why would you need to do that? Keep your house for when full-timing is done - nobody stays on the road forever. So...
Forum: Industry News 05-15-2018, 03:02 PM
Replies: 889
Views: 276,682
Posted By wincrasher
Well, when the cost of a high end SUV can...

Well, when the cost of a high end SUV can approach six figures, it's not all that hard to justify a Class B van, retired or not.

I don't know why anyone would consider full-timing to be a bad...
Forum: Industry News 05-13-2018, 05:24 AM
Replies: 889
Views: 276,682
Posted By wincrasher
Winnebago has a dedicated shop to build Class B...

Winnebago has a dedicated shop to build Class B vans. What you get is the enormous buying power that a diversified manufacturer of this size, plus the ability to manufacture many of the parts they...
Forum: Industry News 05-11-2018, 02:31 PM
Replies: 889
Views: 276,682
Posted By wincrasher
WGO's continued trend to gain share is pretty...

WGO's continued trend to gain share is pretty amazing. Backlog on Travato & Revel appear to be building. You'd think that Hymer would be gaining share with all the cheap vans they've been putting...
Forum: Industry News 04-12-2018, 05:58 PM
Replies: 889
Views: 276,682
Posted By wincrasher
Well, let's keep this in it's proper priority. ...

Well, let's keep this in it's proper priority. They've said a a can of beer is only going to go up 1/3 of a cent per can. So all of you can stop sweating this current crisis, as the end of the...
Forum: Industry News 10-12-2017, 04:45 PM
Replies: 889
Views: 276,682
Posted By wincrasher
Whatever the blip was for Roadtrek/Hymer this...

Whatever the blip was for Roadtrek/Hymer this spring, it appears that it is over.

I expect further increases from WGO. All their new Revel's are sold thru the year and a backlog has been created....
Forum: Industry News 08-13-2017, 08:25 PM
Replies: 889
Views: 276,682
Posted By wincrasher
What's interesting is the huge jump in share for...

What's interesting is the huge jump in share for WGO after months of bouncing around within 1-2%. For them to now have 40% share is nothing short of amazing. I hadn't heard that there is any big...
Forum: Industry News 08-12-2017, 09:37 PM
Replies: 889
Views: 276,682
Posted By wincrasher
Hymer put out a lot of product to fill the...

Hymer put out a lot of product to fill the Camping World supply chain. I think all that inventory building put them ahead for awhile. But I suspect those shoddy units are not selling really well,...
Forum: Industry News 07-20-2017, 03:30 PM
Replies: 889
Views: 276,682
Posted By wincrasher
Looks to me that Hymer had first quarter gains...

Looks to me that Hymer had first quarter gains from building all those cheap units for Camping World. Really pumped them out. Now that has passed, the gap with WGO has narrowed. What I don't...
Forum: Industry News 07-07-2017, 05:22 PM
Replies: 889
Views: 276,682
Posted By wincrasher
Not sure if it carries the same warranty as the...

Not sure if it carries the same warranty as the rest of the Hymer & Roadtrek products - 6 years.

Surely, CW is just an intermediary. If Hymer doesn't pay, the customer is SOL. Looking at these...
Forum: Industry News 06-30-2017, 02:52 AM
Replies: 889
Views: 276,682
Posted By wincrasher
Must be. It's certainly a way to buy that...

Must be. It's certainly a way to buy that coveted #1 spot.
Forum: Industry News 04-16-2017, 01:06 AM
Replies: 889
Views: 276,682
Posted By wincrasher
I suspect that Hymer is building inventory with...

I suspect that Hymer is building inventory with it's dealers for the new products as production I guess has ramped up. It would be interesting to know the volume of this stuff to Camping World.
Forum: Industry News 04-01-2017, 11:04 PM
Replies: 889
Views: 276,682
Posted By wincrasher
LOL. What it means is that everyone's van will...

LOL. What it means is that everyone's van will be worth less money on resale. Growth in the market is a double-edged sword.
Forum: Industry News 03-21-2017, 04:19 AM
Replies: 889
Views: 276,682
Posted By wincrasher
Don't forget that the margins are different for...

Don't forget that the margins are different for these companies - WGO discounts 25-27% typically, and RT/Hymer is 10-15% typically. So that gap is widened a bit more than what you see in the MSRP's.
Forum: Industry News 03-19-2017, 01:35 AM
Replies: 889
Views: 276,682
Posted By wincrasher
Ya think? All of Hymer/Roadtrek's gains have...

Ya think? All of Hymer/Roadtrek's gains have been on the Promaster lines. ALL of the Hymer production is on Promasters and probably will be going forward.

Parsing the numbers further would be...
Forum: Industry News 03-12-2017, 07:30 PM
Replies: 889
Views: 276,682
Posted By wincrasher
LOL. One month doesn't make a turn-around. ...

LOL. One month doesn't make a turn-around.

But HYMER is making the changes, not Roadtrek. If they have success and improve their market share, that is great. But it won't be because Roadtrek...
Forum: Industry News 03-12-2017, 05:02 PM
Replies: 889
Views: 276,682
Posted By wincrasher
They are NOT going to be building 3500 vans a...

They are NOT going to be building 3500 vans a year. They don't have that kind of capacity. He's probably including the number of trailers they are planning. That would probably be achievable.
...
Forum: Industry News 02-24-2017, 05:21 PM
Replies: 889
Views: 276,682
Posted By wincrasher
Meh. Show me the receipts and then I'll be...

Meh. Show me the receipts and then I'll be impressed.
Forum: Industry News 01-17-2017, 10:59 PM
Replies: 889
Views: 276,682
Posted By wincrasher
Interesting that the very little movement there...

Interesting that the very little movement there is in Thor & PW looks like it came out of WGO.

But that probably isn't the case. There is a little over 7% not represented in these shares. My...
Forum: Industry News 10-27-2016, 01:55 PM
Replies: 889
Views: 276,682
Posted By wincrasher
Other's have threatened to bring their euro style...

Other's have threatened to bring their euro style vans to the US market - Hyundai in particular. Not sure there really is enough of a van market to justify even more players.

My bet is that GM...
Forum: Industry News 10-21-2016, 11:21 PM
Replies: 889
Views: 276,682
Posted By wincrasher
I think there is a fairly large segment of the...

I think there is a fairly large segment of the older demographic that is in denial about how "active" they are. The accouterments of active pastimes like biking, hiking and paddling still appeal to...
Forum: Industry News 09-27-2016, 03:19 PM
Replies: 889
Views: 276,682
Posted By wincrasher
Seems odd for such a big jump in August. Usually...

Seems odd for such a big jump in August. Usually there is a spring bump.

If it were to be from Roadtrek, you'd see a big bump in their market share, which is doubtful.

It may be the handful of...
Forum: Industry News 08-30-2016, 11:18 PM
Replies: 889
Views: 276,682
Posted By wincrasher
LOL. It would a feat worth celebrating if you...

LOL. It would a feat worth celebrating if you can ship more units, yet have declining market share.
Forum: Industry News 08-30-2016, 09:27 PM
Replies: 889
Views: 276,682
Posted By wincrasher
Wow. It would be interesting to see how that...

Wow. It would be interesting to see how that breaks down.

Obviously, WGO has had a big increase in Travato sales. I had heard they were outselling Era's 4 to 1.

But you've had new players...
Forum: Industry News 08-17-2016, 05:58 PM
Replies: 889
Views: 276,682
Posted By wincrasher
LOL. Roadtrek is continuing their slow...

LOL.

Roadtrek is continuing their slow share erosion. It would not be particularly surprising if their biggest sellers are the Chevy models (170/190/210) or the Zions. The only time I hear...
Showing results 1 to 25 of 59

 
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