As a follow up on volume data, it appears the decline in registrations wasn’t a temporary one or two month anomaly.
September data shows significant decline after 3 additional months.
Class A down 40.7 %
Class C down 36.6 %
Class B down 3.5 %
https://rvbusiness.com/ssi-september...how-a-22-drop/
Additionally, if checking PPL site (large consignment lots in Texas), it appears more units are listed at lower sale prices, particularly larger units.
For what it is worth, Thor continues to look good from a market share standpoint in motorized RVs. I’m not sure how that will relate to future profitability.