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Baird: Expect Strong Shipment Results to Continue

baird_new_logoEditor’s Note: Robert W. Baird & Co. issued this client note on Tuesday (Dec. 29) following the release of the November wholesale report by the Recreation Vehicle Industry Association (RVIA).


November shipments recover versus easy comps. Total shipments increased 137% in November, on a 149% increase in towable shipments and a 57% increase in motorhomes. These large increases were expected, as the seasonally weak year-end period was especially weak last year. We expect strong shipment results to continue as comps remain easy throughout winter and the dealers begin to restock inventory at more normal rates.


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