Class B Market Share, Sales and Shipments

[markopolo]

May 2017 Class B Shipments are up an incredible 89.9% compared to last May!

http://www.rvia.org/UniPop.cfm?v=2&OID=9439&CC=2016

May 2017 Class B Shipments.JPG

It's great news for Class B builders. It's fantastic news for anyone hoping to get a newer used unit in the coming years.

We need several months (several years) of these high shipment numbers to ensure a good supply of future used units so that market regains some balance.

[Davydd]

Originally Posted by markopolo

It's great news for Class B builders. It's fantastic news for anyone hoping to get a newer used unit in the coming years.

Yeah, like lots of Hymer Sunlights.

[BBQ]

Originally Posted by davydd

yeah, like lots of hymer sunlights.

lol


:d

[GeorgeRa]

I would be nice to know what are the actual statistics for the base vehicle, Sprinter, PM, or Transit. I would not be surprised that we are seeing results of Sergio Marchionne leadership, Fiat has owns the Camper Van market there.

[wincrasher]

Originally Posted by Davydd

Yeah, like lots of Hymer Sunlights.

Must be. It's certainly a way to buy that coveted #1 spot.

[Marley]

Lots of that crap on the market in 5 years I'm sure.

[EsotericSnowman]

>Must be. It's certainly a way to buy that coveted #1 spot.

If Camping World is selling it under their name does Hymer still get the credit and the sales stats?

[gregmchugh]

Originally Posted by EsotericSnowman

>Must be. It's certainly a way to buy that coveted #1 spot.

If Camping World is selling it under their name does Hymer still get the credit and the sales stats?

It is not sold as a Camping World branded product, it is a Sunlight which is a Erwin Hymer Group brand used in Europe that they are using for this model.

[Ron J. Moore]

I wonder how CW will handle "their speciality van" in about 5 years? If the quality doesn't improve, I would imagine even the niche that they have targeted will back off...then what? Ron

[wincrasher]

Originally Posted by Ron J. Moore

I wonder how CW will handle "their speciality van" in about 5 years? If the quality doesn't improve, I would imagine even the niche that they have targeted will back off...then what? Ron

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 units, CW should do a lot of business on repairs. Maybe that's their model - low margin on these poorly built, but low priced vans, but make it up on warranty claims.

Looks to me that Hymer is still getting their regular margins, based on how cheap these look. So they have an amount in that price for warranty, or they buy an external policy or hedge for it.

[markopolo]

May 2017 Class B Sales stats have been posted on RV Business: SSI: Class B Sales Motor to 17.7% Gain for May | RV Business

Sales were up 17.7% compared to last May.

Class B motorhome sales registrations jumped 17.7% in May while the segment posted a 31.2% gain through the first five months.

Here's the Class B market share breakdown:

March 2017
Erwin Hymer Group North America 32.3% market share.
Winnebago Industries Inc. 30.1% market share.
Thor Industries Inc. 17.9% market share.
Pleasure-Way Industries 13% market share.

April 2017
Erwin Hymer Group North America 35.6% market share.
Winnebago Industries Inc. 31.1% market share.
Thor Industries Inc. 16.9% market share.
Pleasure-Way Industries 10.1% market share.

May 2017
Erwin Hymer Group North America 33.1% market share.
Winnebago Industries Inc. 32.1% market share.
Thor Industries Inc. 17.7% market share.
Pleasure-Way Industries 10.1% market share.

The 31.2% gain in sales through the first five months of this year is really good.

[VinMarlow]

Originally Posted by markopolo

May 2017 Class B Sales stats have been posted on RV Business: SSI: Class B Sales Motor to 17.7% Gain for May | RV Business

Sales were up 17.7% compared to last May.



Here's the Class B market share breakdown:

March 2017
Erwin Hymer Group North America 32.3% market share.
Winnebago Industries Inc. 30.1% market share.
Thor Industries Inc. 17.9% market share.
Pleasure-Way Industries 13% market share.

April 2017
Erwin Hymer Group North America 35.6% market share.
Winnebago Industries Inc. 31.1% market share.
Thor Industries Inc. 16.9% market share.
Pleasure-Way Industries 10.1% market share.

May 2017
Erwin Hymer Group North America 33.1% market share.
Winnebago Industries Inc. 32.1% market share.
Thor Industries Inc. 17.7% market share.
Pleasure-Way Industries 10.1% market share.

The 31.2% gain in sales through the first five months of this year is really good.

Thanks for sharing, markopolo! I wanted to know the details on this as well.

[wincrasher]

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 have a feel for is how Paseo sales have been doing and the ramp up of those units at WGO.

[markopolo]

June shipment data has been published.

http://www.rvia.org/UniPop.cfm?v=2&OID=9454&CC=2016

The pace of growth has slowed but the 39% increase YOY is fantastic.

[markopolo]

June 2017 Class B Sales stats have been posted on RV Business: SSI: Class B Segment Jumps 37.5% in 2nd Quarter | RV Business

Sales were up 23.1% compared to last June.

Quote:

Class B retail sales climbed to 373 units in June 2017 compared to 303 units a year ago, a 23.1% increase. The segment has now reported a year-over-year increase each of the first six months.

For the second quarter, the segment totaled 1,133 units, a 37.5% increase over the 891 units reported a year ago. Year-to-date, Class B sales grew 31.2%, registering 1,928 units versus 1,469 for the same time period in 2016.

Here's the Class B market share breakdown:

April 2017
Erwin Hymer Group North America 35.6% market share.
Winnebago Industries Inc. 31.1% market share.
Thor Industries Inc. 16.9% market share.
Pleasure-Way Industries 10.1% market share.

May 2017
Erwin Hymer Group North America 33.1% market share.
Winnebago Industries Inc. 32.1% market share.
Thor Industries Inc. 17.7% market share.
Pleasure-Way Industries 10.1% market share.

June 2017
Winnebago Industries Inc. 40.2% market share.
Erwin Hymer Group North America 26.8% market share.
Thor Industries Inc. 14.2% market share.

It's interesting how Winnebago took over the lead for the month, quarter and year-to-date:

For the second quarter, Winnebago also led in market share at 36.1%, followed by EHGNA (30.2%) and Thor (16.4%). It was the same leaders for year-to-date market share, with Winnebago at 33.7%, EHGNA at 31.7% and Thor at 17.1%.

The 31.2% gain in sales through the first six months of this year now.

[Davydd]

That is a major change with Winnebago topping 40% and ascending to number 1. Since Winnebago and Roadtrek both market Promasters that can't be blamed on the popularity of the platform.

[BBQ]

.

>June 2017
>Winnebago Industries Inc. 40.2% market share.


Wow

A game changer is in the work again?

Is Hymer a flash in the pan?

[Mat Mobile]

Ok, I haven't been following the new market as much as you guys....

But it seems to me that Winnebago simply got their market share back because there was nothing being built by them between the VW based Rialto and whatever they started making on the Sprinter platform. Is that very summarized statement correct?

[Scottbaldassari]

Originally Posted by Mat Mobile

But it seems to me that Winnebago simply got their market share back because there was nothing being built by them between the VW based Rialto and whatever they started making on the Sprinter platform. Is that very summarized statement correct?

Yes, but I think they are referring to the more recent history (couple years) of Class Bs where Roadtrek(Hymer) and Winnebago have been topping each other in Market share..

[bobojay]

What Scott said...