Andy Preikschat

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Andy Preikschat

Andy Preikschat

@AndyPreikschat

PE, VC🌲investor, owner🌲Edgebrook, Don's RV Center

Modesto, CA Katılım Ocak 2018
185 Takip Edilen1.6K Takipçiler
Andy Preikschat
Andy Preikschat@AndyPreikschat·
counting CWH and Blue Compass each as one company (despite many locations), we were #16 dealer in new sales volume in CA in 2024 (out of about 200 dealers)
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Andy Preikschat
Andy Preikschat@AndyPreikschat·
these stats are national and wholesale (mfg to dealer)...CA retail volume (just got the numbers today) was down in 2024: Travel Trailers -5.2% and Fifth Wheels -9.8%
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Andy Preikschat
Andy Preikschat@AndyPreikschat·
U.S. RV unit shipments (per RVIA): 2024 333,733 +6.6% 2023 313,174 -36.5% 2022 493,268 -17.8% (no. 3 year) 2021 600,240 +39.5% (no. 1 year) 2020 430,412 +6.0% 2019 406,000 -16.0% 2018 483,700 -4.1% 2017 504,600 +17.2% (no. 2 year)
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Andy Preikschat
Andy Preikschat@AndyPreikschat·
a year ago, we became a Starcraft dealer…pleased to share that we are currently the #1 Starcraft dealer in CA (and #5 in the nation)
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Andy Preikschat@AndyPreikschat·
for almost 20 years, I was a picker of small cap stocks (stock fund manager 2003-2019, until I transitioned to private software deals). now, I'm a "picker" of RV brands (INV manager for a $20+ M RV dealer).
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Andy Preikschat@AndyPreikschat·
@davidorr_31 Motorhomes are a different story...prices keep climbing due to rising chassis prices (Ford, Chevy)
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Andy Preikschat
Andy Preikschat@AndyPreikschat·
@davidorr_31 Yes, for TT and FW, seeing 2022 as peak prices, 2023 5-10% lower, 2024 5-10% lower...RV prices finally coming back down to pre-COVID levels (mfgs held up pricing as long as they could, ha)
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Andy Preikschat
Andy Preikschat@AndyPreikschat·
U.S. RV unit shipments (per RVIA): 2023 313,174 -36.5% 2022 493,268 -17.8% (#3 year) 2021 600,240 +39.5% (#1 year) 2020 430,412 +6.0% 2019 406,000 -16.0% 2018 483,700 -4.1% 2017 504,600 +17.2% (#2 year)
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Andy Preikschat
Andy Preikschat@AndyPreikschat·
in the Great Recession (2008-2009), RV sales declined about -70% and about 30-40% of independent RV dealers and 30-40% of RV manufacturers failed...I'm wondering if this downturn will be roughly half as bad (15-20% of independent RV dealers and RV manufacturers fail)
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Andy Preikschat
Andy Preikschat@AndyPreikschat·
motorhomes (A, B and C) down a lot y/y...growing headwinds for motorhomes, including that Ford and Chevy chassis prices jumped ~$7K for 2024 models
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Andy Preikschat
Andy Preikschat@AndyPreikschat·
U.S. RV unit shipments (per RVIA): 2022 493,268 -17.8% (#3 year) 2021 600,240 +39.5% (#1 year) 2020 430,412 +6.0% 2019 406,000 -16.0% 2018 483,700 -4.1% 2017 504,600 +17.2% (#2 year)
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Andy Preikschat
Andy Preikschat@AndyPreikschat·
U.S. RV unit shipments (per RVIA): 2022 493,268 -17.8% (#3 year) 2021 600,240 +39.5% (#1 year) 2020 430,412 +6.0% 2019 406,000 -16.0% 2018 483,700 -4.1% 2017 504,600 +17.2% (#2 year)
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Andy Preikschat@AndyPreikschat·
another Elkhart Open House completed…best highlight (for me) was a 2:1 tour of Highland Ridge (Open Range, Starcraft) by President/founder Randy Graber…and strolling Notre Dame campus
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Andy Preikschat
Andy Preikschat@AndyPreikschat·
U.S. RV unit shipments (per RVIA): 2022 493,268 -17.8% (#3 year) 2021 600,240 +39.5% (#1 year) 2020 430,412 +6.0% 2019 406,000 -16.0% 2018 483,700 -4.1% 2017 504,600 +17.2% (#2 year)
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Andy Preikschat@AndyPreikschat·
RV parts and major vendors on the list: RVLock, Kenect Trailer businesses on the list: American Trailer Rental Group, Portable Restroom Trailers
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Andy Preikschat@AndyPreikschat·
Other RV businesses to make the Inc. 5000 list (2023): Campspot, Blue Compass RV, The Dyrt, Outdoorsy, Rollick
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Andy Preikschat@AndyPreikschat·
Don’s RV Center, the fastest-growing luxury RV dealer in California, is excited to be #3,242 on the Inc. 5000 (2023). Don’s RV celebrates nine years in a row of record sales.
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