Andy Preikschat

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)

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%

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)

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)

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).

@davidorr_31 Motorhomes are a different story...prices keep climbing due to rising chassis prices (Ford, Chevy)

@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)

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)

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)

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

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)

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)

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

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)

RV parts and major vendors on the list: RVLock, Kenect Trailer businesses on the list: American Trailer Rental Group, Portable Restroom Trailers

Other RV businesses to make the Inc. 5000 list (2023): Campspot, Blue Compass RV, The Dyrt, Outdoorsy, Rollick

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.