11.15.04: Recreational Vehicles Report
2 analysts and top management from 4 firms examine the Recreational Vehicles sector in this 30 page report from The Wall Street Transcript.

  1. Recreation Vehicle Industry Overview: David J. Humphreys, Recreation Vehicle Industry Association

  2. Recreational Vehicle Companies: Craig Kennison, Robert W. Baird & Co.

  3. CEO Interviews (average 2,500 words): Top management from 4 sector firms examine the outlook for their firm and the sector. Firms interviewed include: Coachmen Industries, Monaco Coach Corporation, Thor Industries and Winnebago Industries.

    Topics covered: Age demographics  - American National Standards Institute  - Code regulations  - Mini-motorhomes  - Sport Utility RVs  - Consolidation  - Inventory buildup  - Luxury RVs 
    Companies covered: Cummins (CMI), General Motors (GM), Monaco Coach (MNC), Thor (THO), Winnebago (WGO), Fleetwood (FLE).
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