Explore tweets tagged as #lcII
Based on midpoint of $THO industry outlook, this is how '25 shipments would go based on 10-year historical monthly weighting. Seems slightly conservative. $LCII $WGO
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One last thing on this. many of the breakdown problems in RVs in general are because of vendor components- and the largest vendor is generally $LCII (Lippert).
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$LCII is quite interesting. They supply suspension, furniture, windows and other components for recreational vehicles (RVs). Also expanding into new areas like bus seating with the acquisition of Freedman Seating Co. RV demand is currently depressed due to weak macro, higher
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Miami Int’l Boat Show — EMPTY!. Arguably the most important boat show for the marine industry in the country!. OEM’s: $WGO $BC $MBUU $PII $MCFT .Dealers: $HZO $ONEW.Aftermarket: $PATK $LCII. Footage of Friday↓ and Sunday. NO TRAFFIC, THE SHOW IS EMPTY! The pain ain’t over
I’ve never seen the Miami boat show so dead on a Friday afternoon. Everyone was talking about it; very slow, very quiet. Weird vibe of silence throughout the hall. Not a good sign.
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#絶対自慢したい相棒PC. 当選したアプライドさんのPC🐔.CASE:HYPERION BTF.CPU:14900K.GPU:ROG STRIX 4080S.M/B:ROG MAXIMUS Z790 HERO BTF.RAM:DOMINATOR P RGB 32GB.AIO:ROG STRIX LCII 360 ARGB.PSU:THOR 1200W PII.HOLDER:ROG HERCULX .すけこむさんからの頂き物.FAN:Lianli UNI FAN LCD wireless
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$PATK — YTD ↑15% & Close to ATH 🤡. RV’s = 45% $PATK REVENUES & .17% FROM BOATS/MARINE.YTD: 15%.1 Yr ↑30%.5 Yr ↑ 140%. How is that possible when ALL OTHER RV & MARINE STOCKS ARE .↓YTD, 1Yr & 5Yrs (PLUS DEMAND HAS COLLAPSED?).$WGO $THO $LCII $CWH $BC $MBUU $PII $HZO $PII
RV Market in 4 slides for 7-2-25: New units decreased to 131.1k (-1,190, weekly delta). Used units increased to 76.9k (+401, new record). The high-end Airstream glut continues. Buyer's market continues. #RVNews #RVLife #Airstream #traveldata #travel
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@klxyxz one more thing. RV manufacturers charts look pretty good HTF lol. Winnebego $WGO.Thor Industries $THO.LCI Industries $LCII
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$LCII - LCI Industries reported $3.7 billion in net sales for 2024, showing growth in various sectors and aiming for $5 billion in organic revenue by 2027. Read more on
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$BIIB, $W, $AVB, $BMO, $DOOO, $BC, $CWH, $DOW, $EDAP, $EFX, $GS, $KHC, $LCII, $LYB, $MBUU, $MCFT, $MSEX, $COOP, $JWN, $ONEW, $PATK, $PII, $PGR, $QGEN, $RMBL, $RXO, $RXST, $THO, $UNF, $UPWK, $WGO -- THE WSJ
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Great News For U.S. RV OEM’s $WGO $THO $REVG $LCII $PATK. After serving up horrible Quality, Soaring Rates, Low Demand and 40% Price Hikes OEM’s now get to enjoy a 12% Revenue Smackdown as Canadian dealers scrap U.S. RV orders. Truly the golden age of American RV manufacturing!
Miami Int’l Boat Show — EMPTY!. Arguably the most important boat show for the marine industry in the country!. OEM’s: $WGO $BC $MBUU $PII $MCFT .Dealers: $HZO $ONEW.Aftermarket: $PATK $LCII. Footage of Friday↓ and Sunday. NO TRAFFIC, THE SHOW IS EMPTY! The pain ain’t over
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Hedge funds increased exposure to the Consumer Discretionary sector. The net tilt to Consumer Discretionary represents the largest overweight since 2020. The most popular increases in the sector:. $HD.$LAD.$MELI.$TMHC.$BC.$LCII.$ONON.$FLUT.$FND.$TPR
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