Brand OpportunitiesTHO is optimistic about brand opportunities, believing the realignment of Heartland under Jayco will yield material benefits and noting potential improvements in design and quality.
Growth DriversTHO laid out a number of potentially incremental drivers of growth, including savings from the Heartland realignment and margin opportunities via lower-cost-country production in Europe.
RV Industry TailwindsThor benefits from RV industry tailwinds, including an aging population, ongoing replacement cycle, and popularity of RVs among millennials.