Growth OpportunitiesTHO 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.
Industry TailwindsThor benefits from RV industry tailwinds, including an aging population, ongoing replacement cycle, and popularity of RVs among millennials.
Investor SentimentInvestors are increasingly willing to look past heavier valuation amid improved consumer sentiment and the prospect of helpful tax legislation.