Thor Industries (THO) earnings estimates and guidance for 2020 have naturally been decimated. The previous articles I wrote with their previous forecasts have been invalidated - at least insofar as FY20 goes. That doesn't mean that the years following this won't be great years, however.
As coronavirus wracked our societies back in February to April of 2020 when stocks (up until now) were down the most, Consumer Discretionary was a segment that suffered particularly as people didn't have the luxury of discretionary spend on luxury items such as new RVs. However, the "good"