THOR Industries: Valuation Is Great, But Risks Are Elevated

2026-03-02 00:01:21 ET

Back in August of last year, I decided to take a fresh look at THOR Industries ( THO ). This is an interesting business, with a focus on the sale of RV's and other types of recreational vehicles. This is a market that benefited tremendously from the COVID-19 pandemic early on. A rise in demand for social distancing, combined with government stimulus that made it easier to afford recreational vehicles, plus with interest rates coming in quite low at that time, made demand and for these assets shoot up. But unfortunately, the roosters eventually came home to roost. Overall activity in this space plummeted since the previous highs basically served as front loading of years of demand. And a lot of the companies associated with the space took a hit....

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