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Today's Featured Content Lower Rates Put RV Stocks Back in the Fast LaneWritten by Chris Markoch. Published 9/25/2025. 
Key Points - Lower borrowing costs could spark renewed consumer demand in the RV industry after two difficult years of elevated interest rates.
- Major RV manufacturers are demonstrating resilience through cost control, debt reduction, and stabilizing dealer inventories.
- Ongoing strategic pivots and improving market conditions may position select RV stocks for meaningful recovery and growth.
It may not be 2020, but it could start to feel that way for some companies. During the pandemic, recreational vehicle (RV) manufacturers built a robust backlog as social distancing and remote work drove demand for mobile homes. Ultra-low interest rates—between 0% and 0.25%—further fueled that rally. But the past two years have been different. Higher-for-longer rates have weighed on the industry, making consumers more sensitive to borrowing costs and slowing sales growth. TikTok made influencers the new storefront. NIL made college athletes the new marketers.
Now, one Nasdaq brand is merging both.
It's building viral merch drops with the athletes. Backed by Alabama Athletics and creator commerce tech, the momentum is real. See how this model turns attention into revenue > While a single rate cut may not reverse these challenges, a series of cuts through the end of 2026 could reignite investor interest. Within the automotive sector, RV stocks have lagged broader markets—setting the stage for a possible catch-up trade. Here are three names to watch. Thor Industries: Showing Resilience and Poised for Recovery Thor Industries Inc. (NYSE: THO) has leveraged its flex-pricing strategy and reduced reliance on discounting to deliver sales and earnings growth despite a soft consumer backdrop. The company also trimmed its debt by nearly $200 million as of mid-2025, strengthening its balance sheet. With dealer inventories normalizing and order backlogs stabilizing, Thor is well positioned for a volume rebound as borrowing costs ease. THO shares are down roughly 8% over the 30 days leading into its latest earnings report, after rallying nearly 18% over the previous three months. The stock has encountered resistance around $112—just below its 52-week high near $118—suggesting profit-taking at that level. Analysts are growing more bullish. The stock is trading above the consensus price target of $96.88, and firms like Citigroup and Bank of America have lifted their targets from $100 to $112 and $120, respectively. On Sept. 3, Zacks Research upgraded THO from Strong Sell to Hold, reflecting increasing confidence in Thor's outlook. Winnebago Industries: Strategic Pivot Underway Unlike Thor, Winnebago Industries Inc. (NYSE: WGO) reported lighter year-over-year revenue and earnings when it released its June results. The company cited tariff headwinds that it plans to offset with modest price increases, potentially shaving 50–75 cents off EPS in fiscal 2026. WGO shares have declined about 30% in 2025 and recently faced resistance around $33.25, despite a 6.5% rally over the past three months. To drive growth, Winnebago is expanding into Class C motorhomes and the marine segment, positioning itself to benefit as financing conditions improve. Analysts rate the stock a Moderate Buy, with an average price target of $43.22—29% above the Sept. 23 price. Camping World: Analysts Warming Up Camping World Holdings Inc. (NYSE: CWH) delivered one of its strongest quarters ever in July, with revenue rising 9.4% to $1.98 billion and EPS up 50% year-over-year. Its RV business also recorded a 20% increase in same-store sales for both new and used units. The company has reduced debt by $75 million since late 2024 and anticipates $15–$20 million in annual tax savings from recent legislation—bolstering its financial flexibility even before rate cuts take effect. Despite the strong results, CWH shares have fallen 5.2% since the report and are down over 18% year-to-date. However, sentiment is shifting: analysts now assign a consensus Moderate Buy rating with an average target of $21.78—27% above current levels. Zacks Research also upgraded CWH from Strong Sell to Hold, mirroring its earlier move on Thor.
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