Ford (F -3%) says it will increase motorhome and commercial chassis production by 35% to meet...
Wednesday, February 20, 3:53 PM ET
Ford (F -3%) says it will increase motorhome and commercial chassis production by 35% to meet surging demand for recreational vehicles in the U.S. According to the Recreational Vehicles Industry Association, consumer demand for motorhomes bucked the trend of cautious consumer spending to rise 43% Y/Y in Q4. If the trend continues, Winnebago (WGO +2.9%) might put in another stellar quarter after the company smashed estimates in its recent FQ1.
I beg to differ. They DO NOT often miss on their earnings. During the recession maybe, but not since the economy has gotten better. Due to their towables, I look for a surprise on the upside this quarter.