Bareki ba fumane hore Camping World (NYSE: CWH), morekisi oa thepa ea kampo le likoloi tsa boithabiso (RVs), e bile mojalefa ka kotloloho oa seoa sena.
Camping World (NYSE: CWH), morekisi oa lihlahisoa tsa litente le likoloi tsa boithabiso (RVs), e bile mojalefa ka kotloloho oa seoa sena ha bareki ba sibolla kapa ba boela ba fumana boithabiso ba kantle.Ho phahamisoa ha lithibelo tsa COVID le ho ata ha liente ha lia emisa Camping World ho hola.Bahoebi ba ntse ba ipotsa hore na ho na le ntho e ncha e tloaelehileng indastering.Mabapi le likhakanyo, haeba likhakanyo tsa pele li sa theohe, setoko se hoeba ka theko e tlase haholo ka makhetlo a 5.3 mme se lefa karolo ea 8.75% ea phaello ea selemo le selemo.Ebile, e nkoa e le ka tlase ho moputso oa RV maker Winnebago (NYSE: WGO) oa makhetlo a 4.1 le kotulo ea selemo le selemo ea 1.9%, kapa Thor Industries (NYSE: THO) 9x moputso o lebelletsoeng..2x le 2.3x meputso ea pele.Chelete ea selemo le selemo ea likabelo.
Chelete e phahamisitse phaello ea phaello ka 3% likhoeling tse tšeletseng tse fetileng ka boiteko ba ho thibela ho theoha ha theko ea lichelete.Liphello li ne li lieha ho fetoha, leha ho le joalo, ha sehlooho sa lihlooho tsa theko ea bareki se fihlile ho 8.2% ka September, ka tlase ho litebello tsa bahlahlobisisi ba 8.1% empa e ntse e le ka holimo ho June e phahameng ea 9.1%.Ho theoha ha thepa ea li-RV tsa indasteri ka Phato (-36%) ho ka supa ho theoha ha thekiso ea likhamphani tsa Camping World.Monyetla oa ho tloaeleha le ho fokotseha ha thekiso ho tla tlalehoa tlalehong e latelang ea chelete e lokela ho etsa hore batseteli ba nahane ka ho reka thepa.Khoebo ea RV e ntse e putlama ho tloha ha koluoa e koaloa, e shebahalang e le phephetso ha liphetoho tse ka bang teng tsa bophelo ba bareki li ntse li tsoela pele ho baka tlhoko.Leha ho le joalo, phaello e ntseng e phahama ea tsoala le tšebeliso e fokotsehileng ea tšebeliso ea boikhethelo ea bareki e ka ba boima ho latela tlhoko, 'me batseteli ba lokela ho itokisetsa likhaello tse ka bang teng.Li-inventory tsa likoloi li eketsehile ho feta habeli selemo le selemo, e leng se bontšang ho fokotseha ha lithibelo tsa phepelo ea thepa.
Nako ea poso: Nov-07-2022