Motorcoach, Travel Trailer & Camper Manufacturers NAICS 336213, 336214

Sep 25, 2025 - RVIA Forecasts Modest Growth in 2026 Shipments

• According to RV News, the RV Industry Association (RVIA) projects a 3.6% increase in wholesale RV shipments for 2026, with a median forecast of 349,300 units, the highest since 2022. This modest growth reflects improving economic conditions, including easing inflation and more accessible financing, despite ongoing challenges such as elevated borrowing costs and cautious consumer sentiment. For 2025, shipments are expected to remain steady at a median of 337,000 units. The forecast signals cautious optimism and a potential rebound in demand for the RV industry. Manufacturers and dealers may benefit from renewed consumer interest, particularly if they continue to offer innovative, value-driven products. The projection also underscores the importance of strategic inventory planning and adaptability in navigating economic headwinds while preparing for long-term growth.
• Consumer mood indicators in the US declined, signaling growing economic unease. The Consumer Confidence Index fell 1.3 points in August 2025, driven primarily by younger consumers under 35, while confidence among those over 55 improved. Despite the dip, overall confidence remained consistent with recent months. Separately, the University of Michigan’s Consumer Sentiment Index dropped to 55.4 in preliminary September data, down from 58.2 in August and 21% below September 2024 levels. Inflation expectations held steady, though concerns about pricing pressures, particularly from tariffs, persist. These indices reflect consumers’ outlook on personal finances and the broader economy, serving as key predictors of future spending behavior.

• RV shipments were down 3.1% in August 2025 year over year, according to a report from the RV Industry Association (RVIA). The August 2025 shipments totaled 28,212 units shipped through the end of the month. Year to date, total RV shipments were up 4.2% compared to the same period in 2024, reaching 241,550 units. The towables category declined 4.6% in August 2025 year over year, while motorhomes saw an increase of 11.3%.
• Sales for the US travel trailer and camper manufacturers industry are projected to grow at a CAGR of 5.77% between 2025 and 2029, faster than the overall economy's projected growth, according to a forecast from Inforum and the Interindustry Economic Research Fund, Inc. Consumer sentiment is expected to improve in the forecast period, which bodes well for the durable goods sector. A factor that may curb consumer spending is substantially higher tariffs on consumer goods, which may be painful for households. On a positive note, lower inflation supports a moderate increase of real disposable income by about 2% in 2025 and 1.9% in 2026. Real income could suffer if average prices rise due to tariff implementation. The durable goods manufacturing sector forecast indicates that the labor force is expected to diminish, barring immigration reform that allows greater numbers. However, new technologies could support labor productivity for the industry.