Motorcoach, Travel Trailer & Camper Manufacturers NAICS 336213, 336214

Jul 28, 2025 - Shipments Rise in June

• RV shipments were up 15.9% in June 2025 year over year, according to a report from the RV Industry Association (RVIA). The June 2025 shipments totaled 29,332 units shipped through the end of the month. Per RVIA President and CEO Craig Kirby, “This past month, new 2026 model year units started arriving on dealer lots as manufacturers and suppliers continue to innovate and improve RVs to meet the needs and preferences of today's RVers at every price point.” Year to date, total RV shipments were up 6.8% compared to the same period in 2024, reaching 190,705 units. The towables category grew 15.3% in June 2025 year over year, while motorhomes saw an increase of 22.4%.
• Consumer sentiment, an indicator of discretionary spending, increased slightly in July 2025, rising to 61.8 in preliminary July data from 60.7 in June, according to a report in the Wall Street Journal. The consumer sentiment index from the University of Michigan hit a recent peak in December of 74, buoyed following the presidential election, but dropped to 52.2 in April 2025 as consumers expressed uncertainty about tariff effects and rising inflation. In July, respondents’ inflation expectations for the coming year were an anticipated price increase of 4.4%, which was tracking higher than in January, when respondents expected prices to grow by 3.9%. However, July’s inflation expectation results were lower than June’s, when respondents expected a 5% price increase for the coming year. The index serves as a predictor of consumer spending as it indicates consumers’ perception of their financial prospects and the broader economy.

• 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.
• According to RV Pro, any new tariffs by the Trump administration on goods imported from Canada and Mexico could have a chilling effect on RV sales due to the implementation of retaliatory tariffs and the creation of significant supply chain issues. The majority of RVs sold in Canada are made in America, with 29,489 units shipped to Canada in 2024 at an estimated retail value of $1.7 billion, per a statement by the RV Industry Association (RVIA). Per the statement, “Mexico and Canada are major partners for the American RV industry. Canada is the largest international buyer of U.S.-made RVs.” Many components used in RV manufacturing come from Canada, Mexico, and China, which has also seen increased tariffs. The Trump administration has implemented a range of tariffs to encourage companies to bring more manufacturing to the US and urge other countries to comply with US policy goals.