When you think about our market share growth, and I commented and will comment again about the fact that we don't need to be promotional in nature to drive our market share or to drive our volume gains. It is really our idiosyncratic way of thinking about when to put inventory on the ground, what to put on the ground, and how to price it. It varies by market and it varies by typecode. We've learned how to do very well is understand where the white space is from a pricing standpoint across all the typecodes top to bottom, not just in the entry-level travel trailer. As we get deeper into 25 and get ready for 26, I think you'll see us start to gain more momentum in other typecodes that we have historically not had as much of explosive growth like we did on the bottom side.
Jul 30, 2025 / receipt, needs a key / Marcus, other | earnings call 2025-07-30 | transcript af7fd538-c8a8-45e8-86c1-fb7cc6a2531f | chars 38912-39692 | segment 40
The price of a warranty on a $14,000 single-axle travel trailer is significantly lower than the price of a warranty on a 25-foot fiberglass travel trailer. And so as we bring people in and we take them through the cycle all the way up to maybe the largest unit they'll ever own, not only does the revenue per customer start to increase, but the gross profit that they contribute to their lifetime value also increases.
Jul 30, 2025 / receipt, needs a key / Marcus, other | earnings call 2025-07-30 | transcript af7fd538-c8a8-45e8-86c1-fb7cc6a2531f | chars 41075-41493 | segment 42
When we talk to our Good Sam team, they talk about, campground bookings and reservations and campgrounds looking more full for the spring and summer, I think we could expect to see some nice increase in some of those things, particularly with customers, at least domestically, not wanting to travel internationally, particularly in light of some of the tariff talk.
Apr 30, 2025 / receipt, needs a key / Marcus, other | earnings call 2025-04-30 | transcript 5d9e5c36-6cb2-4db3-a17d-c5405551712f | chars 31461-31826 | segment 32
And so we made an additional $12 to $13 million of additional cuts by unfortunately reducing headcount, eliminating initiatives in a lot of cases, locking down travel, modifying pay plans, consolidating locations, and eliminating certain things that we thought were nice to have, not have to have.
Apr 30, 2025 / receipt, needs a key / Marcus, other | earnings call 2025-04-30 | transcript 5d9e5c36-6cb2-4db3-a17d-c5405551712f | chars 25208-25505 | segment 26
We've had to liquidate model years like 22 and 23 as model year 2024s came out with a lower price. We've had the balance of tight expense management while building and utilizing an infrastructure around our company's thesis of growth.
Aug 1, 2024 / receipt, needs a key / Marcus, CEO | earnings call 2024-08-01 | transcript 5f628820-23c4-4ff7-80c2-1a6951f4c012 | chars 4503-4737 | segment 4
It doesn't need to go all the way back down to zero. But I think at this level right now, you're keeping certain buyers out of the market because even with the cheapest travel trailer imputed against a nine or 10% interest rate, it's a bit of a barrier. So as those rates come back down, The funnel opens up, not only in travel trailers, but in each of those segments individually. To offset that in the short term, we're just driving prices down by stocking and selling less expensive units inside of each of those type codes.
Aug 1, 2024 / receipt, needs a key / Marcus, CEO | earnings call 2024-08-01 | transcript 5f628820-23c4-4ff7-80c2-1a6951f4c012 | chars 27257-27784 | segment 27
What I mean by that is specifically within that travel trailer segment and under, I'd say, a 30K retail price point, we believe that the manufacturers were very creative in terms of either decontenting or perhaps having some sort of price concessions to actually ensure that we're able to yield more market growth. But ultimately, within other categories, I do believe that there's going to have to be a little bit more wiggle room, specifically when we talk about motorized or even fifth wheels.
Feb 22, 2024 / receipt, needs a key / CFO, CFO | earnings call 2024-02-22 | transcript 1e8ee832-4c33-4cc9-8276-008c2df501cf | chars 45286-45782 | segment 45
We see opportunities within very specific segments, specifically on the towable side, and more inexpensively priced travel trailers and fifth wheels, where we believe that we are understocked.
Aug 2, 2023 / receipt, needs a key / Matt, other | earnings call 2023-08-02 | transcript 546b2480-70d2-4cd3-8e5f-d3c483b00a98 | chars 29589-29781 | segment 30
Look, I think there was definitely less travel and there were a few less employees, but there were also some additional costs that it took to operate during COVID as well.
Aug 5, 2020 / receipt, needs a key / Tim Wood, CEO | earnings call 2020-08-05 | transcript 8ef58593-4332-49d7-a07a-fa271f2e44ac | chars 41753-41924 | segment 42
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company_statement / Sep 10, 2026 / receipt
| Brent Moody | President | - | receipt |
| Karen Bell | Chief Financial Officer | - | receipt |
| Karin Bell | Chief Financial Officer | - | receipt |
| Marcus Collar | CEO | - | receipt |
| Marcus Lemonis | CEO | - | receipt |
| Marcus Lemus | CEO | - | receipt |
| Marcus Limones | CEO | - | receipt |
| Marcus Limonis | CEO | - | receipt |
| Matthew Wagner | Chief Operating Officer | - | receipt |
| Tamara Ward | Chief Operating Officer | - | receipt |
| Tim Wood | CEO | - | receipt |
| Tom Kern | Chief Financial Officer | receipt |
| 2024-06-04 | President, appointed | sec_8k |
| 2023-01-17 | Chief Operating Officer, appointed | sec_8k |
| 2022-11-21 | Chief Operating Officer, appointed | sec_8k |
| 2020-06-01 | Chief Financial Officer, appointed | sec_8k |
| 2020-06-01 | Chief Financial Officer, departed | sec_8k |
| 2019-12-19 | Chief Operating Officer, appointed | sec_8k |
| 2019-01-02 | Chief Financial Officer, appointed | sec_8k |
| 2018-12-28 | President, departed | sec_8k |
| 2018-10-01 | President, appointed | sec_8k |