Thor Industries, Inc. · NYSE:THO

Thor Industries — Citi 2013 Global Consumer Conference

12 slides from Thor Industries's conference presentation, May 30, 2013

  1. Slide 1: Citi 2013 Global Consumer Conference

    CITI 2013 GLOBAL CONSUMER CONFERENCE MAY 30, 2013 www.thorindustries.com

  2. Slide 2: Forward Looking Statements

    Forward Looking Statements  This presentation includes certain statements that are “forward looking” statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended (the “Exchange Act”). These forward looking

  3. Slide 3: Who is THOR

    Who is THOR  The sole owner of operating subsidiaries that represent the world’s largest manufacturer of recreation vehicles • Founded in 1980 by Wade Thompson & Peter Orthwein with the acquisition of Airstream, Inc. • #1 in overall RV 36.3% of market* • #1 in Travel Trailers 33.2% of market* • #1

  4. Slide 4: THOR's Product Range

    THOR’s Product Range Travel Trailers FY2012 Sales* Fifth Wheels Bus Group $444,862 14% Motor Homes Motorized RV $353,935 12% Towable RV Buses $2,285,863 74% * Fiscal year ended July 31, 2012 4

  5. Slide 5: THOR Subsidiaries: RV

    THOR Subsidiaries: RV | : adventure, inspired by ROSS O AD ® sv AIRSTREAM CROSSROADS L£ Dutchmen MOTOR COACH Cx “carrene RV ay THOR INDUSTRIES

  6. Slide 6: THOR's Subsidiaries: Bus Group

    THOR’s Subsidiaries : Bus Group 6

  7. Slide 7: Recent Developments

    Recent Developments

  8. Slide 8: Three-Year Strategic Plan

    Three-Year Strategic Plan  Thor’s management team recently developed a three-year strategic plan focused on growth and margin improvement  The Strategic Plan was developed using a bottoms-up approach involving each of the Company’s operating subsidiaries and management teams  Key elements of grow

  9. Slide 9: Comments on 3rd Quarter 2013 Preliminary Sales

    Comments on 3rd Quarter 2013 Preliminary Sales  Record sales performance in the quarter, the first time in Thor’s history of quarterly sales exceeding $1 billion  Continued revenue performance in both RV segments in quarter – strength in motorized and towable RVs with stable performance in bus seg

  10. Slide 10: 2013 (e) RV Market Motorized Wholesale Trends: Units (000's)

    10 1974 68.9 1975 96.6 1976 156.1 1977 160.2 1978 157.2 1979 64.1 (000’s) 1980 28.5 estimate as of Spring 2013 1981 35.4 1982 41.2 1983 69.5 1984 82.0 1985 68.7 1986 67.7 1987 73.7 1988 72.8 1989 61.1 1990 52.3 1991 41.9 1992 46.9 1993 51.3 Historical Data: Recreation Vehicle Industry Association, C

  11. Slide 11: 2013 (e) RV Market Towable Wholesale Trends: Units (000's)

    11 1974 126.3 1975 150.6 1976 189.7 1977 167.9 1978 159.8 1979 90.2 (000’s) 1980 49.1 1981 58.1 1982 59.5 1983 82.8 1984 85.3 1985 75.4 1986 78.2 1987 86.2 1988 89.6 1989 82.9 1990 80.4 truck campers, Calendar year 2013: RVIA estimate as of Spring 2013 1991 77.6 1992 102.6 1993 113.6 1994 128.3 Hist

  12. Slide 12: www.thorindustries.com

    Sih i INDUSTRIES = » ae « ’ 4 > ae e + : ° www.thorindustries.com im

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