at Investor's Business Daily (Thu, 1:53PM)
Ford (F -3%) says it will increase motorhome and commercial chassis production by 35% to meet surging demand for recreational vehicles in the U.S. According to the Recreational Vehicles Industry Association, consumer demand for motorhomes bucked the trend of cautious consumer spending to rise 43% Y/Y in Q4. If the trend continues, Winnebago (WGO +2.9%) might put in another stellar quarter after the company smashed estimates in its recent FQ1.
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