When that happens, the upside will be huge because the market...

When that happens, the upside will be huge because the market isn't pricing in this at all!

Another data point is Thor Industries recent FY20 report's backlogs.

"Consolidated RV backlog increased 186.4% over the prior year, to $5.74 billion as of July 31, 2020."
"We saw increasing retail demand over the course of the quarter, driving dealer inventories to historically low levels by year end and our year-end backlog to a record high."

Source: https://ir.thorindustries.com/inves...he-Fourth-Quarter-Of-Fiscal-2020/default.aspx