I think the question how long does this go on is right. We were starting to think about replacing our unit, but will probably look used and are holding off to see what prices will be later this yr.
According to Camping World’s 10k, they sold over 100,000 units (pop-ups to DP; approx 2/3rds new - 1/3rd used) last yr (3500 Class A Gas, 500 Class A Diesel) and financed over 74% of the units. I’m guessing they finance a higher percentage of Class A’s and some number of the other 26% are financed elsewhere. I don’t know what their market share is, but that’s a lot of financed units.
Other interesting unrelated facts:
In 2019 they had $3.2B in sales with income of $475MM from these units. They made $400MM on financing.
They have 12,000 full time and part time employees.