RV sales in the US are falling amid a 33% rise in gasoline prices and a 43% rise in diesel, driven by the US conflict with Iran. March 2026 registrations dropped 22% year-over-year, and April registrations fell 17%. Manufacturers, including Alliance RV, have cut production by 10%, while Coley Brady in Elkhart, Indiana, moved to a four-day workweek on most assembly lines.
The RV Industry Association lowered its 2026 shipment forecast to 300,000–328,000 units, down from 342,000 in 2025. The average RV loan rate stands at 7.53%, deterring budget-conscious buyers.
Meanwhile, RV maker stocks rose on Monday amid progress on a potential Iran-US peace deal, which eased oil prices. Camping World (CWH) shares gained about 8%, and Winnebagoⓘ Industries (WGO) rose about 4%.