IO_Summer20

Expected development of sourcing value share from selected Asian sourcing countries for 2020 (Percentage of respondents) Source: Thor Industries 36% 48% 22% 14% 6% May June July August September October November December No Vacation Strongly decrease >-10pp Decrease -3 to-10pp Stable -3 to +3pp Increase >+3pp I don’t know/ we dont source from this country Other South-East Asia Vietnam China India Bangladesh Myanmar 34 19 28 10 9 30 24 20 18 8 6 13 31 30 20 27 10 25 28 9 33 11 24 22 10 6 12 14 5 63 Source: Mckinsey & Co. y Bicycle Categories, nsion Mtn. Lifestyle/Leisure Stationary Helmets Jan’19 vs. Jan’20 Feb’19 vs. Feb’20 Mar’19 vs. Mar’20 Apr’19 vs. Apr’20 Top priorities when deciding where to shop in-store % of respondents for whom this criterion is the most important Source: McKinsey & Co. for safe 29.4% 7.3% using gloves and face protection while guiding I don’t plan to resume guiding until there is a vaccine king 2% Cleaning and sanitization Masks and barriers Physical distancing No-contact purchasing Store regulations Health checks 31% 25% 15% 11% 10% 9% Top CBD Use Cases % of respondents for whom this criterion is the most important Source: McKinsey & Co. Outdoor Participation Rates by Diverse Groups Over Tim Pain Relief Relaxation Stress Relief Reduce Anxiety Better Sleep 37.6% 37.8% 38.5% 39.8% 52.2% 60% White Black Hispanic Asian Sourcing Countries Reconsidered When COVID-19 sent shockwaves across the apparel industry, both in terms of demand and supply, many sourcing executives in the fashion i dustry used the opportunity to reconsider their sourc- ing strategy, said McKinsey analysts. That includes sourcing country, with half of the companies sourcing in China considering a move to another country or region. Just Keep It Clean As it turns out, gaining consumer confidence to shop in-store post-COVID isn’t all that compli- cated. Among all the mitigation strategies, McKin- sey surveys suggest consumers mostly just want to see retailers make efforts to keep stores clean and disinfected. Masks and barrier/shields also are key for a good chunk of respondents. Common Interests Among All Although the rate of participation varies, what people like to do outdoors is pretty much the same across various races and ethnicities. According to the OIA 2018 participation survey, no activity was among the top 5 favorites in any group that did not also appear in every other group represented. Most Popular Activities by Ethnicity, % Participation, age 6+ Hispanic Black • Running, Jogging and Trail Running – 22% • Road Biking, Mountain Biking and BMX – 15% • Camping (car, backpacking and RV) - 14% • Hiking – 13% • Freshwater, Saltwater and Fly Fishing – 11% • Running, Jogging and Trail Runni g – 1 • Road Biking, Mountain Biking and BMX – 10% • Freshwater, Saltwater and Fly Fishing – 9% • Camping (car, backpacking and RV) - 5% • Hiking – 4% White Asian • Hiking – 19% • Freshwater, Saltwater and Fly Fishing – 18% • Running, Jogging and Trail Running – 18% • Road Biking, Mountain Biking and BMX – 16% • Camping (car, backpacking and RV) - 15% • Running, Jogging and Trail Running – 24% • Hiking – 18% • Road Biking, Mountain Biking and BMX – 15% • Freshwater, Saltwater and Fly Fishing – 9% • Camping (car, backpacking and RV) - 11% Source: Outdoor Industry Association Inside Outdoor | SUMMER 2020 9 DATA POINTS NUMBERS WORTH NOTING DATA POINTS NUMBERS WORTH NOTING