{"componentChunkName":"component---src-containers-call-js","path":"/e/nyse/s/wgo/y/2020/q/q1","result":{"pageContext":{"event":{"conference_date":"2020-12-18T09:00:00-06:00","quarter":"q1","transcript":"f311f86e-8829-4958-9719-0f34a002258d.json","transcript_preview":null,"year":"2020","audio_file":null},"transcript":{"version":3,"items":null,"speaker_groups":[{"endIndex":null,"speaker":"spk_0","startIndex":null,"start_times":[0.03,0.3,0.48,0.72,1.17,1.98,2.157878,2.79,3,3.21,3.6,4.02,4.2,4.56,4.71,5.01,5.37,6.03,6.84,7.26,7.77,8.64,8.7,8.85,9.15,9.36,9.42,9.93,10.29,10.8,11.04,11.127318,12.03,12.36,12.99,13.14,13.53],"words":["thank","you","for","standing","by","and","welcome","to","the","second","quarter","two","thousand","and","twenty","one","winnebago","industries","earnings","conference","call","i","will","now","and","a","conference","over","to","see","if","stupor","vice","president","of","investor","relations"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[16.92,17.155364,17.28,18.48,18.6,18.93,19.41072,19.5,19.74,19.83,20.01,20.4,20.58,21.18,21.33,21.75,21.93,21.99,22.29,23.16,23.55,23.85,24.99,25.35,25.68,26.01,27.18,27.42,27.75,27.868398,27.93,28.20676,28.5,28.71,29.07,29.85,30.39,30.57,30.84,31.38,32.22,32.37,32.698297,33.39,33.72,33.99,34.53,34.65,34.92,35.37,36.99,37.14,37.47,37.68,38.25,38.58,38.67,38.76,39.48,39.66,40.23,40.440989,40.98,41.13,41.4,42.18,42.36,42.402803,42.84,42.96,43.02,43.396659,43.53,44.04,44.19,44.25,44.76,45.06,46.17,46.26,46.53,47.07,47.31,47.4,47.76,48.18,48.6,48.78,48.87,49.14,49.38,49.83,50.04,50.4,50.88,50.969821,51.121256,51.6,51.93,52.14,53.58,54.15,54.33,54.447609,54.81,54.93,55.29,55.53,56.19,56.61,56.94,57.9,57.99,58.74,58.89,59.34,59.52,59.79,60.12,60.3,60.36,60.81,61.02,61.17,61.77,61.89,62.25,62.55,63.48,63.72,64.05,64.65,65.04,65.16,65.28,66.18,66.39,66.81,68.79,69.12,69.21,69.63,69.771797,69.93,69.99,70.35,70.41,70.62,70.89,71.34,71.67,72.15,72.45,72.75,73.23,73.65,73.95,74.37,74.52,74.58,74.85271,75.39,75.69,77.04,77.46,77.97,78.33,78.6,79.2,79.385303,79.89,81.15,81.24,81.6,82.00585,82.23,82.41,82.74,83.01,83.52,83.97,84.27,84.39,85.38,85.53,85.68,86.28,87,87.18,87.21,87.48,87.57,88.41,88.68,88.8,89.04,89.22,89.61,89.7,90.21,91.26,91.5,91.86,92.28,92.79,92.91,93.21,93.9,94.17,94.347429,95.94,96.118484,96.69,96.9,97.65,97.8,98.323975,98.458455,99.09,99.3,99.39,99.78,99.93,100.11,101.94,102.18,102.51,102.72,103.17,103.386914,103.47,103.74,103.795247,103.98,104.13,104.25,104.79,104.97,106.14,106.47,107.49,109.86,110.1,110.19,110.88,111.09,111.24,111.570608,111.69,112.11,112.26,112.62,113.52,113.79,114.21,114.36,114.96,115.65,115.83,116.34,116.43,116.602332,116.663826,116.91,118.14,118.38,118.53,118.98,119.1,119.43,119.52,119.82,121.02,121.2,121.35,121.74,121.86,122.31,122.4,123.6,123.78,124.11,124.41,124.74,125.01,125.58,125.79,125.97,126.09,127.65,127.77,127.89,127.98,128.34,128.46,128.91,129.09,129.36,129.75,130.41,131.16,131.43,131.97,132.332153,132.48,132.63,133.83,133.95,134.1,134.4,134.58,134.94,135.27,135.42,135.51,136.08,136.23,136.38,136.83,137.34,137.76,138.09,139.83,140.19,140.49,140.58,140.76,140.82,141.18,142.14,142.32,142.487168,143.19,143.64,143.76,144.27,144.93,145.08,145.29,146.97,147.39,147.51,147.69,148.02,148.23,148.71,149.61,149.79,149.91,150.06,150.57,150.75,150.84,151.11,151.2,151.32,153.39,153.57,153.72,154.08,154.56,154.65,154.98,155.104409,155.58,156.09,156.54,156.99,157.47,157.8,158.405918,159.09,159.24,159.87,161.34,161.55,161.61,161.82,162.09,162.3,162.78,162.93,163.2,163.32,163.65,163.89,164.1,164.49,164.64,165,165.27,166.38,166.95,167.25,167.79,168.12,168.45,168.57,168.96,169.35,170.61,170.85,171.36,171.96,172.47,172.68,173.01,173.34,173.46,173.73,174.09,175.92,176.19,176.73,176.91,177.75,177.81,178.59,178.77,178.95,179.4,180,180.63,181.29,182.34,182.49,183.005933,183.15,183.6,184.14,184.47,185.46,185.73,186.12,186.3,186.42,187.05,187.2,187.38,187.53,189.12,189.3,189.87,189.99,190.62,190.77,191.19,192.27,192.45,192.57,192.69,193.14,193.68,194.58,194.79,195.18,195.78,196.98,197.19,197.73,198.45,199.02,199.26,199.44,199.62,200.7,201.15,201.99,203.19,203.43,205.62,205.8,206.19,206.34,206.49,207.06,207.18,207.36,207.99,208.59,208.780796,208.838481,209.1,209.58,210.15,210.87,211.05,211.89,213.12,213.3,213.93,214.11,214.5,214.83,215.04,216.24,216.51,217.29,217.5,217.89,218.610879,218.673896,219.3,219.72,220.44,221.13,221.46,222.06,222.69,222.87,223.14],"words":["thank","you","operator","the","morning","everyone","at","thank","you","for","joining","us","today","to","discuss","what","a","bagel","industry","fifteen","twenty","one","second","quarter","earnings","results","i've","joined","on","the","call","today","by","michael","happy","president","and","chief","executive","officer","and","brain","use","senior","vice","president","and","chief","financial","officer","it's","called","being","broadcast","live","on","our","website","at","investor","that","wg","oh","that","net","and","a","replay","of","the","called","be","available","on","our","website","later","today","the","news","release","with","our","second","quarter","and","with","our","second","quarter","results","was","issued","imposed","to","tour","website","earlier","this","morning","additionally","we","have","posted","our","first","ever","quarter","quarterly","earnings","supplement","a","compilation","of","flight","that","should","serve","as","an","efficient","way","to","understand","or","second","quarter","results","and","provide","context","related","to","our","company","and","industry","trends","before","we","start","at","like","to","remind","you","that","certain","statements","made","to","make","during","today's","conference","call","regarding","what","a","big","industry","in","operations","maybe","concert","forward","looking","statements","under","security","blood","the","company","cautioned","view","that","forward","looking","statements","involving","number","of","risk","and","are","inherently","uncertain","and","a","number","of","factors","many","of","which","are","beyond","the","companies","control","could","cause","actual","results","to","differ","materially","from","these","statements","the","factors","are","identified","in","our","the","filings","which","i","encourage","you","to","read","with","that","our","knowledge","turn","the","call","it","over","to","our","president","and","ceo","michael","happy","mike","thank","you","steve","and","good","morning","to","everyone","on","today's","call","as","always","we","genuinely","appreciate","your","interest","in","one","a","bagel","industries","and","for","taking","the","time","to","join","us","as","we","continue","to","navigate","the","pandemic","we","very","much","wish","great","health","for","each","of","you","and","we","have","stated","that","often","but","these","are","interesting","dynamic","and","exciting","times","for","our","company","i","will","start","this","morning's","call","with","an","overview","of","are","very","solid","second","quarter","performance","before","turning","it","over","to","brian","hughes","who","will","specifically","discuss","our","financial","results","in","more","detail","then","i","will","offer","some","closing","thoughts","and","we","will","conclude","with","a","q","and","a","session","we","are","very","pleased","to","share","the","winnebago","industries","delivered","another","quarter","about","standing","financial","and","operational","results","on","a","year","over","year","basis","we","grew","our","top","line","net","sales","by","thirty","four","percent","expanded","gross","margins","five","hundred","and","ninety","basis","points","and","increased","operating","income","by","two","hundred","and","thirty","seven","percent","these","outcomes","are","especially","a","reflection","of","the","extra","ordinary","winnebago","industries","team","who","continue","to","deliver","time","after","time","while","leading","with","our","values","and","all","they","do","our","teammates","are","truly","are","greatest","asset","and","we","are","very","focused","together","as","one","enterprise","organization","on","creating","tremendous","value","for","our","and","customers","channel","partners","communities","and","shareholders","in","addition","to","our","employees","and","their","impressive","agility","one","a","big","industries","continued","growth","and","successful","execution","is","attributable","to","three","other","key","drivers","number","one","are","leading","portfolio","a","premium","outdoor","brands","winnebago","grand","design","neumar","and","chris","craft"]},{"endIndex":null,"speaker":"spk_2","startIndex":null,"start_times":[224.43,224.88,225.03,225.09,225.3,225.387832,225.87,226.41,226.95,227.07,227.55,227.73,228.6,228.75,229.14,229.89,230.55,231.18,231.33,232.17,232.383047,233.01,233.19,234.75,234.93,235.86,236.04,236.4,236.7,237.27,237.99,238.2,238.32,238.911123,239.25,240.09,240.24,240.78,240.96,241.62,242.13,242.61,243.57,243.84,243.99,244.38,245.28,245.55,246,248.49,248.67,248.85,249.09,249.72,249.93,250.38,250.661514,251.52,251.61,251.7,252,252.21,252.51,253.62,254.04,254.22,254.559639,254.85,255.06,255.39,255.66,256.266006,256.38,256.95,257.58,257.79,258.03,258.24,259.38,259.59,260.01],"words":["second","one","a","big","oil","industries","ongoing","commitment","to","operate","with","excellence","and","deliver","exceptional","quality","innovation","and","service","in","everything","we","do","and","lastly","a","win","win","partnership","mentality","with","are","valued","dealer","network","to","create","and","sustain","strong","consumer","demand","for","our","leading","portfolio","of","outdoor","products","while","we","have","undoubtedly","been","active","by","acquisitions","in","the","last","four","plus","years","fiscal","year","twenty","twenty","one","quarter","to","represents","a","truly","organic","year","over","your","comparison","in","total","performance"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[262.05,262.2,262.56,262.95,263.13,263.49,263.7,264.12,265.05,265.32,265.44,265.92,266.223721,266.76,266.88,267.12,267.36,267.72,268.23,268.53,268.74,269.49,269.76,270.3,270.45,270.6,270.9,271.23,273.69,273.96,274.14,274.5,274.65,275.134482,275.28,275.73,275.85,276.42,277.26,277.41,277.92,278.37,278.79,279.6,279.84,279.99,280.53,281.01,281.16,282.39,283.08,283.26,283.74,285.27,285.48,286.02,286.65,287.28,287.43,287.55,287.94,288.33,288.42,288.75,288.96,289.35,289.65,290.52,291.18,291.3,291.87,292.62,293.014453,293.4,293.82,294.87,295.11,295.47,295.68,296.1,296.31,296.46,296.58,297.51,298.05,298.5,299.04,299.76,299.91,300.27,301.11,301.32,302.04,302.16,302.7,303.51,303.66,303.75,304.02,306.51,306.69,306.9,307.08,307.2,307.8,308.43,308.79,308.91,309.24,309.66,310.05,310.2,310.62,311.55,311.73,312.15,312.54,312.66,313.23,313.83,313.95,314.94,315.15,315.21,315.66,316.17,316.62,316.74,316.83,317.04,317.46,317.73,318,318.09,318.24,319.71,320.7,320.82,321.24,321.75,321.99,322.32,322.98,323.46,323.61,324.12,325.35,325.725967,326.13,326.25,326.43,326.91,327.09,327.24,328.44,329.13,329.255801,329.7,330.18,330.33,330.93,331.56,332.19,333.18,333.69,333.84,334.41,335.01,335.19,336.42,336.63,336.87,337.35,337.59,337.71,338.16,338.31,339.75,340.02,340.86,341.1,341.4,341.73,342.24,342.39,343.17,343.38,343.95,344.43,344.67,344.76,345.15,345.279551,345.75,345.93,346.084072,346.53],"words":["the","second","quarter","of","fiscal","year","twenty","twenty","was","the","first","full","quarter","in","which","new","mars","luxury","motor","home","line","was","included","in","our","world","class","portfolio","one","year","later","we","continue","to","nurture","the","tremendous","appeal","of","numerous","growing","product","lineup","and","it's","relentless","focus","on","craftsmanship","quality","and","customer","care","our","collective","enterprise","results","in","the","second","quarter","of","fiscal","year","twenty","twenty","one","validate","a","strong","complete","full","line","rv","strategy","is","now","in","place","here","at","our","company","and","premium","organic","portfolio","of","rb","brand","our","position","to","compete","vigorously","in","the","years","ahead","now","there","is","a","distinct","strategic","cause","and","effect","linkage","between","our","premium","brands","are","golden","threads","of","quality","innovation","and","service","and","the","strong","financial","results","that","are","being","shared","with","all","of","you","today","differentiation","and","strong","value","can","drive","sustain","market","and","financial","performance","that","is","and","will","always","be","or","goal","additionally","or","team's","ability","to","navigate","constantly","challenging","environments","related","to","component","cost","and","availability","is","on","display","through","our","numbers","as","well","we","talk","and","well","take","actions","to","ensure","our","pricing","reflects","both","the","surge","in","demand","for","our","premium","brands"]},{"endIndex":null,"speaker":"spk_2","startIndex":null,"start_times":[347.82,348.03,348.45,348.66,349.14,349.5,350.07,350.22,350.34,350.97,351.12,351.21,351.57],"words":["but","also","the","input","cost","inflation","that","is","expected","in","the","coming","quarters"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[353.28,353.46,353.91,354,354.3,354.78,354.9,355.47,356.31,356.49,357.09,357.27,357.66,357.78,358.32,358.59,359.01,359.16,359.522227,360.51,361.23,361.41,361.56,362.37,363.03,363.15,363.21,364.26,364.41,364.95,365.04,365.67,365.82,366.21,366.63,366.81,367.68,368.07,368.28,370.2,370.47,370.86,371.52,371.7,372.21,372.471855,372.99,373.08,373.8,374.88,375.78,376.38,376.98,377.58,378.12,379.47,379.74,380.19,380.28,381,381.48,381.63,381.75,382.77,382.95,383.49,383.587354,384.12,384.54,384.93,386.85,387.09,387.15,387.75,387.9,388.86,389.25,389.64,390.03,390.93,391.2,391.86,392.28,392.61,393.57,394.17,394.29,394.86,395.01,395.46,395.94,396.12,396.57,397.05,397.8,398.25,398.61,400.11,400.5,400.83,401.55,401.85,402.24,402.96,403.38,403.68,403.74,404.61,404.79,405.63,405.75,406.38,406.62,406.8,407.34,408.66,408.81,409.53,410.22,410.31,410.64,411.15,411.33,411.66,412.44,412.62,412.74,413.19,413.43,414.6,414.84,415.53,415.92,416.020078,416.680254,417.24,417.51,418.44,418.59,419.28,419.46,419.76,419.88,420,420.63,421.41,421.68,421.855107,422.19,423.93,424.08,424.436982,424.59,424.92,425.01,425.1,425.43,425.7,425.818652,426.18,426.36,426.51,426.66,426.81,427.5,427.65,428.16,428.56585,428.76,429.423984,429.81,430.11,431.1,431.25,431.37,431.91,432.3,432.69,433.23,433.8,433.92,434.25,434.43,435.15,435.36,435.66,435.78,437.07,437.28,437.67,438.09,439.77,440.01,440.13,440.61,440.944893,441.39,441.69,442.32,443.01,443.490879,443.61,444.75,445.8,445.98,446.37,446.49,446.79,447.69,447.9,448.11,448.92,449.28,449.43,449.52,449.97,450.75,450.9,451.38,451.68,452.04,452.7,452.85,453.12,453.27,454.89,455.13,455.4,455.97,457.29,457.47,457.966904,458.43,458.64,459.27,459.45,460.5,460.92,461.22,461.52,462.12,462.57,463.95,464.16,464.34,464.7,464.91,465.09,466.32,466.89,467.55,467.7,469.44,469.62,469.83,470.31,470.73,470.82,470.94,471.54,471.81,472.17,472.53,473.31,474.33,474.66,475.05,475.47,476.1,476.85,478.38,478.83,479.19,479.73,479.97,480.48,480.63,480.72,481.23,482.25,482.67,483.3,483.54,484.05,484.47,484.56,485.91,486.21,486.66,487.32,488.07,488.67,488.85,488.97,489.6,490.11,490.32,490.44,491.22,491.58,491.94,493.74,493.89,494.19,494.49,494.91,495.03,495.15,495.51,495.72,496.02,496.29,496.59,496.98,497.22,497.79,498.134531,498.9,499.38,499.86,500.28,500.46,500.58,501.63,501.99,502.2,502.71,503.25,503.43,503.55,504.45,504.63,505.35,505.53,506.01,506.28,506.49,508.2,508.47,508.59,509.13,509.67,509.94,510.63,511.14,511.26,511.59,512.37,512.58,512.97,513.36,513.78,513.96,514.11,514.56,514.86,514.98,515.37,515.73,516.03,516.33,516.69],"words":["our","ability","to","sell","products","that","attractive","margins","and","continued","all","levels","of","discounting","seen","across","the","rv","industry","contributed","to","our","profitability","performance","in","the","quarter","and","continues","to","reinforce","our","brand","strength","would","dealers","and","in","consumers","and","as","importantly","or","enterprise","white","commitment","or","operational","excellence","productivity","continuous","improvement","strategic","sourcing","etc","was","also","a","significant","driver","of","our","performance","and","resulted","in","strong","second","quarter","profitability","as","a","result","or","consolidated","second","quarter","gross","margin","of","eighteen","point","six","percent","represents","an","increase","of","five","hundred","and","ninety","basis","points","vs","last","year","we","are","passionate","about","driving","operational","leverage","within","the","business","and","maximizing","the","returned","from","our","current","assets","or","manufacturing","processes","are","running","daily","at","peak","levels","as","the","supply","chain","allows","and","executing","against","an","increasingly","robust","order","backlog","to","replenish","as","quick","we","as","possible","inventories","for","art","dealer","partners","the","shift","we","made","in","the","back","half","of","fiscal","year","two","thousand","eight","wanting","to","fully","bill","to","confirm","dealer","order","production","in","our","winnebago","branded","rv","businesses","continues","to","serve","us","well","in","terms","of","profitability","and","working","capital","management","while","the","man's","ribbon","supply","chain","challenges","regularly","impact","our","production","particularly","in","class","a","motor","homes","we","will","constantly","work","with","our","supply","partners","to","manage","any","future","disruptions","as","best","we","can","you","to","results","demonstrate","that","supplied","network","is","assisting","in","incredible","year","over","year","production","volume","increases","and","for","that","we","are","appreciative","maintaining","gratefulness","and","pontiff's","but","we","also","continue","to","be","restrained","from","hidden","for","manufacturing","potential","given","almost","daily","component","availability","challenges","quarter","to","last","that","sales","do","to","sourcing","constraints","was","easily","eight","figures","across","the","portfolio","that","revenue","opportunity","remains","inherent","in","our","potential","well","as","we","transition","into","quarter","three","the","third","major","driver","of","our","fiscal","year","twenty","twenty","one","second","quarter","performance","was","stayed","strong","consumer","demand","for","our","products","both","as","wholesale","appetite","from","our","dealers","but","especially","at","retail","with","in","consumers","we","are","not","seen","any","significant","decline","and","retail","momentum","and","outdoor","crowded","demand","as","we","turned","into","the","spring","twenty","twenty","one","selling","season"]},{"endIndex":null,"speaker":"spk_2","startIndex":null,"start_times":[518.13,518.552578,518.679199,519.18,519.3,519.78,519.93,520.59,521.37,522.27,522.45,522.54,523.32,523.71,523.89,524.01],"words":["fs","i","results","are","often","a","lady","incomplete","barometer","of","the","retail","health","in","the","industry"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[525.15,525.42,525.63,526.11,526.44,526.86,526.95,527.07,527.46,527.61,528.12,528.33,528.45,528.69,528.96,529.08,530.19,530.37,530.88,531.21,531.864844,532.65,532.89,533.34,533.58,534.18,534.36,534.66,536.82,537,537.45,537.520137,537.9,538.32,538.47,539.13,539.25,539.73,540.75,541.11,541.2,541.77,542.31,542.61,543.33,544.14,544.38,544.77,545.28,545.64,546.99,547.14,547.23,547.59,547.86,548.16,548.25,548.55,548.85,549.66,550.08,550.32,550.71,551.22,551.43,551.85,552.66,552.84,553.41,553.95,554.55,554.76,555.42,556.71,557.1,557.22,557.7,557.88,558.75,559.41,560.19,560.37,560.64,562.23,562.65,562.74,563.34,563.49,563.64,564,564.09,564.75,564.87,565.29,565.47,566.34,566.67,567.24,568.35,568.53,568.83,569.13,569.49,569.94,571.14,571.5,571.62,571.77,571.835508,571.95,572.1,572.61,572.76,573.27,573.42,573.93,574.11,574.98,575.34,575.64,576.18,576.69,576.78,576.927305,578.43,578.94,579.12,579.21,579.84,580.23,580.47,580.59,581.4,581.52,582.12,582.42,583.56,583.74,584.34,584.73,585.06,585.78,586.59,586.8,587.37,587.76,588.21,588.39,589.35,589.5,589.59,590.16,590.34,590.85,591.96,592.8,593.13,593.61,593.91,594.06,594.57,595.05,595.38,596.22,597.33,597.54,598.17,598.346191,598.65,598.74,599.61,599.82,600.48,600.63,601.26,601.35,602.25,602.46,602.94,603.12,603.36,604.2,605.37,605.58,606.09,606.24,606.72,606.84,608.673269,608.793269,609.273269,609.753269,610.443269,610.623269,610.743269,611.103269,612.123269,612.363269,612.843269,613.053269,613.803269,613.953269,614.043269,614.493269,615.393269,615.663269,616.083269,616.323269,616.623269,616.743269,617.103269,618.333269,618.933269,619.173269,619.623269,619.743269,619.893269,620.253269,620.823269,621.423269,621.573269,621.633269,621.759852,621.963269,623.343269,623.523269,624.183269,624.303269,624.873269,625.713269,626.223269,626.703269,627.573269,627.723269,627.813269,628.473269,629.793269,630.183269,630.423269,630.933269,631.16218,631.473269,631.833269,631.953269,632.793269,633.093269,633.153269,633.813269,634.143269,635.763269,635.943269,636.723269,636.993269,637.413269,637.7498,637.893269,638.493269,639.093269,639.213269,639.993269,640.173269,640.383269,640.533269,640.653269,641.075701,641.192233,641.703269,642.543269,642.723269,643.203269,643.323269,643.653269,644.073269,645.243269,645.663269,645.813269,646.623269,646.743269,647.283269,647.733269,648.663269,648.843269,649.353269,649.893269,650.643269,650.853269,651.093269,651.963269,652.203269,652.683269,652.923269,653.253269,653.373269,653.703269,654.183269,654.365884,654.421292,654.873269,655.203269,655.293269,657.693269,658.053269,658.383269,658.443269,658.713269,658.893269,658.983269,659.343269,659.463269,659.613269,659.733269,660.303269,660.453269,660.813269,660.963269,661.083269,661.233269,661.503269,661.833269,662.073269,662.313269,663.033269,663.363269,663.483269,663.903269,664.053269,664.323269,664.923269,665.853269,666.243269,666.513269,666.993269,667.113269,667.413269,667.503269,667.653269,667.803269,668.103269,668.193269,668.283269,669.783269,669.903269,670.293269,670.533269,670.863269,670.953269,671.103269,671.433269,671.643269,672.363269,672.603269,673.383269,673.863269,674.013269,674.133269,674.433269,675.993269,676.143269,676.293269,676.323269,676.623269,676.803269,677.313269,677.433269,677.493269,677.973269,678.453269,679.293269,679.503269,679.683269,680.223269,680.703269,680.853269,681.543269,682.023269,683.523269,683.763269,683.973269,684.483269,684.633269,685.413269,685.593269,685.983269,686.253269,687.183269,687.393269,687.633269,688.023269,688.233269,688.353269,688.413269,688.983269,689.163269,689.643269,689.733269,690.513269,690.693269,691.083269,691.953269,692.133269,692.883269,693.093269,693.663269,693.903269,694.113269,694.623269,694.893269,695.013269,696.243269,697.173269,697.413269,698.583269,698.733269,699.003269,699.123269,699.817327,700.293269,700.443269,700.563269,701.283269,701.403269,701.613269,701.763269,701.823269,702.123269,702.603269],"words":["and","our","companies","retail","numbers","in","the","first","two","three","two","to","three","weeks","of","march","of","actually","shown","sustained","strength","and","given","an","uptick","in","certain","categories","the","rv","a","marine","industry","have","succeeded","in","copping","effectively","over","a","somewhat","normal","pre","pandemic","period","in","early","calendar","twenty","twenty","and","the","next","three","months","of","twenty","twenty","one","march","through","may","witches","or","porter","three","will","see","strong","retail","and","wholesale","comparisons","versus","a","period","of","intense","marketplace","disruption","a","year","ago","throughout","the","pandemic","we","have","proven","are","resilience","and","ability","to","execute","during","difficult","macroeconomic","and","large","scale","health","crisis","conditions","just","as","one","of","a","go","industries","has","continued","to","expand","our","reach","during","other","challenging","periods","in","art","history","currently","we","are","experiencing","a","mean","of","seasonality","a","wholesale","and","retail","our","calendar","twenty","twenty","one","january","and","february","retail","sales","were","similar","to","our","november","and","december","performance","underscoring","that","even","through","the","typically","slower","winter","months","consumers","are","excited","and","about","our","brains","and","intent","on","securing","the","product","they","need","to","have","extraordinary","experiences","with","family","and","friends","the","summer","the","strong","demand","undercurrent","we","are","see","impressively","has","meeting","for","implications","on","our","business","now","as","well","as","over","the","long","term","welcoming","new","entrance","to","the","outdoor","lifestyle","allows","want","a","big","bagel","industries","the","opportunity","to","capture","significant","customer","lifetime","value","that","our","portfolio","provides","first","time","buyers","both","motor","homes","and","toggles","tend","to","gravitate","towards","valuables","by","delivering","are","golden","friends","with","quality","innovation","and","service","as","well","as","the","breath","the","premium","products","for","families","to","grow","into","overtime","we","are","cultivating","a","broad","growing","pipeline","of","winnebago","industries","consumers","as","they","upgrade","on","average","every","three","to","five","euros","when","the","staying","within","the","lifestyle","before","turning","the","call","over","to","bryan","we","want","to","acknowledge","the","fact","that","it","has","been","just","over","one","year","since","the","coven","by","theme","pandemic","changed","just","about","everything","in","terms","of","how","we","live","in","the","us","the","past","twelve","months","have","been","marked","by","heartbreak","and","grief","caused","by","the","deadly","virus","there's","been","a","call","for","unity","in","a","deeply","divided","nation","and","an","overdue","reckoning","on","widespread","racial","inequality","as","we","continue","to","persevere","and","grow","our","business","we","have","also","made","it","a","priority","to","enhance","in","advance","or","corporate","responsibility","of","hurts","and","ensure","that","our","company","has","the","resources","infrastructure","and","commitment","to","be","a","valued","partner","to","the","communities","in","which","one","a","bagel","industry","stakeholders"]},{"endIndex":null,"speaker":"spk_3","startIndex":null,"start_times":[703.443269,703.893269,704.673269,705.153269,705.393269],"words":["i","live","work","and","what"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[706.803269,707.009395,707.283269,707.703269,708.093269,708.183269,708.333269,708.603269,708.663269,708.963269,709.173269,709.323269,709.443269,709.713269,710.193269,710.643269,711.123269,712.173269,712.563269],"words":["with","that","initial","overview","i","will","turn","the","call","over","to","what","tobacco","industries","chief","financial","officer","brian","hughes"]},{"endIndex":null,"speaker":"spk_4","startIndex":null,"start_times":[713.763269,714.063269,714.393269,714.483269,714.633269,714.903269],"words":["thanks","mike","and","good","morning","everyone"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[716.283269,716.583269,717.003269,717.753269,718.353269,718.563269,718.623269,719.373269,719.583269,719.883269,719.973269,720.243269,720.483269,720.753269,721.053269,722.163269,722.403269,722.493269,722.583269,723.003269,723.123269,723.393269,723.633269,724.383269,724.833269,724.983269,725.313269,725.553269,725.673269,725.943269,726.213269,726.543269,726.753269,727.653269,727.803269,727.893269,728.313269,728.613269,728.883269],"words":["second","quarter","consolidated","revenues","were","a","record","eight","hundred","and","thirty","nine","point","nine","million","which","is","an","increase","of","thirty","four","percent","compared","to","six","hundred","and","twenty","six","point","eight","million","for","the","fiscal","twenty","twenty","period"]},{"endIndex":null,"speaker":"spk_4","startIndex":null,"start_times":[730.083269,730.503269,730.743269,730.983269,731.343269,731.493269,731.883269,732.363269,732.843269,733.023269,733.533269,734.523269,734.883269,736.503269,736.683269,737.073269,737.913269,738.123269,738.513269,739.053269,739.233269,739.353269,739.773269,740.043269,740.313269,740.613269,741.453269,741.603269,741.723269,741.843269,742.203269,742.353269,742.773269,742.923269,743.613269,743.973269,744.513269,745.503269,745.713269,745.773269,746.193269,746.313269,747.183269,747.396741,747.513269,748.053269],"words":["driven","as","mike","noted","by","strong","consumer","demand","for","winnebago","industries","great","brand","as","neumar","operations","were","fully","included","in","our","fiscal","twenty","twenty","second","quarter","we","will","no","longer","be","speaking","to","reported","vs","organic","feel","as","it","relates","to","neumar","for","a","quarterly","results"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[750.123269,750.333269,750.363269,751.053269,751.293269,751.533269,752.043269,752.193269,753.003269,753.183269,753.633269,753.723269,753.813269,754.263269,754.353269,754.443269,754.743269,754.923269],"words":["as","a","reminder","one","hundred","percent","of","neumar","is","reported","in","the","result","of","our","motor","home","second"]},{"endIndex":null,"speaker":"spk_4","startIndex":null,"start_times":[756.873269,757.053269,757.473269,757.863269,758.193269,758.30738,758.643269,759.033269,759.843269,759.963269,760.023269,760.353269,761.193269,761.403269,761.913269,762.243269,762.543269,763.563269,763.863269,764.253269,764.763269,765.381873,765.783269,765.993269,766.113269,766.383269,766.833269,767.283269,767.583269,768.033269,768.363269,768.693269,769.773269,770.043269,770.493269,770.793269,771.363269,771.843269,772.07741,772.293269,772.383269,772.773269,773.193269,774.153269,774.333269,774.663269,774.963269,775.263269],"words":["we","achieved","another","period","of","very","strong","profitability","in","the","second","quarter","of","fiscal","twenty","twenty","one","gross","profit","margin","increase","five","hundred","and","ninety","basis","points","to","eighteen","point","six","percent","while","adjusted","ebitda","margin","increase","five","hundred","and","seventy","basis","points","to","twelve","point","nine","percent"]},{"endIndex":null,"speaker":"spk_5","startIndex":null,"start_times":[776.403269,776.763269,776.823269,777.153269,777.453269,777.663269,778.173269,778.293269,778.383269,778.863269,779.169949,779.493269],"words":["compared","to","seven","point","two","percent","for","the","fiscal","twenty","twenty","period"]},{"endIndex":null,"speaker":"spk_4","startIndex":null,"start_times":[781.383269,781.773269,781.953269,782.103269,782.523269,782.853269,783.123269,783.363269,783.573269,783.873269,784.773269,784.953269,785.673269,786.033269,787.053269,787.293269,787.563269,787.713269,788.223269,788.883269,789.363269,789.723269,790.083269,790.173269,791.343269,792.033269,793.293269,793.773269,794.223269,794.973269,795.153269,795.513269,795.633269,795.933269,796.233269,796.653269,797.883269,798.063269,798.513269],"words":["similar","to","our","fiscal","twenty","twenty","one","to","one","performance","the","significant","margin","expansion","with","driven","by","favorable","pricing","including","lord","of","and","allowances","productivity","initiative","operating","leverage","approximating","two","hundred","two","hundred","fifty","basis","points","and","segment","mix"]},{"endIndex":null,"speaker":"spk_5","startIndex":null,"start_times":[800.703269,801.183269,801.543269,801.723269,802.113269,802.953269,803.165803,803.225071,803.883269,804.063269,804.513269,804.663269,805.002175,806.043269,806.403269,806.463269,806.943269,807.273269,807.423269,807.813269,808.14387,808.20699,808.503269,808.773269,809.05241,809.223269,809.313269,809.583269,809.943269,810.243269],"words":["reported","earnings","per","diluted","share","were","a","record","two","dollars","and","force","them","compared","to","reported","earnings","per","diluted","share","of","fifty","one","thing","from","the","same","period","last","year"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[811.803269,812.433269,812.793269,812.913269,813.333269,814.233269,814.383269,814.653269,814.833269,814.953269,815.973269,816.243269,816.393269,816.783269,816.903269,817.353269,817.594602,817.751208,817.833269,818.133269,818.673269,818.913269,819.033269,819.543269,819.663269,819.843269,820.113269,820.233269,820.803269,821.943269,822.333269,822.393269,822.483269,822.783269,823.143269,823.270505,823.683269,823.983269,825.633269,825.723269,825.993269,826.293269,826.496765,826.653269,826.863269,827.103269,827.223269,827.493269,827.913269,828.063269,828.153269,829.023269,829.413269,829.473269,829.773269,830.253269,830.553269,830.823269,831.363269,831.783269,832.653269,832.893269,833.013269,833.103269,833.523269,833.643269,833.853269,834.093269,834.183269,834.513269,834.723269],"words":["adjusted","earnings","per","diluted","share","were","like","why","the","record","at","two","dollars","and","twelve","them","from","the","second","quarter","for","an","increase","of","two","hundred","and","sixteen","percent","compared","to","the","same","quarter","in","fiscal","twenty","twenty","it","doesn't","even","though","with","one","hundred","and","eight","million","for","the","quarter","compared","to","forty","five","point","four","million","last","year","which","is","an","increase","of","one","hundred","and","thirty","eight","percent"]},{"endIndex":null,"speaker":"spk_5","startIndex":null,"start_times":[836.793269,836.973269,837.573269,837.693269,837.933269,838.593269,839.043269,839.223269,839.583269,840.153269,840.333269,840.753269,841.623269,841.773269,842.103269,842.283269,842.823269,843.213269,843.993269,844.473269,845.433269,845.583269,846.303269,847.173269,847.473269,847.983269,848.073269,848.133269,848.373269,848.553269,850.713269,851.223269,851.433269,852.123269,852.303269,852.453269,852.873269,854.073269,854.493269,854.643269],"words":["the","increases","in","both","adjusted","earnings","per","diluted","share","and","adjusted","ebitda","were","driven","by","strong","unit","road","pricing","action","and","productivity","initiative","most","notably","in","the","more","on","segment","now","there","are","two","our","segment","performance","starting","with","poll"]},{"endIndex":null,"speaker":"spk_4","startIndex":null,"start_times":[856.893269,857.443962,857.553269,857.643269,858.063269,858.573269,858.783269,859.053269,859.323269,859.443269,859.713269,860.013269,860.313269,860.583269,860.973269,861.093269,861.213269,861.513269,862.233269,862.473269,862.863269,863.253269,863.913269,864.093269,864.213269,864.603269,865.563269,865.863269,866.073269,866.583269,867.033269,867.513269,867.903269,867.993269,868.263269,868.383269],"words":["revenues","for","the","total","segment","where","four","hundred","and","thirty","nine","point","three","million","for","the","second","quarter","up","fifty","five","percent","over","the","prior","year","driven","by","elevated","consumer","demand","across","the","top","of","portfolio"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[870.273269,870.423269,870.453269,870.81365,870.903269,871.2103,871.474529,871.833269,871.923269,872.013269,872.253269,872.643269,872.853269,872.973269,873.363269,873.903269,873.993269,874.893269,875.073269,875.403269,875.463269,875.823269,876.003269,876.213269,876.693269,876.873269,877.443269,877.743269,878.013269,878.343269,878.523269,878.883269,879.213269,879.513269,880.653269,880.833269,880.893269,881.283269,881.463269,881.733269,882.153269,882.483269,882.603269,882.693269,882.933269,883.233269,883.533269],"words":["when","a","bedouin","the","three","unit","share","of","the","north","american","pull","the","market","continues","to","grow","as","sharon","a","trailing","three","month","basis","through","january","twenty","twenty","one","was","twelve","point","four","percent","or","an","increase","of","eighty","basis","points","of","the","same","period","last","year"]},{"endIndex":null,"speaker":"spk_4","startIndex":null,"start_times":[884.973269,885.453269,885.873269,886.263269,886.418279,886.743269,886.953269,887.253269,887.493269,888.543269,888.753269,889.083269,889.413269,889.713269,890.043269,890.973269,891.123269,891.213269,891.521824,891.693269],"words":["segment","adjusted","ebitda","with","sixty","two","point","four","million","up","seventy","nine","point","five","percent","of","the","prior","year","period"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[893.463269,893.583269,893.853269,893.943269,894.063269,894.153269,894.543269,894.633269,895.113269,895.443269,895.623269,896.223269,896.853269,897.123269,897.393269,897.513269,897.813269,898.233269,899.253269,899.793269,899.943269,900.093269,900.543269,901.443269,901.593269,902.013269],"words":["it","doesn't","he","but","the","margin","of","fourteen","point","two","percent","increase","one","hundred","and","ninety","basis","points","primarily","due","to","favorable","frightening","and","operating","leverage"]},{"endIndex":null,"speaker":"spk_6","startIndex":null,"start_times":[904.383269,904.863269,905.073269,905.283269,905.403269,905.553269,905.853269,906.033269],"words":["next","let's","turn","to","our","motor","home","fact"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[908.103269,908.253269,908.313269,908.613269,908.973269,909.453269,909.543269,909.633269,909.873269,910.053269,910.323269,910.473269,910.623269,910.863269,911.103269,911.313269,911.583269,912.273269,912.573269,912.843269,913.653269,913.893269,914.553269,914.883269,915.243269,915.723269,915.903269,915.993269,916.353269,917.163269,917.433269,917.643269,918.310593,918.753269,918.843269,918.933269,919.293269,919.563269,919.743269,920.223269,921.933269,922.293269,922.353269,922.443269,922.713269,923.043269,923.343269,924.153269,924.513269,924.873269,925.293269,925.743269,926.073269,926.643269,926.823269,927.033269,927.333269,927.573269,927.873269,928.203269,929.103269,929.343269,929.703269,929.913269,930.783269,930.994148,931.142888,931.261541,931.653269,932.223269,932.523269,932.763269],"words":["in","the","second","quarter","revenue","for","the","motor","home","thing","that","were","three","hundred","and","eighty","two","point","six","million","up","seventeen","point","five","percent","from","the","prior","year","driven","by","increasing","sales","in","our","class","be","and","classy","products","compared","to","the","same","period","last","year","second","quarter","class","the","unit","sales","were","up","twenty","four","point","five","percent","while","flap","be","product","were","up","a","very","robot","eighty","one","percent"]},{"endIndex":null,"speaker":"spk_4","startIndex":null,"start_times":[934.503269,934.803269,934.923269,935.313269,935.523269,936.003269,936.093269,936.183269,936.633269,936.753269,937.143269,937.362439,937.469021,937.773269,937.953269,938.19696,938.643269,938.763269,938.890007,939.243269,939.603269,939.723269,939.993269,940.383269,940.683269,941.043269,941.553269,941.733269,942.274177,942.369626,942.663269,942.903269,944.613269,944.943269,945.033269,945.333269,945.873269,946.023269,946.263269,946.413269,946.833269,947.373269,947.463269,947.553269,948.033269,948.183269,948.663269,949.623269,949.803269,949.893269,950.133269,950.643269,951.153269,951.333269,951.513269,951.843269,952.203269,953.253269,953.403269,953.523269,953.613269,953.853269,954.603269,954.693269,955.083269,955.413269,955.623269,956.403269,956.703269,957.033269,957.333269,957.723269,959.103269,959.283269,959.673269,959.763269,960.153269,960.635847,960.720603,960.903269,960.963269,961.083269,961.383269,961.473269,961.833269,961.893269,962.793269,963.033269,963.371238,963.603269,963.753269,963.873269,966.423269,966.813269,967.203269,967.623269,967.833269,968.133269,968.373269,968.853269,969.095671,969.363269,969.663269,969.753269,970.053269,970.263269,970.713269,970.863269,970.953269,971.343269],"words":["class","the","market","share","continues","to","be","strong","as","evidenced","by","are","rolling","three","month","retail","you","know","market","share","of","forty","five","point","seven","percent","through","january","of","twenty","twenty","one","similar","to","last","quarter","or","new","our","business","continues","to","be","challenge","by","supply","issues","that","are","more","pronounced","relative","to","are","other","rb","businesses","due","to","the","more","specialized","the","player","base","that","serve","the","high","end","business","unit","we","estimate","the","revenue","impact","to","be","in","the","tens","of","millions","of","dollars","through","cute","to","year","to","date","segment","adjusted","ebitda","with","fifty","one","million","up","two","hundred","and","forty","one","percent","from","the","prior","year"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[972.513269,972.993269,973.263269,973.683269,974.193269,974.403269,974.673269,974.793269,975.183269,975.603269,975.963269,976.055525,976.173269,976.563269,977.283269,977.433269,977.913269,978.213269,978.453269,979.413269,979.713269,979.893269,980.043269,980.583269,981.453269,981.693269,982.293269,982.593269,983.913269,984.363269,984.453269,985.173269,985.353269,985.413269,985.653269,985.713269,986.043269,986.583269,987.003269,987.903269,988.023269,988.113269,988.593269,988.928601,989.193269,989.343269,990.513269,990.663269,990.873269,990.993269,991.353269,991.593269,991.983269,992.523269,992.733269,992.973269,994.143269,994.323269,994.413269,994.803269,995.013269,996.003269,996.183269,996.273269,996.573269,996.873269,998.103269,998.253269,998.703269,998.823269,999.333269,1000.383269,1000.533269,1000.773269,1000.923269,1001.373269,1001.493269,1002.603269,1002.873269,1003.233269,1004.613269,1004.793269,1005.273269,1005.723269],"words":["adjusted","ebitda","margin","increase","eight","hundred","and","seventy","basis","points","of","the","prior","year","to","thirteen","point","three","percent","driven","by","our","ongoing","focus","on","operational","and","efficiency","including","the","transition","to","a","build","the","dealer","order","business","model","in","the","winnebago","branded","motor","home","business","as","well","as","several","other","operating","improvement","and","lean","initiative","that","our","business","have","pursued","over","the","past","several","years","in","addition","to","pricing","action","to","ensure","our","pricing","of","commensurate","with","market","dynamics","and","also","operating","leverage"]},{"endIndex":null,"speaker":"spk_5","startIndex":null,"start_times":[1008.363269,1008.513269,1008.633269,1009.066042,1009.233269,1009.923269,1010.673269,1011.903269,1012.053269,1012.383269,1013.703269,1013.883269,1014.843269,1015.023269,1015.203269,1015.653269,1015.747957,1015.953269,1016.253269,1016.403269,1017.513269,1017.723269,1018.023269,1018.203269,1018.653269,1019.073269,1019.433269,1020.573269,1020.753269,1020.873269,1021.623269,1021.863269,1022.163269,1022.973269,1023.123269,1023.573269,1024.593269,1024.743269,1024.863269,1025.493269,1025.643269,1025.853269],"words":["while","we","continue","to","anticipate","inflationary","pressures","and","remain","conscious","of","competition","that","may","impact","or","net","praised","me","equation","as","well","as","continued","supply","chain","challenges","we","are","encouraged","by","another","quarter","of","sustain","improvements","to","our","margin","in","this","segment"]},{"endIndex":null,"speaker":"spk_7","startIndex":null,"start_times":[1027.713269,1027.953269,1028.103269,1028.253269,1028.526785,1029.663269,1029.843269,1030.314656,1030.443269,1031.043269,1031.193269,1031.553269,1031.613269,1031.913269,1032.033269,1032.543269,1033.743269,1033.923269,1034.043269,1034.613269,1035.063269,1035.153269,1035.423269,1035.693269,1036.053269,1036.173269,1036.323269,1036.413269,1037.193269,1037.463269,1037.883269,1037.973269,1038.105076,1038.573269,1038.693269,1038.783269,1039.113269,1039.353269],"words":["as","we","have","data","previously","we","continued","to","expect","to","achieve","a","level","of","sustain","profitability","that","is","notably","above","the","forty","five","percent","he","but","the","yield","we've","delivered","in","the","segment","for","the","past","several","years"]},{"endIndex":null,"speaker":"spk_5","startIndex":null,"start_times":[1040.673269,1040.823269,1040.943269,1041.483269,1041.573269,1041.753269,1041.933269,1042.443269,1043.493269,1043.643269,1044.303269,1044.573269,1044.663269,1045.203269,1045.593269,1045.713269,1046.223269,1047.273269,1047.423269,1047.513269,1047.813269,1048.001648],"words":["we","are","pleased","to","see","that","meaningful","improvement","and","progress","against","our","strategic","focus","on","restoring","leadership","in","our","motor","home","segment"]},{"endIndex":null,"speaker":"spk_2","startIndex":null,"start_times":[1050.333269,1050.573269,1050.843269,1050.933269,1051.023269,1051.353269],"words":["now","turning","to","the","balance","sheet"]},{"endIndex":null,"speaker":"spk_4","startIndex":null,"start_times":[1053.093269,1053.603269,1053.723269,1054.087957,1054.293269,1054.537488,1055.223269,1055.433269,1055.853269,1056.423269,1056.663269,1056.873269,1057.023269,1057.443269,1058.523269,1059.123269,1059.243269,1060.323269,1060.443269,1060.563269,1061.043269,1061.283269,1061.583269,1061.883269,1062.933269,1063.143269,1063.263269,1063.653269,1063.773269,1064.133269,1064.523269,1064.673269,1064.763269,1065.213269,1065.663269,1065.843269,1066.113269,1066.473269,1066.773269,1066.893269,1067.163269,1067.433269,1067.793269,1068.963269,1069.293269,1069.473269,1069.773269,1070.223269,1070.319714,1070.463269,1070.553269,1071.693269,1072.023269,1072.353269,1072.627722,1072.803269,1073.133269,1073.313269,1073.433269,1073.553269,1073.943269,1074.063269,1074.393269,1074.843269,1074.993269,1075.293269,1075.503269,1075.773269,1075.863269,1076.133269,1076.433269,1078.293269,1078.653269,1079.103269,1079.463269,1080.003269,1080.273269,1080.903269,1081.054119,1082.073269,1082.253269,1082.673269,1082.883269,1083.513269,1083.693269,1083.993269,1084.263269,1086.333269,1086.843269,1087.023269,1087.833269,1088.043269,1088.103269,1088.553269,1088.913269,1089.153269,1089.453269,1089.783269,1090.203269,1090.323269,1090.413269,1090.713269,1091.043269,1091.133269,1091.493269,1091.763269,1092.033269],"words":["containing","the","train","from","to","one","our","leverage","ratio","net","debt","to","adjusted","ebitda","continued","to","decline","and","is","now","one","point","zero","time","which","is","towards","the","lower","end","of","our","targeted","range","of","zero","point","nine","to","one","point","five","times","driven","by","both","strong","he","but","the","generation","and","lower","that","day","that","due","to","the","increase","in","cash","balance","of","now","three","hundred","and","thirty","three","million","total","acquitted","he","including","our","untapped","a","bl","is","now","in","excess","of","five","hundred","million","castillo","from","operation","with","a","healthy","sixty","six","point","nine","million","for","the","first","half","of","fiscal","twenty","twenty","one"]},{"endIndex":null,"speaker":"spk_5","startIndex":null,"start_times":[1093.563269,1093.923269,1094.733269,1095.129363,1095.603269,1096.173269,1096.323269,1096.443269,1096.649871,1097.373269,1097.793269,1098.063269,1099.173269,1099.323269,1099.443269,1099.939031,1100.133269,1100.583269,1100.883269,1102.053269,1102.233269,1102.443269,1103.283269,1103.433269,1103.523269,1103.853269],"words":["working","capital","remain","slightly","elevated","due","to","be","inconsistent","supply","chain","delivery","but","we","continue","to","expect","further","improvements","in","this","area","in","the","coming","quarters"]},{"endIndex":null,"speaker":"spk_4","startIndex":null,"start_times":[1106.763269,1106.943269,1107.303269,1107.633269,1107.933269,1108.593269,1108.743269,1109.043269,1109.253269,1109.553269,1109.823269,1110.363269,1110.513269,1110.603269,1110.873269,1111.083269,1111.443269,1111.623269,1111.713269,1112.133269,1112.463269,1112.883269,1113.153269,1113.363269,1114.203269,1114.443269,1114.773269,1115.103269,1115.343269,1115.823269,1115.913269,1116.003269,1116.243269,1116.543269,1116.873269,1117.743269,1118.313269,1118.463269,1118.613269,1119.273269,1119.453269,1119.634031,1119.843269,1120.893269,1121.199949,1121.643269,1121.973269,1122.153269,1122.693269,1123.923269,1124.553269],"words":["are","effective","tax","rate","increased","to","twenty","three","point","four","percent","for","the","first","six","months","and","in","february","twenty","seventh","twenty","twenty","one","from","twenty","point","one","percent","for","the","same","period","last","year","primarily","due","to","consistent","you","over","your","credit","over","higher","current","year","pretax","income","and","favorable"]},{"endIndex":null,"speaker":"spk_5","startIndex":null,"start_times":[1125.153269,1125.303269,1125.423269,1125.525222,1125.993269,1126.743269,1126.983269,1127.793269,1128.093269],"words":["or","in","the","discreet","item","in","fiscal","twenty","twenty"]},{"endIndex":null,"speaker":"spk_4","startIndex":null,"start_times":[1129.983269,1130.133269,1130.223269,1130.463269,1130.823269,1131.003269,1131.453269,1131.903269,1132.053269,1132.473269,1132.773269,1132.953269,1134.243269,1134.573269,1134.873269,1134.963269,1135.023269,1135.743269,1135.893269,1136.193269,1136.463269,1137.753269,1138.353269,1138.563269,1138.653269,1139.163269,1139.403738,1139.673269,1140.153269,1140.843269,1140.999714,1141.113269,1141.383269,1142.133269,1142.343269,1142.493269,1142.583269,1142.793269,1143.843269,1144.023269,1144.203269,1144.443269,1144.623269,1145.253269,1145.403269,1145.463269,1145.913269,1146.033269,1146.123269],"words":["for","the","full","year","we","currently","expect","our","tax","rate","to","approximate","twenty","three","and","a","half","to","twenty","four","percent","including","all","the","street","or","i'm","sorry","excluding","all","the","street","items","from","year","to","date","result","and","know","that","may","occur","in","the","remainder","of","the","year"]},{"endIndex":null,"speaker":"spk_5","startIndex":null,"start_times":[1148.763269,1148.943269,1149.363269,1149.963269,1150.563269,1150.988953,1151.643269,1151.793269,1152.033269,1152.528152,1152.663269,1152.753269,1153.743269,1154.253269,1154.373269,1154.463269,1155.093269,1155.213269,1155.573269,1156.083269,1157.223269,1157.853269,1158.483269,1159.173269,1159.323269,1159.413269,1160.103269,1160.343269,1160.492625],"words":["our","capital","allocation","priorities","remain","consistent","with","those","communicate","in","the","past","investing","in","our","businesses","to","drive","organic","growth","executing","strategic","expansion","to","our","portfolio","through","and","money"]},{"endIndex":null,"speaker":"spk_4","startIndex":null,"start_times":[1161.843269,1162.413269,1162.473269,1162.983269,1163.523269,1164.993269,1165.593269,1165.713269,1166.133269,1166.613269,1166.913269,1167.033269,1167.483269,1168.443269,1168.953269,1169.403269,1169.734675,1169.823269,1171.533269,1171.803269,1171.893269,1172.223269,1172.733269,1172.913269,1173.183269,1173.213269,1173.753269,1173.843269,1174.143269,1174.443269,1174.593269,1174.953269,1175.133269,1175.583269,1175.853269,1176.663269,1176.963269,1177.203269,1178.163269,1178.343269,1178.403269,1178.613269,1178.673269,1179.123269,1179.393269,1179.723269,1179.783269,1180.233269,1180.563269,1181.163269,1181.313269,1181.583269,1181.853269,1182.003269,1182.303269,1182.903269,1183.173269,1183.443269,1183.713269,1184.673269,1184.943269,1185.183269],"words":["maintaining","a","strong","liquidity","position","managing","our","leverage","ratio","within","our","targeted","range","and","returning","cash","to","shareholders","during","the","second","quarter","we","paid","a","dividend","of","twelve","cents","per","share","on","january","twenty","seven","twenty","twenty","one","and","a","board","of","directors","just","approved","a","quarterly","cash","dividend","of","twelve","cents","per","share","payable","on","april","twenty","seven","twenty","twenty","one"]},{"endIndex":null,"speaker":"spk_2","startIndex":null,"start_times":[1187.043269,1187.211726,1187.553269,1187.673269,1188.003269,1188.123269,1188.213269,1188.543269,1189.503269,1189.653269,1189.773269,1190.463269,1190.553269,1190.677664,1190.913269,1191.002625,1191.092859,1191.243269,1191.453269,1191.543269,1192.143269,1192.263269,1192.623269,1192.743269,1193.073269],"words":["that","concludes","my","review","of","are","poorly","financial","and","with","that","i","will","not","and","the","call","back","to","my","to","provide","some","clothing","car"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[1195.473269,1195.713269,1195.893269,1196.103269],"words":["thanks","very","much","right"]},{"endIndex":null,"speaker":"spk_2","startIndex":null,"start_times":[1197.303269,1197.753269,1197.903269,1198.153816,1198.233269,1198.449832,1198.533269,1199.163269,1199.283269,1199.493269,1199.583269,1199.853269,1200.453269,1200.603269,1200.843269],"words":["before","we","open","the","call","the","questions","i","want","to","touch","efficiently","on","three","topics"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[1202.193269,1202.823269,1203.033269,1203.543269,1203.693269,1204.113269,1204.563269,1205.133269,1205.283269,1205.733269,1206.813269,1207.053269,1207.503269,1207.713269,1208.046375,1208.313269,1209.513269,1210.053269,1210.263269,1210.683269,1210.833269,1210.923269,1211.523269,1211.913269,1212.003269,1212.153269,1212.543269,1212.862253,1212.993269,1213.113269,1213.383269,1214.073269,1214.943269,1215.123269,1215.483269,1215.633269,1215.753269,1216.173269,1216.293269,1216.743269,1218.56272,1218.74272,1219.04272,1219.43272,1219.91272,1219.97272,1220.12272,1220.18272,1220.27272,1220.39272,1220.90272,1221.02272,1221.53272,1221.89272,1222.64272,1225.22272,1225.34272,1225.49272,1225.97272,1226.60272,1227.02272,1227.35272,1227.95272,1228.19272,1228.31272,1228.984898,1229.33272,1229.81272,1230.05272,1230.534022,1230.649362,1230.966522,1231.25272,1232.60272,1232.84272,1233.95272,1234.31272,1234.79272,1235.48272,1237.01272,1237.22272,1237.55272,1237.67272,1237.76272,1238.12272,1238.36272,1238.75272,1239.17272,1240.61272,1240.97272,1241.54272,1242.02272,1242.59272,1242.708091,1242.92272,1243.22272,1243.61272,1243.73272,1243.97272,1244.69272,1245.05272,1245.17272,1245.47272,1245.74272,1248.08272,1248.56272,1249.61272,1250.12272,1250.36272,1250.66272,1250.87272,1251.05272,1252.10272,1252.73272,1253.30272,1253.57272,1253.75272,1254.47272,1255.49272,1255.91272,1256.03272,1256.96272,1257.35272,1257.68272,1259.00272,1259.151288,1259.54272,1260.08272,1260.35272,1261.61272,1261.94272,1262.18272,1263.02272,1263.59272,1264.79272,1265.00272,1265.244818,1265.30272,1265.51272,1266.20272,1266.83272,1267.97272,1268.30272,1268.81272,1269.29272,1269.74272,1270.07272,1270.34272,1270.735873,1271.24272,1271.54272,1273.43272,1273.61272,1273.76272,1274.18272,1274.33272,1274.81272,1274.96777,1275.05272,1275.35272,1275.62272,1275.80272,1276.31272,1276.94272,1277.39436,1278.29272,1278.50272,1279.01272,1279.31272,1279.40272,1279.61272,1281.05272,1281.38272,1281.71272,1281.86272,1282.01272,1282.58272,1283.18272,1283.69272,1284.05272,1285.07272,1285.82272,1285.94272,1286.54272,1286.72272,1286.96272,1287.47272,1288.01272,1289.18272,1289.81272,1290.05272,1290.41272,1290.77272,1291.67272,1292.27272,1293.02272,1293.68272,1293.80272,1294.91272,1295.39272,1295.81272,1295.90272,1296.23272,1296.50272,1296.98272,1297.97272,1298.21272,1298.66272,1299.02272,1299.29272,1300.46272,1300.55272],"words":["one","our","estimates","for","rv","industry","retail","and","wholesale","performance","in","fiscal","year","twenty","twenty","one","to","our","thoughts","on","the","probable","length","of","the","rv","field","them","and","tory","replenishment","cycle","and","steps","we","are","taking","to","expand","capacity","and","three","recent","progress","or","what","have","they","go","industries","on","important","corporate","responsibility","priorities","he","had","our","fiscal","twenty","twenty","one","which","is","september","twenty","twenty","two","august","of","twenty","twenty","one","we","believe","our","v","industry","retail","will","grow","in","the","mid","to","upper","single","digits","while","industry","wholesale","shipments","and","that","same","period","will","grow","approximately","forty","to","forty","five","percent","quarter","three","marched","through","may","for","our","company","industry","retail","should","be","especially","strong","given","the","comparisons","vs","twenty","twenty","but","quarter","for","for","organization","june","through","august","industry","retail","will","see","a","more","challenging","comparison","environment","due","to","record","breaking","bounce","back","rv","retail","last","summer","it","is","always","our","intention","over","the","long","term","for","winnebago","industries","retail","pace","to","exceed","that","of","the","industry","please","note","that","our","fiscal","industry","wholesale","shipment","projection","considers","it","aligns","with","the","rv","industry","association","calendar","year","twenty","twenty","one","industry","midpoint","forecast","of","approximately","five","hundred","and","thirty","three","thousand","years","or","plus","twenty","four","percent","a","fortune"]},{"endIndex":null,"speaker":"spk_8","startIndex":null,"start_times":[1300.97272,1301.18272,1301.39272,1301.54272],"words":["house","which","we","support"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[1303.76272,1303.97272,1304.27272,1304.69272,1304.96272,1305.41272,1306.76272,1307.36272,1307.48272,1307.87272,1308.26272,1308.720029,1308.83272,1309.13272,1309.49272,1309.91272,1310.18272,1310.48272,1311.32272,1311.47272,1311.59272,1311.65272,1311.95272,1312.55272,1313.12272,1313.24272,1313.72272,1315.28272,1315.88272,1316.03272,1316.12272,1316.81272,1316.99272,1317.14272,1317.59272,1318.79272,1319.21272,1319.78272,1320.17272,1320.65272,1321.04272,1321.43272,1322.15272,1322.33272,1322.39272,1322.57272,1323.38272,1323.56272,1324.07272,1324.46272,1325.96272,1326.14272,1326.44272,1326.53272,1326.59272,1327.01272,1327.16272,1327.43272,1327.58272,1328.03272,1328.21272,1328.24272,1328.75272,1328.87272,1329.17272,1329.32272,1330.55272,1330.73272,1330.91272,1331.30272,1331.57272,1331.93272,1332.02272,1332.11272,1332.59272,1332.80272,1333.07272,1333.22272,1333.34272,1333.67272,1334.27272,1335.65272,1335.95272,1336.07272,1336.58272,1337.06272,1337.42272,1337.81272,1337.99272,1338.38272,1338.59272,1339.07272,1339.31272,1340.36272,1340.66272,1341.44272,1341.65272,1342.19272,1342.43272,1342.73272,1343.90272,1344.47272,1346.24272,1346.54272,1346.87272,1347.29272,1347.50272,1347.68272,1348.31272,1348.70272,1349.39272,1349.54272,1349.63272,1350.08272,1350.65272,1350.713965,1350.98543,1351.10272,1352.33272,1352.51272,1352.63272,1352.81272,1353.20272,1353.44272,1353.62272,1354.19272,1354.70272,1354.97272,1355.36272,1355.72272,1356.71272,1356.86272,1357.07272,1357.46272,1357.67272,1357.94272,1358.63272,1358.75272,1358.84272,1359.05272,1359.62272,1360.25272,1360.46272,1361.48272,1362.29272],"words":["our","most","recent","field","inventory","reports","earlier","and","quarter","three","continue","to","show","low","field","mm","tory","levels","in","one","a","bagel","industries","army","and","marine","businesses","depending","on","the","brand","or","the","product","category","field","inventories","anywhere","between","twenty","percent","lower","than","a","year","ago","to","sixty","percent","lower","while","many","of","the","dealers","we","visit","with","regularly","have","a","desire","to","run","their","operations","at","a","higher","turn","level","in","the","future","than","that","of","the","pre","pandemic","days","they","are","many","many","many","months","from","reaching","that","targeted","turn","right","we","anticipate","that","unless","there","is","unexpected","severe","disruption","to","our","own","or","the","industry's","retail","performance","due","to","macro","economic","or","help","the","bonus","that","it","will","take","through","our","and","fiscal","year","twenty","twenty","two","the","have","most","of","our","businesses","and","a","more","normal","retail","to","fulfill","replenishment","steps"]},{"endIndex":null,"speaker":"spk_2","startIndex":null,"start_times":[1364.69272,1364.84272,1365.29272,1365.47272,1365.86272,1365.98272,1366.49272,1366.697373,1367.03272,1367.225786,1367.36272,1367.51272,1368.02272,1369.37272,1369.73272,1370.42272,1370.84272,1371.44272,1372.01272,1372.587803,1372.91272,1373.06272,1374.17272,1374.44272,1374.59272,1375.25272,1375.562769,1375.91272,1376.69272,1377.41272,1377.59272,1378.07272,1378.49272,1378.76272,1379.18272],"words":["to","support","this","drive","to","replenish","feel","limits","why","we","are","actively","pursuing","and","executing","several","capacity","expansion","projects","within","our","company","which","will","position","or","get","organization","well","for","future","market","share","game","opportunities"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[1381.46272,1381.76272,1382.30272,1382.42272,1383.59272,1383.77272,1383.92272,1384.31272,1384.85272,1385.00272,1385.45272,1385.54272,1386.08272,1386.14272,1386.41272,1386.86272,1387.19272,1387.49272,1388.27272,1388.54272,1388.84272,1389.41272,1389.56272,1390.40272,1390.52272,1391.21272,1391.78272,1391.90272],"words":["some","investments","are","organic","and","do","not","require","the","edition","or","expansion","of","square","footage","or","over","him","while","other","projects","will","necessitate","a","physical","increase","in","infrastructure"]},{"endIndex":null,"speaker":"spk_2","startIndex":null,"start_times":[1393.88272,1394.21272,1394.72272,1394.84272,1395.20272,1395.56272,1395.83272,1396.07272,1396.52272,1397.03272,1397.36272,1398.14272,1398.86272,1399.55272,1400.00272,1401.17272,1401.35272,1401.47272,1401.83272,1402.13272,1403.15272,1403.36272,1403.93272,1405.70272,1406.33272,1406.81272,1407.05272,1407.98272,1408.49272,1408.67272,1408.88272,1409.27272,1409.36272,1409.81272,1410.65272,1411.07272,1411.58272,1412.36272,1412.69272,1412.81272,1413.77272,1414.49272,1414.73272,1415.24272,1416.14272,1416.71272,1417.16272,1417.52272,1417.67272,1418.06272,1418.42272,1418.54272,1419.14272,1419.47272,1419.56272,1421.45272,1421.78272,1421.96272,1422.50272,1423.28272,1423.46272,1423.76272,1424.33272,1424.48272,1425.14272,1425.62272,1425.77272,1426.31272,1426.70272,1427.63272,1428.02272,1428.20272,1428.50272,1428.65272,1429.07272,1429.64272,1430.09272,1430.21272,1431.92272,1432.61272,1432.91272,1433.36272,1433.45272,1433.96272,1434.08272,1434.35272,1434.83918,1435.76272,1435.88272,1436.03272,1436.51272,1437.14272,1437.59272,1437.935684,1438.43272,1438.67272,1439.03272,1439.33272,1440.38272,1440.65272,1440.86272,1441.46272,1441.94272,1442.15272,1442.78272,1443.132393,1443.23272,1444.25272,1444.40272,1444.67272,1445.30272,1445.51272],"words":["each","army","and","marine","business","unit","here","winnebago","industries","have","active","capacity","expansion","efforts","underway","we","will","not","share","details","for","competitive","reasons","physical","assembly","line","extensions","standing","up","new","lines","and","existing","buildings","adding","vertical","manufacturing","space","and","capacity","constructing","new","assembly","buildings","shifting","product","lines","and","mex","within","our","existing","lines","and","facility","along","with","online","productivity","and","lean","initiatives","that","reduce","waste","and","improve","outward","rates","each","of","these","are","active","today","across","our","portfolio","multiple","eight","figures","of","capital","has","been","invested","currently","and","will","likely","continue","well","into","fiscal","year","twenty","twenty","two","and","our","financial","results","should","gradually","showed","the","benefit","of","these","investments","each","quarter"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[1447.67272,1448.03272,1448.24272,1448.48272,1448.60272,1448.684575,1448.886738,1449.41272,1449.50272,1449.77272,1450.07272,1450.73272,1450.85272,1451.57272,1452.14272,1452.26272,1452.32272,1452.74272,1453.01272,1454.06272,1454.63272,1454.75272,1455.14272,1455.77272,1455.89272,1456.22272,1456.40272,1457.09272,1457.51272,1458.44272,1458.59272,1459.16272,1459.58272,1459.82272,1460.27272,1460.93272,1461.05272,1461.77272,1462.036421,1462.70272,1463.18272,1463.96272,1464.17272,1464.65272,1466.090493,1466.60272,1466.84272,1467.14272,1467.23272,1467.50272,1467.74272,1468.55272,1468.70272,1468.97272,1469.69272,1470.14272,1471.55272,1471.79272,1472.18272,1473.95272,1474.22272,1474.79272,1475.00272,1475.12272,1475.57272,1475.63272,1476.26272,1476.38272,1476.86272,1477.173677,1477.34272,1477.766294,1477.88272,1478.18272,1478.45272,1479.44272,1479.65272,1479.80272],"words":["earlier","this","month","what","a","i","industries","and","now","we're","expanding","our","longstanding","partnership","with","the","national","park","foundation","funding","a","new","initiative","to","create","more","equitable","outdoor","spaces","by","connecting","women","an","outdoor","enthusiasts","of","color","with","meaningful","career","opportunities","in","national","parks","initiatives","like","these","or","not","only","demonstrative","of","our","enterprise","ran","headlong","be","great","outdoors","but","enable","us","to","support","our","communities","and","meaningful","ways","that","enhance","the","long","term","sustainability","of","our","business"]},{"endIndex":null,"speaker":"spk_2","startIndex":null,"start_times":[1482.05272,1482.23272,1482.62272,1482.71272,1483.31272,1483.85272,1484.27272,1485.05272,1485.29272,1485.77272,1485.89272,1486.40272,1487.24272,1487.48272,1488.14272,1489.46272,1489.91272,1490.27272,1490.60272,1490.78272,1491.14272,1491.23272,1491.65272,1491.77272,1492.01272,1492.25272,1492.70272,1492.88272,1493.00272,1493.27272,1493.33272,1494.32272,1494.89272,1495.37272,1495.70272,1496.09272,1496.323608,1496.602104,1497.35272,1497.86272,1499.09272,1499.27272,1500.11272,1500.65272,1500.98272,1501.326519,1501.52272,1501.70272,1502.27272,1502.462007,1502.51272,1502.93272,1503.50272,1504.10272,1504.52272,1504.61272,1505.39272,1506.29272,1506.74272,1506.86272,1507.31272,1507.49272],"words":["in","addition","to","pursuing","external","social","initiatives","we","also","are","focused","internally","on","responsible","governance","just","last","week","we","about","the","appointment","of","to","new","members","to","our","board","of","directors","jacqueline","woodson","kevin","brian","run","deep","professional","active","experiences","and","differentiated","valued","skill","sets","that","will","help","when","a","bagel","industries","continue","along","and","strong","transformational","path","of","growth","and","innovation"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[1508.90272,1509.20272,1509.74272,1509.89272,1510.31272,1510.52272,1511.24272,1512.14272,1512.280972,1512.62272,1513.16272,1513.31272,1513.91272,1514.72272,1514.96272,1515.17272,1515.68272,1517.00272,1517.21272,1517.39272,1517.758198,1517.90272,1518.05272,1518.56272,1518.77272,1519.31272,1519.43272,1519.94272,1520.99272,1521.65272,1521.80272,1522.64272,1523.54272,1523.93272,1524.02272,1524.29272,1525.43272,1526.24272,1526.45272,1527.26272,1527.62272,1528.07272,1529.69272,1530.02272,1530.374517,1530.47272,1530.59272,1530.95272,1531.25272,1531.37272,1531.70272,1532.06272,1532.36272,1533.14272,1533.32272,1533.38272,1533.657349,1534.16272,1534.52272,1534.97272,1535.09272,1535.66272,1535.81272,1536.08272,1536.68272,1536.77272,1536.89272,1537.70272,1537.79272,1537.88272,1539.05272,1539.83272,1539.98272,1540.07272,1541.27272,1542.17272,1542.29272,1542.95272,1543.40272,1543.58272,1544.15272,1544.51272,1545.53272,1545.83272,1546.46272,1546.61272,1547.48272,1547.668403,1548.11272,1548.56272,1548.65272,1548.77272],"words":["both","jacqueline","and","kevin","have","extensive","experience","a","building","inclusive","high","performing","teams","that","are","market","focused","we","look","for","to","their","input","and","guidance","as","winnebago","industries","continues","to","strategically","progress","into","a","more","competitive","diverse","and","profitable","outdoor","lifestyle","company","looking","forward","to","the","second","half","of","fiscal","twenty","twenty","one","when","a","bagel","industries","remains","committed","to","advancing","our","core","values","and","our","operations","and","our","communities","executing","on","our","strategy","capitalizing","on","opportunities","created","by","favorable","market","dynamics","and","innovating","to","sustain","this","unique","appeal","of","are","proud"]},{"endIndex":null,"speaker":"spk_8","startIndex":null,"start_times":[1549.13272,1549.25272,1549.43272],"words":["it's","with","consumers"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[1551.71272,1551.92272,1552.43272,1552.55272,1552.94272,1553.39272,1553.57272,1554.44272,1554.74272,1554.86272,1554.98272,1555.13272,1555.40272,1555.70272,1555.79272,1555.94272,1556.24272,1556.63272,1556.81272,1556.93272,1558.04272,1558.22272,1558.58272,1559.03272,1559.18272,1560.17272,1560.29272,1560.44272,1560.74272,1560.98272,1561.07272,1561.40272,1561.64272,1561.94272,1562.09272,1562.24272],"words":["that","concludes","are","prepared","remarks","this","morning","thank","you","for","your","time","today","and","we","hope","you","and","your","families","are","staying","safe","and","healthy","i","will","now","turn","the","line","back","over","to","the","operator"]},{"endIndex":null,"speaker":"spk_2","startIndex":null,"start_times":[1563.59272,1563.83272,1564.55272,1564.64272,1565.06272,1565.18272],"words":["to","facilitate","the","taking","of","questions"]},{"endIndex":null,"speaker":"spk_0","startIndex":null,"start_times":[1567.58272,1567.88272,1568.66272,1568.84272,1568.99272,1569.08272,1569.74272,1569.92272,1570.19272,1570.28272,1570.82272,1570.97272,1571.09272,1571.36272,1571.48272,1571.90272,1572.30271,1572.50272,1572.62272,1572.77272,1573.79272,1573.94272,1574.33272,1574.45272,1574.93272,1575.17272,1575.29272,1575.71272,1575.86272,1576.25272,1577.15272,1577.33272,1577.93272,1578.11272,1578.23272,1578.83272,1578.89272,1579.105796,1579.194917,1579.340522,1585.55272,1585.67272,1585.97272,1586.51272,1586.84272,1587.05272,1587.56272,1588.19272,1588.40272,1588.64272],"words":["thank","you","and","as","a","reminder","to","ask","the","question","you","will","need","to","press","sarwan","one","on","your","telephone","to","withdraw","your","question","press","the","pound","or","hash","can","play","standby","well","we","compiled","a","few","on","a","roster","i","first","question","comes","from","scott","tambor","with","see","alkene"]},{"endIndex":null,"speaker":"spk_9","startIndex":null,"start_times":[1591.94272,1592.239526,1592.48272,1592.81272,1593.08272,1593.31686,1593.44272,1594.13272,1594.67272,1595.27272,1595.36272,1595.606558,1596.44272,1596.80272,1597.61272,1599.65272,1599.86272,1600.138198,1600.40272,1600.625581,1600.821841,1601.03272,1601.27272,1601.39272,1601.69272,1601.81272,1602.14272,1602.32272,1602.86272,1603.28272,1603.49272,1604.57272,1604.96272,1605.29272,1605.35272,1605.41272,1605.65272,1605.77272,1606.10272,1606.25272,1606.40272,1606.61272,1606.79272,1606.97272,1607.06272,1607.33272,1607.475894,1607.631343,1607.81272,1608.14272,1608.298726,1608.56272,1608.740991,1608.92272,1609.10272,1609.31272,1609.34272,1609.55272,1609.67272,1610.002427,1610.145835,1610.21272,1610.48272,1610.69272,1610.81272,1611.14272,1611.44272,1612.16272,1612.46272,1612.67272,1612.79272,1613.27272,1613.54272,1613.69272,1614.14272,1614.47272,1614.59272,1614.86272,1614.98272,1615.13272,1615.573315,1615.73272,1616.03272,1616.24272,1617.14272,1618.55272,1618.94272,1619.086216,1619.51272,1619.60272,1620.83272,1620.942554,1621.014712,1621.64272,1622.12272,1622.27272,1622.361724,1622.63272,1622.93272,1623.38272,1624.04272,1624.25272,1624.52313,1624.61272,1625.21272],"words":["our","money","guys","thanks","pick","my","questions","and","autographs","and","agree","core","that","got","more","or","maybe","to","just","start","dig","into","the","motor","i","thought","it","sounds","very","is","it","the","most","of","the","rubbing","your","shop","while","that","now","all","that","was","really","the","to","new","march","you","maybe","just","dig","into","that","a","little","bit","more","and","the","last","quarter","we","talk","about","it","or","maybe","the","timeline","and","on","how","long","it","takes","to","get","remedied","and","then","on","the","core","clap","a","business","in","particular","the","a","winnebago","branded","can","you","talk","about","how","long","they're","doing","and","retail","and"]},{"endIndex":null,"speaker":"spk_2","startIndex":null,"start_times":[1626.41272,1626.56272,1626.86272],"words":["that's","it","thanks"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[1628.57272,1628.75272,1628.90272,1629.17272,1629.68272,1629.814849,1630.01272,1630.13272,1630.37272,1631.24272,1631.93272,1632.26272,1632.62272,1632.74272,1633.22272],"words":["yeah","good","morning","scott","or","this","is","my","age","specific","to","the","the","class","a"]},{"endIndex":null,"speaker":"spk_2","startIndex":null,"start_times":[1634.63272,1634.75272,1635.231841,1635.35272,1635.56272,1635.65272,1635.74272,1636.16272,1637.18272,1637.39272,1637.51272,1639.04272,1639.22272,1639.46272,1639.85272,1640.63272,1640.93272,1641.35272,1641.53272,1642.19272,1642.67272,1642.91272,1643.72272,1645.37272,1646.39272,1647.02272,1647.95272,1648.180181,1648.37272,1648.94272,1649.15272,1649.27272,1649.636821,1650.89272,1651.582896,1651.76272,1651.85272,1652.24272,1652.272104,1654.04272,1654.25272,1654.40272,1654.67272,1655.33272,1655.81272,1655.96272,1656.05272,1656.41272,1656.59272,1657.19272],"words":["a","comments","we","made","it","are","prepared","remarks","you","are","correct","in","the","sense","that","of","most","of","the","supply","chain","constraints","affecting","optimize","shipment","performance","or","are","happening","in","the","new","business","that's","not","to","say","are","exclusively","in","new","bar","but","most","of","the","supply","chain","constraints","on"]},{"endIndex":null,"speaker":"spk_10","startIndex":null,"start_times":[1658.60272,1659.29272,1659.38272,1659.95272,1660.43272,1660.52272,1660.67272,1660.85272],"words":["classes","are","definitely","affecting","the","new","more","business"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[1661.93272,1662.29272,1662.47272,1662.59272,1664.54272,1665.29272,1666.73272,1667.03272,1667.12272,1667.57272,1667.93272,1668.23272,1668.38272,1668.53272,1669.20939,1669.37272,1669.55272,1669.70272,1670.00272,1670.12272,1670.66272,1670.96272,1671.05272,1672.25272,1672.67272,1672.76272,1673.12272,1673.24272,1673.51272,1673.87272,1674.80272,1674.95272,1675.34272,1675.55272,1675.73272,1675.82272,1676.09272,1676.15272,1676.39272,1676.57272,1677.05272,1677.29272,1677.56272,1677.71272,1677.80272,1679.51272,1679.75272,1680.227241,1680.50272,1680.71272,1680.80272,1680.89272,1681.58272,1681.79272,1682.78272,1683.29272,1683.59272,1684.13272,1685.45272,1685.72272,1685.84272,1686.26272,1686.86272,1687.01272,1687.61272,1687.97272,1688.57272,1688.66272,1689.17272,1690.07272,1690.28272,1691.72272,1692.05272,1692.655708,1692.83272,1692.95272,1693.37272,1693.49272,1693.58272,1694.00272,1694.15272,1694.27231,1694.72272,1694.84272,1694.90272,1695.77272,1695.95272,1696.01272,1696.40272,1697.51272,1698.02272,1698.38272,1698.670386,1698.92272,1699.70272,1699.91272,1700.09272,1700.42272,1700.60272,1701.41272,1701.59272,1701.71272,1701.833892,1702.029741,1703.09272,1703.39272,1703.63272,1703.75272,1704.23272,1704.41272,1704.53272,1705.16272],"words":["that","is","an","active","situation","everyday","during","our","last","earnings","call","we","had","foreshadowed","that","we","have","hoped","to","resolve","most","of","this","within","the","probably","the","next","ninety","days","it","appears","that","going","to","take","a","little","bit","longer","to","work","with","our","suppliers","to","managed","through","some","of","the","constraints","and","several","different","the","component","categories","of","the","business","inherently","as","performing","neumar","specifically","was","performing","well","at","retail","en","enda","we","are","pleased","by","the","results","we","are","seen","in","the","field","from","a","retail","standpoint","of","what","it","is","important","that","we","get","our","dealers","under","the","new","more","brand","more","him","and","tory","than","they","have","today"]},{"endIndex":null,"speaker":"spk_2","startIndex":null,"start_times":[1706.51272,1706.99272,1707.56272,1707.77272,1708.46272,1709.18272,1709.78272,1710.53272,1710.77272],"words":["a","specific","to","winnebago","branded","motorized","performance","at","retail"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[1712.09272,1712.66272,1713.38272,1713.83272,1714.22272,1715.736255,1716.08272,1716.26272,1716.80272,1717.73272,1718.12272,1718.24272,1718.63272,1718.84272,1719.80272,1720.34272,1720.46272,1720.55272,1721.03272,1721.36272,1721.87272,1721.99272,1722.23272,1722.56272,1722.89272,1723.76272,1723.949165,1724.121724,1724.30272,1724.72272,1725.92272,1726.40272,1727.00272,1727.54272,1727.75272,1728.47272,1728.65272,1728.912349,1728.98272,1730.18272,1730.39272,1730.54272,1731.097778,1731.23272,1731.71272,1732.07272,1732.49272,1733.60272,1733.87272,1734.08272,1734.20272,1734.59272,1735.28272,1735.85272,1735.97272,1736.75272,1737.08272,1737.17272,1737.71272,1737.83272,1737.95272,1738.25272,1738.82272,1738.97272,1739.51272,1739.72272,1741.04272,1742.09272,1742.36272,1743.08272,1743.80272,1743.92272,1744.04272,1744.61272,1744.73272,1744.79272,1745.27272,1745.42272,1745.75272,1746.02272],"words":["those","results","are","also","positive","they","are","definitely","weighted","towards","the","class","be","segment","where","are","the","winnebago","brand","continues","to","have","strong","market","share","ah","but","as","also","introduced","several","innovative","products","here","recently","i","need","the","solace","or","that","continued","to","generate","strong","consumer","demand","of","we","are","very","excited","import","or","three","about","the","launch","of","our","new","class","a","product","the","echo","which","has","been","introduced","to","the","consumers","and","or","dealers","for","several","months","now"]},{"endIndex":null,"speaker":"spk_9","startIndex":null,"start_times":[1747.16272,1747.49272,1748.12272,1748.24272,1748.33272,1748.72272,1748.90272,1749.05272,1749.29272,1750.25272,1750.40272,1750.58272,1751.54272,1752.08272,1752.47272,1752.59272,1752.98272,1753.97272,1754.12272,1754.60811,1755.08272,1755.32272,1755.47272,1756.49272,1757.12272,1757.78272,1757.93272,1758.32272,1758.80272,1758.95272,1759.07272,1759.73272,1760.12272,1760.60272,1760.75272,1761.20272,1761.35272,1762.10272,1762.22272,1762.25272,1762.40272,1762.88272,1763.42272,1763.81272,1763.90272,1764.14272,1765.07272,1765.28272,1765.55272,1769.33272,1769.60272,1769.687212,1769.78272,1769.99272,1770.59272,1770.953364,1771.07272,1771.73272,1772.12272,1772.84272,1772.96272,1773.32272,1773.59272,1773.74272,1774.07272,1774.16272,1774.25272,1775.57272,1775.72272,1776.05272,1776.26272,1776.38272,1776.74272,1776.962856,1777.40272,1777.64272,1777.85272,1777.997563,1778.21272,1778.33272,1778.48272,1780.37272,1780.58272,1780.70272,1780.97272,1781.27272,1781.39272,1781.84272,1781.96272,1782.86272,1783.19272,1783.64272,1783.91272,1784.210786,1784.30272,1784.383345,1784.63272,1784.96272,1785.080903,1785.56272],"words":["order","generation","on","the","echo","has","been","very","strong","in","we","anticipate","importer","three","will","start","seeing","a","shipment","impact","from","the","echo","and","ultimately","we","believe","strongly","that","are","classy","retail","results","will","continue","to","move","in","a","more","positive","direction","because","of","that","frolic","and","other","improvements","got","it","and","then","the","same","a","motorized","regarding","profitability","than","thirty","point","three","percent","of","the","goons","i","probably","have","is","william","them","been","way","more","than","most","of","us","expected","when","you","talk","about","your","comments","are","being","way","above","the","load","of","in","single","digits","of","the","with"]},{"endIndex":null,"speaker":"spk_2","startIndex":null,"start_times":[1786.91272,1787.09272,1787.36272,1787.51272,1788.17272,1788.35272,1788.71272,1788.86272,1789.04272,1789.13272,1789.43272,1789.61272,1789.88272,1790.03272,1790.30272,1790.57272,1790.69272,1791.65272],"words":["it's","about","how","sustainable","this","level","is","that","we're","seeing","right","now","in","this","low","to","mid","teenage"]},{"endIndex":null,"speaker":"spk_5","startIndex":null,"start_times":[1794.50272,1794.74272,1795.04272,1795.25272,1795.64272,1796.013325,1796.15272,1796.39272,1796.639751,1796.72272,1797.529966,1797.89272,1798.85272,1799.364243,1800.29272,1800.71272,1801.91272,1803.23272,1803.68272,1805.84272,1806.05272,1806.47272,1807.10272,1807.31272,1807.40272,1808.48272,1808.670044,1808.844888,1808.99272,1809.35272,1809.53272,1810.01272,1810.31272,1810.52272,1811.09272,1811.27272,1811.84272,1812.41272,1812.662974,1812.784731,1813.04272],"words":["yes","god","as","bright","as","we","talked","about","the","cauldron","subtle","things","driving","her","strong","profitability","pricing","certainly","notable","the","operating","leverage","from","the","growth","of","eat","by","didn't","in","a","couple","and","into","the","productivity","improvement","through","the","been","initiative"]},{"endIndex":null,"speaker":"spk_9","startIndex":null,"start_times":[1814.57272,1815.11272,1815.359224,1815.50272,1815.569868,1816.25272,1817.81272,1817.90272,1818.35272,1818.734927],"words":["there's","also","from","a","percentage","standpoint","a","product","mix","impact"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[1820.437505,1820.767505,1820.977505,1821.367505,1822.507505,1822.807505,1823.000365,1823.107505,1823.347505,1823.767505,1823.888672,1824.727505,1824.907505,1825.747505,1825.897504,1826.017505,1826.257505,1826.377505,1826.407505,1826.923813,1827.367505,1828.657505,1828.927505,1829.437505,1829.767505,1829.857505,1829.887505,1830.337505,1830.577505,1830.757505,1830.907505,1830.997505,1831.657505,1832.227505,1832.317505,1832.677505,1832.797505,1832.917505,1833.307505],"words":["looking","at","margin","improvement","movement","that","what","i'm","referring","to","their","a","mix","when","you're","looking","at","a","dollar","an","impact","not","as","big","of","a","driver","right","but","from","a","percentage","standpoint","it","is","to","their","class","be"]},{"endIndex":null,"speaker":"spk_11","startIndex":null,"start_times":[1835.077505,1835.497505,1835.977505,1836.247505,1836.435085,1836.637505,1837.027505,1837.327505,1837.477505,1838.407505,1839.217864,1839.420325,1839.727505,1840.087505,1840.267505,1840.387505,1841.017505,1841.227505,1841.347505,1841.437505,1843.297505,1843.867505,1844.107505,1844.257505,1844.467505,1844.857505,1844.977505,1845.097505,1845.427505,1846.747505,1846.897505,1847.167505,1847.257505,1847.827505],"words":["file","growth","there","is","is","helping","her","or","margin","so","and","several","things","that","are","contributing","to","at","the","sustainability","is","that","the","fair","question","that","we","often","get","we","made","the","comment","that"]},{"endIndex":null,"speaker":"spk_6","startIndex":null,"start_times":[1849.957505,1850.077505,1850.227505,1850.887505,1851.187505,1851.517505,1851.847505,1852.417505,1852.567505,1852.687505,1852.837505,1853.107505,1853.917944,1854.042493,1854.247505,1854.652172,1854.87415,1855.057505,1855.867505,1856.107505,1856.257505,1856.467505,1856.737505,1856.862646,1856.945513,1857.127505,1857.757505,1857.917173,1858.597505,1859.017505,1859.077505,1859.737505,1859.944546,1860.247505],"words":["you","know","the","that","forty","five","percent","that","we","have","had","historically","in","the","margin","new","been","around","us","for","many","years","the","you","know","that","the","historical","level","of","profitability","we've","seen","here"]},{"endIndex":null,"speaker":"spk_12","startIndex":null,"start_times":[1861.597505,1861.717505,1861.867505,1862.077505,1862.197505,1862.767505,1863.247505,1863.723638,1863.997505,1864.177505,1864.387505,1864.657505],"words":["in","that","we","we","expect","notable","improvements","first","that","forty","five","percent"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[1865.917505,1866.067505,1866.337505,1866.637505,1866.877505,1867.027505,1867.117505,1867.507505,1868.857505,1869.037505,1869.487505,1870.837505,1871.167505,1871.407505,1871.617505,1872.007505,1872.127505,1872.397505,1872.727505,1872.981915,1873.116293],"words":["we","also","pointed","out","that","the","margin","improvement","from","offering","leverage","isn't","that","two","hundred","two","hundred","fifty","babe","with","point"]},{"endIndex":null,"speaker":"spk_5","startIndex":null,"start_times":[1874.317505,1874.557505,1875.097505,1875.457505,1875.577505,1875.817505,1875.997505,1876.447505,1876.627505,1877.707505,1877.857505,1877.917069,1877.977505,1878.547505,1879.267505,1879.412217,1879.507505,1879.717505,1879.927505,1880.257505,1880.827505,1881.097505,1881.697505,1881.847505,1881.937505,1882.267505,1882.357505,1882.597505,1882.747505,1883.077505,1883.107505,1883.407505,1883.467505,1883.797505,1883.917505,1884.007505,1884.427505],"words":["the","range","though","we're","giving","some","clues","as","to","from","of","the","drivers","here","and","we","feel","good","about","the","and","improvements","that","we're","seeing","in","might","have","noted","a","couple","of","them","to","the","product","line"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[1885.387505,1885.567505,1885.807505,1885.897505,1886.047505,1886.437505,1886.496421,1886.587505,1886.947505,1887.217505,1887.337505,1887.817505,1888.087505,1888.327505,1888.867505,1889.287505],"words":["and","think","of","the","health","of","the","product","line","will","certainly","be","a","contributing","factor","here"]},{"endIndex":null,"speaker":"spk_5","startIndex":null,"start_times":[1890.427505,1890.607505,1891.027505,1891.465581,1891.573013,1891.687505,1892.317505,1892.827505,1892.977505,1893.157505,1893.427505,1894.057505,1894.237505,1894.657505,1896.007505,1896.157505,1896.457505,1896.577505,1896.667505,1896.877505,1897.237505,1898.107505,1898.557505,1898.767505,1898.887505,1899.157505,1899.547505,1899.637505,1899.937505,1900.327505,1900.747505,1901.467505],"words":["but","also","settled","the","of","productivity","improvements","that","we","say","that","are","also","sustainable","in","terms","of","our","go","forward","margin","so","while","we","don't","provide","a","break","down","between","pricing","and"]},{"endIndex":null,"speaker":"spk_11","startIndex":null,"start_times":[1902.817505,1903.507505,1904.317505,1904.557505,1904.977505,1905.277505],"words":["productivity","improvements","and","product","with","cetera"]},{"endIndex":null,"speaker":"spk_5","startIndex":null,"start_times":[1906.627505,1907.467505,1907.587505,1907.707505,1907.797505,1908.277505,1908.427505,1908.547505,1908.937505,1909.327505,1909.717505,1909.927505,1910.407505,1910.587505],"words":["hopefully","you","know","the","comments","that","were","making","provide","some","some","guidance","of","to"]},{"endIndex":null,"speaker":"spk_9","startIndex":null,"start_times":[1911.757505,1911.967505,1912.867505,1912.957505,1913.167505,1913.557505,1914.037505,1914.13113,1914.427505,1914.697505],"words":["the","sustainability","of","that","margin","improvement","in","worth","coming","from"]},{"endIndex":null,"speaker":"spk_0","startIndex":null,"start_times":[1916.947505,1917.187505,1917.254419,1917.395308,1918.021682,1918.368015,1918.561235,1918.777505,1918.987505,1919.137505,1919.257505,1920.097505,1920.277505],"words":["that","of","the","thousand","helpful","love","jump","back","into","the","to","thank","you"]},{"endIndex":null,"speaker":"spk_13","startIndex":null,"start_times":[1921.627505,1921.867505],"words":["thank","god"]},{"endIndex":null,"speaker":"spk_4","startIndex":null,"start_times":[1923.277505,1923.475208,1923.817505,1924.327505,1924.747505,1925.047505,1925.480908,1925.737505,1926.16603,1926.547505,1926.758252],"words":["and","next","question","comes","from","eyelids","with","lamp","with","by","air"]},{"endIndex":null,"speaker":"spk_5","startIndex":null,"start_times":[1928.977505,1929.157219,1929.580288,1929.814744,1929.937505,1930.207505,1930.327505,1931.257505,1931.430276,1931.587505,1931.947505,1932.037505,1932.127505,1932.277505,1932.667505,1932.877505,1933.357505,1933.627505,1933.987505,1934.287505,1934.377505,1934.435469,1934.677505,1935.067505,1935.243704,1935.579424,1936.237505,1936.477505,1936.627505,1936.717505,1936.747505,1936.897505,1937.107505,1937.617505,1937.977505,1938.187505,1938.787505,1938.877505,1938.997505,1939.297505,1939.357505,1939.696807,1939.807505,1940.021343,1940.317505,1940.737505],"words":["as","settlement","thanks","for","taking","my","question","it","you","mentioned","on","the","call","briefly","than","expected","ample","parking","place","in","the","coming","quarters","the","talking","that","about","that","in","a","bit","more","detail","high","that","management","and","your","ability","to","pass","and","it'll","cost","increases","on"]},{"endIndex":null,"speaker":"spk_14","startIndex":null,"start_times":[1943.197505,1943.467505,1943.587505,1944.157505,1944.577505,1944.807324,1945.087505,1945.687505,1946.107505,1946.407505,1946.617505,1946.827505,1946.977505,1947.817505,1948.117505,1948.267505,1948.447505],"words":["yeah","the","morning","of","the","right","again","i'll","address","that","when","my","can","jump","in","with","anything"]},{"endIndex":null,"speaker":"spk_5","startIndex":null,"start_times":[1949.677505,1950.427505,1950.547505,1950.697505,1950.997505,1951.117505,1951.237505,1951.507505,1952.167505,1952.407505,1953.037505,1953.277505,1953.457505,1953.547505,1954.147505,1954.807505,1954.897505,1954.987505,1955.167505,1955.407505,1955.827505,1955.947505,1956.007505,1956.241162,1956.457505,1956.547505,1956.787505,1957.627505,1957.803989,1958.467505,1959.037505,1959.727505,1960.057505,1960.657505,1960.807505,1961.557505,1962.637505,1962.911665,1963.297505,1963.507505,1963.567505,1963.657505,1964.245947],"words":["further","your","we","we","we","do","not","believe","that","inflation","has","been","a","meaningful","component","and","are","you","today","result","is","a","queue","one","or","two","to","there's","certainly","rumblings","across","many","industries","of","inflationary","pressures","our","seeing","some","of","the","commodities","faith"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[1965.517505,1965.697505,1965.876245],"words":["that","was","certainly"]},{"endIndex":null,"speaker":"spk_5","startIndex":null,"start_times":[1967.257505,1968.247505,1968.787505,1968.967505,1969.177505,1969.507505,1969.627505,1969.917192,1969.987505,1970.437505,1970.557505,1972.057505,1972.537505,1973.137505,1973.347505,1974.187505,1974.402383,1974.547505,1974.787505,1975.147505,1975.237505,1975.297505,1975.447505,1975.717505,1975.957505,1976.407505,1976.557505,1976.677505,1977.16168,1978.297505,1978.597505,1979.377505,1979.587505,1979.917505,1980.457505,1980.727505],"words":["accelerated","by","from","under","free","the","cross","the","south","and","affects","important","commodities","to","or","i'm","all","that","said","in","a","we","work","very","closely","with","our","supplier","partners","to","identify","where","those","pressures","might","be"]},{"endIndex":null,"speaker":"spk_15","startIndex":null,"start_times":[1982.227505,1982.377505,1982.647505,1983.097505,1983.307505,1983.367505,1983.937505,1984.507505,1984.567505,1985.287505,1985.510937,1985.767505,1985.887505,1985.977505,1986.367505,1987.357505,1987.627505,1987.777505,1987.837505,1989.382988,1989.547505,1989.667505,1990.477505,1990.687505,1990.807505,1991.047505,1991.287505,1991.617505],"words":["we","feel","that","from","a","strategic","standpoint","the","relationship","we've","built","with","our","supply","network","i'm","or","a","differentiator","in","the","industry","and","we","feel","good","about","that"]},{"endIndex":null,"speaker":"spk_4","startIndex":null,"start_times":[1992.637505,1993.267505,1993.987505,1994.287505,1994.437505,1994.677505,1994.977505,1995.081597,1995.157505,1995.457505,1995.607505,1995.697505,1996.117505,1996.237505,1996.927505,1997.167505,1997.857505,1998.007505,1998.067505,1998.367505,1998.757505,2000.467505,2000.767505,2001.397505],"words":["the","relationship","building","that","we've","done","it","it","helps","us","to","manage","to","situations","like","this","in","a","pro","active","manner","those","inflationary","pressures"]},{"endIndex":null,"speaker":"spk_5","startIndex":null,"start_times":[2003.017505,2003.235239,2004.157505,2004.367505,2004.607505,2004.817505,2004.997505,2005.147505,2005.267505,2005.899673,2006.017505,2006.112412,2006.396753,2006.497505,2006.617505,2007.067505,2007.217505,2007.427505,2007.817505,2008.507505],"words":["in","ideally","you","work","through","them","with","your","suppliers","to","the","extent","that","we","can","we","do","intend","to","price"]},{"endIndex":null,"speaker":"spk_13","startIndex":null,"start_times":[2009.866792,2010.007505,2010.368853,2010.547505,2010.786875,2011.387505,2011.897505,2012.179707,2012.317505,2012.707505,2013.097505,2014.207505,2014.387505,2014.807505,2015.077505,2015.137505,2015.317505,2015.857505,2016.067505,2016.277505,2016.427505,2016.547505,2016.817505,2017.897505,2018.227505,2018.887505,2019.397505,2019.607505,2019.787505,2019.967505,2020.207505,2020.957505,2021.167505,2021.377505,2021.527505,2021.617505,2022.127505,2022.247505,2022.337505,2022.457505,2022.517505,2022.727505,2022.817505,2022.907505,2023.177505,2023.927505,2024.070415,2024.197505,2024.407505,2024.677505,2024.953101,2025.037505,2025.157505,2026.267505,2026.387505,2026.567505,2027.617505,2028.007505,2028.577505,2028.667505,2028.757505,2029.057505],"words":["to","offset","that","those","inflationary","pressures","the","the","market","certainly","supports","our","product","line","in","that","manner","and","so","we","will","use","pricing","our","necessary","to","make","sure","that","we","are","that","any","kind","of","inflation","that","we're","going","to","see","in","the","coming","quarters","what","we","do","it","back","to","be","clear","we","do","expect","greater","crushers","in","the","coming","quarters"]},{"endIndex":null,"speaker":"spk_10","startIndex":null,"start_times":[2030.467505,2030.857505,2030.947505,2031.097505,2031.307505,2031.847505,2031.997505],"words":["compared","to","what","we've","experienced","here","today"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[2036.887505,2037.157505,2037.397505,2037.877505,2038.057754,2038.306938,2038.777505,2039.227505,2039.407505,2039.497505,2039.887505,2040.127505,2040.517505,2040.637505,2041.207505,2041.327505,2041.447505,2041.807505,2042.167505,2043.004106,2043.187505,2043.247505,2043.637505,2043.937505,2044.023242,2044.357505,2044.567505,2044.627505,2044.717505,2045.167505,2045.557505,2045.707505,2045.797505,2045.917505,2046.157505,2046.577505,2046.997505,2047.117505,2047.567505,2047.717505,2047.897505,2050.117505,2050.334229,2050.627505,2050.747505,2051.201973,2051.317505,2052.577505,2052.877505,2052.907505,2053.237505,2053.357505,2053.417505,2053.837505,2055.067505,2055.307505,2055.367505,2055.517505,2055.577505,2055.697505,2055.877505,2056.027505,2056.207505,2056.267505,2056.717505,2057.107505,2057.317505,2058.187505,2058.367505,2058.847505,2058.995571,2059.387505,2059.809146,2059.897505,2060.227505,2060.497505,2060.587505,2060.677505,2060.797505,2061.067505,2061.187505,2061.277505,2061.697505,2061.787505,2062.117505,2062.417505,2062.546133,2063.407505,2063.917505,2064.247505,2064.667505,2064.877505,2065.657505,2065.837505,2065.957505,2066.587505,2066.767505,2066.947505,2067.367505,2067.637505,2067.937505,2068.117505,2068.207505,2068.417505,2069.497505,2069.977505,2070.367505,2070.607505,2070.817505,2070.937505,2072.287505,2072.767505,2072.947505,2073.097505,2074.057505,2074.237505,2074.417505,2074.777505,2075.407505,2075.617505,2075.827505,2076.007505,2076.247505,2076.367505,2076.517505,2076.757505,2076.937505,2077.537505,2077.867505,2078.527505],"words":["right","that's","how","and","then","numbed","between","them","the","supply","chain","issues","and","components","that","you're","dealing","with","i'm","in","the","rapid","pace","of","girls","what","are","the","winnebago","brand","to","a","new","ensure","quality","standards","are","maintained","through","this","period","yeah","thank","you","alice's","is","mike","first","a","comment","on","the","supply","chain","because","i","want","to","make","sure","we","have","a","balance","message","this","morning","i","believe","and","quarter","to","and","steve","correct","me","if","i'm","wrong","but","i","believe","in","quarter","to","we","shipped","forty","nine","percent","more","units","to","the","market","than","we","did","in","quarter","to","a","year","ago","and","ah","that's","just","an","astounding","result","from","our","teams","in","there","is","absolutely","no","way","we","would","have","been","able","to","accomplish","that","increase","in"]},{"endIndex":null,"speaker":"spk_2","startIndex":null,"start_times":[2079.787505,2079.967505,2080.477505,2080.987505,2081.737505,2082.457505,2082.937505,2083.177505,2083.297505,2083.807505,2084.827505,2084.947505,2085.547505,2085.689888,2085.847505,2086.219136,2086.837505,2087.197505,2087.317505,2087.617505,2087.767505,2088.007505,2088.337505,2088.517505,2088.667505,2089.027505,2089.717505,2089.867505,2090.137505,2090.467505,2090.587505,2090.707505,2091.397505,2091.517505,2091.607505,2093.427163,2094.217505,2094.817505,2095.098433,2095.387505,2095.927505,2096.047505,2096.377505,2096.887505,2097.037505,2097.187505,2097.277505,2098.297505,2098.807505,2098.957505,2099.137505,2099.527505,2099.647505,2100.727505,2100.907505,2101.087505,2101.417505,2101.597505,2101.807505,2102.287505,2102.947505,2103.127505,2103.517505,2103.697505,2104.327505,2104.627505,2105.047505,2106.187505,2106.937505,2107.207505,2107.417505,2107.537505,2107.627505,2108.287505,2108.737505,2108.977505,2109.757505,2109.907505,2110.860737,2111.737505,2111.954126,2112.457505,2112.577505,2113.207505],"words":["your","wholesale","output","without","tremendous","support","from","our","supplier","partners","the","suppliers","have","been","working","in","just","as","hard","if","not","harder","than","the","oil","comes","to","stay","ahead","of","our","forecasts","and","the","demand","of","so","that","the","constraints","are","still","real","what","they","are","really","preventing","us","from","reaching","our","potential","you","all","in","in","that","regard","so","your","question","was","specifically","around","product","quality","of","your","each","of","our","businesses","has","their","own","a","distinct","quality","or","teams","and","operations","and"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[2113.357505,2113.927505,2114.197505,2114.347505,2116.057505,2116.357505,2116.477505,2116.687505,2117.077505,2117.737505,2117.82478,2118.067505,2119.117505,2119.657505,2119.847495,2120.257505,2120.74064,2120.887505,2120.977505,2121.337505,2121.697769,2122.038022,2122.417505,2122.597505,2122.717505,2122.867505,2122.987505,2123.887505,2124.397505,2124.877505,2125.357505,2125.477505,2125.597505,2125.777505,2126.827505,2127.007505,2127.097505,2127.337505,2127.427505,2128.147505,2128.477505,2128.987505,2129.077505,2129.197505,2129.437505,2129.66939,2130.607505,2130.787505,2131.087505,2131.267505,2131.327505,2131.567505,2132.917505,2133.157505,2133.667505,2134.057505,2134.387505,2134.657505,2134.927505,2135.077505,2135.557505,2135.647505,2136.157505,2136.454604,2137.671128,2138.167505,2138.437505,2139.487505,2139.817505,2139.967505,2140.267505,2140.387505,2140.687505,2141.077505,2141.240571,2141.617505,2141.917505,2143.417505,2143.597505,2143.687505,2144.287505,2144.437505,2144.467505,2144.857505,2145.757505,2145.907505,2146.147505,2146.297505,2146.657505,2147.377505,2147.827505,2148.787505,2148.997505,2149.417505,2149.837505,2149.987505,2150.707505,2150.857505,2151.127505,2152.027505,2152.837505,2153.017505,2153.3352,2153.557505,2153.707505,2154.667505,2155.837505,2156.137505],"words":["processes","within","their","businesses","really","we","think","about","inequality","and","many","dimensions","i","feel","product","design","as","an","important","aspect","of","certainly","what","you","do","an","assembly","supplier","qualities","important","and","then","we","also","do","a","lot","of","inspections","post","assembly","in","our","ship","other","areas","we","also","have","a","higher","price","and","quality","team","that","is","there","to","support","the","business","quality","teams","as","as","desire","of","our","teams","have","been","keeping","and","very","close","contact","with","the","suppliers","on","a","regular","basis","and","while","we","don't","inspect","every","part","that","comes","into","our","facilities","we","have","several","processes","and","era","to","our","assembly","operations","ah","but"]},{"endIndex":null,"speaker":"spk_13","startIndex":null,"start_times":[2156.317505,2156.857505,2157.187505,2157.547505,2158.447505,2158.807505,2159.137505,2160.187505,2160.513433,2160.817505,2161.357505,2161.447505,2161.777505,2162.467505,2163.547505,2163.724927,2163.937505,2164.117505,2164.237505,2164.537505,2165.467505,2165.703872,2166.007505,2166.187505,2166.577505,2166.997505,2167.237505,2167.747505,2168.197505,2168.347505],"words":["also","early","warning","signs","within","our","warranty","and","the","answer","a","dealer","service","processes","that","give","us","an","early","indicator","if","we","were","seen","something","that","the","iraqis","up","cancer"]},{"endIndex":null,"speaker":"spk_0","startIndex":null,"start_times":[2169.667505,2169.757505,2169.817505,2170.087505,2170.537505,2170.867505,2171.107505,2171.197505,2171.317505,2172.277505,2172.457505,2172.907505,2173.087505,2174.167505,2174.707505,2175.037505,2175.603286,2175.877505,2176.957505,2177.407505,2177.587505,2177.887505,2178.007505,2178.367505,2178.517505,2178.727505,2179.087505,2179.477505,2179.747505,2180.197505,2180.527505,2181.037505],"words":["it's","a","great","question","because","part","of","our","dna","is","certainly","to","have","products","with","a","high","quality","and","it's","something","our","team","has","been","talking","about","am","actively","working","on","regularly"]},{"endIndex":null,"speaker":"spk_16","startIndex":null,"start_times":[2183.617505,2183.767505,2184.037505,2184.197026,2184.637505,2187.187505,2187.487505,2188.147505,2188.297505,2188.567505,2188.957505,2189.107505,2189.347505,2189.707505,2190.427505,2190.667505,2190.817505,2191.196108],"words":["i","think","my","grandfather","me","pink","tail","our","next","question","is","from","derrick","johnson","with","the","yemeni","capital"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[2193.607505,2194.172964,2194.447505,2194.567505,2194.687505,2194.957505,2195.737505,2196.067505,2196.877505,2196.997505,2197.027505,2197.537505,2197.777505,2197.927505,2198.317505,2198.412632,2199.097505,2199.217505,2199.427505,2199.697505,2199.787505,2199.847505,2200.567505,2200.631313,2200.867505,2201.317505,2201.737505,2201.887505,2201.947505,2202.247505,2202.487505,2202.637505,2202.757505,2202.991733,2203.327505,2203.447505,2203.477505,2203.897505,2204.077505,2204.197505,2204.317505,2204.448667,2207.047505,2207.227505,2207.469907,2207.887505,2208.307505,2209.117505,2209.807505,2210.047505,2210.197505,2210.677505,2211.727505,2213.227505,2213.377505,2213.557505,2214.277505,2214.667505,2214.817505,2216.077505,2216.20811,2216.467505,2216.617505,2216.917505,2217.187505,2218.687505,2218.867505,2219.347505,2219.827505,2220.847505,2221.267505,2221.777505,2221.957505,2222.197505,2222.287505,2223.337505,2223.817505,2224.177505,2224.327505,2224.717505,2224.837505,2224.987505,2225.167505,2225.347505,2225.557505,2225.677505,2226.217505,2226.367505,2226.577505,2227.747505,2228.467505,2228.602593,2229.277505,2230.267505,2230.507505,2230.717505,2230.897505,2231.137505,2231.437505,2231.737505,2231.827505,2232.127505,2232.337505,2232.607505,2233.447505,2233.580308,2234.167505,2234.677505,2234.947505,2235.217505,2235.277505,2236.717505,2236.897505,2237.257505,2237.377505,2237.767505,2238.667505,2239.237505,2239.417505,2239.777505,2239.967905,2240.497505,2240.647505,2240.797505,2241.007505,2241.457505,2241.547505,2241.727505,2242.237505,2242.387505,2243.887505,2244.397505,2244.577505,2245.537505,2246.287505,2246.663032,2246.89937,2247.067505,2247.187505,2247.397505,2248.237505,2248.777505,2248.867505,2249.107505,2249.167505,2249.257505,2249.82021,2250.097505,2251.357505,2251.627505,2252.202603,2252.977505,2253.127505,2253.247505,2253.577505,2254.537505,2254.687505,2254.927505,2255.137505,2255.407505,2255.617505,2256.037505,2256.907505,2257.207505,2257.476626,2258.557505,2258.857505,2258.947505,2259.127505,2259.247505,2259.607505,2259.697505,2260.087505,2260.237505,2260.927505,2261.137505,2261.407505,2261.647505,2261.887505,2262.247505,2262.517505,2262.817505,2262.907505,2263.807505,2263.987505,2264.647505,2265.037505,2265.307505,2266.777505,2267.227505,2267.947505,2268.187505,2268.577505,2269.027505,2269.147505,2269.627505,2269.897505,2270.827505,2271.877505,2272.087505,2272.417505,2272.867505,2273.133901,2274.877505,2275.087505,2275.357505,2275.417505,2275.481196,2275.897505,2275.987505,2276.917505,2277.427505,2277.667505,2277.757505],"words":["great","thank","you","good","morning","as","he","armor","at","a","question","i'm","a","chance","to","availability","on","both","sides","of","the","business","i","mean","obviously","companies","can","be","worked","around","but","you","can't","both","our","a","chance","so","how","does","i","look","good","morning","earth","chassis","availability","has","has","been","very","steady","ah","in","this","environment","nothing","is","perfect","yeah","we","are","team","does","manage","your","certain","chassis","availability","of","problems","from","time","to","time","ah","but","i","would","i","would","tell","you","we","are","pleased","with","our","motorized","chassis","our","suppliers","generally","with","how","they","have","worked","hard","to","keep","up","with","increasing","a","demand","of","both","within","the","winnebago","but","also","the","neumar","brands","of","our","supply","chain","constraints","have","been","more","related","in","those","businesses","to","proponents","versus","the","actual","chatrooms","and","the","as","you","might","imagine","chelsea's","are","some","of","the","wandered","lead","time","ill","component","subsistence","in","our","beloved","cereals","and","so","we","give","our","chassis","manufacturers","long","range","forecasts","based","on","what","we","believe","our","demand","will","be","and","work","with","them","many","many","months","in","advance","to","understand","what","they","can","provide","us","there","has","been","a","while","but","shatter","around","the","auto","industry","been","affected","by","sort","of","the","chips","and","semiconductor","shortage","around","the","globe"]},{"endIndex":null,"speaker":"spk_16","startIndex":null,"start_times":[2279.077505,2279.317505,2279.557505,2280.037505,2280.847505,2280.937505,2281.567505,2282.077505,2282.407505,2282.707505,2283.727505,2284.237505,2284.387505,2284.717505,2285.347505,2286.127505,2286.277505,2286.487505,2286.817505,2286.997505,2287.357505,2288.047505,2288.197505,2288.287505,2289.127505,2290.417505,2290.627505,2290.747505,2291.167505,2291.347505,2291.527505,2291.887505,2292.157505,2292.697505,2293.147505,2293.477505,2293.567505,2294.107505,2294.317505,2294.767505,2295.877505,2296.267505,2296.387505,2296.655278,2297.707505,2297.857505,2297.917505,2297.945718,2298.127505,2298.487505,2298.697505,2298.907505,2299.207505],"words":["we","have","not","seen","a","significant","impact","to","our","chances","because","of","that","specific","issue","but","we","are","in","daily","contact","with","the","chassis","manufacturers","in","the","event","that","they","see","that","particular","topic","begin","to","affect","our","chassis","platforms","up","to","date","garrick","you","know","oh","it's","been","it's","been","pretty","reliable"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[2300.827505,2301.547505,2301.937505,2302.239585,2302.717505,2302.987505,2303.167505,2303.347505,2303.467505,2303.557505,2304.217505],"words":["okay","great","and","you","just","one","more","if","i","may","on"]},{"endIndex":null,"speaker":"spk_17","startIndex":null,"start_times":[2304.637505,2304.697505,2304.997505,2305.207505,2305.507505,2305.934478,2306.317505,2306.413804,2306.721685,2306.947505,2307.067505,2307.217505,2307.427505,2307.524067,2307.787505,2308.597505,2308.897505,2309.137505,2309.287505,2309.527505,2310.037505,2310.217505,2310.877505,2311.117505,2311.567505,2311.957505,2312.287505,2312.437505,2313.037505,2313.205493,2313.367505,2313.907505,2314.057505],"words":["you","talking","about","price","increases","the","and","inputs","and","you","know","where","the","strong","demand","so","like","for","like","basis","do","you","think","about","what","kind","of","increases","your","and","committee","on","pricing"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[2316.217505,2316.423403,2316.727505,2317.207505,2317.567505,2317.687505,2318.167505,2318.587505,2319.337505,2319.547505,2319.667505,2320.267505,2320.807505,2320.987505,2321.137505,2321.347505,2321.887505,2322.067505,2322.367505,2323.447505,2324.227505,2324.407505,2324.587505,2325.067505,2325.680864,2326.537505,2326.777505,2328.187505,2328.907505,2329.297505,2329.537505,2329.717505,2330.347505,2330.437505,2331.097505,2331.577505,2331.727505,2331.896548,2332.027505,2332.387505,2333.257505,2333.737505,2333.952544,2334.127505,2334.307505,2334.593794,2334.817505,2335.027505,2335.087505,2335.387505,2335.627505,2335.687505,2337.127505,2337.307505,2337.487505,2337.718481,2338.057505,2338.297505,2338.507505,2338.807505,2338.927505,2339.107505,2339.497505,2339.737505,2339.827505,2340.157505,2340.337505,2340.697505,2340.787505,2340.937505,2341.837505,2342.432056,2342.647505,2343.457505,2344.027505,2344.327505,2344.657505,2344.867505,2345.107505,2345.197505,2345.621606,2345.827505,2346.427505,2347.087505,2348.137505,2348.377505,2348.767505,2349.307505,2349.457505,2350.177505,2350.417505,2350.597505,2350.837505,2351.467505,2351.647505,2351.857505,2352.157505,2352.307505,2352.547505,2352.967505,2354.407505,2354.647505,2354.887505,2355.247505,2355.517505,2355.907505,2356.387505,2356.477505,2356.957505,2357.197505,2357.707505,2357.809634,2358.380571,2358.547505,2358.697505,2358.817505,2359.057505,2359.567505,2359.940981,2360.467505,2360.797505,2361.157505,2361.277505,2361.337505,2361.817505,2363.947505,2364.727505,2365.027505,2365.267505,2365.417505,2365.537505,2365.597505,2366.144302,2366.377505,2366.767505,2367.041899,2367.217505,2367.487505,2368.027505,2368.119028,2369.167505,2369.383071,2369.497505,2369.677505,2369.947505,2370.157505,2370.307505,2370.457505,2370.847505,2370.967505,2371.537505,2372.677505,2373.247505,2373.728032,2373.787153,2374.117505,2374.567505,2374.987505,2376.067505,2376.867896,2377.117505,2377.597505,2377.657505,2378.017505,2378.164399,2378.737505,2379.037505,2379.577505,2380.057505,2380.147505,2380.477505,2380.747505,2381.077505,2381.257505,2381.917505,2382.367505,2382.817505,2383.027505],"words":["it","really","varies","across","the","board","gary","god","the","the","pricing","power","that","we","have","recently","been","able","to","display","in","our","winnebago","motorize","business","is","almost","exclusively","tied","to","the","innovative","and","differentiated","products","that","we've","been","bringing","out","ah","and","and","use","know","know","some","of","those","like","the","rubble","and","and","we","talked","about","your","with","the","new","product","coming","to","market","this","quarter","of","the","echo","of","when","you","design","and","him","and","bring","to","market","it","innovative","differentiated","products","that","hopefully","resonates","with","consumers","and","and","all","indications","are","that","many","of","those","products","well","yeah","we've","been","we've","been","pricing","to","market","not","pricing","the","costs","which","may","be","was","a","half","habit","of","up","in","a","previous","regimes","so","i","can","give","you","a","number","per","se","that","is","more","standard","or","average","of","i","will","tell","you","as","our","teams","are","turning","towards","our","motto","a","year","twenty","twenty","two","ah","some","businesses","are","starting","that","transition","another","businesses","are","a","couple","months","away","from","that","ah","that","they","are"]},{"endIndex":null,"speaker":"spk_2","startIndex":null,"start_times":[2383.597505,2384.437505,2385.787505,2386.327505,2386.417505,2386.537505,2387.107505,2387.257505,2387.347505,2387.857505,2388.277505,2388.457505,2388.787505,2389.087505,2389.477505],"words":["discussing","pricing","ah","you","know","changes","that","are","probably","somewhere","in","those","low","single","digits"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[2390.797505,2391.127505,2391.397505,2391.637505,2392.147505,2392.747505,2393.347505],"words":["the","and","as","brian's","inflation","comments","were"]},{"endIndex":null,"speaker":"spk_16","startIndex":null,"start_times":[2394.997505,2395.117505,2395.537505,2395.957505,2396.077505,2396.257505,2396.347505,2396.437505,2396.767505,2397.877505,2398.087505,2398.567505,2398.747505,2398.957505,2399.137505,2399.737505,2399.857505,2400.397505,2400.817505,2401.447505,2401.657505,2402.497505,2402.677505,2402.827505,2403.157505,2403.247505,2403.607505,2404.237505,2404.387505,2404.987505,2405.617505,2406.427505,2406.877505,2407.057505,2407.237505,2407.327505,2407.747505,2407.837505,2407.987505,2408.197505,2408.407505,2408.737505,2408.947505,2409.307505,2409.667505],"words":["you","know","lifted","and","put","on","the","table","here","we","will","we","will","be","agile","and","adjust","pricing","strategies","as","needed","if","we","begin","to","see","commodity","or","component","inflation","rise","higher","than","what","we","believe","it","will","be","for","model","year","twenty","twenty","two"]},{"endIndex":null,"speaker":"spk_0","startIndex":null,"start_times":[2410.957505,2411.077505,2411.197505,2411.557505,2411.857505,2412.067505,2413.297505,2413.507505,2413.764849,2413.987505,2415.397505,2415.487505,2415.757505,2416.267505,2417.047505,2417.467505,2417.527505,2417.827505,2417.977505,2418.307505,2418.607505,2418.787505,2419.067231,2419.207505,2419.387505,2419.687505,2419.957505,2420.797505,2420.954595,2421.337505,2421.427505,2421.637505,2421.727505,2421.847505,2422.507505,2422.897505,2423.077505,2423.197505,2423.467505,2423.587505,2423.647505,2423.977505,2424.277505,2424.547505,2424.637505,2424.877505],"words":["but","our","teams","are","are","planning","your","water","is","usually","a","price","increase","but","probably","a","little","bit","higher","going","into","model","of","your","twenty","twenty","two","or","because","of","some","of","the","inflationary","risk","that","we","see","in","the","next","probably","six","to","twelve","months"]},{"endIndex":null,"speaker":"spk_18","startIndex":null,"start_times":[2426.303955,2426.753955,2427.353955,2427.503955,2427.623955,2430.274365,2430.443955,2431.073955,2431.195007,2431.493955,2431.943955,2432.273955,2432.573955,2433.023955,2433.466411,2433.743955,2433.953955,2434.132812],"words":["the","great","we","can","make","don't","care","or","next","question","comes","from","likes","watched","with","to","it's","security"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[2437.673955,2437.763955,2437.943955,2438.033955,2438.543955,2439.571307,2439.864565,2440.463955,2440.883955,2440.943955,2441.303955,2441.543955,2442.016505,2442.203955,2442.623955,2442.803955,2442.893955,2443.043955,2443.373955,2443.883955,2444.633955,2444.813955,2444.963955,2445.053955,2445.353955,2445.503955,2445.863955,2445.983955,2446.283955,2446.583955,2446.733955,2447.243955,2447.363955,2447.543955,2447.633955,2447.993955,2448.473955,2448.743955,2448.893955,2449.043955,2449.163955,2449.223955,2449.823955,2450.003955,2450.213955,2450.513955,2451.293955,2451.473955,2451.623955,2451.743955,2451.923955,2452.013955,2452.043955,2453.363955,2453.843955,2454.233955,2454.893955,2455.403955,2455.613955,2455.823955,2456.123955,2456.273955,2456.363955,2456.903955,2457.083955,2457.173955,2457.263955,2457.863955,2458.433955,2458.613955,2458.733955,2459.933955,2460.053955,2460.126868,2460.353955,2460.653955,2460.743955,2460.983955,2461.733955,2461.847788,2462.063955,2462.423955,2462.513955,2462.844321,2462.933955,2463.143955,2463.323955,2463.593955,2463.743955,2463.953955,2464.163955,2464.294194,2464.479244,2464.613955,2464.913955,2465.393955,2465.637837,2468.873955,2469.023955,2469.187124,2469.399651,2469.743955,2470.223955,2470.643955,2470.823955,2472.023955,2472.413955,2472.683955,2473.043955,2473.163955,2473.223955,2473.643955,2473.763955,2474.063955,2474.153955,2474.213955,2474.513955,2474.753955,2475.233955,2475.683955,2475.803955,2476.163955,2476.283955,2476.733955,2477.003955,2477.151033,2477.513955,2477.913392,2478.203955,2479.043955,2479.193955,2479.253955,2479.493955,2479.553955,2479.673955,2479.793955,2480.153955,2480.243955,2480.543955,2480.753955,2481.143955,2481.293955,2481.390437,2481.5926,2481.927745,2482.043955,2482.523955,2482.893286,2483.333955,2484.353955,2485.343955,2485.553955,2485.643955,2486.663955,2487.233955,2487.353955,2487.563955,2487.713955,2488.223955,2488.313955,2488.913955,2489.333955,2489.543955,2489.933955,2491.493955,2491.613955,2491.703955,2491.883955,2492.093955,2492.243955,2492.303955,2492.543955,2493.053955,2494.013955,2494.283955,2494.437361,2494.943955,2495.663955,2495.963955,2496.083955,2496.443955,2496.683955,2497.223955,2497.683374,2497.793955,2497.913955,2498.363955,2498.483955,2498.723955,2499.473955,2500.163955,2500.643955,2500.763955,2501.123955,2501.393955,2501.603955,2501.751311,2502.533955,2502.713955,2503.103955,2503.583955,2503.643955,2504.093955,2504.423955,2505.413955,2506.013955,2506.103955,2506.523955,2506.973955,2508.263955,2508.413955,2508.773955,2508.863955,2509.403955,2509.583955,2510.033955,2510.843955,2510.993633,2511.383955,2511.503955,2512.733955,2512.883955,2513.033955,2514.383955,2514.593955,2514.743955,2514.983955,2515.103955,2515.373955,2515.457964,2516.033955,2516.153955,2516.273955,2516.513955,2516.603955,2517.053955,2517.232073,2518.253955,2519.333955,2519.693955,2520.293955,2520.383955,2520.743955,2521.133955,2521.253955,2521.763955,2521.913955,2522.033955,2522.423955,2522.603955,2522.753955,2523.953955,2524.373955,2524.913955,2525.39498,2525.508491,2525.873955,2526.083955,2527.313955,2527.523955,2528.183955,2529.233955,2529.413955,2529.713955,2530.763955,2531.213955,2531.333955,2531.453955,2532.053955,2532.173955,2532.323955,2532.683955],"words":["he","got","the","morning","and","shit","just","that","a","higher","level","question","and","i","know","you're","not","giving","guidance","but","we","look","at","the","two","dollars","and","twelve","cents","in","earnings","and","in","the","second","quarter","a","as","think","there's","a","question","out","there","just","around","here","is","that","kind","of","a","sustainable","rate","of","earnings","that","we","should","be","kind","of","factoring","in","of","the","coming","quarters","into","the","backlog","me","a","really","starts","to","come","down","and","other","inputs","and","takes","to","baby","just","walk","us","through","that","and","in","your","views","around","around","that","yeah","i","i","think","mike","official","good","morning","we're","very","pleased","with","the","results","you","seen","in","the","past","several","quarters","especially","the","first","two","quarters","here","and","fiscal","twenty","twenty","one","and","i","think","it","would","be","fair","to","say","that","you're","in","our","your","see","the","trend","toward","stronger","sustained","profitability","in","the","deserts","ah","i","think","we've","noted","a","couple","themes","this","morning","that","you","know","would","make","me","a","bit","nervous","to","give","you","stronger","guidance","of","the","supply","chain","challenges","continue","to","be","present","so","that's","while","inflationary","pressures","is","brian","talked","about","us","to","and","there's","always","a","potential","lag","between","ah","the","cost","impact","you","you","have","and","potentially","your","ability","to","to","price","of","that","and","then","products","i","would","tell","you","for","an","example","if","you","look","at","the","a","segment","on","our","inability","to","ship","class","a","product","to","the","level","that","we","desire","almost","exclusively","related","to","supply","chain","constraints","is","probably","benefiting","are","gross","margin","ah","you","know","performance","in","that","business","from"]},{"endIndex":null,"speaker":"spk_18","startIndex":null,"start_times":[2532.863955,2532.933235,2533.433955,2534.543955,2534.693955,2535.023955,2535.125879,2535.863955,2536.043955,2536.793955,2537.063955,2537.379512,2537.663955,2537.813955,2539.013955,2539.553955,2539.853955,2540.033955,2540.753955,2540.903955,2541.113955,2542.013955,2542.193955,2542.433955,2542.583955,2542.913955,2543.303955,2543.423955,2543.903955,2544.293955,2544.653955,2544.773955,2544.953955,2545.763955,2545.973955,2546.213955,2546.963955,2547.083955,2547.773955,2547.953955,2548.343955,2548.463955,2548.763955,2548.913955,2549.003955,2549.213955,2550.263955,2550.743955,2550.893955,2551.013955,2551.133955,2551.403955,2551.643955,2551.703955,2552.003955,2552.543955,2552.723955,2553.023955,2553.683955,2553.833955,2554.08084,2554.733955,2554.943955,2555.259819,2555.963955,2556.173955,2556.233955,2556.623955,2556.833955,2557.043955,2557.313955,2557.463955,2557.703955,2558.003955,2558.933955,2559.053955,2559.443955,2559.593955,2559.833955,2560.823955,2561.063955,2561.183955,2561.333955,2561.783955,2562.623955,2563.283955,2563.538369,2564.063955,2564.243955,2564.363955,2564.843955,2565.053955,2565.203955,2566.133955,2566.493955,2566.643955,2567.183955,2567.238125,2568.023955,2568.653955,2568.983955,2569.763955,2570.003955,2570.273955,2570.483955,2571.023955,2571.203955,2571.773955,2572.373955,2572.463955,2572.583955,2572.823955],"words":["i","yield","standpoint","a","class","a","products","are","inherently","for","us","not","as","profitable","as","class","be","products","as","one","example","and","so","as","that","class","a","business","hopefully","begins","to","come","back","with","less","constraints","that","assembly","in","the","the","next","to","the","three","quarters","of","you","know","you","may","see","a","mix","impact","do","too","do","you","know","are","some","ships","sir","but","i","believe","you","you","you","are","so","you're","seeing","a","trend","on","says","unprofitability","mike","the","we","believe","is","ah","yes","sustainable","but","as","we've","as","we","part","of","the","environment","a","still","dynamic","enough","that","are","no","two","quarters","are","identically","alike","are","they","just","are"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[2573.303955],"words":["now"]},{"endIndex":null,"speaker":"spk_19","startIndex":null,"start_times":[2574.623955],"words":["and"]},{"endIndex":null,"speaker":"spk_2","startIndex":null,"start_times":[2576.093955,2576.219229,2576.483955,2576.783955,2576.903955,2577.143955,2577.293955,2577.413955,2577.533955,2577.653955,2577.893955,2578.013955,2578.073955,2578.253955],"words":["he","also","that","i","guess","that's","what","we","can","share","with","you","this","one"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[2580.533955,2580.743955,2581.008916,2581.343955,2581.523955,2581.703955,2582.033955,2582.183955,2582.303955,2582.423955,2582.712734,2582.963955,2583.027529,2583.201992,2583.443955,2583.593955,2583.833955,2584.553955,2585.093955,2586.683955,2587.013955,2587.101641,2587.343955,2587.463955,2587.853955,2587.973955,2588.363955,2588.963955,2589.833955,2590.163955,2590.553955,2590.774209,2591.000337,2591.213955,2591.513955,2591.843955,2592.113955,2592.323955,2592.413955,2592.953955,2593.613955,2593.943955,2594.273955,2594.873955,2596.163955,2596.281157,2596.523955,2596.583955,2596.883955,2596.983491,2597.185098,2597.333955,2597.423955,2597.813955,2598.023955,2598.803955,2598.925786,2599.463955,2599.943955,2600.281558,2601.083955,2601.173955,2601.441494,2601.593955,2602.133955,2602.463955,2602.943955,2603.333955,2603.583257,2604.053955,2604.293955,2604.593955,2604.743955,2604.862915,2605.133955,2605.553955,2607.953955,2608.613955,2608.733955,2609.003955,2609.153955,2609.573955,2609.903955,2609.977607,2610.413955,2610.743955,2610.923955,2611.253955,2611.643955,2611.763955,2611.973955,2612.033955,2612.273955,2612.543955,2612.633955,2613.233955,2613.439897,2614.403955,2614.523955,2614.673955,2615.033955,2615.123955,2615.303955,2615.573955,2615.753955,2616.023955,2616.293955,2616.503955,2616.743955,2617.133955,2617.223955,2617.343955,2617.853955,2618.963955,2619.383955,2619.953955,2620.343955,2620.793955,2621.363955,2621.483955,2622.083955,2622.443955,2622.983955,2623.195098,2623.313955,2625.090371,2626.463955,2627.123955,2627.333955,2627.393955,2627.993955,2628.953955,2629.34022,2629.673955,2629.733955,2630.273955,2630.633955,2630.813955,2630.963955,2631.053955,2631.593955,2632.493955,2633.213955,2633.363955,2633.633955,2633.723955,2633.903955,2634.113955,2634.383955,2634.803955,2635.493955,2635.643955,2635.793955,2636.303955,2636.603955,2637.503955,2638.193955,2638.378115,2638.583955,2638.793955,2639.363955,2639.693955,2641.043955,2641.613955,2641.763955,2642.243955,2642.453955,2643.623955,2643.802754,2643.983955,2644.583955,2644.703955,2644.793955,2645.603955,2645.813955,2646.173955,2646.293955],"words":["that","that","that","that","very","helpful","the","you","for","that","and","the","just","maybe","from","the","consumer","demand","standpoint","the","a","lot","of","the","the","park","is","ian","first","time","in","in","in","younger","buyers","getting","into","the","market","doesn't","since","the","am","pandemic","it","gives","a","sense","of","the","if","you","see","any","changes","in","that","that","now","profile","you","see","any","changes","in","retail","makes","what","selling","maybe","versus","what","was","selling","last","year","yeah","i'm","actually","going","up","allowed","to","return","report","from","last","week","and","while","i","won't","share","it","specifically","with","you","and","i","will","i","will","tell","you","that","the","as","i","mentioned","in","our","prepared","remarks","that","overall","refill","momentum","continues","to","be","very","positive","for","our","business","end","it","from","a","mix","standpoint","both","at","the","consumer","level","and","that","the","product","level","ah","i","would","i","would","say","to","themes","continue","to","be","present","one","is","ah","yeah","we","are","seeing","more","families","ah","you're","shopping","for","armies","of","from","a","the","and","point","and","certainly","the","diverse"]},{"endIndex":null,"speaker":"spk_2","startIndex":null,"start_times":[2646.653955,2646.923955,2647.043955,2647.223955,2647.823955,2647.970601,2648.363955,2648.543955,2648.723955,2649.083955,2649.233955,2650.193955,2650.343955,2650.613955,2651.093955,2651.303955,2651.453955,2651.573955,2652.113955,2652.499912,2653.883955],"words":["city","of","those","families","is","something","that","we've","noted","as","well","and","number","two","they're","as","a","trend","towards","smaller","ah"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[2654.303955,2654.847397,2655.202695,2655.353955,2655.413955,2655.683955,2655.803955,2656.373955,2656.733955,2656.883955,2657.033955,2657.393955],"words":["products","both","on","the","motor","i","sighed","and","on","that","horrible","side"]},{"endIndex":null,"speaker":"spk_2","startIndex":null,"start_times":[2658.893955,2659.073955,2659.283955,2659.613955,2659.823955,2659.943955,2660.723955,2660.963955,2661.323955,2661.743955,2662.823955,2663.483955,2663.663955,2663.873955],"words":["and","so","class","be","and","classy","and","certainly","travel","trailers","continue","to","be","hot"]},{"endIndex":null,"speaker":"spk_20","startIndex":null,"start_times":[2665.133955,2665.973955,2666.092358,2666.303955,2666.393955,2666.723955,2667.023955,2667.743955,2668.253955,2669.123955,2669.603955,2669.963955,2670.293955,2670.623955,2671.163955,2671.403955,2671.793955,2671.913955,2672.303955,2673.473955,2673.833955,2674.013955,2675.213955,2675.543955,2675.783955,2675.993955,2676.684629,2677.043955,2677.583955,2677.913955,2678.213955,2679.353955,2679.983955,2680.493955,2680.913955,2681.393955,2681.813955,2682.203955,2682.473955,2682.703203,2684.003955,2684.483955,2684.603955],"words":["so","we","we","are","not","seen","dramatic","shifts","from","it'll","last","summer","last","fall","in","terms","of","product","categories","ah","or","consumers","and","we","are","hearing","as","of","march","twenty","fourth","no","real","high","alarm","bells","yeah","from","art","dealers","about","the","delusion"]},{"endIndex":null,"speaker":"spk_0","startIndex":null,"start_times":[2685.263955,2685.503955,2685.652197,2685.953955,2686.193955,2686.853955,2687.033955,2687.123955,2687.633955],"words":["a","of","first","time","buyers","in","the","lifestyle","yeah"]},{"endIndex":null,"speaker":"spk_21","startIndex":null,"start_times":[2688.863955,2689.043955,2689.403955,2690.423955,2690.903955,2691.053955,2691.413955,2692.013955,2692.733955,2693.213955,2693.333955,2693.573955,2694.803955,2695.193955,2695.283955,2695.673955,2695.853955,2695.913955,2696.963955,2697.224902,2697.383955,2697.923955,2698.133955,2698.373955,2698.493955,2698.890254,2699.363955,2699.483955,2700.773955,2701.283955,2701.793955,2702.603955,2703.023955,2703.233955,2703.593955,2703.689434,2704.343955],"words":["in","fact","because","the","the","picket","pandemic","conditions","continue","to","be","inconsistent","across","the","country","with","the","variance","and","the","state","of","sort","of","walk","down","or","restrictions","on","leisure","options","of","is","also","in","consistently","brother"]},{"endIndex":null,"speaker":"spk_22","startIndex":null,"start_times":[2705.453955,2705.813955,2706.023955,2706.413955,2706.443955,2706.833955,2706.923955,2707.133955,2707.373955,2707.553955,2707.883955,2708.063955,2708.363955,2709.143955,2709.293955,2709.683955,2710.313955,2710.613955,2710.973955,2711.123955,2711.603955,2712.593955,2712.833955,2713.433955,2713.763955,2715.083955,2715.323955,2715.533955,2715.983955,2716.193955,2716.403955,2718.923955,2719.133955,2719.343955,2719.613955,2719.643955],"words":["ah","we","believe","a","lot","of","those","first","time","buyers","from","twenty","twenty","or","actually","excited","about","using","their","products","again","in","twenty","twenty","one","so","no","real","no","real","changes","okay","great","thanks","a","lot"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[2721.983955,2722.198232,2722.673955,2722.823955,2723.123955,2723.603955,2723.933955,2724.143955,2724.443955,2724.683955,2725.073955,2725.313955,2727.773955,2728.373955,2728.519766,2729.603955,2729.903955,2730.203955,2730.293955,2730.353955,2730.683955,2730.983955,2731.163955,2731.463955,2732.243955,2732.693955,2733.893955,2734.073955,2734.223955,2734.673955,2735.063955,2735.273955,2735.723955,2736.923955,2737.107939,2737.343955,2737.703955,2737.763955,2738.483955,2738.603955,2738.68874,2738.753955,2738.873955,2739.083955,2739.203955,2739.563955,2740.043955,2740.253955,2740.373955,2740.673955,2740.823955,2742.113955,2742.683955,2743.013955,2743.163955,2743.373955,2743.643955,2743.973955,2744.063955,2744.243955,2744.395508,2744.453955,2745.146914,2745.360898,2745.563955,2748.023955,2748.503955,2748.683955,2749.013955,2749.223955,2749.493955,2749.712012,2750.183955,2750.303955,2750.543955,2751.143955,2751.293955,2751.713955,2752.013955,2752.526035,2752.673955,2752.733955,2753.153955,2753.303955,2753.663955,2753.903955,2753.963955,2755.163955,2755.463955,2755.583955,2755.853955,2757.083955,2757.263955,2757.473955,2757.833955,2757.983955,2758.073955,2758.163955,2758.613955,2758.733955,2758.943955,2759.153955,2759.753955,2759.903955,2760.563955,2760.923955,2761.013955,2761.403955,2761.763955,2761.943955,2762.513955,2762.693955,2762.783955,2763.053955,2763.143955,2763.293955,2764.463955,2764.613955,2764.763955,2765.183955,2766.113955,2766.323955],"words":["and","kill","our","next","question","comes","from","bread","and","dress","with","keybank","hey","good","morning","i'm","mike","if","you","could","break","out","that","rico","report","again","and","i'm","curious","what","you're","seeing","with","no","pre","sales","or","deposits","and","we","have","you","seen","a","ship's","recently","and","you","know","that","consumers","propensity","to","to","put","money","down","and","wait","for","a","unit","that","still","there","brett","good","morning","that","level","of","of","or","that","behavior","is","definitely","still","present","that","i","believe","you","saw","some","of","that","over","the","winter","months","with","low","women","were","in","the","field","we","do","have","consumers","who","are","getting","in","line","still","for","products","that","are","yet","to","be","delivered","to","the","actual","dealers","the","first"]},{"endIndex":null,"speaker":"spk_23","startIndex":null,"start_times":[2766.623955,2767.103955,2767.373955,2768.483955,2768.633955,2769.113955,2769.404434,2769.503955,2770.223955,2770.763955,2770.943955,2771.933955,2772.383955,2772.683955,2772.923955,2773.523955,2773.643955,2773.765889,2774.003955],"words":["salinger","pre","so","or","retail","saw","the","units","varies","by","brand","ah","him","and","candidly","you","know","by","dealer"]},{"endIndex":null,"speaker":"spk_22","startIndex":null,"start_times":[2775.293955,2776.013955,2776.193955,2776.733955,2776.913955,2777.183955,2777.303955,2777.423955,2777.603955,2779.103955,2779.253955,2779.523955,2779.853955,2780.033955,2780.333955,2781.593955,2781.795723,2781.983955,2782.163955,2782.403955,2782.80916,2782.973955,2783.393955,2783.513955,2783.663955,2783.843955,2784.023955,2784.203955,2784.893955,2785.643955,2785.853955,2786.393955,2786.633955,2787.083955,2787.713955,2788.313955,2789.333955,2789.573955,2789.783955,2790.503955,2791.043955,2791.597139,2792.033955,2792.633955,2792.723955,2792.993955,2793.023955,2793.353955,2793.473955,2793.653955,2793.773955,2794.673955,2794.883955,2795.003955,2795.213955,2795.453955,2795.933955,2796.083955,2796.113955,2796.353955,2796.593955,2797.313955,2797.553955,2797.673955,2798.093955,2798.273955,2798.513955,2798.783955],"words":["strategy","as","well","l","based","on","how","they","approach","in","on","their","their","own","marketplaces","out","so","we","are","seen","that","behavior","the","other","thing","we've","been","encouraged","by","in","speaking","with","our","retail","financing","wonders","is","that","consumer","credit","remains","very","stable","in","fact","a","couple","of","them","have","commented","that","it","has","even","strength","and","a","little","bit","here","as","of","late","and","so","we're","seeing"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[2799.263955,2800.133955,2801.033955,2801.360469,2801.843955,2802.323955,2802.653955,2802.773955,2803.403955,2803.763955,2804.153955,2805.083955,2805.413955,2806.553955,2806.673955,2806.793955,2807.453955,2807.543955,2807.813955,2807.907588,2808.503955,2808.713955,2808.983955,2809.253955,2809.733955,2809.943955,2810.903955,2811.083955,2811.323955,2811.713955,2811.803955,2811.953955,2812.403955,2812.793955,2812.943955,2813.243955,2814.053955,2814.233955,2814.503955,2815.073955,2815.223955,2815.553955,2815.673955,2816.093955,2816.453955,2816.903955,2817.083955,2817.269902,2817.383955,2817.983955,2818.073955,2818.133955,2819.303955],"words":["no","decline","in","not","on","either","the","consumer","credit","stand","aside","or","wholesale","you","know","financing","and","fact","the","dealers","have","very","strong","castle","right","now","they","are","because","of","their","inventory","levels","they're","not","using","as","higher","percentage","of","the","the","banking","credit","lines","that","they","have","utilized","in","the","past","and"]},{"endIndex":null,"speaker":"spk_2","startIndex":null,"start_times":[2819.423955,2819.543955,2819.903955,2820.683955,2820.876377,2821.133955,2821.22665,2821.853955,2821.973955,2822.243955,2822.393955,2822.453955,2822.663955,2823.353955,2823.503955,2823.743955,2824.073955,2824.142129,2824.433955,2824.643955,2824.816865,2824.853955,2825.573955,2825.723955,2825.963955,2825.993955,2826.503955,2826.743955,2826.833955,2827.433955,2827.645537,2827.673955,2827.940117,2828.033955,2828.153955,2828.603955,2829.473955,2829.713955,2829.803955,2830.403955,2830.463955,2830.703955,2831.213955,2831.393955,2831.633955,2831.783955,2831.963955,2832.083955,2832.263955,2832.473955,2832.593955,2832.773955],"words":["and","so","on","you","up","the","consumers","who","do","want","to","come","in","and","either","by","a","unit","that","on","a","lot","or","put","a","deposit","down","and","qualify","for","a","unit","to","be","delivered","later","of","the","conditions","are","very","favorable","right","now","for","them","to","be","able","to","do","them"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[2834.693955,2834.963955,2835.113955,2835.341035,2835.473955,2835.769326,2836.943955,2837.213955,2837.423955,2837.543955,2837.723955,2837.800801,2837.873955,2837.993955,2838.413955,2838.713955,2838.983955,2839.043955,2839.223955,2839.343955,2839.583955,2840.573955,2840.633955,2841.503955,2841.653955,2841.713955,2842.223955,2842.313955,2842.523955,2842.763955,2843.003955,2843.123955,2843.273955,2843.513955,2843.663955,2844.803955,2844.953955,2845.073955,2845.523955,2845.703955,2846.003955,2847.353955,2847.533955,2847.983955,2848.553955,2848.853955,2849.003955,2849.663955,2850.383955,2851.043955,2851.163955,2851.283955,2851.643955,2851.913955,2852.663955,2852.843955,2853.200469,2853.293955,2854.613955,2854.793955,2854.928252,2855.123955,2855.183662,2855.423955,2855.553652,2855.753955,2856.023955,2856.173955,2856.893955,2857.103955,2857.493955,2857.762725,2858.123955,2858.243955,2858.393955,2858.566279],"words":["got","it","on","to","couple","color","thank","you","and","then","and","the","my","follow","up","is","a","little","bit","more","the","a","hypothetical","so","i","apologize","for","that","but","but","do","you","think","that","winnebago","or","the","industry","has","enough","inventory","or","production","capacity","to","to","positively","comp","retail","in","your","fiscal","fourth","quarter","if","demand","is","there","i'm","just","trying","to","frame","of","how","things","could","look","if","demand","hold","up","to","that","make","sense"]},{"endIndex":null,"speaker":"spk_24","startIndex":null,"start_times":[2860.553955,2861.213955,2861.363955,2861.843955,2861.903955,2862.443955,2862.61332,2862.863955,2863.793955,2863.973955,2864.183955,2864.303955,2864.783955,2864.903955,2865.083955,2865.203955,2865.323955,2865.893955,2866.163955,2866.313955,2866.913955,2867.423955,2867.933955,2868.110967,2868.443955,2868.623955,2869.433955,2871.053955,2871.803955,2872.313955,2872.853955,2873.363955,2873.633955,2873.993955,2874.443955,2874.563955],"words":["yeah","i","understand","the","question","and","and","i","we","may","have","inferred","and","some","of","our","comments","that","the","fourth","callum","yeah","is","really","the","september","through","december","twenty","twenty","period","was","very","strong","at","retail"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[2876.153955,2876.333955,2876.513955,2877.323955,2877.503955,2879.513955,2880.323955,2880.473955,2880.503955,2880.983955,2881.403955,2881.763955,2881.943955,2882.603955,2882.753955,2882.813955,2883.083955,2883.415098,2883.498828,2883.803955,2884.073955,2885.333955,2885.573955,2886.083955,2886.323955,2886.443955,2887.103955,2887.163955,2887.373955,2887.523955,2887.673955,2887.943955,2888.123955,2888.663955,2888.820518,2890.223955,2890.493955,2890.676738,2890.763955,2890.943955,2891.843955,2891.963955,2892.083955,2892.293955,2892.593955,2892.743955,2892.833955,2893.073955,2893.913955,2894.213955,2894.453955,2894.573955,2894.933955,2895.563955,2895.683955,2895.863955,2895.953955,2896.073955,2896.343955,2896.433955,2896.613955,2896.703955,2896.823955,2897.277939,2897.363955,2897.573955,2897.693955,2897.873955,2898.233955,2898.683955,2899.133955,2899.223955,2899.433955,2900.303955,2901.023955,2901.803955,2902.073955,2902.263564,2902.373955,2902.613955,2904.203955,2904.293955,2904.412754,2904.653955,2904.803955,2905.073955,2905.133955,2905.223955,2905.523955,2905.703955,2905.853955,2906.273955,2906.633955,2906.843955,2906.933955,2908.523955,2908.731523],"words":["and","we","anticipate","that","camping","aggressively","in","a","positive","fashion","against","those","numbers","in","the","same","period","a","twenty","twenty","one","will","definitely","be","a","challenge","i","think","that","will","vary","by","brandon","my","category","the","and","the","your","point","do","we","have","lower","him","and","three","levels","this","year","the","last","year","i'd","have","to","go","back","and","look","at","the","numbers","i","think","we","did","pretty","strong","retail","a","year","ago","on","crashing","feel","them","and","tory","levels","i","would","really","was","part","of","the","reason","why","the","inventory","levels","got","the","pleaded","and","so"]},{"endIndex":null,"speaker":"spk_22","startIndex":null,"start_times":[2910.233955,2910.383955,2910.683955,2910.803955,2911.133955,2911.283955,2911.643955,2911.733955,2911.953242,2912.063955,2912.153955,2912.303955,2912.363955,2912.813955,2913.023955,2913.563955,2913.713955,2914.073955,2914.373955,2914.583955,2915.063955,2915.363955,2916.773955,2916.893955,2917.163955,2917.223955,2917.583955,2917.703955,2917.913955,2918.723955,2918.873955,2918.933955,2919.143955,2919.203955,2919.383955,2919.683955,2920.133955,2920.286592,2920.373955,2921.063955,2921.213955,2921.333955,2921.843955,2923.103955,2923.253955,2923.973955,2924.123955,2924.363955,2924.813955,2925.593955,2925.953955,2926.313604,2926.763955,2926.853955,2927.132451,2927.633955,2927.753955,2928.353955,2928.563955,2928.683955,2928.893955,2929.013955,2929.343955],"words":["my","gut","is","telling","me","that","the","field","them","and","for","a","levels","would","probably","be","strong","enough","this","calendar","fourth","quarter","to","take","a","run","at","those","numbers","but","i","think","it","will","also","depend","on","the","other","you","know","other","conditions","you","know","you're","around","consumer","confidence","in","him","in","the","state","the","the","virus","and","and","all","of","that","so"]},{"endIndex":null,"speaker":"spk_0","startIndex":null,"start_times":[2930.453955,2930.541084,2930.723955,2930.903955,2931.083955,2931.653955,2931.863955,2931.983955,2932.883955,2933.033955,2933.273955,2933.333955,2933.543955,2933.873955,2934.293955,2934.743955,2935.613955,2935.853955,2936.123955,2936.243955,2936.603955,2937.053955,2937.593955,2937.683955,2937.773955,2938.283955,2938.553955,2938.643955,2938.943955,2939.873955,2940.053955,2940.233955,2940.383955,2940.533955,2940.863955,2940.953955,2941.193955,2941.463955,2942.633955,2942.818877,2943.563955,2943.773955,2943.893955,2944.193955,2944.343955,2944.913955,2945.393955,2946.383955,2946.623955,2947.283955,2947.643955,2948.093955,2948.243955,2948.303955,2948.513955,2948.813955,2948.933955,2949.053955,2949.473955,2949.803955,2950.043955,2950.255713,2950.398154],"words":["but","that's","why","we're","signaling","that","we","believe","you're","going","to","see","pretty","strong","retail","cops","and","strip","and","cops","candidly","probably","in","the","next","three","to","four","months","and","then","you","will","start","to","see","those","numbers","a","change","as","we're","going","up","against","record","retail","and","increasing","wholesale","shipments","from","a","year","ago","in","the","back","for","five","months","with","the"]},{"endIndex":null,"speaker":"spk_25","startIndex":null,"start_times":[2950.469521,2951.843955,2952.263955,2952.893955,2953.073955,2953.193955,2953.463955,2953.553955,2953.973955,2954.573955,2954.633955,2954.723955,2954.963955,2955.113955,2955.233955,2955.653955,2955.946807,2956.343955,2957.153955,2958.113955,2958.353955,2958.473955,2958.953955,2959.022334,2959.763955,2959.943955,2960.093955,2961.413955,2961.563955,2961.773955,2962.073955,2962.343955,2962.463955,2962.703955,2962.793955,2963.243955,2963.813955,2964.233955,2965.883955,2966.003955,2966.123955,2966.741123,2966.902959,2967.083955,2967.203955,2968.463955,2968.703955,2968.913955,2969.153955,2969.333955,2969.453955,2969.813955,2969.993955,2970.413955,2971.043955,2971.583955,2971.703955,2972.603955,2972.783955,2972.873955,2973.443955,2974.313955,2974.493955,2974.673955,2975.183955,2975.873955,2976.443955,2976.623955,2976.863955,2977.823955,2978.003955,2978.573955,2978.873955,2979.293955,2979.503955,2980.103955,2980.463955,2981.273955,2981.453955,2981.723955,2981.903955,2982.653955,2983.043955,2983.523955],"words":["year","those","numbers","that","will","start","to","see","cowboys","on","the","back","of","the","or","one","not","mean","hopefully","that","the","industry","a","struggling","are","in","retreat","it","just","means","word","we","have","a","very","unusual","top","condition","you","know","that","there","were","up","against","but","as","i","as","i","said","we","believe","retail","conditions","are","favorable","for","the","foreseeable","future","and","we","believe","wholesale","conditions","for","our","business","are","favorable","through","fiscal","year","twenty","twenty","two","to","get","to","normalize","dealer","inventory","levels"]},{"endIndex":null,"speaker":"spk_26","startIndex":null,"start_times":[2985.623955,2986.073955,2986.283955,2986.493955,2986.853955,2986.973955],"words":["aren't","ah","thank","you","for","shit"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[2989.343955,2989.493955,2989.883955,2990.004775,2990.303955,2990.753955,2991.053955,2991.323955,2991.713955,2992.013955,2992.283955,2992.493955,2992.583955,2993.090029,2995.073955,2995.283955,2995.553955,2995.703955,2996.003955,2996.213955,2996.483955,2996.573955,2996.753955,2996.993955,2997.083955,2997.323955,2997.563955,2997.983955,2998.103955,2998.673955,2999.183955,2999.663955,2999.783955,2999.873955,3000.353955,3001.283955,3001.433955,3001.472158,3001.733955,3002.063955,3002.183955,3002.363955,3002.603955,3002.753955,3002.903955,3003.083955,3003.353955,3003.443955,3003.503955,3003.803955,3004.433955,3004.643955,3004.913955,3005.333955,3005.513955,3005.933955,3006.413955,3006.893955,3007.343955,3007.815986,3008.393955,3008.547412,3008.843955,3009.173955,3009.803955,3010.373955,3010.453994,3010.617119,3010.703955,3011.123955,3011.213955,3011.393955,3011.663955,3012.053955,3012.623955,3012.713955,3012.923955,3013.223955,3013.943955],"words":["and","clear","or","next","question","comes","from","fred","mike","man","where","the","walter","research","hey","guys","good","morning","at","mike","i","just","wanted","to","dig","into","the","the","updated","retail","outlook","for","the","fiscal","year","in","a","given","everything","that","you've","seen","from","as","as","i","in","the","retail","commentary","through","early","march","mean","everything","seems","direction","like","ah","good","he","is","that","improved","outlook","is","sort","of","amid","the","high","single","digit","reflective","of","that","strong","performance","today"]},{"endIndex":null,"speaker":"spk_27","startIndex":null,"start_times":[3014.963955,3015.113955,3015.263955,3015.713955,3015.983955,3016.703955,3016.823955,3016.943955,3017.123955,3017.453955,3017.573955,3017.783955,3017.843955,3017.993955,3018.293955,3019.163955,3019.433955,3019.523955],"words":["are","you","actually","more","optimistic","as","you","look","ahead","to","some","of","these","tougher","compares","down","the","road"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[3020.933955,3021.263955,3021.473955,3021.653955,3021.863955,3022.613955,3022.853955,3023.213955,3023.483955,3023.993955,3024.233955,3024.323955,3024.563955,3024.863955,3025.103955,3025.313955,3026.907324,3027.147324,3027.477324,3027.657324,3027.837324,3028.107324,3028.377324,3028.981534,3029.222047,3029.817324,3030.237324,3030.507324,3030.781564,3033.117324,3033.357324],"words":["it","is","there","some","conservatism","still","bacon","tibet","outlook","it'd","be","really","helpful","as","he","get","your","take","on","on","what","is","encompass","them","that","meddai","single","digit","outlook","yeah","absolutely"]},{"endIndex":null,"speaker":"spk_25","startIndex":null,"start_times":[3035.187324,3035.456854,3035.837275,3036.147324,3036.297324,3036.447324,3036.477324,3036.687324,3036.777324,3037.107324,3037.347324,3037.557324,3037.887324,3038.667324,3038.907324,3039.627324,3040.257324,3040.917324,3041.217324,3041.307324,3042.357324,3042.867324,3043.047324,3043.227324,3043.437324,3043.647324,3044.337324,3044.577324,3045.087324,3045.267324,3046.497324,3046.797324,3047.007324,3047.187324,3047.967324,3048.207324,3049.317324,3049.497324,3049.707324,3049.827324,3050.007324,3050.247324,3050.427324,3050.577324,3050.877324,3051.147324,3051.327324,3051.417324,3052.557324,3052.857324,3053.067324,3053.277324,3053.787324,3053.937324,3054.147324,3054.537324,3054.627324,3055.707324,3056.037324,3056.127324,3056.548174,3056.64778,3056.787324,3057.027324,3057.117324,3057.477324,3057.657324,3058.197324,3058.317324,3058.437324,3058.977324,3059.307324,3059.427324,3060.237324,3060.387324,3060.537324,3060.657324,3060.897324,3061.047324,3061.467324,3061.557324,3061.647324,3062.727324,3063.057324,3063.327324,3063.447324,3063.537324,3063.927324,3065.037324,3065.353353,3065.577324],"words":["yeah","august","seems","to","were","a","lot","of","credit","here","but","steve","maintains","our","internal","forecasting","models","within","the","company","ah","and","we","run","those","i'll","buy","brand","by","product","and","and","by","month","by","year","not","just","for","this","year","but","for","several","years","under","the","future","and","with","his","leadership","as","we've","studied","the","models","of","the","forecast","they","we","gave","you","today","is","reflective","of","our","performance","fiscal","year","today","and","what","we","think","will","happen","in","the","next","six","months","of","our","fiscal","year","marched","through","august"]},{"endIndex":null,"speaker":"spk_12","startIndex":null,"start_times":[3067.467324,3068.217324,3068.367324,3068.487324,3068.577324,3068.667324,3068.757324,3068.997324,3069.087324,3069.267324,3069.327324,3069.927324,3070.347324,3071.217324,3071.427324,3071.877324,3071.997324,3072.237324,3072.477324,3072.657324,3072.807324,3072.897324,3073.107324,3073.287324,3073.707324,3074.157324,3074.287029,3074.727324,3075.237324,3075.537324,3075.687324,3076.017324,3076.887324,3077.187324,3077.637324,3078.027324,3078.237324,3078.987324,3079.107324,3079.38028,3079.497324,3079.737324,3079.977324,3080.067324,3080.248265,3080.547324,3081.357324,3081.447324,3081.537324,3081.807324,3082.407324,3082.510094,3082.617324,3082.827324,3083.127324,3083.637324,3083.787324,3083.967324,3084.147324,3084.20304,3084.537324,3084.807324,3085.617324,3086.127324,3086.367324,3086.518848],"words":["yup","he","of","we","have","i","had","to","be","a","betting","person","today","i","would","i","would","tell","you","that","i","think","that","retail","estimate","is","probably","trending","towards","the","higher","side","of","our","comment","this","morning","and","also","we","said","mid","to","high","single","digits","you","know","that's","probably","in","the","high","single","digits","you","know","as","a","trend","right","now","ah","could","that","climb"]},{"endIndex":null,"speaker":"spk_5","startIndex":null,"start_times":[3086.847324,3087.057324,3087.387324,3088.437324,3088.812961,3088.917324,3089.037324,3089.731792,3089.997324,3090.087324,3090.419302,3090.574868,3090.957324,3091.767324,3092.037324,3092.427324,3092.697324,3093.537324,3093.717324,3094.047324,3094.167324,3095.637324,3095.907324,3096.267324,3096.477324,3096.927324,3097.317324,3097.497324,3097.707324,3098.337324,3098.397324,3098.607324,3099.267324,3099.417324,3099.537324,3099.807324,3099.987324,3100.107324,3100.437324,3100.917324,3101.577324,3101.787324,3101.847324,3102.117324,3102.897324,3103.047324,3103.227324,3103.527324,3103.887324,3104.037324,3104.397324,3104.727324,3104.817324,3104.997324,3105.357324,3105.893486,3106.017324,3106.137324,3106.407324,3106.527324,3106.617324,3107.007324],"words":["even","further","wolsey","are","you","know","as","as","the","spring","and","summer","gets","gets","rolling","here","so","i","hope","it's","conservative","we","certainly","don't","wanna","it'll","be","too","optimistic","are","too","pessimistic","so","we","always","try","to","play","it","relatively","down","the","middle","but","i","would","lean","towards","the","higher","side","of","that","retail","forecast","for","the","rest","of","our","fiscal","year"]},{"endIndex":null,"speaker":"spk_11","startIndex":null,"start_times":[3109.137324,3109.527324,3109.677324,3109.767324,3110.157324,3110.307324,3110.817324,3111.087324,3111.387324,3111.537324,3112.047324,3112.167324,3113.127324,3113.427324,3113.517324,3113.907324,3114.117324,3114.357324,3114.477324,3114.687324,3114.747324,3115.137324,3115.257324,3115.467324,3115.617324,3115.707324,3115.827324,3116.307324,3116.427324,3116.847324,3116.997324,3117.207324,3117.29969,3117.835947,3118.377324,3118.857324,3119.007324,3119.307324,3119.397324,3119.877324,3120.207324,3120.357324,3120.717324,3120.987324,3121.197324,3121.377324,3121.467324,3121.827324,3121.947324,3122.342971,3123.027324,3123.177324,3123.267324,3123.387324,3123.447324,3123.837324,3124.407324,3124.707324,3124.887324,3125.337324,3125.602651,3125.763403,3125.997324,3126.087324,3126.387324,3126.747324,3126.837324,3127.077324,3127.377324,3127.917324],"words":["public","to","be","helpful","and","then","i'd","just","on","the","the","leverage","on","the","balance","sheet","today","you","guys","are","basically","the","low","end","of","your","target","he","touched","on","some","the","capacity","expansion","efforts","to","guide","her","investing","empty","do","have","a","fair","amount","of","access","to","catch","so","can","you","for","a","walk","through","ah","how","aggressive","you","you","think","you","could","get","you","guys","have","exceeded","the"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[3128.037324,3128.277324,3128.457324,3128.517324,3128.727324,3129.057324,3129.121997,3129.207324,3129.627324,3129.717324,3129.897324,3129.981326,3130.139976,3130.497324,3130.647324,3131.277324,3131.542527,3131.602124,3131.847324,3132.357324,3132.577095,3132.987324,3133.377324,3133.51989,3133.797324,3133.857324,3134.067324,3134.247324,3134.427324,3134.907324],"words":["high","end","of","that","range","in","the","past","the","mean","is","that","something","that","given","given","the","strong","backdrop","and","forward","outlook","you","have","you","might","look","to","explore","again"]},{"endIndex":null,"speaker":"spk_12","startIndex":null,"start_times":[3136.917324,3137.157324,3137.334805,3137.427573,3137.577324,3137.727324],"words":["and","call","it","there","be","help"]},{"endIndex":null,"speaker":"spk_11","startIndex":null,"start_times":[3139.797324,3140.217324,3140.607324,3140.727324,3140.907324,3141.147324],"words":["yes","brian","i'll","take","that","one"]},{"endIndex":null,"speaker":"spk_6","startIndex":null,"start_times":[3142.467324,3142.647324,3142.707324,3143.007324,3143.096021,3143.247324,3143.727324,3143.877324,3144.221101,3144.479551,3145.250088,3145.767324,3145.977324,3146.037324,3146.217324,3146.945959],"words":["as","i","mentioned","in","my","comments","with","their","is","the","important","part","of","work","application","strategy"]},{"endIndex":null,"speaker":"spk_5","startIndex":null,"start_times":[3148.261953,3148.407324,3148.587324,3149.127324,3149.607324,3150.327324,3151.227324,3151.287324,3152.097324,3152.607324,3152.757324,3152.877324,3153.177324,3153.327324,3153.567324,3153.687324,3153.777324,3154.023901,3155.277324,3155.482783,3155.577324,3155.667324,3155.907324,3156.120518,3156.357324,3156.537324,3156.687324,3156.927324,3157.047324,3157.287324,3157.677324,3159.207324,3159.327324,3159.597324,3159.897324,3160.107324,3161.069067,3161.187324,3161.427324,3161.727324,3161.997324,3162.117324,3162.387324,3162.687324,3162.777324,3162.837324,3163.077324,3163.617324,3163.977324,3164.127324,3164.217324,3164.367324,3164.577324,3164.947344,3166.617324,3166.737324,3166.827324,3166.976123,3167.427324,3167.577324,3168.357324,3168.597324,3168.687324,3169.437324,3170.667324,3170.817324,3170.997324,3171.087324,3171.267324,3171.507324,3172.11062,3172.407324,3173.037324,3173.637324,3174.027324,3174.237324,3174.477324,3175.167324,3175.977324],"words":["has","to","evaluate","those","strategic","opportunities","a","portfolio","and","we","will","certainly","do","that","we","have","said","historically","even","that","we","would","buy","get","through","as","much","as","three","point","o","or","leverage","ratio","that","is","to","three","point","over","the","right","deal","with","the","right","time","i","don't","know","that","that","changed","meaningfully","you","know","will","continue","to","evaluate","what","are","opportunities","are","you","know","if","there","is","a","a","specific","opportunity","that","we","think","represents","the","know"]},{"endIndex":null,"speaker":"spk_28","startIndex":null,"start_times":[3177.087324,3177.387324,3177.837324,3178.047324,3178.257324,3178.557324,3179.067324,3179.697324,3179.847324,3180.057324,3180.387324,3180.657324],"words":["left","cyclical","or","even","counter","cyclical","opportunity","in","a","lower","risk","environment"]},{"endIndex":null,"speaker":"spk_0","startIndex":null,"start_times":[3182.067324,3182.187324,3182.397324,3182.577324],"words":["we","might","even","consider"]},{"endIndex":null,"speaker":"spk_29","startIndex":null,"start_times":[3184.317324,3184.737324,3185.037324,3185.277324,3185.487324,3185.937324,3186.237324,3187.017324,3187.419687,3187.679595,3188.247324],"words":["going","above","that","three","point","over","that","back","down","special","opportunity"]},{"endIndex":null,"speaker":"spk_9","startIndex":null,"start_times":[3190.047324,3190.227324,3190.347324,3190.617324,3190.767324,3191.037324,3191.431279,3192.267324,3192.447324,3192.837324,3193.407324],"words":["but","for","now","we","really","haven't","adjuster","our","capital","allocation","strategy"]},{"endIndex":null,"speaker":"spk_7","startIndex":null,"start_times":[3194.757324,3194.937324,3195.747324,3196.227324,3196.437324,3196.677324,3197.607324,3198.177324,3198.718979,3198.867324,3198.987324,3199.549487,3199.767324,3199.917324,3200.457324,3200.638364,3200.667324,3200.847324,3201.418115,3201.807324,3202.167324,3202.587324],"words":["we're","still","speaking","to","it","as","aggressively","pursuing","and","the","opportunity","that","we","feel","are","a","good","strategic","fifth","and","align","yourself"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[3204.177324,3204.267324,3204.957324,3205.077324,3205.408042,3205.527324,3205.857324,3205.947324,3206.187324,3206.24479,3206.457324,3206.758833,3207.057324,3207.357324,3207.597324],"words":["the","flexibility","to","spike","and","to","as","much","as","three","point","know","without","right","deal"]},{"endIndex":null,"speaker":"spk_5","startIndex":null,"start_times":[3209.547324,3209.817324,3210.147324],"words":["great","thanks","has"]},{"endIndex":null,"speaker":"spk_29","startIndex":null,"start_times":[3212.607324,3213.087324,3213.237324,3213.507324,3213.897324,3214.197324,3214.437324,3215.037324,3215.487324,3215.727324,3215.937324,3218.667324,3218.787324,3219.147324,3219.357324,3219.897324,3220.257324,3220.437324,3220.765229,3220.917324,3222.297324,3222.417324,3222.597324,3222.716416,3223.077324,3223.227324,3223.588232,3223.680195,3223.827324,3224.157324,3224.307324,3224.457324,3224.487324,3224.754468,3225.087324,3225.237324,3225.807324,3226.137324,3226.227324,3226.647324,3226.857324,3227.067324,3227.555513,3227.757324,3228.207324,3228.777324,3228.852207,3228.927324,3229.257324,3229.407324,3229.737324,3230.028843,3230.252715,3230.667324,3230.997324,3231.066318,3231.987324,3232.647324,3232.826299,3233.007324,3233.067324,3233.156284,3233.487324,3233.727324,3234.687324,3234.927324,3235.467324,3235.557324,3235.887324],"words":["can","are","next","question","comes","from","barrett","george","and","with","jeffrey","the","morning","this","in","march","or","non","for","bread","we","have","you","questions","on","price","in","this","morning","and","in","a","mere","missed","it","by","able","to","break","out","what","portion","the","uprising","improvement","in","the","corner","was","driven","by","the","product","mix","in","innovation","and","when","might","have","been","driven","by","the","lower","discounts","and","allows","us"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[3238.227324,3238.501353,3238.707324,3238.887324,3239.037324,3239.307324,3239.727324,3239.907324,3240.147324,3240.267324,3241.647324,3242.427324,3242.607324,3243.417324,3244.047324,3244.557324,3244.708672,3244.85665,3245.314443,3246.477324,3246.959009,3247.204736,3247.347324,3247.377324,3247.797324,3248.247324,3248.577324,3248.787324,3249.237324,3249.537324,3249.657324,3250.077324,3250.497324,3250.588818,3250.767324,3251.102715,3251.307324,3251.427324,3251.607324,3252.837324,3252.987324,3253.257324,3253.797324,3253.887324,3254.496172,3254.697324,3254.757324,3255.327324,3255.387324,3255.567324,3255.657324,3256.197324,3256.947324,3257.277324,3257.337324,3258.897324,3259.077324,3259.197324,3259.527324,3259.797324,3259.917324,3260.097324,3260.217324,3260.337324,3260.730635,3261.087324,3261.207324,3264.357324,3264.567324,3264.957324,3265.227324,3265.737324,3265.827324,3266.037324,3266.157324,3266.427324,3266.547324,3266.697324,3267.057324,3267.267324,3267.507324,3267.927324,3268.020898,3268.347324,3268.557324,3269.067324,3269.757324,3270.027324,3270.267324,3270.357324,3270.657324,3271.047324,3271.167324,3271.587324,3272.067324,3272.424878,3272.847324,3273.096025,3273.237324,3273.357324,3273.447324,3273.777324,3274.317324,3274.647881,3274.857324,3275.247324,3275.727324,3276.327324,3276.507324,3276.536855,3276.837324,3276.927324,3277.197324,3277.467324,3277.647324,3278.037324,3278.261211,3278.517324,3278.637324,3278.877324,3279.075986,3279.597324,3279.717324,3280.257324],"words":["yeah","we","we","do","not","disclose","that","level","of","detail","certainly","it","was","with","favorable","to","our","margin","story","and","are","in","a","meaningful","way","we","buy","both","of","the","frightened","of","the","can","also","with","or","that","equation","the","lower","allowances","and","discounts","that","are","necessary","to","move","the","product","so","both","are","contributing","to","our","top","line","of","well","as","or","margin","story","and","color","ah","okay","and","on","i","guess","to","follow","up","on","out","there","earlier","question","our","first","time","buyers","and","maybe","that","the","recent","surge","in","buyers","general","gimme","thoughts","on","on","how","the","current","vaccine","role","might","impact","demand","and","then","he","asked","a","game","is","these","buyers","my","be","an","inch","weeks","a","is","customers","enter"]},{"endIndex":null,"speaker":"spk_2","startIndex":null,"start_times":[3281.397324,3281.787324,3281.907324,3282.389961,3282.627324,3282.717324,3283.017324,3283.317324,3283.617324,3283.857324,3284.127324,3284.247324],"words":["the","the","typical","agree","to","five","your","train","and","train","up","cycle"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[3285.477324,3285.687324,3285.807324,3286.197324,3286.561953,3286.797324,3287.757324,3287.969902,3288.687324,3288.777324,3292.047324,3292.257324,3293.007324,3293.217324,3293.307324,3293.487324,3294.014346,3294.337695,3294.897324,3295.017324,3295.287324,3295.617324,3295.827324,3296.217324,3296.397324,3296.697324,3296.937324,3297.027324,3297.567324,3298.287324,3298.377324,3298.917324,3299.067324,3299.397324,3301.077324,3301.767324,3301.887324,3302.727324,3302.967324,3303.567324,3303.747324,3304.137324,3304.287324,3304.617324,3304.947324,3305.187324,3305.337324,3305.547324,3305.637324,3306.537324,3307.047324,3308.847324,3309.237324,3309.417324,3309.867324,3309.927324,3310.197324,3310.527324,3310.677324,3311.967324,3312.357324,3312.837324,3313.347324,3314.037324,3314.187324,3314.487324,3315.357324,3316.317324,3316.827324,3317.037324,3317.217324,3317.667324,3317.787324,3318.477324,3319.257324,3319.437324,3321.417324,3321.807324,3322.137324,3322.227324,3322.407324,3323.127324,3323.727324,3324.282617,3325.257324,3326.367324,3326.607324,3326.997324,3327.087324,3327.327324,3327.387324,3328.107324,3328.287324,3328.347324,3328.737324,3329.007324,3329.457324,3329.547324,3329.907324,3330.057324,3332.067324,3332.247324,3332.367324,3332.667324,3334.227324,3334.347324,3334.437324,3334.557324,3335.007324,3335.997324,3336.207324,3336.597324,3336.717324,3337.197324,3337.407324,3339.027324,3339.207324,3339.357324,3339.567324,3339.627324,3339.777324,3340.017324,3340.107324,3340.347324,3340.437324,3340.527324,3341.487324,3341.757324,3342.657324,3342.897324,3343.557324,3343.677324,3343.857324,3345.537324,3345.627324,3345.747324,3345.987324,3346.677324,3347.217324,3347.397324,3347.787324,3348.117324,3348.477324,3349.587324,3349.917324,3350.097324,3350.457324,3350.667324,3350.937324,3351.507324,3351.597324,3351.627324,3351.897324,3351.957324,3352.047324,3352.527324,3352.677324,3352.827324,3353.187324,3353.517324,3354.057324,3354.387324,3355.257324,3355.917324,3356.547324,3357.447324,3357.747324,3357.987324,3358.167324,3358.857324,3359.037324,3359.697324,3359.817324,3359.937324,3361.257324,3361.619199,3361.747168,3362.517324,3362.697324,3363.117324,3363.207324],"words":["maybe","to","larger","yeah","says","therefore","may","small","a","know","yeah","we","think","we","have","it","a","cotton","our","press","release","this","morning","that","talk","about","our","belief","that","the","pandemic","is","actually","initiated","ill","and","acceleration","of","what","we","believed","was","already","there","which","is","sort","of","secular","growing","popularity","in","in","really","a","lot","about","or","categories","power","sports","marine","rv","you","name","it","ah","and","and","we","believe","that","consumer","priorities","have","changed","open","terms","of","their","desire","to","invest","experiences","vs","il","sole","a","sort","of","possessions","as","a","gauge","of","quality","of","life","for","happiness","but","we","also","believe","you","know","the","time","recently","with","family","and","friends","has","reinforce","that","they'd","like","to","do","more","of","that","in","the","future","and","families","and","individuals","will","be","reevaluated","you","know","how","they","spend","their","leisure","time","going","forward","ah","and","so","for","those","reasons","and","a","lot","of","the","research","that","we","see","from","many","third","party","sources","validates","this","is","that","the","interest","in","camping","in","the","outdoors","and","are","traveling","and","seen","the","country"]},{"endIndex":null,"speaker":"spk_30","startIndex":null,"start_times":[3365.367324,3366.027324,3366.237324,3366.447324,3366.867324,3367.377324,3368.157324,3368.307324,3369.057324,3369.237324,3369.387324,3369.717324,3370.227324,3371.337324,3371.487324,3371.757324,3371.817324,3372.027324,3372.087324,3372.177324,3372.537324,3373.107324,3373.887324,3374.007324,3374.067324,3374.217324,3374.727324,3374.817324,3375.807324,3376.227324,3376.497324,3377.367324,3377.487324,3377.937324,3378.477324,3378.867324,3380.397324,3380.830039,3381.117324,3381.747324,3381.897324,3382.257324,3382.377324,3382.707324,3382.827324,3383.277324,3383.877324,3384.117324,3384.447324],"words":["combine","would","they","use","case","expansion","of","products","in","the","rv","lifestyle","especially","and","even","a","bit","in","the","marine","lifestyle","pontoons","is","a","good","example","of","that","of","those","combinations","are","really","leading","to","popularity","us","been","sustained","we","believe","in","terms","of","consumer","demand","for","our","problem"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[3385.677324,3386.127324,3386.953643,3387.305293,3387.417324,3387.507324,3387.687324,3387.957324,3388.587324,3389.517324,3390.507324,3391.737324,3391.917324,3392.367324,3392.817324,3394.257324,3394.437324,3394.557324,3395.157324,3396.357324,3396.507324,3397.077324,3398.217324,3398.307324,3398.967324,3399.237324],"words":["ah","so","so","you","know","so","again","we're","we're","optimistic","about","your","consumer","demand","conditions","for","the","foreseeable","future","we","certainly","understand","the","realities","of","though"]},{"endIndex":null,"speaker":"spk_29","startIndex":null,"start_times":[3400.077324,3400.617324,3400.737324,3400.827324,3402.447324,3403.467324,3403.917324,3404.157324,3404.318018,3404.637324,3405.117324,3405.477324,3405.717324,3405.837324,3406.077324,3406.557324,3407.337324,3407.457324,3407.586318,3407.787324,3407.907324,3408.297324,3409.407324,3409.557324,3409.677324,3410.127324,3410.667324],"words":["operating","in","a","cyclical","industry","of","and","in","very","dynamic","time","so","we","will","always","monitor","you","know","what","we","believe","those","in","a","consumer","settlements","are"]},{"endIndex":null,"speaker":"spk_0","startIndex":null,"start_times":[3412.047324,3412.407324,3412.527324,3412.857324,3413.157324,3413.367324,3413.517324,3413.937324,3414.927324,3415.140547,3415.827324,3415.977324,3416.367324,3416.487324,3417.567324,3417.807324,3417.957324,3418.287324,3418.437324,3419.097324,3419.346816,3419.547324,3419.667324,3420.057324,3421.017324,3421.497324,3422.637324,3422.877324,3422.997324,3423.627324,3423.923281,3424.467324,3425.397324,3425.817324,3426.597324,3426.927324,3427.677324,3428.247324,3428.367324,3428.757324,3428.847324,3430.017324,3430.347324,3430.467324,3430.797324,3430.917324,3431.487324,3431.577324,3431.937324],"words":["but","you","know","we","we","do","believe","that","that","popularity","will","continue","to","increase","up","in","terms","of","upgrading","we","we","are","too","early","in","this","sort","of","pandemic","post","pandemic","cycle","to","understand","if","upgrading","rhythms","are","going","to","change","either","in","terms","of","time","or","types","of"]},{"endIndex":null,"speaker":"spk_31","startIndex":null,"start_times":[3432.117324],"words":["products"]},{"endIndex":null,"speaker":"spk_18","startIndex":null,"start_times":[3433.377324,3434.547324,3434.757324,3434.997324,3435.177324,3435.537324,3435.657324,3435.927324,3436.047324,3436.197324,3436.677324,3437.547324,3437.637324,3437.877324,3437.937324,3438.087324,3438.597324,3438.720195,3439.077324,3439.287324,3439.677324,3439.947324,3440.367324,3440.637324,3440.937324,3441.537324,3442.527324,3442.647324,3443.157324,3443.337324,3443.487324,3443.997324,3444.147324,3444.627324,3444.867324,3445.077324,3445.497324,3445.737324,3445.857324,3446.367324,3446.697324],"words":["ah","were","just","too","early","i","will","i","will","note","that","know","one","of","the","impact","so","that","will","also","most","likely","be","for","toggles","products","the","products","that","they're","using","to","told","there's","an","awful","lot","of","activity","going","on"]},{"endIndex":null,"speaker":"spk_32","startIndex":null,"start_times":[3447.717324,3448.167324,3448.317324,3448.647324,3449.277324,3450.387324,3450.507324,3450.627324,3450.717324,3451.038506,3451.167324,3452.757324,3453.237324,3453.627324,3453.957324,3454.737324,3454.827324,3454.947324,3455.427324,3455.697324,3455.967324,3457.017324,3457.167324,3457.347324,3457.497324,3458.457324,3458.607324,3458.817324,3459.267324,3459.657324,3459.927324,3460.137324],"words":["in","the","auto","sector","around","you","know","the","moved","to","electrification","ah","around","different","platforms","and","we","believe","that","the","consumers","will","have","to","adjust","at","some","point","to","a","new","products"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[3461.397324,3461.769541,3461.967324,3462.117324,3462.271221,3462.897324,3462.987324,3463.257324,3463.377324,3463.557324,3463.917324,3464.337324,3464.457324,3464.697324,3464.967324,3465.507324,3465.747324,3465.837324,3466.017324,3466.407324,3466.557324,3466.887324,3467.007324,3467.547324,3468.057324,3468.747324,3469.137324,3469.578037,3469.827324,3472.977324,3473.217324,3473.427324,3473.487324,3473.607324,3476.397324,3476.577324,3476.877324,3477.417324,3477.897324,3478.197324,3478.617324,3478.797324,3479.217324,3479.427324,3482.427324,3482.697324,3482.817324,3483.387324,3484.107324,3484.317324,3484.377324,3484.467324,3484.647324,3484.797324,3485.097324,3485.187324,3485.667324],"words":["there","will","end","up","towing","a","lot","of","our","travel","trailers","and","fifth","wheel","so","all","of","those","factors","we","believe","will","combine","to","influence","upgrade","cycle","going","forward","great","thank","you","very","much","i","next","question","comes","from","david","we","stand","with","morningstar","nice","good","morning","i'm","wanted","to","go","back","to","suit","the","splashing","issues"]},{"endIndex":null,"speaker":"spk_2","startIndex":null,"start_times":[3487.257324,3487.437324,3487.617324,3487.917324,3488.089561,3488.367324,3488.70002,3489.747324,3490.107324,3490.587324,3490.767324,3491.397324,3491.517324,3491.997324,3492.567324,3493.287324,3493.587734,3493.647324,3493.767324,3494.157324,3494.547324,3494.637324,3495.117324,3495.237324,3495.387324,3495.417324,3496.437324,3496.557324,3496.617324,3496.767324,3497.217324,3497.307324,3497.427324,3497.547324,3497.727324,3497.950391,3498.027324,3498.209785,3498.657324,3498.807324,3498.927324,3499.107324,3499.797324,3500.217324,3500.367324,3500.937324,3501.117324,3501.687324,3501.777324,3501.987324,3502.137324,3502.197324,3502.677324,3502.787568,3502.887324,3502.947324,3503.218672,3503.307324,3503.427324,3503.877324,3503.967324,3504.087324,3504.807324,3504.927324,3505.107324,3505.481797,3505.947324,3506.157324,3506.547324,3506.667324,3506.877324,3506.997324],"words":["as","an","entry","no","no","vehicle","side","there's","on","the","semiconductors","you","imagine","ourselves","foam","i","have","to","the","storms","in","texas","has","been","a","problem","and","i'm","just","curious","i","know","you","said","upon","a","any","chances","by","the","one","about","making","the","interiors","of","vehicles","or","any","kind","of","electronic","than","the","a","jury","of","your","vehicles","you","have","any","of","it's","verizon","shortages","and","regarded","you","think","you","will"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[3507.237324,3507.378535,3507.417324,3507.597324,3509.787324,3509.926396,3510.057324,3510.330605,3510.447324,3510.543242,3511.287324,3511.527324,3511.797324,3512.835869,3513.327324,3513.92832,3514.120391,3515.389971,3517.017324,3518.007324,3518.517324,3518.697324,3518.787324,3519.207324,3519.747324,3520.077324,3520.41793,3520.617324,3520.887324,3521.187324,3521.335566,3521.668906,3521.817324,3521.937324,3522.387324,3522.537324,3522.597324,3523.137324,3523.857324,3524.037324,3524.279316,3524.347637,3525.087324,3526.197324,3526.437324,3526.587324,3526.857324,3527.907324,3528.387324,3528.537324,3528.777324],"words":["and","a","few","quarters","yeah","good","morning","they","would","with","we","have","experienced","component","challenges","with","regarding","interior","parts","ah","and","you","mention","one","that","die","and","see","push","and","fallen","that","is","related","to","a","particular","chemical","in","the","a","manufacturing","process","of","for","those","products","of","and","we","are"]},{"endIndex":null,"speaker":"spk_2","startIndex":null,"start_times":[3529.017324,3529.167324,3529.257324,3529.767324,3530.487324,3530.667324,3530.786562,3531.087324,3532.227324,3532.57502,3532.887324,3533.187324,3533.247324,3533.847324,3534.027324,3534.177324,3534.687324,3534.837324,3535.134746,3535.377324,3535.977324],"words":["we","are","managing","that","we","are","also","managing","ah","other","types","of","chemicals","that","are","important","the","under","love","fiberglass","manufacturing"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[3537.777324,3538.017324,3538.137324,3538.467324,3538.64,3539.217324,3539.337324,3539.607324,3540.537324,3540.957852,3541.075332,3541.497324,3541.587324,3542.397324,3542.513984,3542.637324,3542.787324,3543.267324,3543.477324,3544.077324,3544.287324,3545.097324,3545.277324,3546.507324,3546.987324,3547.107324,3547.287324,3548.979102,3549.387324,3550.047324,3550.467324,3551.397324,3551.517324,3551.637324,3551.937324,3552.297324,3552.837324,3553.317324,3553.437324,3554.307324,3554.457324,3554.967324,3555.267324,3555.447324,3555.897324,3556.197324,3556.317324,3557.967324,3558.147324,3558.267324,3558.597324,3558.777324,3559.017324,3559.617324,3559.737324,3560.937324,3561.177324,3561.314023,3561.537324,3561.687324,3562.197324,3562.467324,3562.557324,3562.647324],"words":["but","the","supply","chain","constraints","of","really","been","very","the","across","the","board","and","in","their","everything","from","furniture","to","electronics","the","awnings","ah","you","know","to","other","components","within","the","you","know","within","the","the","the","the","products","we","recently","seen","some","pressure","on","a","generous","and","are","working","with","those","suppliers","as","well","so","as","if","you","saw","sort","of","the","comprehensive"]},{"endIndex":null,"speaker":"spk_33","startIndex":null,"start_times":[3564.687324,3565.137324,3565.827324,3566.187324,3567.627324,3568.220762,3568.347324,3568.767324,3568.887324,3569.157324,3569.337324,3569.487324,3569.517324,3569.877324],"words":["supply","chain","health","status","dashboard","the","brian","i","look","at","on","a","regular","basis"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[3571.331855,3571.587324,3571.917324,3572.037324,3572.438984,3573.117324,3573.267324,3574.257324,3574.647324,3574.7975,3575.517324,3575.787324,3576.057324,3576.387324,3576.897324,3577.137324,3577.347324,3578.037324,3578.427324,3578.667324,3580.077324,3580.146055,3580.347324,3580.467324,3580.617324,3580.827324,3580.947324,3581.067324,3581.307324,3581.607324,3582.717324,3583.012871,3583.197324,3583.947324,3584.547324,3584.757324,3584.937324,3585.657324,3585.867324,3585.957324,3586.047324,3587.127324,3587.277324,3587.877324,3588.027324,3588.867324,3589.047324,3589.317324,3589.977324,3590.307324,3591.027324],"words":["the","list","of","company","categories","is","meaningful","and","that","constantly","red","yellow","green","status","within","those","categories","is","pretty","dynamic","a","so","it","is","yeah","it","is","not","just","external","ah","or","foundational","components","in","it","is","some","of","the","interior","or","components","as","well","we","don't","believe","that","the","the"]},{"endIndex":null,"speaker":"spk_2","startIndex":null,"start_times":[3591.237324,3591.747324,3591.927324,3592.017324,3592.287324,3592.767324,3592.967773,3594.087324,3594.357324,3595.107324,3595.362324,3595.617324,3596.037324,3596.217324,3596.337324,3596.787324],"words":["hangover","from","the","winter","storms","in","texas","was","specifically","impact","hector","business","for","a","long","time"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[3598.197324,3598.317324,3598.947324,3599.397324,3599.637324,3599.847324,3600.687324,3600.807324,3600.987324,3601.137324,3602.026777,3602.187324,3602.307324,3602.457324,3603.147324,3603.387324,3603.537324,3603.687324,3603.788223,3603.898203,3604.467324,3604.557324,3604.917324,3605.667324,3606.297324,3606.387324,3606.537324,3606.747324,3606.807324,3606.927324,3607.377324,3607.497324,3610.107324,3610.317324,3610.527324,3610.737324,3610.887324,3611.967324,3612.387324,3612.447324,3612.597324,3612.774336,3613.045156,3613.218066,3613.287324,3613.827324,3614.127324,3614.274219,3614.640898,3614.787324,3615.237324,3616.223691,3617.217324,3617.817324,3617.937324,3618.177324,3618.507324,3618.897324,3619.227324,3619.317324,3619.647324,3619.857324,3620.337324,3620.397324,3620.487324,3620.727324,3620.937324,3621.477324,3621.627324,3621.717324,3621.987324,3622.407324,3622.498496,3622.617324,3622.707324,3623.397324],"words":["but","those","did","and","are","having","a","bit","of","a","bit","of","an","influencer","lay","on","this","or","the","chemical","or","resin","based","components","are","we","have","in","our","products","to","them","and","you","get","any","indication","imagine","the","your","good","relationship","simple","to","suppliers","earlier","you","getting","the","haitian","that","i'm","the","the","like","vehicle","industry","serving","the","gm","for","toyota's","of","the","world","gets","priority","over","the","rv","industry","or","is","at","all","parody"]},{"endIndex":null,"speaker":"spk_34","startIndex":null,"start_times":[3626.337324,3626.517324,3626.667324,3626.847324,3627.267324,3627.327324,3627.447324,3627.987324,3628.050371,3628.227324,3628.677324,3628.917324,3629.097324,3629.787324,3630.177324,3631.527324,3631.887324,3632.457324,3632.637324,3632.787324,3632.997324,3633.237324,3633.297324,3633.927324,3634.197324,3634.347324,3635.067324],"words":["i","would","not","describe","it","as","parody","i","mean","certainly","each","of","the","chassis","manufacturers","have","operate","with","their","own","set","of","priorities","within","their","businesses","and"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[3636.49125,3636.67125,3636.73125,3636.883773,3637.09125,3637.21125,3637.45125,3638.74125,3638.86125,3638.98125,3639.10125,3639.22125,3639.52125,3640.09125,3640.30125,3640.42125,3640.66125,3640.72125,3640.78125,3641.50125,3641.71125,3642.25125,3642.37125,3643.69125,3643.87125,3643.93125,3644.35125,3644.50125,3644.89125,3645.67125,3646.18125,3646.99125,3647.62125,3647.89398,3648.19125,3648.61125,3649.87125,3650.59125,3650.80125,3650.86125,3651.43125,3652.27125,3652.66125,3653.44125,3654.40125,3655.60125,3655.867015,3656.59125,3657.07125,3658.15125,3658.60125,3658.84125,3659.17125,3659.65125,3659.83125,3660.22125,3661.81125,3662.29125,3662.38125,3662.47125,3663.13125],"words":["your","i","will","get","in","through","the","you","know","to","the","dirty","laundry","of","a","some","of","the","discussions","with","those","are","suppliers","out","of","respect","for","their","strategies","and","information","but","ah","each","chassis","manufacture","ah","yet","i","usually","separates","it's","commercial","flash","specialty","a","vehicle","chassis","platforms","into","another","third","division","that","isn't","directly","embedded","in","the","passenger","vehicle"]},{"endIndex":null,"speaker":"spk_31","startIndex":null,"start_times":[3664.87125,3665.95125,3666.19125,3666.61125,3667.12125,3667.36125,3667.57125,3667.90125,3668.95125,3669.85125,3669.97125,3670.66125,3670.78125,3671.29125,3671.47125,3672.43125,3672.55125,3672.64125,3672.79125,3673.69125,3674.80125,3675.58125,3676.51125,3677.05125,3677.62125,3678.61125],"words":["business","and","so","are","but","they","are","they're","constantly","and","communication","it","appears","as","to","you","know","the","allocation","of","manufacturing","capacity","an","engineering","resources","an"]},{"endIndex":null,"speaker":"spk_35","startIndex":null,"start_times":[3680.53125,3680.68125,3680.86125,3681.67125,3682.51125,3682.66125,3682.99125,3683.17125,3683.65125],"words":["in","all","of","capital","in","terms","of","fell","ill"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[3684.52125,3685.99125,3686.77125,3687.04125,3687.43125,3687.546248,3687.724893,3687.94125,3688.06125,3688.30125,3688.45125,3688.63125,3689.02125,3689.53125,3689.68125,3689.95125,3690.94125,3691.45125,3691.63125,3692.02125,3692.432007,3693.19125,3693.58125,3693.94125,3694.30125,3694.39125,3694.84125,3695.71125,3696.10125,3696.79125,3697.12125,3697.51125,3697.78125,3697.99125,3698.20125,3698.53125,3698.89125,3699.40125,3699.52125,3699.64125,3700.33125,3701.41125,3701.65125,3701.95125,3702.37125,3703.09125,3704.02125,3704.92125,3705.76125,3706.66125],"words":["manufacturing","ah","so","yes","i","you","did","as","a","it","is","a","discussion","we","have","often","ah","in","terms","of","of","can","live","can","the","chassis","manufacturers","keep","up","with","with","what","has","been","very","strong","demand","on","the","commercial","side","as","they're","also","managing","the","technology","transition","to","him"]},{"endIndex":null,"speaker":"spk_2","startIndex":null,"start_times":[3706.84125,3707.02125,3707.44125,3707.632031,3708.58125,3709.12125,3709.60125,3709.69125,3709.81125,3710.26125,3710.32125,3710.71125,3711.16125,3711.79125],"words":["many","cases","all","electorate","that","seems","to","be","starting","a","lot","with","passenger","vehicles"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[3713.35125,3713.83125,3714.07125,3714.97125,3715.36125,3715.72125,3715.90125,3715.99125,3716.50125,3717.64125,3718.30125,3718.51125,3718.96125,3721.96125,3722.50125,3722.62125,3723.01125,3723.55125,3723.73125,3724.424172,3724.684028,3724.78125,3725.44125,3725.71125,3726.162341,3726.219478,3726.43125,3726.91125,3727.09125,3727.21125,3727.54125,3727.63125,3727.75125,3727.87125,3728.20125,3728.35875,3728.601533,3728.71125,3729.25125,3729.374487,3729.441709,3729.67125,3731.83125,3732.01125],"words":["so","those","multigenerational","product","plans","from","the","chassis","suppliers","i","do","definitely","very","okay","and","given","backlog","is","skyrocketing","op","and","inventoried","said","dealerships","are","going","down","can","you","talk","and","all","the","lepers","any","yard","the","operations","are","a","three","shifts","if","any"]},{"endIndex":null,"speaker":"spk_2","startIndex":null,"start_times":[3734.02125,3734.23125],"words":["so","david"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[3735.73125,3736.06125,3736.24125,3736.99125,3737.11125,3737.68125,3737.83125,3738.46125,3738.61125,3738.737454,3739.27125,3739.69125,3739.78125,3740.65125,3741.10125,3741.40125,3741.67125,3741.82125,3742.06125,3742.81125,3742.96125,3743.17125,3744.01125,3745.51125,3746.26125,3746.38125,3746.71125,3746.86125,3747.70125,3747.82125,3748.12125,3748.24125,3749.47125,3749.65125,3750.19125,3751.12125,3751.51125,3752.35125,3753.04125,3754.36125,3754.60125,3755.02125],"words":["we","have","operations","in","iowa","in","indiana","and","in","florida","across","our","portfolio","in","in","each","of","those","locations","we","have","different","manufacturing","strategies","in","terms","of","labor","the","number","of","chefs","we","often","ron","r","vertical","manufacturing","processes","of","wouldn't","either"]},{"endIndex":null,"speaker":"spk_31","startIndex":null,"start_times":[3755.364968,3755.59125,3756.34125,3756.58125,3757.03125,3757.93125,3758.53125,3758.74125,3759.31125],"words":["more","overtime","or","second","chefs","vs","are","assembly","processes"]},{"endIndex":null,"speaker":"spk_18","startIndex":null,"start_times":[3760.96125,3761.95125,3762.31125,3764.05125],"words":["specifically","the","elkhart","county"]},{"endIndex":null,"speaker":"spk_36","startIndex":null,"start_times":[3765.49125,3766.24125,3766.87125,3767.05125,3768.16125,3768.40125,3768.88125,3769.96125,3770.23125,3770.74125,3771.16125,3771.28125,3771.61125,3771.91125,3772.395615,3773.35125,3773.95125,3774.19311,3774.40125,3774.859849,3775.45125,3775.57125,3775.75125,3776.23125,3776.44125,3776.83125,3776.98125,3777.40125,3778.63125,3778.99125,3779.20125,3779.56125,3780.04125,3780.40125,3780.73125,3780.82125,3780.91125,3781.39125,3781.60125,3781.87125,3782.26125,3782.92125,3783.04125,3784.21125,3784.48125,3784.87125],"words":["labour","culture","and","ecosystem","for","rb","assembly","has","not","done","a","lot","of","second","ships","ah","yell","for","reason","specific","to","that","area","in","terms","of","labor","profile","ah","but","in","in","other","parts","of","our","business","more","so","in","in","the","verticals","we","do","see"]},{"endIndex":null,"speaker":"spk_5","startIndex":null,"start_times":[3785.71125,3786.10125,3786.43125,3786.55125,3786.79125,3786.94125,3787.27125,3787.42125,3787.54125,3787.84125,3788.77125,3789.07125,3790.48125,3790.84125,3791.05125,3791.35125,3791.53125,3792.04125,3792.52125,3792.79125,3793.09125,3793.48125,3793.60125,3794.71125,3794.95125,3795.49125,3796.39125,3796.60125,3796.69125,3796.78125,3797.68125,3797.86125,3797.92125,3798.07125,3798.49125,3798.91125,3799.06125,3799.99125,3800.14125,3800.83125,3801.19125,3801.85125,3802.00125,3802.33125,3803.59125,3804.19125,3804.43125,3805.30125,3805.51125,3806.02125,3806.44125,3807.70125,3807.88125,3808.15125,3809.23125,3809.53125,3810.16125,3810.58125,3810.76125,3810.82125,3811.18125,3812.44125,3812.782866,3812.98125,3813.31125,3813.76125,3814.03125,3814.99125,3815.29125,3815.41125,3815.83125,3818.92125,3819.074561,3819.305845,3819.49125,3819.91125,3820.054922,3820.69125,3821.05125,3821.480317,3821.77125,3822.04125,3822.34125,3822.403696,3822.61125,3822.94125,3823.290791,3823.54125,3823.72125,3823.80687,3824.17125,3824.26125,3824.65125,3824.74125,3824.958428,3825.177217,3825.85125,3826.18125,3826.36125,3826.69125,3826.99125,3827.26125,3827.38125,3827.50125,3827.77125,3828.01125,3828.705044,3828.81665,3829.12125,3829.23917,3829.36125,3829.42125,3829.87125,3830.08125,3830.23125,3830.53125,3830.98125,3832.27125,3833.17125,3833.409653,3833.53125,3834.10125,3834.742866,3834.911206,3835.15125,3835.452642,3835.72125,3835.924424,3836.23125,3836.71125],"words":["second","ships","in","order","to","allow","us","to","keep","up","for","demand","so","it","it","it","varies","it's","it's","not","something","we","deploy","are","regularly","across","all","of","our","businesses","in","the","be","very","candid","with","you","the","supply","chain","constraints","are","real","enough","that","the","opportunity","to","add","second","chefs","and","have","steady","yell","components","apply","for","a","second","shift","it","is","pretty","limited","right","now","within","our","business","anyway","now","that","that's","how","and","i'm","pretty","then","it's","really","different","the","my","beagle","industries","let's","get","a","you","are","interesting","to","hear","each","they","aren't","just","one","final","question","for","me","on","our","buybacks","the","socks","and","on","a","tear","getting","into","my","hades","recently","ah","looks","like","buybacks","sloping","you","to","vs","fiscal","que","one","just","out"]},{"endIndex":null,"speaker":"spk_9","startIndex":null,"start_times":[3836.92125,3837.10125,3837.22125,3837.55125,3837.79125,3837.91125,3837.97125,3838.21125,3838.39125,3838.78125,3839.17125,3839.26125,3839.68125,3839.83125,3840.13125,3840.22125,3840.46125,3840.58125,3840.79125],"words":["does","the","stock","being","on","a","tear","like","this","impact","your","decision","to","do","or","not","you","buy","back"]},{"endIndex":null,"speaker":"spk_37","startIndex":null,"start_times":[3842.909297,3843.129917,3843.55125],"words":["and","if","bryant"]},{"endIndex":null,"speaker":"spk_38","startIndex":null,"start_times":[3845.08125,3845.35125,3845.504033,3845.86125,3846.07125,3846.395771,3846.55125,3846.70125,3847.09125,3847.12125,3847.24125,3847.30125,3848.837241,3849.55125,3850.45125,3850.75125,3851.05125,3851.62125,3851.71125,3851.80125,3851.98125,3852.13125,3853.36125,3853.78125,3853.90125,3854.29125,3854.77125,3854.86125,3855.140405,3855.31125,3856.03125,3856.42125,3857.11125,3857.56125,3858.07125,3858.16125,3858.37125,3858.79125,3858.999492,3859.93125,3860.05125,3860.35125,3860.56125,3860.8627,3861.01125,3861.25125],"words":["on","is","certainly","one","factor","that","all","companies","are","going","to","consider","their","their","current","stock","price","you","know","from","our","perspective","after","we","also","includes","and","unit","is","our","view","of","how","otherwise","we","might","allocate","that","capital","we","talked","about","earlier","we've","got","some"]},{"endIndex":null,"speaker":"spk_0","startIndex":null,"start_times":[3862.39125,3862.78125,3864.04125,3864.82125,3865.06125,3865.45125,3865.60125,3865.69125,3865.93125,3866.44125,3866.59125,3866.65125,3867.07125,3867.13125,3867.73125,3867.85125,3868.00125,3868.45125,3868.72125,3869.20125,3870.25125,3870.70125,3871.42125,3871.66125,3872.14125,3872.29125,3873.40125],"words":["capital","expansion","that","mike","referred","to","in","his","comments","that","are","certainly","a","priority","in","other","words","eating","organic","growth","and","am","as","well","as","mentioned","the"]},{"endIndex":null,"speaker":"spk_39","startIndex":null,"start_times":[3874.78125,3875.50125,3875.62125,3875.81313,3876.49125,3876.70125,3876.82125,3877.63125,3877.93125,3878.08125,3878.59125,3878.74125,3879.04125,3879.31125,3880.15125,3880.51125,3881.05125,3881.56125,3881.74125,3882.25125,3883.60125,3883.87125,3884.26125,3884.763926,3884.98125,3885.268242,3885.85125,3886.000547,3886.87125,3888.34125,3888.49125,3888.58125,3888.82125,3888.91125,3889.45125,3889.599346,3889.690166,3889.96125,3890.62125,3890.77125,3891.01125,3891.37125,3891.549492,3891.91125,3893.08125,3893.14125,3893.74125,3893.83125,3894.07125,3894.43125,3894.58125,3894.67125,3894.82125,3895.36125],"words":["opportunities","to","grow","strategically","that","the","portfolio","through","and","money","and","so","those","are","also","factors","that","we're","certainly","wade","as","we","navigated","through","cute","to","and","so","on","to","the","point","your","question","yeah","the","stock","prices","is","one","factor","it's","certainly","not","the","prevailing","her","only","factor","that","we","would","consider","and"]},{"endIndex":null,"speaker":"spk_2","startIndex":null,"start_times":[3896.56125,3897.07125,3897.37125,3897.58125,3898.30125,3898.45125,3898.96125,3899.17125,3899.26125,3899.53125,3899.62125,3899.80125],"words":["weighing","whether","share","repurchases","the","appropriate","stuff","to","take","at","that","time"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[3902.59125,3902.92125,3903.16125],"words":["okay","thank","you"]},{"endIndex":null,"speaker":"spk_2","startIndex":null,"start_times":[3904.96125,3905.17125,3905.32125,3905.56125],"words":["that","you","can","pm"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[3906.76125,3906.849346,3907.12125,3907.57125,3907.90125,3908.17125,3908.50125,3909.07125,3909.68291,3909.79125],"words":["our","next","question","comes","from","shown","collins","with","the","grip"]},{"endIndex":null,"speaker":"spk_2","startIndex":null,"start_times":[3911.59125,3911.95125,3912.19125,3912.49125,3912.76125,3912.91125,3913.24125,3913.66125,3914.05125,3914.17125,3914.477695,3914.68125,3914.74125,3914.98125,3915.04125],"words":["great","that","you","are","good","morning","my","brain","and","city","hope","you","guys","are","wealth"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[3916.36125,3916.63125,3917.29125,3918.10125,3918.37125,3918.70125,3919.06125,3919.42125,3919.60125,3920.08125,3921.07125,3921.82125,3922.15125,3922.60125,3923.50125,3924.04125,3924.40125,3924.88125,3925.24125,3925.90125,3926.59125,3927.34125,3927.58125,3928.03125,3928.18125,3928.69125,3929.32125,3930.01125,3930.16125,3930.31125,3931.63125,3932.68125,3933.01125,3933.31125,3933.43125,3933.52125,3933.94125,3934.15125,3934.60125,3934.81125,3934.87125,3935.38125,3935.80125,3936.64125,3936.88125,3937.39125,3937.51125,3937.90125,3938.23125,3938.59125,3938.92125,3940.27125,3940.484531,3940.66125,3940.81125,3941.17125,3941.44125,3941.59125,3941.83125,3942.053613,3942.85125,3943.18125,3943.72125,3944.26125,3944.56125,3944.83125,3944.95125,3945.07125,3945.61125,3945.88125,3947.83125,3947.98125,3948.01125,3948.25125,3949.19042,3949.39125,3949.51125,3949.99125,3950.26125,3951.07125,3951.49125,3951.67125,3952.84125,3953.56125,3954.22125,3954.58125,3954.82125,3954.94125,3955.93125,3956.32125,3956.62125,3956.71125,3957.31125,3957.55125,3957.64125,3957.88125,3958.060459,3958.27125,3958.54125,3959.56125,3959.74125,3959.86125,3960.61125,3961.84125,3962.26125,3962.35125,3962.65125,3962.74125,3963.46125,3963.64125,3963.94125,3964.12125,3964.48125,3964.60125,3965.02125,3965.47125,3965.89125,3966.31125,3966.847998,3967.30125,3967.51125,3967.69125,3967.779375,3968.939707,3970.15125,3970.490391,3970.75125,3971.20125,3971.41125,3971.50125,3972.01125,3973.48125,3973.51125,3973.84125,3974.11125,3974.71125,3975.16125,3975.261562,3976.30125,3976.66125,3977.23125,3977.95125,3978.07125,3978.52125,3978.88125,3979.24125,3979.33125,3979.87125,3980.50125,3981.25125,3981.94125,3982.03125,3982.51125,3983.20125,3983.83125,3984.04125,3985.09125,3986.20125,3987.52125,3987.735557,3987.88125,3988.18125,3988.51125,3988.90125,3989.74125,3990.34125,3990.85125,3991.36125,3992.35125,3992.590166],"words":["thank","you","to","pee","on","my","question","is","on","consumer","demand","and","interest","rate","on","his","interest","rates","potentially","rise","on","to","expect","any","material","impact","and","can","you","estimate","industrywide","how","much","of","an","rv","is","financed","by","a","consumer","love","loan","i'm","richer","or","odyssey","still","very","low","historically","ah","but","any","color","and","on","how","you","size","macro","economic","factor","up","by","would","be","interesting","thank","you","in","a","great","question","we","are","tracking","very","carefully","of","your","several","external","factors","not","within","our","control","interest","rates","are","certainly","one","of","them","that","will","watch","carefully","as","we","parked","inflation","of","the","price","of","gasoline","has","always","been","something","the","industry's","watched","it","probably","impact","usage","more","than","it","does","purchases","arms","sore","watching","all","of","those","as","he","also","called","experts","are","a","hypothesizing","about","the","prospects","of","raising","interest","rates","and","gasoline","prices","and","and","a","potential","inflationary","environment","the","ahead","of","historically","there","are","there","is","some","connection","definitely","to","interest","rate","of","percentages"]},{"endIndex":null,"speaker":"spk_2","startIndex":null,"start_times":[3993.64125,3994.15125,3994.27125,3994.30125,3994.63125,3995.92125,3996.25125,3996.61125,3997.15125,3997.39125,3998.17125],"words":["i","had","a","gross","level","and","their","impact","on","consumers","appetite"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[3999.73125,3999.91125,4000.27125,4000.36125,4001.35125,4001.68125,4001.89125,4002.13125,4002.37125,4003.388643,4003.69125,4003.78125,4004.95125,4005.07125,4005.16125,4005.91125,4006.42125,4006.75125,4007.14125,4007.98125,4008.49125,4008.79125,4008.97125,4009.248281,4009.63125,4009.75125],"words":["to","buy","a","product","of","now","we've","been","fortunate","in","the","last","you","know","now","almost","twelve","thirteen","years","interest","rates","have","been","that","you","know"]},{"endIndex":null,"speaker":"spk_29","startIndex":null,"start_times":[4010.92125,4011.28125,4011.396416,4011.73125,4011.97125,4012.24125,4012.360928,4012.60125,4012.871367,4012.99125,4013.26125,4013.95125,4014.13125,4015.06125,4015.27125,4015.45125,4015.60125,4016.32125,4016.41125,4016.77125,4017.16125,4017.52125,4017.646084,4018.87125,4019.44125,4019.86125,4020.01125,4020.07125,4020.37125,4020.46125,4020.55125,4020.79125,4021.33125,4021.63125,4022.74125,4022.92125,4023.16125,4023.28125,4023.46125,4024.03125,4024.45125,4025.08125,4025.35125,4025.80125,4026.16125,4026.28125,4026.82125,4027.93125,4028.17125,4028.50125,4028.71125,4028.80125,4029.49125,4030.42125,4030.54125],"words":["elder","of","fifty","six","year","to","year","period","they've","been","historically","low","levels","and","so","the","context","of","rising","interest","rates","is","definitely","different","today","that","i","was","in","the","late","seventies","early","eighties","on","up","a","we","believe","any","attack","in","interest","rates","are","gasoline","prices","is","probably","not","a","positive","reception","you","know"]},{"endIndex":null,"speaker":"spk_0","startIndex":null,"start_times":[4031.29125,4031.44125,4031.56125,4031.77125,4032.04125,4032.61125,4032.85125,4033.00125,4033.81125,4033.935732,4034.35125,4034.71125,4034.83125,4035.34125,4036.39125,4036.81125,4037.02125,4037.44125,4037.83125,4037.993379,4038.46125,4038.82125,4038.85125,4039.15125,4039.51125,4039.78125,4040.05125,4040.23125,4041.28125,4041.61125,4042.96125,4043.35125,4043.53125,4044.40125,4044.85125,4045.69125,4045.993535,4046.35125,4047.40125,4047.79125,4048.63125,4049.14125,4049.32125,4049.62125,4049.817744,4050.01125,4050.55125,4050.73125],"words":["but","it","does","not","necessarily","mean","that","retail","or","consumer","demand","will","be","derailed","of","we","believe","that","a","consumer","demand","a","strong","enough","right","now","to","withstand","some","elasticity","ah","in","pricing","in","gasoline","and","then","interest","interest","rates","up","yet","of","the","the","percentage","of","vehicle"]},{"endIndex":null,"speaker":"spk_40","startIndex":null,"start_times":[4051.498184,4051.854492,4052.20125,4052.442451,4053.28125,4053.46125,4054.30125,4055.26125,4055.53125,4055.65125,4055.71125,4056.01125,4056.105762,4056.19125,4056.58125,4056.73125,4056.849756,4057.18125,4057.27125,4057.362568,4058.08125,4058.47125,4058.86125,4059.07125,4059.52125,4059.64125,4060.03125,4060.36125,4060.42125,4060.51125,4060.90125,4061.41125,4061.56125,4061.98125,4062.184365,4062.46125,4062.61125],"words":["or","or","be","financed","at","retail","varies","based","on","the","price","of","the","unit","or","the","type","of","the","eula","ah","anywhere","from","forty","to","sixty","percent","of","the","units","are","are","often","not","said","to","be"]},{"endIndex":null,"speaker":"spk_41","startIndex":null,"start_times":[4063.72125,4063.919209,4064.08125,4064.23125,4064.80125,4064.89125,4065.88125,4066.33125,4066.84125,4067.14125,4067.47125,4067.68125,4068.25125,4068.55125,4068.64125,4068.94125,4069.81125,4070.53125,4070.71125,4071.04125,4071.34125,4071.49125,4071.79125,4072.078447,4072.57125,4072.78125,4074.22125,4074.40125,4074.46125,4074.79125,4075.87125,4075.99125,4076.05125,4076.32125,4076.38125,4076.71125,4076.86125,4076.98125,4077.55125,4077.67125,4078.09125,4079.08125,4079.29125,4079.56125,4080.123369,4080.67125,4080.88125,4081.00125,4081.06125,4081.54125,4081.63125,4081.99125,4082.17125,4082.53125,4083.10125,4083.82125,4083.91125,4084.90125,4085.05125,4085.17125,4085.47125,4085.92125,4086.67125],"words":["so","the","be","financed","at","retail","ah","but","that","number","is","ultimately","hard","to","see","because","consumers","may","actually","walk","into","those","third","dealers","with","alone","from","a","credit","union","or","a","line","of","credit","that","they","secured","and","another","fashion","and","so","again","we","think","it's","a","majority","of","units","that","are","usually","subsidized","are","financed","in","all","through","some","that","mechanism"]},{"endIndex":null,"speaker":"spk_42","startIndex":null,"start_times":[4088.14125,4088.47125,4088.71125,4089.55125,4089.67125,4090.03125,4090.51125,4090.90125,4091.11125,4091.26125,4091.53125,4092.34125,4092.49125,4092.638379,4092.73125,4093.27125,4093.45125,4094.38125,4094.62125,4094.80125,4094.89125,4095.28125,4095.70125,4095.85125,4096.09125,4096.27125,4096.458633,4096.93125],"words":["five","it's","difficult","to","see","almost","always","there's","a","down","payment","in","i'd","the","dealership","that's","required","or","with","the","retail","wonder","to","get","into","their","product","initially"]},{"endIndex":null,"speaker":"spk_41","startIndex":null,"start_times":[4098.34125,4098.58125,4098.88125,4098.97125,4099.15125,4099.54125,4099.69125,4099.84125,4100.44125,4100.53125,4100.77125,4100.86125,4100.95125,4101.97125,4102.24125,4102.36125,4102.87125,4103.44125,4103.98125,4104.46125,4105.15125,4105.51125,4106.32125,4106.47125,4106.74125,4107.67125,4107.94125,4108.21125,4108.42125,4108.60125,4108.81125,4109.05125,4109.17125,4110.31125,4110.61125,4110.855996,4110.914092,4111.39125,4111.60125,4111.75125,4111.81125],"words":["but","again","as","we","said","in","our","earlier","a","q","and","a","comments","of","the","retail","financing","environment","today","appears","very","healthy","a","very","stable","and","though","i","we","think","that's","a","tailwind","of","for","a","business","and","in","the","future"]},{"endIndex":null,"speaker":"spk_9","startIndex":null,"start_times":[4113.67125,4114.09125,4114.818926,4115.149014,4115.413711,4116.001084,4116.039932,4116.19125,4116.52125,4116.630059,4116.73125,4117.24125,4117.431562,4117.63125,4117.90125,4118.05125,4118.23125,4118.50125,4118.83125,4119.04125],"words":["great","god","that","that","charge","a","lot","of","in","is","helpful","ah","my","thank","you","for","the","time","and","insight"]},{"endIndex":null,"speaker":"spk_41","startIndex":null,"start_times":[4122.19125,4122.468633,4123.51125,4123.75125,4123.93125,4124.35125,4124.62125,4124.86125,4125.314209,4125.53124,4125.88125,4126.09125,4126.60125,4129.93125,4130.34668,4131.82125,4132.137305,4133.14125,4133.220117,4133.32125,4134.25125,4134.37125,4135.03125,4135.27125,4135.66125,4136.11125,4136.310996,4136.44125,4136.86125,4138.48125,4138.60125,4138.75125,4138.87125,4139.14125,4139.29125,4139.50125,4139.86125,4140.64125,4140.76125,4140.79125,4140.97125,4141.18125,4141.24125,4141.60125,4141.75125,4141.90125,4142.02125],"words":["didn't","you","are","as","question","comes","from","james","harden","argument","with","wedbush","securities","penguin","guys","great","quarter","and","i","apologize","in","advance","for","harping","on","for","the","retail","god","i","give","you","guys","have","a","crystal","ball","but","i","think","people","are","starting","to","do","the","math"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[4142.92125,4143.07125,4143.16125,4143.372715,4143.64125,4143.79125,4143.88125,4143.97125,4144.06125,4144.33125,4146.16125,4146.34125,4146.61125,4147.15125,4147.51125,4148.02125,4148.71125,4149.22125,4149.76125,4149.88125,4150.03125,4150.48125,4150.96125,4151.14125,4151.65125,4151.92125,4153.75125,4153.90125,4153.93125,4154.56125,4154.68125,4154.749863,4155.01125,4155.137051,4155.52125,4156.15125,4156.27125,4156.540137,4156.73959,4157.089277,4157.275898,4157.68125,4157.80125,4157.86125,4158.61125,4158.73125,4158.88125,4159.18125,4160.08125,4160.32125,4160.439375,4160.489883,4160.68125,4160.89125,4161.04125,4161.34125,4161.64125,4161.922676,4162.00125,4162.33125,4162.63125,4163.05125,4163.317969,4163.59125,4163.834473,4164.31125,4165.27125,4165.90125,4166.32125,4166.56125,4167.04125,4167.28125,4167.37125,4167.70125,4167.85125,4168.12125,4168.42125,4169.11125,4169.68125,4170.34125,4170.488672,4170.59748,4170.97125,4171.18125,4171.805332,4171.898145,4172.05125,4172.34082,4174.21125,4174.39125,4174.954687,4175.179219,4175.38125,4175.616387,4175.74125,4175.83125,4176.13125,4176.49125,4176.64125,4176.94125,4177.358262,4177.69125,4178.44125,4178.83125,4179.10125,4179.22125,4179.43125,4179.792012,4179.910723,4180.96125,4181.59125,4182.04125,4183.60125,4184.35125,4185.07125,4185.40125,4185.55125,4185.88125,4186.09125,4186.45125,4186.63125,4186.81125,4186.90125,4187.50125,4187.77125,4188.04125,4188.16125,4188.49125,4188.61125,4189.33125,4190.26125,4190.56125,4190.986055,4191.67125,4192.03125,4192.39125,4192.774336,4193.41125,4193.67123,4193.83459,4194.19418,4194.498867,4194.993984,4195.21125,4195.30125,4195.57125,4195.69125,4196.62125,4197.49125,4197.70125,4197.85125,4198.12125,4198.42125,4198.54125,4198.66125,4199.38125,4199.68125,4199.89125,4199.92125,4200.10125,4200.22125,4200.67125,4201.12125,4201.33125,4201.39125,4201.51125,4203.40125,4203.73125,4204.54125,4204.63125,4204.78125,4204.93125,4205.210039,4205.47125,4205.50125,4206.01125,4206.22125,4207.24125,4207.81125,4208.68125,4208.95125,4209.10125,4209.16125,4209.22125,4211.89125,4212.13125,4212.31125,4212.40125,4212.76125,4213.42125,4214.08125,4214.23125,4214.74125,4215.021563,4215.28125,4215.37125,4215.85125,4215.97125,4216.03125,4216.27125,4216.33125,4216.54125,4216.63125,4216.75125,4216.81125,4216.93125,4217.05125,4218.01125,4218.58125,4218.82125,4219.24125,4219.96125,4221.73125,4221.88125,4222.84125,4223.71125,4223.83125,4224.25125,4224.76125,4225.510137,4225.72125,4225.99125,4226.50125,4226.68125,4227.01125,4227.16125,4227.55125,4227.70125,4227.85125,4228.06125,4228.66125,4228.84125,4229.17125,4229.29125,4229.38125,4229.68125,4229.83125,4230.70125],"words":["and","he","hadn't","the","you","know","if","we","think","about","what","looks","like","thirty","percent","plus","retail","growth","in","your","fiscal","year","two","they","so","car","and","i","think","in","a","given","the","easier","comparison","it","sounds","like","anything","a","friendly","going","to","accelerate","in","your","third","quarter","not","as","i","think","about","your","fourth","quarter","right","i","get","that","prepare","seek","get","pretty","wacky","here","i'm","not","only","does","sort","of","mid","to","high","single","digits","the","imply","up","a","pretty","big","collapsed","in","that","fourth","quarter","but","it","it","it","seems","like","it","about","flat","with","twenty","nineteen","level","felt","yeah","putting","all","that","map","with","side","arm","just","qualitatively","right","arm","mean","if","given","that","last","year","with","an","unusual","your","what's","your","level","of","confidence","that","will","calm","positively","versus","twenty","ninth","he","once","three","get","thirty","path","will","a","lot","of","the","ah","that","the","early","part","of","the","pandemic","mom","because","i","think","it","speaks","to","sort","of","the","sustainability","of","as","you","know","you","talk","about","a","lot","of","the","secular","friends","coming","out","of","the","kingdom","yeah","it's","an","excellent","question","and","we","respect","that","those","you","said","in","a","lot","of","people","are","going","to","do","the","math","ah","we're","certainly","optimistic","that","are","hopeful","that","the","retail","trends","are","or","even","stronger","than","we","are","offered","to","you","this","morning","in","terms","of","the","rest","of","our","ah"]},{"endIndex":null,"speaker":"spk_27","startIndex":null,"start_times":[4231.24125,4231.54125,4231.69125,4231.90125,4232.168906,4232.62125,4234.074375,4234.293984,4234.45125,4234.60125,4235.11125,4235.65125,4236.70125,4237.15125,4237.33125,4237.45125,4237.81125,4238.05125,4238.65125,4239.43125,4240.00125,4240.48125,4240.99125,4241.14125,4241.38125,4241.86125,4241.92125,4242.31125,4242.64125,4243.48125,4243.66125,4244.14125,4244.80125,4245.16125,4245.55125,4246.33125,4246.48125,4246.60125,4246.75125,4246.90125,4246.99125,4247.86125,4248.19125,4248.52125,4248.79125,4249.12125,4249.45125,4249.63125,4249.69125,4250.142246,4250.26125,4250.35125,4250.65125,4250.74125,4250.83125],"words":["fiscal","year","now","meth","know","recall","that","we","were","talking","industry","retail","ah","for","the","fiscal","year","not","winnebago","industries","retail","are","we","have","continued","to","gain","market","share","and","so","our","own","retail","performance","and","you","can","do","the","math","between","quarter","on","quarter","to","with","the","shipments","in","the","field","of","and","story"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[4252.269863,4252.359863,4252.509863,4253.019863,4253.109863,4253.499863,4254.039863,4254.519863,4254.729863,4255.089863,4256.049863,4256.499863,4257.120162,4257.249863,4257.939863,4258.419863,4259.319863,4260.189863,4260.429863,4260.519863,4260.729863,4261.119863,4261.659863,4261.850117,4261.959863,4262.769863,4262.979863,4263.459863,4263.609863,4263.949626,4265.529863,4265.829863,4266.249863,4266.506429,4266.639863,4267.089863,4267.297375,4267.779863,4267.998801,4268.709863,4268.889863,4269.129863,4269.219863,4269.399863,4269.477322,4269.699863,4269.819863,4270.179863,4270.299863,4270.479863,4270.569863,4270.659863,4271.019863,4271.118978,4271.229863,4271.649863,4272.309863,4272.459863,4272.60849,4272.879863,4273.389863,4274.649863,4275.399863,4275.879863,4276.029863,4276.144799,4276.659863,4276.899863,4277.469863,4277.709863,4277.859863,4278.369863,4278.759863,4281.099863,4281.369863,4281.939863,4282.809863,4282.959863,4283.409863,4283.949863,4285.299863,4285.629863,4285.779863,4286.229863,4286.379863,4286.829863,4286.919863,4287.339863,4287.849863,4288.869863,4289.049863,4289.469863,4289.709863,4290.009863,4290.579863,4290.819863,4290.909863,4291.479863,4291.599863,4291.779863,4292.259863,4293.339863,4293.429863,4293.849863,4293.939863,4294.569863,4294.689863,4295.619863,4295.859863,4296.252632,4296.429863,4296.519863,4296.999863,4297.119863,4297.149863,4297.569863,4297.689863,4297.989863,4298.409863,4298.714858,4299.759863,4299.939863,4300.239863,4300.359863,4300.839863,4301.769863,4301.949863,4302.159863,4302.459863,4302.669863,4303.209863,4303.299863,4303.809863,4304.559863,4304.709863,4305.099863,4305.459863,4306.929863,4307.949863,4308.069863,4308.159863,4308.399863,4308.729863,4309.029863,4309.539863,4309.719863,4310.079863,4310.345095,4310.859863,4311.069863,4312.569863,4312.779863,4313.439863,4313.829863,4314.999863,4315.419863,4316.019863,4316.199863,4316.889863,4317.069863,4317.729863,4318.929863,4319.019863,4319.289863,4319.859863,4320.069863,4320.549863,4320.789863],"words":["you","know","continues","to","remain","strong","him","in","most","cases","running","about","the","industry","retail","right","oh","give","i","have","not","gone","are","the","comparisons","here","recently","to","twenty","nineteen","the","shall","thought","due","respect","which","sometimes","when","the","now","trying","to","kind","of","see","the","nose","in","front","of","her","face","in","the","fog","of","it","all","very","dynamic","environment","but","ah","you","know","we","do","believe","that","the","industry","over","time","under","stable","healthy","your","macro","economic","conditions","has","the","ability","to","continue","to","become","more","popular","it","wasn't","too","long","ago","when","the","number","of","our","views","in","the","hands","of","consumers","and","total","was","somewhere","in","the","nine","and","a","half","the","ten","million","unit","ranch","in","terms","of","total","ownership","and","that","number","has","elevated","i","believe","now","to","eleven","million","plus","so","you","know","not","only","are","more","or","views","been","sold","more","consistently","in","healthy","young","environments","ah","but","it","appears","that","consumers","are","you","know","sticking","with","those","those","products"]},{"endIndex":null,"speaker":"spk_5","startIndex":null,"start_times":[4322.409863,4322.589863,4323.339863,4323.789863,4323.969863,4324.149863,4324.209863,4324.299863,4324.599863,4324.719863,4324.899863,4325.079863,4325.229863,4325.829863,4326.009863,4326.069863],"words":["as","well","ah","you're","one","of","the","things","that","we","will","be","doing","in","the","future"]},{"endIndex":null,"speaker":"spk_12","startIndex":null,"start_times":[4327.509863,4328.109863,4328.799863,4329.129863,4330.449863,4330.719863,4331.109863,4331.469863,4331.649863,4331.739863,4332.219863,4332.789863,4333.209863,4333.419863,4334.229863,4334.859863,4335.309863,4335.699863,4336.419863,4336.689863,4336.809863,4337.529863,4337.619863],"words":["to","reach","more","consumers","is","making","sure","that","our","business","model","is","in","touch","with","new","ways","consumers","want","to","experience","the","lifestyle"]},{"endIndex":null,"speaker":"spk_43","startIndex":null,"start_times":[4338.999863,4339.299863,4339.419863,4340.409863,4340.829863,4341.249863,4342.509863,4343.499863,4343.649863,4345.083521],"words":["peer","to","peer","up","sharing","platforms","rental","or","platforms","ah"]},{"endIndex":null,"speaker":"spk_44","startIndex":null,"start_times":[4346.199863,4346.349863,4346.498567,4347.009863,4348.179863,4348.599863],"words":["yeah","not","direct","consumer","lead","generation"]},{"endIndex":null,"speaker":"spk_5","startIndex":null,"start_times":[4350.339863,4350.549863,4350.759863,4350.789863,4351.059863,4351.149863,4351.419863,4351.659863,4351.809863,4352.289863,4352.379863,4352.769863,4352.979863,4353.124216,4353.339863,4353.579863,4353.879863,4354.06094,4354.343743,4354.449863,4354.539863,4355.875193,4356.037051,4356.339863,4356.729863,4356.849863,4357.179863,4357.299863,4357.419863,4357.606975,4357.742151,4357.798914,4358.049863,4358.139863,4358.859863,4358.949863,4359.009863,4359.279863,4359.489863,4359.699863,4360.599863,4360.779863,4360.959863,4361.949863,4362.159863,4362.729863,4362.879863,4363.689863,4363.869863,4363.989863,4364.289863,4365.099863,4365.669863,4365.909863,4365.999863,4366.449863,4366.509863,4366.929863,4368.009863,4368.129863,4368.219863,4368.759863,4368.819863,4369.039209,4369.209863,4369.306191,4369.359863,4369.659863,4369.929863,4370.199863,4370.679863,4371.016821,4371.519863,4372.839863,4373.079863,4373.349863],"words":["yeah","there's","a","lot","of","different","things","are","teams","are","working","on","that","you'll","hear","more","from","us","in","the","future","that","we","believe","will","allow","us","to","get","to","a","lot","of","consumers","in","the","last","twenty","four","months","that","have","experimented","or","tried","are","been","but","have","not","yet","potentially","made","the","decision","to","purchase","one","so","i","apologize","i","can","give","you","a","twenty","twenty","one","the","twenty","nineteen","comparison","right","now","but"]},{"endIndex":null,"speaker":"spk_4","startIndex":null,"start_times":[4374.489863,4374.639863,4374.699863,4374.939863,4375.959863,4376.028301,4376.349863,4377.030356,4377.609863,4377.789863],"words":["it's","a","fair","question","the","only","pylon","on","your","team"]},{"endIndex":null,"speaker":"spk_5","startIndex":null,"start_times":[4378.569863,4378.689863,4378.779863,4379.229863,4379.979863,4380.281694,4380.399863,4380.549863,4380.669863,4381.059189,4381.185928,4381.749863,4382.024858,4382.139863,4382.441313,4382.619863,4383.168916,4383.339863,4383.519863,4383.669863,4383.909863,4384.179863,4384.329863,4384.630947,4384.749863,4384.989863,4385.259863,4386.369863,4386.760552,4386.879863,4387.085688,4387.598516,4387.779863,4388.049863,4388.589863,4388.829863,4388.949863,4389.186304,4389.399863,4389.609863,4390.509863,4390.648452,4390.748223,4390.929863,4391.024946,4391.259863,4391.439863,4391.529863,4392.327632,4392.429863,4392.909863,4393.659863,4393.782998,4394.911162,4394.988008,4395.129863,4395.279863,4395.339863,4395.399863,4395.736177,4396.044072,4396.869863,4397.109863,4397.229863,4397.319863,4397.409863,4398.159863,4398.216113,4398.339863,4398.759863,4398.999863,4399.359863,4399.449863,4399.630947,4399.876909,4400.889863,4400.988696,4401.759863,4401.939863,4402.119863],"words":["if","i","make","them","because","it","in","a","minute","a","couple","people","that","about","this","question","i","don't","think","we've","mean","to","infer","and","all","that","we're","becoming","will","be","bearish","you","queue","for","as","you","might","run","year","numbers","of","for","how","we","feel","about","the","sustainability","the","retail","pull","your","certainly","and","and","one","of","the","question","that","about","ah","you","know","the","vaccines","in","the","impact","that","has","and","there's","this","had","the","hypothesis","out","there","that"]},{"endIndex":null,"speaker":"spk_12","startIndex":null,"start_times":[4403.289863],"words":["safety"]},{"endIndex":null,"speaker":"spk_41","startIndex":null,"start_times":[4404.939863,4405.989863,4406.379863,4407.099863,4407.609863,4408.599863,4408.689863,4409.079863,4409.319863,4409.409863,4409.559863,4409.649863,4409.769863,4409.919863,4410.129863,4410.279863,4410.369863,4410.789863,4411.449863,4411.719863,4412.053394,4412.289863],"words":["oh","rv","traveled","being","a","a","tail","when","i","think","we","can","all","agree","over","the","past","year","we'll","wait","over","time"]},{"endIndex":null,"speaker":"spk_0","startIndex":null,"start_times":[4413.699863,4413.909863,4413.969863,4414.179863,4415.349863,4415.649863,4415.709863,4415.889863,4415.949863,4416.069863,4416.219863,4416.549863,4416.759863,4416.909863,4417.329863,4417.629863,4417.989863,4418.289863,4418.379863,4419.069863,4419.339863,4419.519863,4419.639863,4419.879863,4420.179863,4420.719863,4420.929863,4421.049863,4421.199863,4421.439863,4421.589863,4422.309863,4422.669863,4422.909863,4422.939863,4423.149863,4423.329863,4423.629863,4423.926655,4424.049863,4424.152197,4424.469863,4425.129863,4425.429863,4425.969863,4426.119863,4426.539863,4426.599863,4426.899863,4427.019863,4427.769863,4427.919863,4428.309863,4428.489863,4428.592754,4429.599863,4430.289863,4430.589863,4430.739863,4431.549863,4431.729863,4433.139863],"words":["some","of","that","may","right","i","think","we","can","all","agree","that","as","vaccine","the","that","at","the","vaccinations","roll","out","the","maybe","that","desire","for","if","they","play","for","travel","might","wait","a","little","bit","versus","what","in","the","past","year","more","importantly","we","think","in","terms","of","art","and","reason","for","a","bullish","outlook","is","the","flexibility","that","people","should"]},{"endIndex":null,"speaker":"spk_1","startIndex":null,"start_times":[4433.529863,4433.739863,4434.009863,4434.297104,4434.669863,4434.817534,4435.419863,4436.265723,4436.469863,4436.589863,4436.735674,4436.829863,4436.949863,4437.129863,4437.399863,4437.669863,4438.232876,4438.989863,4439.079863,4439.289863,4439.919863,4441.269863,4441.659863,4441.959863,4442.169863,4442.529863,4443.131108,4443.429863,4443.699863,4444.064053],"words":["have","going","for","vs","that","historical","flexibility","in","i","think","we","can","all","agree","that","wordplay","flexibility","and","even","educational","flexibility","that","tom","has","been","introduced","raven","for","founded","the"]},{"endIndex":null,"speaker":"spk_0","startIndex":null,"start_times":[4445.049863,4445.259863,4445.829863,4446.369863,4446.489863,4446.879863,4447.449863,4447.779863,4447.989863,4448.259863,4448.439863,4448.739863,4448.949863,4449.009863,4449.759863,4450.029863,4450.313838,4450.569863,4451.080684,4451.289863,4451.469863,4451.709863,4451.889863,4452.099863,4453.539863,4453.779863,4454.079863,4454.259863,4454.349863,4454.439863,4454.559863,4454.829863,4455.429863,4455.729863,4456.124478,4457.859863,4458.069863,4458.549863,4458.699863,4458.879863,4459.059863,4459.569863,4459.959863,4460.499863,4460.679863,4461.069863,4461.789863,4462.149863,4462.269863,4462.569863,4463.439863,4463.619863,4463.979863,4464.339863,4464.999863],"words":["the","workplace","environment","of","past","year","have","thick","enough","to","it","and","the","expectation","going","for","by","employs","it","will","be","for","more","flexibility","and","suddenly","all","of","us","on","this","call","out","attended","virtually","any","experience","with","we've","all","had","working","virtually","this","past","year","add","to","that","flexibility","where","people","now","realize","they"]}],"transcripts":null,"speaker_labels":null},"buildVersion":"489","companyName":"Winnebago Industries, Inc.","exchange":"NYSE","isApproved":true,"isTranscriptPreview":null,"securityName":"Winnebago Industries, Inc.","symbol":"WGO","site":{"siteMetadata":{"title":"EarningsCall","buildVersion":"489","buildTime":"2021-11-28T10:56:27.817Z","commitId":"2b08c003","stage":"prod"}}}},"staticQueryHashes":[]}