Brian Searl:
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Welcome everybody to another episode of MC Fireside Chats.
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My name is Brian Searl with Insider Perks
and Modern Campground, excited to be back
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here for a first week of July episode.
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It's Canada Day, it's a holiday for
me, but I'm here working with you
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guys because where else would I be?
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On a great podcast with great guests
and great things to talk about.
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Excited to be back here for July
st,:
2024
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from an American holiday as well.
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So we'll get some updates on that.
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So we've got our recurring
guests here, Scott Bahr.
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I'll quickly let you introduce
yourself in a second, Scott.
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Simon Neal and Phil Ingrassia.
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And then we got special guests, Tina
Severson and Lori Severson, who are
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both, got their hands in all kinds of
things around the industry as always.
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And then we've got Ward as well.
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So let's just go around the room and
briefly just introduce everybody.
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We're going to start with
our recurring guest, Scott.
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Go ahead.
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Scott Bahr: Scott Bahr,
Cairn Consulting Group.
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We're market research and analysis.
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Brian Searl: Whoever wants to
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go next.
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Feel free to.
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Phil Ingrassia: I'm Phil Ingrassia,
President RV Dealers Association US.
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Brian Searl: Welcome, Phil.
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Simon?
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Simon Neal: yeah, Simon,
founder and CEO of Campmap.
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We help outdoor hospitality businesses
and groups improve marketing and guest
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experience with premium digital maps.
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Brian Searl: Welcome back, Simon.
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Appreciate you.
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Tina and Lori?
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Lori Severson: Tina, I'll let you go first
and I'll fill in where you leave off.
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Christina Severson: Okay.
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So Lori and I are with
Severson and Associates.
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We're an association management
company that oversees the Wisconsin
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Association of Campground Owners.
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KOA Owners Association, and then we also
have the Campground Owners Expo show
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that we put on ourselves in Branson.
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So basically all industry related.
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And then when Lori is, not busy and
hanging out and doing nothing, she's also
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running her own campground in Wisconsin.
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Brian Searl: Awesome.
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Welcome to both of you.
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Lori, do you have anything to add?
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Lori Severson: No, I don't think so.
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Except for we also run the
Gilbert Brown Foundation.
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So he's a former Green Bay
Packer player and so that's
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what we do in our spare time.
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Brian Searl: Awesome.
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Welcome both of you.
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And last but not least, Ward.
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Can we hear you, Ward?
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I don't know if it's me or if
it's Ward, but everybody else
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looks like they're moving except
Ward, yeah, he's a little frozen.
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Okay, cool.
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So generally how we do this is we'll
typically start the show and we'll say
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to our recurring guests Simon, Scott,
and Phil, is there anything that you guys
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feel has come across your desk since the
last time we were all on a show together?
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I believe at the beginning of June.
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Anything that's come across your desk
that you think is important that we
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should be talking about in the industry?
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Phil Ingrassia: we had some for US RV
shipments and sales, we've got some
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new, revised 2024 prognostications
that came out last month.
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And, the industry, it's no secret
in the US has been pretty flat to
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down single digits throughout 2024.
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And that pattern is going to
catch up with us through the year.
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It looks like we're going to
be right around 310,000 units.
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Earlier this year, they
were projecting 350,000.
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But the war, gas prices, consumer
sentiment, it's been a perfect
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storm to lower those projections
through the end of the year.
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So that's where we are now.
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I was working on something on used
units for our membership magazine
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and I did, there, there is some
good news in the used sector.
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Both on the wholesale side
and the and the sales side.
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It's driving affordability
issues and things like that.
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So for RV dealers used
sales are holding up.
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New are probably going to be down
probably 10, 10 percent for the year.
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Brian Searl: And just for our audience
to set the expectation, like this is
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not a problem with the RV industry.
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This is a macroeconomic picture, right?
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Everything is in weird
shape right now, right?
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Phil Ingrassia: absolutely.
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It's consumer sentiment is what
the industry has traditionally
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followed as far as new unit sales go.
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And in the US consumer sentiment numbers
they're creeping back up a little bit with
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some of the war news that has come out.
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But still not ideal.
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And of course, we're missing a big chunk
of the season in May and June where
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typically we do a higher number of sales.
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So right now they're not thinking
that we're going to be able to
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pick it up enough in the third
and fourth quarter of the year.
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Brian Searl: Scott, what do you
think about when you look at data?
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Like you're obviously
the big data guy, right?
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What do you think about when you look
at some of the different data, both
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from a macroeconomic picture and from RV
industry and put all of it put together?
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Take it wherever you want.
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Scott Bahr: Yeah, I think, to build
on what Phil was just saying, that
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we did, the early season stuff when
people are making a lot of their plans,
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at least their mindset gets in that
mode during that time, even if they
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don't even lock down their plans.
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100 percent their mind
is taking them somewhere.
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Their intent sometimes is taking
them in the direction whether it's
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buying an RV or taking a trip.
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And it felt like everybody's
minds were put on pause for a bit.
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And, I wonder, and, hopefully we'll have
some research coming out soon that we
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can verify or not some of this, is that I
wonder what the difference will be between
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the set of consumers who would originally,
who were originally planning on purchasing
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an RV, who said, ah, I'm going to wait.
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Will they continue?
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Will they still do that?
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And what percent of the business is more
spontaneous where someone doesn't plan
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well in advance and they just one day get
up and say, ah, I'm going to buy an RV.
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Now I know that's probably not huge, and
Phil, maybe you know the answer to that.
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I as I was saying that, I
wished I had actually measured
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that in one of my studies.
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But it does make me wonder about that.
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Will there be pent up demand?
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Will people, or will they wait
till the next cycle of next year?
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Phil Ingrassia: Yeah, our studies
have shown that typically, because
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it's a discretionary purchase,
an RV, people take their time.
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They're, it's not like a car where
it's coming off lease or you're
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looking at a big repair bill.
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Typically people will, spend
three to six months looking
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before they make that purchase.
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And of course with some of the interest
rate issues, the war issues, the gas price
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issues, all that has put things on hold.
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I will say, historically, used sales
are showing that there is demand there,
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but it's an affordability factor.
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So used values are holding up.
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That typically portends that new
sales will, will catch up eventually.
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So we will see a bump in
new sales probably in:
2027
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Because it's just, I think what Scott's
getting at is there's a lot of people
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just on the sidelines right now.
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Brian Searl: Sorry for any background
noise if you guys can hear it.
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Apparently my lawn care people decided
to come right during the show and
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are trimming right outside my window.
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That's fun.
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Just garbage trucks last week and
I can't, I just can't sit outside.
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It's the life of me.
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So what do we think Phil
is the outlook here?
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Like I know there's lots of things that
could change and there are things that
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we are hopeful that will change, right?
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Like maybe the war is winding down.
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Depends on what day I guess
you look at the headlines.
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But maybe the war is winding down.
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But generally speaking, if you
take out the war out of everything
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else, are we optimistic for the way
the economy is heading into:
2027
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I know this is very early and
you really don't have an idea,
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but just your general gut.
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Phil Ingrassia: Yeah, typically
what we'll see is after, this is
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an off-year election, so we'll have
the election kind of get settled.
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That should tee us up for a better 2027.
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It's just really hard to know
right now because, the war
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news changes sometimes daily.
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And it has throughout the
spring and early summer.
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And we just need some consistency in
some of these macroeconomic things that
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are, buffeting us a little bit right now.
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But I think in general when you look at
what Thor Industries is saying, Winnebago
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and their public statements, Camping
World, some of the other big companies
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they are looking for a rebound in 2027.
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Brian Searl: Okay, good.
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We'll continue to be hopeful then.
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Welcome back, Ward.
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Hopefully you can hear us now.
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Can you hear us?
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All
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right, maybe Ward can't hear us.
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Can't hear anything yet.
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Simon or Scott, did you have anything on
your minds that you wanted to talk about?
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Simon Neal: Yeah, I have a couple
of articles I read this last week
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that are really promising actually.
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So there's two sets of data that came
in, one for Croatia and one for Spain.
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So the Croatian one is general hotels
and outdoor hospitality combined.
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But the results from January to
May are actually up 5 percent
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in total arrivals from last year
and 7 percent in overnight stays.
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So this is I don't think two months
ago anybody would have said that,
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but it's really coming strong
now and it's looking positive.
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And then the Spanish one
is even better actually.
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This is focused completely
on outdoor hospitality.
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The data's come from the Spanish
Federation of Campsites and they're
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indicating a record-breaking summer.
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So occupancy rates close to 90% with
August almost full capacity for kind of
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glamping, bungalow style accommodation,
which is proving really popular.
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So this is great news, a great signal.
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And they're actually seeing an increase
of 10 percent in advanced bookings.
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So again, like a few months ago,
I think none of this was expected.
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It's coming in strong now.
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People are planning for the summer,
planning for the holidays, and
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this nice weather is probably
helping at the same time.
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So that's two pretty good signals
at least from Europe that, the
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summer is actually going to be
pretty positive for the industry.
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Brian Searl: Do you have a sense, or
is there any data that it might be
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just because Europeans are staying
closer to home in Europe this summer?
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Because I know the same thing is
happening in Canada, that's why I ask.
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Like our industry is doing pretty
well this summer, all data points that
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we've heard, but that's also because
they're they're not going to the United
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States like they were in the past.
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Simon Neal: Yeah, I think it's interesting
that for sure, there's another study on
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the long haul travel that's flat or down.
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So I think you can have the regular
customers from Europe who are going
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camping as usual, but then you're
probably having this other part of the
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sector who'd normally fly away, who are
now going glamping at the same resorts,
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but they're going into the cabins,
they're going into the mobile homes.
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So that could be it.
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I don't have the figures to back
it up, but that's probably a pretty
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good assessment of that push.
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Brian Searl: And is the heat
impacting anything in Europe?
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Simon Neal: I don't know.
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Ward he mentioned they were getting some
feedback from their customers, but for
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sure people are just not used to it.
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It's a bit of a struggle
sometimes, but I don't think it
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would impact travel directly.
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It's just a bit of a hardship.
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Brian Searl: I don't know
what country this is from.
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I saw a video on X that somebody shared.
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I wasn't actively looking for it, but a
video of people hanging out in IKEA for
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the air conditioning in Europe somewhere.
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I can't remember what country it was.
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Simon Neal: Yeah, they're
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all just lounging around IKEA.
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Because air conditioning, for those of
you who don't know, is not as big in
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Europe as it is in the United States.
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Yeah.
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Especially Northern
Europe, it's very rare.
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So everybody really struggles when
the temperature goes up a bit.
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Brian Searl: Yeah.
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Do we have Ward back yet or no?
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Can you hear us, Ward?
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Or can we hear you?
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I guess is the better question.
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Not yet.
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Okay.
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Ward Wijngaert: [inaudible]
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Brian Searl: I think he's frozen.
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Okay.
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Lori and Tina, what are you
guys seeing this summer so far?
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I guess let's start with Lori
because you own your own campground.
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Lori Severson: I do.
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I would say that our campers
are definitely booking later.
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A lot of last minute bookings.
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And I think the main thing is that they
really expect that premier experience.
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They're looking for, they're
looking at reviews a lot closer.
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They're looking at feedback from
other campers, their friends,
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family, that kind of thing.
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And then I think it's important for
campground owners to make sure that
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we're using every square inch of
revenue base so that we can offer
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them what they might like to do.
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They do tend to be spending
more once you get them here.
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So that's I think that's
a big piece of the puzzle.
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Brian Searl: Okay, so all things
are good at Lori's campground.
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Is what we're hearing.
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Lori Severson: They are.
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And pretty much in Wisconsin.
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Brian Searl: Okay, that
was my follow up question.
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So you already knew,
you're too smart for me.
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Yeah.
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Okay.
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And is there no differences?
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Like what we're hearing in some of the
other industry on a macro level, obviously
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there are micro pockets that are doing
wonderful in the United States, we've
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got a lot of clients who are up seven,
eight percent, we've got some that are
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flat, we've got some that are down.
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But mostly the long term stays are
solid or even up in a lot of places.
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And then the short term
transients are a little iffy.
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So you're not seeing any of that?
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Pretty much holding
steady in Wisconsin or?
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Lori Severson: I think the big thing
is the booking part of it, is where
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they are booking way more last minute.
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We had definitely had a soft
June just weather based.
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But boy, it picked up towards the end and
I think that really made a difference.
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And like I said the big thing was not
necessarily just overnight camping
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per se, but I think the spending
habits once they get here they
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seemed like they still had the money
to spend and wanted to spend it.
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The seasonal camping I think
is still going very strong.
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We haven't seen a lot of a lot
of recession in that at all.
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But I do think that all of a sudden
especially in Wisconsin, everybody
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perked up and said, oh, you know
what, I think I maybe better do some
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shows this winter and I better, start
putting my marketing back together
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and some of those kinds of things.
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Where we may have had it, I'm
not going to say easy, but we may
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have had it simpler, if you will.
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Now I believe you have to
work at it a little bit.
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You have to make sure that you
have all your ducks in a row and
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that you are definitely getting
your themed weekends out there,
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what makes you different out there.
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You're really working to attract
that customer and you're making
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sure that guest experience is great.
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I think any of the campgrounds that are
struggling, I would tell you that is the
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biggest thing that we see is that guest
experience is lacking once they get there.
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And boy does that make a
difference in the world.
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It, people just don't want
to spend spend top dollar for
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the same experience.
294
:
00:15:37
They want to be, not even in,
but the same thing that they
295
:
00:15:40
get everywhere else, right?
296
:
00:15:42
Something different needs to be…
297
:
00:15:43
yep.
298
:
00:15:43
What's attracting them?
299
:
00:15:43
Brian Searl: Yeah,
300
:
00:15:46
it's for everybody, right?
301
:
00:15:47
Scott, you and I have had
conversations about this.
302
:
00:15:49
Like generally, what
is your thought, Scott?
303
:
00:15:51
I know you can touch on experiences,
but also the, we, you and I have had
304
:
00:15:54
conversations about gas prices going
up, maybe it's a boom for our industry.
305
:
00:15:58
There's a certain period where
it might not be a boom for our
306
:
00:16:00
industry and it's negative.
307
:
00:16:01
Now gas prices have fallen, but
you also, you and I have talked
308
:
00:16:04
about maybe it's too late for the
consumer to change their behavior.
309
:
00:16:07
But maybe we're wrong and maybe
it's going better than we thought
310
:
00:16:11
about, at least in Wisconsin, right?
311
:
00:16:12
Based on Lori's anecdotes.
312
:
00:16:13
So what do you think of all that?
313
:
00:16:16
Scott Bahr: I feel like, the as
we've talked about for the last few
314
:
00:16:18
months is that the intent is there.
315
:
00:16:21
We see that.
316
:
00:16:21
We don't see this huge drop off.
317
:
00:16:23
It's almost like you would expect to see
people saying, yeah, I'm just not into
318
:
00:16:28
it or it's I'm just not going to go.
319
:
00:16:30
It, it to me it feels if they
can get out, if they can make
320
:
00:16:35
it they're going to do it.
321
:
00:16:36
I feel what Lori was just talking
about in terms of the experience too,
322
:
00:16:40
is they're willing to pay as long
as what they get matches the price.
323
:
00:16:44
It's they just need a match.
324
:
00:16:46
It's they want to get, I just,
I did a talk a couple weeks ago
325
:
00:16:50
and I had called it a 200 person
focus group with all RVers.
326
:
00:16:55
And the, it ended up being like, I don't
know, an old Phil Donahue show where
327
:
00:17:02
I was walking around with a microphone
and everybody was offering feedback
328
:
00:17:06
and just solving each other's problems.
329
:
00:17:09
But what I heard was a lot of optimism
in the room, but they kept going back
330
:
00:17:14
to, it's like, as one woman said that I
really liked what she said, she goes, I
331
:
00:17:18
just want to know what I'm paying for,
but I also want to know I don't want to
332
:
00:17:23
know exactly what I'm getting, I want
to know what I'm not getting as well.
333
:
00:17:27
And, I like how she
flipped that a little bit.
334
:
00:17:30
And that seemed to be, there are a
lot of heads nodding in the room,
335
:
00:17:33
a lot of people agreeing with that.
336
:
00:17:35
So that's what they're looking for.
337
:
00:17:37
They're going to look at that
price point and then they're going
338
:
00:17:39
to find a place that matches that
price point more than anything.
339
:
00:17:44
It, it seems to me that, the
consumer, the guest is being a
340
:
00:17:47
little bit more discriminating.
341
:
00:17:50
Yeah.
342
:
00:17:51
These days.
343
:
00:17:51
And again, you mentioned earlier
the idea of reading more reviews.
344
:
00:17:54
The reviews are big.
345
:
00:17:56
The pictures, everybody, a lot of
them are skeptical of pictures now.
346
:
00:18:00
It's getting that way.
347
:
00:18:01
Yeah.
348
:
00:18:05
But there's a little skepticism
there just on the pictures anyway.
349
:
00:18:08
But that just the access to
information and what they have.
350
:
00:18:10
And so they feel like they're
making better decisions.
351
:
00:18:14
The industry overall, I feel is, and
we've done a bunch of research on
352
:
00:18:17
this too, the idea of risk in booking.
353
:
00:18:20
That we've seen a decline in that.
354
:
00:18:22
That the guest, the person booking
it has has less risk when they're
355
:
00:18:27
trying to book their campsite.
356
:
00:18:28
And I know that there's a lot of
talk about that in, especially
357
:
00:18:32
in camping, that it is more
risky than booking a hotel room.
358
:
00:18:35
Yeah.
359
:
00:18:36
But three times as risky.
360
:
00:18:38
And yet the…
361
:
00:18:41
Brian Searl: Just to clarify,
because it's not standardized,
362
:
00:18:42
is what you're talking about.
363
:
00:18:43
Scott Bahr: exactly.
364
:
00:18:44
Correct.
365
:
00:18:46
Exactly.
366
:
00:18:46
The guest sometimes doesn't,
they're not 100 percent sure.
367
:
00:18:49
They, if they book a Hilton,
a room at the Hilton, they
368
:
00:18:51
pretty much know what they get.
369
:
00:18:54
A room at a place they've or a campsite
at a place they've never been, they,
370
:
00:18:58
there's a little bit of trepidation there.
371
:
00:19:00
But, again we're seeing the desire,
the weather obviously, I'm in Maine
372
:
00:19:05
and it's our heat index is over 100,
373
:
00:19:09
maybe tomorrow.
374
:
00:19:11
But if you're in Boston, it's even worse.
375
:
00:19:14
So we've actually seen a bigger volume
or in the area where I'm sitting right
376
:
00:19:18
now, already this week, people started
leaving the Boston area to come up here.
377
:
00:19:23
I just, I stay in contact with the
local campgrounds and businesses
378
:
00:19:27
just to see how they're doing.
379
:
00:19:29
And it's we've already seen an uptick
in this area because, oh, people are
380
:
00:19:33
coming up to go to the lakes and the
rivers and everything to cool down.
381
:
00:19:36
So for us, it's been a bit of a benefit.
382
:
00:19:39
I think once we hit the
weekend, it'll be even better,
383
:
00:19:40
especially for the 4th of July.
384
:
00:19:43
Lori Severson: and Brian,
don't get me wrong.
385
:
00:19:44
It's definitely good operators have to
have their heads on straight, for sure.
386
:
00:19:50
And it really does the
387
:
00:19:53
environment is not conducive
to tired operators.
388
:
00:19:56
Sometimes operators that don't
maybe look at their information on a
389
:
00:20:00
daily or weekly basis kind of thing.
390
:
00:20:03
It's, I think it's very important
to recognize that some of how your
391
:
00:20:07
numbers look has got to do with you.
392
:
00:20:10
Scott Bahr: Sure, yeah.
393
:
00:20:11
As an individual owner.
394
:
00:20:12
And also your marketing too, right?
395
:
00:20:14
I'm sorry, I didn't mean to talk over you.
396
:
00:20:18
Lori Severson: No, 100%.
397
:
00:20:19
No, 100%, Brian.
398
:
00:20:19
And that's what I was getting at.
399
:
00:20:20
You have to really, I feel like you,
you have to really feel that like in
400
:
00:20:25
the beginning, like you had to start
this in January and say, oh boy,
401
:
00:20:31
this is going to be a tougher year.
402
:
00:20:32
We've got some of these things.
403
:
00:20:33
And our themes have to be more, our
theme weekends have to be more over the
404
:
00:20:37
top than they have been in the past.
405
:
00:20:39
And I think there was a small
period of time when people thought
406
:
00:20:42
after COVID especially owners,
they were like, oh, okay, hey,
407
:
00:20:45
maybe this works out just great.
408
:
00:20:46
We can just have them 10 feet
apart and let them do their own
409
:
00:20:49
thing and life will be good.
410
:
00:20:50
That is not how it works.
411
:
00:20:52
They want that experience.
412
:
00:20:53
They don't mind paying, but
they want a high-end experience.
413
:
00:20:57
And the payoff, the win or lose is
when you look at that little kid's
414
:
00:21:00
face and they're looking up at mom or
dad or grandma and grandpa and they're
415
:
00:21:06
giving them that smile of approval.
416
:
00:21:08
That's what it takes.
417
:
00:21:09
Once you get that smile and
that nod, that's your payback.
418
:
00:21:12
That says, okay, we made it.
419
:
00:21:13
We've got it.
420
:
00:21:16
Brian Searl: and there's two
sides here to marketing, right?
421
:
00:21:17
Scott and I were going to talk about this
on Outlier and then we ended up deciding
422
:
00:21:20
to cancel today's show because we both
are too busy and it's a holiday for me.
423
:
00:21:23
So we're going to do it next week.
424
:
00:21:25
We're going to do a deep
dive into marketing.
425
:
00:21:27
And one of the things that I've wanted
to talk about for a while is that
426
:
00:21:29
disconnect between I consider adding
theme weekends and stuff like that
427
:
00:21:32
part of the operational experience
that can lead into and inform
428
:
00:21:37
your marketing to make it better.
429
:
00:21:39
But what you're doing is improving
the on-the-ground experience
430
:
00:21:42
that makes your marketing better
because you're telling the truth.
431
:
00:21:45
Whereas I feel like there's a lot
of owners who are just jumping into
432
:
00:21:48
marketing maybe for the first time
headfirst thinking just get me business.
433
:
00:21:53
And then what ends up happening is the
end result of the experience is not
434
:
00:21:56
always consistent or not what is perhaps
portrayed or conceived or perception,
435
:
00:22:01
perceptualized, is that a word?
436
:
00:22:03
Perceived by the campground
guest on the website.
437
:
00:22:07
And so then that leads to the
disconnect and it loops into the
438
:
00:22:10
uncertainty that Scott was talking
about it's not just always the same
439
:
00:22:11
as a hotel, three times more unlikely.
440
:
00:22:14
I think some of that is still people just
don't have quite that grasp or polish of
441
:
00:22:19
marketing that the hotel industry does.
442
:
00:22:23
Lori Severson: 100%.
443
:
00:22:24
And because it's got to be the truth.
444
:
00:22:26
Tina probably won't even remember
this, but one of my nephews
445
:
00:22:28
was into dragons at one time.
446
:
00:22:30
And so we wanted to take him to the Dells.
447
:
00:22:32
It was during the winter, so we took
him to the Dells and said, oh my gosh,
448
:
00:22:34
this is going to be the greatest thing.
449
:
00:22:35
This is such a huge dinosaur.
450
:
00:22:37
He's going to get such a kick out of this.
451
:
00:22:39
He's seven years old.
452
:
00:22:41
And when we got there, he
was taller than the dinosaur.
453
:
00:22:45
So all of a sudden that, it just,
it was like, okay, so much for this.
454
:
00:22:49
It's just not what I, perceived.
455
:
00:22:52
And then, and that was a big letdown.
456
:
00:22:54
And that first impression, when
that first thing goes sour, you got
457
:
00:22:58
a lot of making up to do, so it's
hard to come back from some of that.
458
:
00:23:02
So you're absolutely right, you're
and as campground owners, we do a
459
:
00:23:05
lot of fake it till you make it,
let's throw this together and we'll
460
:
00:23:08
put it in the brochure and we'll
make it happen when it comes time.
461
:
00:23:11
And that's not always the best program.
462
:
00:23:15
Brian Searl: Especially as we move
into these new generations Scott?
463
:
00:23:18
Like we have some data on this.
464
:
00:23:19
Scott Bahr: Yeah.
465
:
00:23:21
Oh yeah.
466
:
00:23:22
Yeah there's definitely a difference in
how they shop, how they pick where to
467
:
00:23:26
stay and whether or not they'll come back
is it's all up in the air at this point.
468
:
00:23:32
But yeah, the younger generation is
a little bit more fickle, but they
469
:
00:23:37
also, they don't, they're a little
less likely to respond to a lot of
470
:
00:23:41
traditional messaging and approaches.
471
:
00:23:44
We've been doing a lot of work
with this group, especially the
472
:
00:23:48
low engaged group, the people that
only, take one or two trips a year.
473
:
00:23:52
And they want to be, things to be
a little bit more self-directed.
474
:
00:23:57
They don't want it to, they don't
want it to be really intense.
475
:
00:24:02
They want to say, you got to have the
offerings there and then they'll decide.
476
:
00:24:07
Yeah.
477
:
00:24:08
And it's the same thing
with socialization.
478
:
00:24:11
It's, they aren't necessarily,
they are less social.
479
:
00:24:15
I'll just say that straight up.
480
:
00:24:17
However, it needs to be qualified
that they're a little bit more
481
:
00:24:22
picky in their socialization.
482
:
00:24:24
Okay, as I mentioned earlier,
I know you're from Wisconsin,
483
:
00:24:28
I'm from Northern Michigan.
484
:
00:24:29
And there everybody just meets everybody.
485
:
00:24:32
You walk up and say, how you
doing, where are you from?
486
:
00:24:34
Yeah.
487
:
00:24:35
Oh, I know someone from Detroit,
it's there's a few million people
488
:
00:24:38
there, but it doesn't matter.
489
:
00:24:41
Gen Z is more along the
lines of, I don't want that.
490
:
00:24:45
I want to have fewer, but I want them
to be a little bit more meaningful,
491
:
00:24:48
a little bit more in depth.
492
:
00:24:50
So it's a very different group.
493
:
00:24:51
It's a just a very different group.
494
:
00:24:53
It's really fascinating.
495
:
00:24:54
And we just, we have a lot of work to
do to keep them going, to bring them
496
:
00:24:57
in, to get them to buy RVs, Phil, and
to get them staying at their campsites
497
:
00:25:01
more than once or an extra night.
498
:
00:25:04
It's possible, but it has to be slow,
but I feel like it's very achievable.
499
:
00:25:08
We're, I feel much more positive.
500
:
00:25:10
I always tell people last year, last
fall I did a a couple sessions for a
501
:
00:25:14
class for a university in California.
502
:
00:25:18
It was, they were doing a a segment,
their architecture class on glamping.
503
:
00:25:21
And so at the end of it, I asked the class
504
:
00:25:28
of about, it was close to 30 students,
how many had ever been camping?
505
:
00:25:32
And not one hand went up.
506
:
00:25:35
Wow.
507
:
00:25:36
And I was, I expected it to be low,
but I didn't expect it to be none.
508
:
00:25:41
None.
509
:
00:25:42
Yeah.
510
:
00:25:42
And I was like, all right
here's our challenge right here.
511
:
00:25:45
It is right in front of me.
512
:
00:25:49
Lori Severson: I think you're
right on with that, Scott.
513
:
00:25:51
Yeah, I think you're
right on with that, Scott.
514
:
00:25:54
I think that so many times, especially
with that particular group, they want
515
:
00:25:59
to have a lot to choose from, but
they want to make the choice, so some
516
:
00:26:03
of them are very creative and they
want to go ahead and do their own
517
:
00:26:05
thing, and some of them not so much.
518
:
00:26:07
They really want something that's
more guided and okay, I just take
519
:
00:26:11
the kids here and this happens.
520
:
00:26:12
I just do this and this happens,
so it really is about having the
521
:
00:26:16
variety to offer those clients so
that no matter which of those areas
522
:
00:26:21
they fall into, they can they can be
happy and have those happy kiddos.
523
:
00:26:26
Brian Searl: We want the big dinosaurs.
524
:
00:26:28
Lori Severson: Yes.
525
:
00:26:30
The huge.
526
:
00:26:31
Scott Bahr: the smaller raptor
dinosaurs are cool anyway, right?
527
:
00:26:34
Like they're about my height.
528
:
00:26:35
The new raptors.
529
:
00:26:36
Lori Severson: Yeah.
530
:
00:26:38
They're not so cool when you're expecting
this seven foot dragon kind of dinosaur.
531
:
00:26:44
So that's expectations though.
532
:
00:26:46
That leads into that.
533
:
00:26:48
It is.
534
:
00:26:48
It is.
535
:
00:26:49
And I think it goes from, the parents'
expectations to the child's expectations.
536
:
00:26:54
And bottom line, the child's
is the one that matters.
537
:
00:26:58
Yeah, for sure.
538
:
00:26:59
Mom and dad, grandma and grandpa,
they'll pay the price if they,
539
:
00:27:03
as long as they get the payback.
540
:
00:27:06
If the receipt is in that smile that
says, you made my lifetime adventure.
541
:
00:27:15
Brian Searl: Exactly.
542
:
00:27:16
Phil, do you have any data on how
the differences are between like
543
:
00:27:20
the RV industry and what more of
the younger generation are wanting?
544
:
00:27:23
Or is it the same that Boomers want or?
545
:
00:27:26
Phil Ingrassia: I, yeah, I think that one
of the things is if you look at product
546
:
00:27:30
types, okay 15 years ago, the product type
mix is a lot different than it is now.
547
:
00:27:38
The, if you would have told me 10
years ago that van campers were
548
:
00:27:41
going to outsell Class A motorhomes,
I wouldn't have believed you.
549
:
00:27:46
But look at what's going on
with the van camper market.
550
:
00:27:49
Look at even the Type C market.
551
:
00:27:51
Yeah.
552
:
00:27:52
We're getting to see much more of
a European style in these newer
553
:
00:27:56
motorhomes that Thor, Winnebago,
Forest River are coming out with.
554
:
00:28:00
Much more drivable, much more
maneuverable and more, and less,
555
:
00:28:05
less hard, less intimidating,
I guess is what I'm getting at.
556
:
00:28:09
And then we've got the off-road
the more rugged travel trailer
557
:
00:28:13
segment that's coming in.
558
:
00:28:15
So all these people the younger buyers,
that's well documented, but they
559
:
00:28:20
are also pushing the manufacturers.
560
:
00:28:23
And to their credit, I think the
manufacturers are much more flexible and
561
:
00:28:27
doing better research on what, meeting the
market where it is versus trying to, shove
562
:
00:28:32
big fifth wheels down everybody's throat.
563
:
00:28:35
Brian Searl: So is this a
combination of, or isolated to
564
:
00:28:38
the generation and the economy?
565
:
00:28:40
Or is it a blend of people are trading
down because they're a little bit more
566
:
00:28:44
affordable, but also they're Gen Z,
Gen A, whatever, younger millennials?
567
:
00:28:48
Phil Ingrassia: we talk about
this K-shaped economy, right?
568
:
00:28:54
Van campers are not cheap.
569
:
00:28:56
They are more expensive than Type Cs now.
570
:
00:29:01
You can buy, you can spend anywhere from
120 to 300,000 on a van camper these days.
571
:
00:29:09
So it isn't that they're more affordable,
they're just they're meeting the
572
:
00:29:13
need of this younger buyer who wants
maybe a little bit more adventure,
573
:
00:29:18
some isn't just going to park in
one spot for an extended period.
574
:
00:29:23
They're going to be out and about.
575
:
00:29:25
And and I think that's a big part of
the van camper, pretty much explosion
576
:
00:29:31
we've seen the last five, six years.
577
:
00:29:34
Brian Searl: Which generally means
then we can infer that probably
578
:
00:29:36
is a selection that they want and
probably won't change in the near
579
:
00:29:40
future or even the longer term future.
580
:
00:29:43
So then how does that impact, and
whoever wants to answer this maybe
581
:
00:29:46
Scott, maybe somebody else, but how does
that impact how we build campgrounds?
582
:
00:29:49
Because we've talked and had conversations
with Simon before about how European
583
:
00:29:53
campsites are designed for those smaller
type campers already and don't require
584
:
00:29:58
as much build cost to put into them.
585
:
00:30:00
So does it change how
we design campgrounds?
586
:
00:30:02
Not now, but if it
continues for five years?
587
:
00:30:05
Ward
588
:
00:30:08
Wijngaert: I think it's sorry.
589
:
00:30:09
I think it's it's the ca
the van campers are just.
590
:
00:30:13
The new generation who introduce themself
in our business, but buying vans and
591
:
00:30:18
as you just said, expensive vans.
592
:
00:30:20
We see that they come, they
don't come into our campsites.
593
:
00:30:23
They only start coming to our
campsites when they have children
594
:
00:30:26
or when they are retired.
595
:
00:30:28
And so this is when they buy their
RVer or their bigger motor homes.
596
:
00:30:32
And I don't think we have to
reshape the campsites for the
597
:
00:30:35
guests at, in, in our case, we do
598
:
00:30:40
it on we to attract the more aged
and biggest family to attract them.
599
:
00:30:47
So for us, I don't think, I don't think
the demand can progress are a niche
600
:
00:30:51
for us, but I think they're the future.
601
:
00:30:55
What do you think, Scott,
of the American market?
602
:
00:30:58
Scott Bahr: I feel like the.
603
:
00:31:01
For quite a while.
604
:
00:31:02
The campgrounds were really indexing
high on pull through sites and the,
605
:
00:31:10
because the demand was definitely there.
606
:
00:31:13
I'm feeling like that might and
other people might be able to offer
607
:
00:31:18
something on this, it feels like that
might be declining a little bit, but
608
:
00:31:23
not because it's not just necessarily
because of the size of the RV.
609
:
00:31:27
It's the, it's how they operate.
610
:
00:31:29
The RV.
611
:
00:31:30
It's the ability people, yes.
612
:
00:31:32
I've heard from campground owners
who say that they're big pull through
613
:
00:31:36
sites, which are designed for, class
a's with a tow behind or a fifth wheel.
614
:
00:31:41
Are someone coming in with a, a
Tacoma and this small a towable
615
:
00:31:47
behind it, a micro to even.
616
:
00:31:49
And so anyway, it just, it
feels like there's a little bit
617
:
00:31:55
of that adjustment going on.
618
:
00:31:57
Because we also know that one of
the barriers to RV ownership is
619
:
00:32:00
the, the ability to operate them.
620
:
00:32:02
And the, in the past for us who have
been around a while, we know that in RV,
621
:
00:32:09
that used to, there used to be this in
camping in general, this, we call it, the
622
:
00:32:12
lifecycle where someone would start off
in a tent and they'd move on to a a popup.
623
:
00:32:16
and then maybe some kind of towable
at that point maybe upgrade their
624
:
00:32:21
towable, then maybe some kind of
motor home and then maybe back down
625
:
00:32:25
to something else when they get older
park model, as they say in some places.
626
:
00:32:29
But that was kinda the evolution.
627
:
00:32:30
Now the camper van,
because of the popularity.
628
:
00:32:33
Came with COVID and everything is
now that this aspirational type of
629
:
00:32:38
RV And so the younger folks, either
the gate wanna buy one of those.
630
:
00:32:43
And as Phil said, they're not cheap.
631
:
00:32:46
It's not the same as going
out and buying, a JCO popup.
632
:
00:32:49
It's
633
:
00:32:50
Lori Severson: it's a lot
different in orders of magnitude.
634
:
00:32:53
So it feels like there's some
delay stuff going on there.
635
:
00:32:57
I don't and I agree that I'm not
sure if campgrounds should make
636
:
00:33:02
really big adjustments to what's
going on right now in terms of.
637
:
00:33:07
Brian Searl: Yeah.
638
:
00:33:07
What about in five years?
639
:
00:33:08
If it continues, or 10 years?
640
:
00:33:09
If it continues.
641
:
00:33:10
Scott Bahr: but why, and
that may be the case.
642
:
00:33:12
Some campgrounds are converting
their RV sites to accommodations now.
643
:
00:33:16
There, on the ground people
are making, on the fly.
644
:
00:33:21
Adjustments.
645
:
00:33:21
And if it does continue,
you will see more of it.
646
:
00:33:25
But I don't think the industry should
be too reactionary about it either.
647
:
00:33:29
Brian Searl: Tina, what
do you think of all this?
648
:
00:33:31
Data from an association perspective
and from a conflict perspective.
649
:
00:33:37
Christina Severson: I think
as an association we look more
650
:
00:33:40
at trends that are, I guess a
little bit more longer term.
651
:
00:33:43
So when you look at something
like COVID, obviously that was an
652
:
00:33:46
anomaly, that was happening during
a certain specific timeframe.
653
:
00:33:50
So I guess I would look more at
things like, okay, did we make
654
:
00:33:53
decisions based on that one year
going crazy, being boom, being huge?
655
:
00:33:57
Yes, it introduced a lot of
people, new people to camping.
656
:
00:34:01
But were decisions made based on
that boom versus, okay,:
2019
657
:
00:34:06
this is more my baseline year that
I should be comparing things to.
658
:
00:34:10
So I think in terms of trends,
that's what I would offer there.
659
:
00:34:13
That's more what we would look at.
660
:
00:34:14
Lori Severson: brian
Searl: So what would need
661
:
00:34:17
Lori Severson: to and I think
Brian, the funny thing is.
662
:
00:34:20
I think the funny thing, Brian,
is with the VIP spaces even the
663
:
00:34:24
vans, that's what they want.
664
:
00:34:26
You and I know Tina will know this just
because of some of her reservation staff
665
:
00:34:30
that she's had to work with, but they
you'll have a beautiful van that could
666
:
00:34:36
very easily fit into a great small space.
667
:
00:34:39
They don't want a great small space.
668
:
00:34:41
They want a big VIP space.
669
:
00:34:43
That's what they want, and they'll pay
more for it, but that's what they want.
670
:
00:34:47
They want the chair already
set up there for 'em.
671
:
00:34:49
They want that nice pad.
672
:
00:34:51
They want the fireplace, the grill
already for me, and I'll pull right on up.
673
:
00:34:55
And I'm not really concerned about
what, what fits or doesn't fit as
674
:
00:34:58
far as my, the vehicle that I'm
driving, the RV that I'm driving.
675
:
00:35:02
Brian Searl: Is that backed
up by your data, Scott?
676
:
00:35:05
Because, like from what I am,
Ward, correct me if I'm wrong,
677
:
00:35:08
but from what seemed to imply.
678
:
00:35:10
Those people are staying away
from the traditional campsites.
679
:
00:35:14
Lori Severson: we don't really see that
680
:
00:35:16
Ward Wijngaert: The van.
681
:
00:35:17
The van customers.
682
:
00:35:18
Yeah.
683
:
00:35:18
But I agree with the premiumization.
684
:
00:35:20
Brian Searl: But is it the same
level of premiumization that way?
685
:
00:35:25
They're still looking for that flat 90
foot long patio site with the furniture?
686
:
00:35:30
Are they looking for a different level of
premiumization because they are clearly
687
:
00:35:33
in the type of rig they're driving, I
don't think, I know it's speculation.
688
:
00:35:36
Lori Severson: yes and no, Brian, because
I think one of the things that you
689
:
00:35:39
gotta look at is they do have a, they
do have a very nice space inside, right?
690
:
00:35:44
And all compartmentalized, but I'm
not compartmentalized when you're
691
:
00:35:49
outside, now give me that space.
692
:
00:35:52
Now I want that space.
693
:
00:35:53
Because you can't be confined
in a small area forever,
694
:
00:35:57
especially when you're camping.
695
:
00:35:58
That's just not what
camping is about either.
696
:
00:36:00
So I do think that those VIP space.
697
:
00:36:04
Places are really important,
and I will agree on it.
698
:
00:36:06
It's very different in the European
areas and other areas where many land
699
:
00:36:11
and spaces is just not as available.
700
:
00:36:14
But I think especially where it
is, I think they are looking for
701
:
00:36:17
those nice, spacious places to park.
702
:
00:36:21
Brian Searl: I think we probably agree.
703
:
00:36:22
I think it just depends on
how each individual park on
704
:
00:36:24
the micro level defines VIP.
705
:
00:36:26
Like when I, when you say VIP, to me,
I think what we've had traditionally
706
:
00:36:30
is VIP in this industry for a long
time, which is what I just described.
707
:
00:36:34
Not even pull through.
708
:
00:36:35
Like what, but you can have a
VIP site with a lot of outdoor
709
:
00:36:37
space that isn't the same as that.
710
:
00:36:39
Lori Severson: Correct.
711
:
00:36:40
Brian Searl: And so
712
:
00:36:42
Lori Severson: I believe
that's the new VIP space.
713
:
00:36:44
The the long the long space is not
necessarily what it's all about.
714
:
00:36:50
We, they seem to like and for a better.
715
:
00:36:53
Lack of better words,
I'll say a fatter space.
716
:
00:36:55
They want wider, they
717
:
00:36:58
want more, they want more space to spread
out and do their thing, in, in that group.
718
:
00:37:02
So it doesn't necessarily have to be
like, okay, I just need to make sure that
719
:
00:37:05
I can get everything that I own parked.
720
:
00:37:07
It's more about this is my private space
to have my fa family thing with it.
721
:
00:37:12
It goes back to what Scott was saying
about those folks being wanting at
722
:
00:37:17
more private air, and with just those
few friends versus a thousand friends.
723
:
00:37:22
Brian Searl: Yeah.
724
:
00:37:23
Christina Severson: Yeah.
725
:
00:37:23
Brian Searl: That's a little
bit more challenging for the
726
:
00:37:25
way most, on a macro level.
727
:
00:37:27
Obviously there are exceptions that
campgrounds are designed now that in
728
:
00:37:30
many cases, looking at the traditional
campground that's been built since
729
:
00:37:33
the sixties, that means taking two
sites and making them one, doesn't it?
730
:
00:37:36
Lori Severson: it definitely can.
731
:
00:37:37
But it also can teach you how to
make use of sort of those, I'll
732
:
00:37:41
call 'em border kind of sites.
733
:
00:37:44
Where you've got I've got like a
site and a quarter over here, or I've
734
:
00:37:48
got, this is a little hill site area
that I really can't do with any else.
735
:
00:37:52
It's a little extra thing how you
can put something around that space
736
:
00:37:56
and all of a sudden, instead of a
crappy site now that's your VIP site.
737
:
00:38:02
And it doesn't necessarily, it just has
to look like it's got that extra space.
738
:
00:38:07
Brian Searl: That's true.
739
:
00:38:07
That's fair.
740
:
00:38:08
It's all about the perception
of the site and the privacy.
741
:
00:38:10
That it's the story I tell about I
tell the same story about Ireland.
742
:
00:38:13
When we went there, we stayed in a, like
a container home, and it's an Airbnb
743
:
00:38:16
that somebody had along the river.
744
:
00:38:17
It was in the backyard of their house,
but you took a path down and by the
745
:
00:38:21
time you got there, like there was a
whole hedge between him and the house.
746
:
00:38:24
And you knew he was like a hundred
feet away, but there's no way you,
747
:
00:38:27
once you forgot about him, you
never remembered he was there.
748
:
00:38:29
I didn't hear anything else, so
it's, yeah, you're very right there.
749
:
00:38:32
Ward.
750
:
00:38:33
We keep getting disconnected.
751
:
00:38:33
I wanna give you a chance to tell us what
you do before you get disconnected again.
752
:
00:38:40
Ward Wijngaert: It's
been a complete disaster.
753
:
00:38:42
It's a heavy storm here when oh,
I'm losing connection all the time.
754
:
00:38:45
I'm sorry.
755
:
00:38:47
Brian Searl: That's okay.
756
:
00:38:48
Please tell us what you, tell us
a little about what you have going
757
:
00:38:50
on for people who don't know you.
758
:
00:38:53
Ward Wijngaert: Oh no, sorry.
759
:
00:38:54
My name is Ward.
760
:
00:38:54
I work for the Yelloh!
761
:
00:38:56
Village franchise premium campsites.
762
:
00:38:59
About the topic today, for
example, in terms of pitches for
763
:
00:39:02
the RVs, we, I completely agree.
764
:
00:39:06
We like to upgrade them with
private sanitaries, for example
765
:
00:39:08
to make them more premium.
766
:
00:39:10
And this is how we keep on
attracting these customers who
767
:
00:39:15
before maybe wouldn't come into our,
because our sites are expensive.
768
:
00:39:21
But again we think this is the future.
769
:
00:39:24
Quality is the future.
770
:
00:39:25
And this is what our brand stands
for in terms of differentiation
771
:
00:39:29
with other campsites.
772
:
00:39:32
We are a franchise.
773
:
00:39:34
We operate in three countries:
Spain, Portugal, and France.
774
:
00:39:40
And I would like, I would love to
discuss more about the premiumization
775
:
00:39:45
of, in terms of pitches because we had
a phenomenon of installing too many
776
:
00:39:50
accommodations the last two years.
777
:
00:39:53
We see a trend of recovering more
land to offer more pitches because
778
:
00:39:58
the RV business is a booming business.
779
:
00:40:01
So this is something we've seen
and of course pitches are much
780
:
00:40:05
more affordable and they don't
require so many investment and they
781
:
00:40:09
don't require so many maintenance.
782
:
00:40:10
The biggest business trend in
the, in terms of, we see them in
783
:
00:40:14
recovering pitches and of course,
premiumizing these pitches with
784
:
00:40:20
private barbecues private sanitaries,
private views, private gardens.
785
:
00:40:25
Even, I know in Croatia, for example,
in Croatia, there are even offering
786
:
00:40:29
private swimming pools on the pitch.
787
:
00:40:32
Lori Severson: But wait, that's really
what it's all about though, isn't it?
788
:
00:40:34
It is that personal VIP experience.
789
:
00:40:38
So it can be, I love my dog more
than my children, so I want to have
790
:
00:40:43
a space there not me honey, but…
791
:
00:40:45
Yeah, thanks.
792
:
00:40:46
Yeah, that they have more
space for the dog, if
793
:
00:40:51
you will, or the other person wants
that great river view, or the next
794
:
00:40:56
person just wants to make sure that
I just have a place to cook outside.
795
:
00:40:59
So that VIP experience
is different, right?
796
:
00:41:03
It needs to be customized for that person.
797
:
00:41:05
And that's really when you can
when you can make that work, right?
798
:
00:41:10
Brian Searl: Yeah, we see that, like we've
seen that in micro doses in, like when
799
:
00:41:13
we go to trade shows and conferences,
like I was in a session that was led
800
:
00:41:17
by, I think Amir Harpaz at OHI either
last year, I think it was last year.
801
:
00:41:21
And he was, we were talking about at the
time, like just how the early economic
802
:
00:41:26
picture was having people struggle a
little bit with transients even last year,
803
:
00:41:29
because 2023 2024 was down over 2023.
804
:
00:41:33
Too many years happening all
805
:
00:41:36
at once.
806
:
00:41:36
But people raised their hands and talked
about their unique sites in there.
807
:
00:41:40
They talked about their
shade canopy sites.
808
:
00:41:42
They talked about their sites where they
added, pet play pens, stuff like that.
809
:
00:41:45
And I raised my hand and I said,
you guys already have the answer.
810
:
00:41:47
It's uniqueness, it's differentiation,
it's the experience of those sites because
811
:
00:41:52
those sites will fill a niche need for an
audience that doesn't have that everywhere
812
:
00:41:56
and they will come to you as a result.
813
:
00:41:58
You don't need to reach out
to all RVers, you need to pick
814
:
00:42:01
your niche and grab it and go.
815
:
00:42:07
So I think that's interesting to see where
the future goes with that and the ability
816
:
00:42:11
of all this technology and tracking and
people getting into marketing and then
817
:
00:42:14
obviously AI and the ability of us to
really niche down into our audiences
818
:
00:42:19
and find what truly resonates with the
demographics that are coming to us,
819
:
00:42:23
that are nearby to us, the people that
are going to pull out of them or not.
820
:
00:42:27
And then I think maybe we almost have
to go through, and Scott, I'd love
821
:
00:42:29
your thoughts on this too, like maybe
we have to go through, maybe we're
822
:
00:42:31
a little bit behind Europe because
Europe has always been this more
823
:
00:42:35
smaller, I don't know if it's Class
C but Class C camper van type market.
824
:
00:42:40
Maybe we have to go through this
phase of we're going to build
825
:
00:42:43
a bunch of accommodations and
then maybe we'll overcorrect to
826
:
00:42:45
accommodations and then we'll go back.
827
:
00:42:47
By that time, then we'll have enough
of a saturation of the camper van
828
:
00:42:51
audience to make it worthwhile to
build something that's different
829
:
00:42:54
from the traditional pull-through.
830
:
00:42:56
Scott Bahr: Yeah,
831
:
00:42:58
absolutely.
832
:
00:42:58
I think maybe it was Simon that mentioned
this on one of the shows in the past,
833
:
00:43:02
but the idea that in Europe they tend
to build the campground or the park
834
:
00:43:11
with the experience in mind first.
835
:
00:43:14
And then, then start putting
in the sites based on that.
836
:
00:43:18
It's that guest forward mindset.
837
:
00:43:21
That's a little bit different than,
not everyone obviously, I feel like
838
:
00:43:24
we've come a long way in terms of
campground layout and design in
839
:
00:43:28
the last few years, absolutely.
840
:
00:43:30
But it's that idea that,
what is, what is happening?
841
:
00:43:34
Are we just going to see far
fewer of, Class As coming in and,
842
:
00:43:39
fifth wheels and is it going to
be much more of the scaled down?
843
:
00:43:42
If that's to go back to what we were
talking about a little bit earlier
844
:
00:43:44
when you asked me about this, Brian,
is that, maybe that is what happens.
845
:
00:43:47
Maybe the sites are just,
they're smaller, they're more
846
:
00:43:49
customized, they're more, boutique.
847
:
00:43:52
It's that, that kind of experience for
the person to come in and have that versus
848
:
00:43:58
the idea of, you're parking your van
in the middle of a site that's designed
849
:
00:44:04
for a gigantic fifth wheel or, I can't
say that towing something behind it.
850
:
00:44:09
That it's, you're swimming in
that spot versus something that's
851
:
00:44:12
really designed on what you have.
852
:
00:44:15
And I think that's what
people really want.
853
:
00:44:17
It's to see something and have something
that's, this site is for you because
854
:
00:44:22
you have that type of accommodation.
855
:
00:44:24
And that to me feels like
that's the appeal, that's the
856
:
00:44:29
future of where this is headed.
857
:
00:44:31
Lori Severson: Scott, I love that,
yeah, I love that name, boutique site.
858
:
00:44:37
I want to steal that, is that okay?
859
:
00:44:39
Scott Bahr: Please do.
860
:
00:44:40
Lori Severson:
861
:
00:44:42
I love that.
862
:
00:44:42
I think that is, I think that is just
inspirational, because that tells you
863
:
00:44:46
right there that you don't have to
have, you can do something unique, you
864
:
00:44:49
can do something fun on this one site
that's different than anybody else is
865
:
00:44:53
going to have because you have this
little piece or this little thing.
866
:
00:44:58
Brian Searl: and I
think they'll get there.
867
:
00:44:59
Like Simon, I want to, I'll
let you talk in one second.
868
:
00:45:01
I think they'll get there because
I think again, I don't think we're
869
:
00:45:04
behind Europe because of a bad
thing or because we're lagging.
870
:
00:45:07
I think it's because we have a different
type of camper over here and we have
871
:
00:45:10
had for a couple decades and that's
the Boomers who have been looking for
872
:
00:45:15
something that's been consistent and
different than what Europe has offered
873
:
00:45:18
or does offer in many cases, right?
874
:
00:45:20
Not that they can't go over there and
enjoy Europe, but generally speaking.
875
:
00:45:23
And so I think that has to go almost
come full circle into this different
876
:
00:45:26
expectations of these Millennials and
Gen Zs who are expecting something
877
:
00:45:29
different for the campgrounds to convert.
878
:
00:45:31
Go full circle.
879
:
00:45:32
Go ahead, Simon.
880
:
00:45:34
Simon Neal: Yeah, it's the same
sort of point I was going to make.
881
:
00:45:36
Now I think it's a massive restriction
on the American market today that
882
:
00:45:40
it's always been designed around
having to accommodate a Class A
883
:
00:45:45
and being able to deal with them.
884
:
00:45:47
And it really dictates how you design
your layout, what type of roads you
885
:
00:45:50
need to have, the turning circles.
886
:
00:45:53
And in Europe, like 90 percent or
more campgrounds you're going to go
887
:
00:45:55
to are not going to take a Class A.
888
:
00:45:58
They're just not going to fit.
889
:
00:45:59
So there's a huge difference in that
kind of market in the first place.
890
:
00:46:04
But definitely having a crack at saying
okay, this part of the campground
891
:
00:46:08
we're still going to accommodate this
type of size, but then let's slowly
892
:
00:46:13
start to change the other side and be
a bit more flexible in the design, the
893
:
00:46:16
layout, more customized, more boutique.
894
:
00:46:19
But that will take time.
895
:
00:46:20
You can't change your market overnight.
896
:
00:46:22
That's been the way it
is in the US for decades.
897
:
00:46:29
Brian Searl: All right, let's spend the
last few minutes here asking each other
898
:
00:46:31
questions if we, if some good stuff
comes out besides me asking questions.
899
:
00:46:35
So Simon, you want to start?
900
:
00:46:35
Do you have a question for
any of those people here?
901
:
00:46:38
Simon Neal: yeah, I mentioned a couple
of results from Croatia and Spain, Ward,
902
:
00:46:42
that were pretty promising for the summer.
903
:
00:46:44
So maybe do you have any indication
from your guys how it's looking?
904
:
00:46:50
Ward Wijngaert: it wasn't
looking so good this winter when
905
:
00:46:53
we opened the booking season.
906
:
00:46:55
We have seen a big trend of last minute
bookings, which we aren't so used to it.
907
:
00:47:02
So if we, if you asked me that question
in the month of April we would have
908
:
00:47:07
signed the same results as last year.
909
:
00:47:09
But now luckily enough with the
beginning of the summer, we see that
910
:
00:47:13
everything gets gets back to normal
and we are doing a very good season.
911
:
00:47:15
And so mostly France, because
the biggest part in France,
912
:
00:47:17
we operate 90 parks in France.
913
:
00:47:20
There we're getting ahead of of our…
914
:
00:47:28
Brian Searl: Oh, did we lose Ward again?
915
:
00:47:30
All right, we'll see if
he comes back in a second.
916
:
00:47:33
Hold on to that thought then.
917
:
00:47:36
Tina, do you have any
questions for anybody?
918
:
00:47:38
Christina Severson: Yeah, I was just
wondering, you had mentioned earlier
919
:
00:47:40
that you had seen a a uptick or that
things were going well in Canada and I
920
:
00:47:44
haven't really gotten that same sentiment
from our association that we look at.
921
:
00:47:49
I guess I'm just wondering, is that
more state park, local park, or not
922
:
00:47:53
state, but province park, local park?
923
:
00:47:55
Brian Searl: I will admit like I
haven't done the exact studies myself.
924
:
00:47:58
Anecdotally, I've talked to Cara
Csizmadia, who's the president of the
925
:
00:48:00
Canadian Camping and RV Association,
who is on our show once a month.
926
:
00:48:04
And then I have, regular calls
with her because we support the
927
:
00:48:06
association and some of their
marketing efforts and stuff like that.
928
:
00:48:10
From what I generally understand
talking to her and some of the
929
:
00:48:12
other, there are KOA franchisees,
Scott, I think are up quite a bit in
930
:
00:48:16
Canada versus their US counterparts.
931
:
00:48:18
So I think it's just a lot of, a lot
more people stayed home last year.
932
:
00:48:22
I think a lot more people are
staying home, not over:
2023
933
:
00:48:26
this year, but that's holding steady.
934
:
00:48:28
Economic picture is also
keeping them closer to home.
935
:
00:48:30
So I think it's just a consequence
of less travel outside of Canada
936
:
00:48:34
means more camping inside of Canada.
937
:
00:48:36
Christina Severson: Sure.
938
:
00:48:37
Okay.
939
:
00:48:37
Scott Bahr: I can add
to that, Tina, as well.
940
:
00:48:40
Last Friday I was on a call with the, I
don't know her title, but she's with the
941
:
00:48:45
Canadian Provincial and Territorial Parks.
942
:
00:48:49
And she said that they were not huge,
but that thus far in the season that they
943
:
00:48:55
were looking forward to another season of
being at least marginally up a little bit.
944
:
00:49:00
So they're
945
:
00:49:02
taking a wait and see.
946
:
00:49:03
The season starts a little bit later.
947
:
00:49:06
Christina Severson: Which makes, sense
based on some of the feedback that I
948
:
00:49:08
had gotten too, because those would be
people that would be coming, they're
949
:
00:49:12
used to some traffic coming from the
US coming into their Canadian parks.
950
:
00:49:16
So I guess that makes sense that
there would be that variance there.
951
:
00:49:19
People just staying
there versus coming in.
952
:
00:49:21
Okay.
953
:
00:49:22
Brian Searl: Yeah, we do see that too.
954
:
00:49:23
Like the early, again, the
early anecdotal data I've had in
955
:
00:49:26
conversations is that the United States
people are still coming to Canada.
956
:
00:49:29
It's just the Canadians who, and
there are still Canadians who are
957
:
00:49:32
coming, but just not in the same
numbers that they did historically.
958
:
00:49:35
Christina Severson: okay.
959
:
00:49:36
Brian Searl: again, macro picture, right?
960
:
00:49:38
Christina Severson: yep.
961
:
00:49:39
Yep.
962
:
00:49:40
Brian Searl: Phil, you have
any questions for anybody?
963
:
00:49:42
Phil Ingrassia: this could probably be
a whole show, but one of the things that
964
:
00:49:45
we're seeing is with the new AI forward
searching going on with Google, that
965
:
00:49:51
you search for instance an RV dealership
that's the first thing that comes up
966
:
00:49:57
is all this review, all this reputation
stuff from reviews and things like this.
967
:
00:50:02
And they're almost scoring the
dealership based on the number of,
968
:
00:50:06
Yelp reviews or other reviews that
they see on Facebook or elsewhere.
969
:
00:50:10
What are the campgrounds, Tina, doing
to make sure that what's coming up in
970
:
00:50:16
those AI search results are accurate?
971
:
00:50:19
Because I know the dealers that I work
with are very concerned about that.
972
:
00:50:23
And it's unfair the way it's being done
because if you're a small dealership
973
:
00:50:27
and you only have 10 reviews and eight
are positive, you come out great.
974
:
00:50:31
If you're a large dealer and have, sell
30,000 units a year, sure you're going
975
:
00:50:36
to have more, just based on size, you're
going to have more negative reviews.
976
:
00:50:42
How are you guys working through that?
977
:
00:50:44
Christina Severson: I think education
is going to be a huge piece to
978
:
00:50:47
all of that because part of it is
making sure that, what you have out
979
:
00:50:50
there and published is accurate.
980
:
00:50:52
That what's being scraped for those AI
bots and use is, reflecting what you
981
:
00:50:56
really have in terms of your amenities
and making sure that you are on all
982
:
00:51:00
the sites that would give you reviews.
983
:
00:51:02
Reaching out to people that give
you those negative reviews and
984
:
00:51:04
trying to correct that in some way.
985
:
00:51:06
Making sure that, you keep that
communication up and going.
986
:
00:51:09
But then I also think educating just on,
like we have our fall workshops and we
987
:
00:51:14
have other conventions that come up and
I think that those are going to be key,
988
:
00:51:17
key classes that we have going forward.
989
:
00:51:19
Just making sure that people are aware of
it and then how to combat it a little bit.
990
:
00:51:22
Because like you said, part of it
is just, it's, some of it's really
991
:
00:51:25
out of your hands, which stinks.
992
:
00:51:27
It's, but just making sure that
you're keeping as much accurate
993
:
00:51:30
information as possible on your website.
994
:
00:51:32
The pictures are accurate, they're
not made up, they're not ChatGPT,
995
:
00:51:35
they're real they're real pictures,
they're real people having fun
996
:
00:51:38
that you've gotten a waiver for.
997
:
00:51:40
We talked about some of that stuff with
legalities and things like that, but…
998
:
00:51:44
Lori Severson: Yeah, Phil,
that's a good question.
999
:
00:51:45
I feel like all around AI, you're right,
we could have a whole conversation on how
:
1000
00:51:49,553 --> 00:51:51,443
is that impacting the industry in general.
:
1001
00:51:52,033 --> 00:51:52,623
It's tough.
:
1002
00:51:53,623 --> 00:51:57,023
Having even, like on your site, now
there's options obviously to have
:
1003
00:51:57,063 --> 00:52:00,673
a little chat bot, little friend
help out with answering reservations
:
1004
00:52:00,733 --> 00:52:02,083
or questions that you might have.
:
1005
00:52:02,083 --> 00:52:04,903
And are they giving accurate
information or is it something
:
1006
00:52:04,903 --> 00:52:05,673
that's just being sourced?
:
1007
00:52:06,123 --> 00:52:06,483
Yeah.
:
1008
00:52:07,193 --> 00:52:07,843
It's scary.
:
1009
00:52:07,873 --> 00:52:08,973
If you ask me, it's scary.
:
1010
00:52:09,943 --> 00:52:12,293
Brian Searl: I think it's probably
easier for campgrounds, Phil, than
:
1011
00:52:12,293 --> 00:52:14,553
it is for anything else because
I think the RV industry is more
:
1012
00:52:14,553 --> 00:52:15,823
comparable to let's say the airlines.
:
1013
00:52:16,483 --> 00:52:18,983
No matter how good you set expectations,
there's always going to be somebody
:
1014
00:52:18,983 --> 00:52:21,523
who complains about the airline
in some way or fashion, right?
:
1015
00:52:22,073 --> 00:52:22,953
Lori Severson: we get complaints
:
1016
00:52:25,743 --> 00:52:25,903
too.
:
1017
00:52:25,903 --> 00:52:25,983
Brian Searl: Sure.
:
1018
00:52:25,983 --> 00:52:28,543
But I think your challenge is a
little bit more of an uphill climb.
:
1019
00:52:28,593 --> 00:52:31,343
But what I would encourage like
any business to do is just,
:
1020
00:52:31,373 --> 00:52:34,483
yes, they are heavily weighting
reviews, user generated content.
:
1021
00:52:34,923 --> 00:52:37,543
So the answer there is, yeah, if you're
a small dealership and you're only
:
1022
00:52:37,543 --> 00:52:39,403
selling 10 units, that's a problem.
:
1023
00:52:39,403 --> 00:52:42,133
But try to make sure that all those
10 units, when they come to your
:
1024
00:52:42,133 --> 00:52:45,523
dealership, have the correct expectation,
they've seen good photos, the service
:
1025
00:52:45,523 --> 00:52:49,093
is good, so that the chances that they
leave you a good review are higher.
:
1026
00:52:49,133 --> 00:52:51,723
And then it's, most people
don't leave good reviews when
:
1027
00:52:51,723 --> 00:52:53,033
it comes to any business.
:
1028
00:52:53,713 --> 00:52:55,893
They go on and scream when
they leave bad reviews.
:
1029
00:52:55,903 --> 00:53:00,023
So I think it's making sure that not only
do as many of those 10 people have a good
:
1030
00:53:00,023 --> 00:53:03,983
experience as possible, but I'm somehow
encouraging them to leave a review.
:
1031
00:53:04,003 --> 00:53:05,723
Not incentivizing, but encouraging.
:
1032
00:53:05,963 --> 00:53:07,893
Christina Severson: yeah, we do
have a checklist outside of a lot
:
1033
00:53:07,893 --> 00:53:11,843
of our campgrounds in Wisconsin in
particular that would include that as
:
1034
00:53:11,843 --> 00:53:14,533
part of the checkout process that you
would ask, how was your experience?
:
1035
00:53:14,553 --> 00:53:16,033
Oh, would you mind leaving a review?
:
1036
00:53:16,053 --> 00:53:18,583
Hopefully it's a positive one,
can I count on a positive review?
:
1037
00:53:18,583 --> 00:53:20,893
Just asking that ahead of
time before they leave.
:
1038
00:53:20,943 --> 00:53:22,533
That might be good for dealerships too.
:
1039
00:53:23,363 --> 00:53:24,803
Brian Searl: you're right,
this is a whole show.
:
1040
00:53:24,853 --> 00:53:26,523
And we only have less than a minute left.
:
1041
00:53:26,523 --> 00:53:26,543
So
:
1042
00:53:28,903 --> 00:53:29,433
I'm going to go a couple
minutes over here.
:
1043
00:53:29,923 --> 00:53:32,923
But generally speaking, I think this is
just evolving so fast, Phil, that where we
:
1044
00:53:32,923 --> 00:53:34,473
are now is it's not going to stand still.
:
1045
00:53:34,473 --> 00:53:37,533
I was reading a study this morning
from somebody who, who mentioned
:
1046
00:53:37,533 --> 00:53:40,903
that if a brand, now that you have
personalization in Google, you can
:
1047
00:53:40,903 --> 00:53:43,423
connect your Gmail and your photos and
everything else and it personalizes
:
1048
00:53:43,423 --> 00:53:44,803
your search results just to you.
:
1049
00:53:45,443 --> 00:53:50,343
That if you, if Google, if Gmail
finds a brand that you have emailed
:
1050
00:53:50,343 --> 00:53:53,463
with in the past or you're on their
list and it sits in your Gmail inbox,
:
1051
00:53:53,683 --> 00:53:56,633
they're 53 percent more likely to show
up in AI overviews to that person.
:
1052
00:53:58,063 --> 00:53:58,193
Lori Severson: Crazy.
:
1053
00:53:58,283 --> 00:54:00,893
Brian Searl: So I think this stuff is
going to evolve really quickly because
:
1054
00:54:00,913 --> 00:54:03,001
then what's going to happen is people are
going to see that study and then they're
:
1055
00:54:03,001 --> 00:54:05,493
going to start spamming everybody under
the sun with their emails thinking that's
:
1056
00:54:05,493 --> 00:54:07,253
going to improve their brand presence.
:
1057
00:54:07,253 --> 00:54:10,033
And then, so it's just a,
it's a constant moving target.
:
1058
00:54:10,033 --> 00:54:11,823
I think it gets better over time.
:
1059
00:54:11,823 --> 00:54:14,513
And eventually what the goal is
I think is to deliver the best
:
1060
00:54:14,513 --> 00:54:16,363
answer, period, to the consumer.
:
1061
00:54:16,363 --> 00:54:18,163
That's always, I think,
been Google's goal.
:
1062
00:54:18,163 --> 00:54:20,413
They don't care about the RV
industry or the campground industry.
:
1063
00:54:20,913 --> 00:54:23,483
It's the best answer that keeps
people coming back to Google.
:
1064
00:54:23,923 --> 00:54:28,133
So I think it eventually evens out,
hopefully, shakes out the right
:
1065
00:54:28,133 --> 00:54:31,663
way for people who are offering
a good dealership experience.
:
1066
00:54:31,683 --> 00:54:34,203
We're about out of time, so I want
to go around and just let everybody
:
1067
00:54:34,203 --> 00:54:36,593
give their final thoughts and then
where they can find more information.
:
1068
00:54:36,593 --> 00:54:38,063
Lori, you want to start us off?
:
1069
00:54:38,923 --> 00:54:39,503
Lori Severson: Sure.
:
1070
00:54:40,433 --> 00:54:40,963
Sure.
:
1071
00:54:41,503 --> 00:54:43,083
We have I'll talk about COE.
:
1072
00:54:43,103 --> 00:54:46,436
We have the Campground Owners
Expo coming up here in December.
:
1073
00:54:46,716 --> 00:54:50,196
So you can check out that
website and we would love to
:
1074
00:54:50,206 --> 00:54:51,466
connect with some of you guys.
:
1075
00:54:51,496 --> 00:54:56,881
Come on over and volunteer to be speakers
for us and get that information out there.
:
1076
00:54:57,321 --> 00:54:58,311
Good to see you again, Phil.
:
1077
00:55:00,981 --> 00:55:01,301
Brian Searl: Awesome.
:
1078
00:55:01,311 --> 00:55:02,181
Thanks for being here, Lori.
:
1079
00:55:02,191 --> 00:55:05,301
Scott, final thoughts and where can Neal
they find out more about Cairn Consulting?
:
1080
00:55:05,351 --> 00:55:07,251
Scott Bahr: I had a question for
Phil and I'll just throw this out
:
1081
00:55:07,251 --> 00:55:12,641
there because I saw this headline
last week on Toyota having an EV
:
1082
00:55:12,641 --> 00:55:15,271
that battery that goes 1,100 miles.
:
1083
00:55:15,601 --> 00:55:20,311
And knowing that Toyota is entering
into the RV market a little bit
:
1084
00:55:20,311 --> 00:55:23,801
more how that might, change the
industry a little bit, or if at all.
:
1085
00:55:24,191 --> 00:55:25,571
But what the future of that might be.
:
1086
00:55:25,671 --> 00:55:28,701
I thought that was, and it's not
a lithium ion battery either.
:
1087
00:55:29,081 --> 00:55:30,201
That was the other part of that.
:
1088
00:55:30,211 --> 00:55:33,351
So I thought that was super
interesting and just, I don't know.
:
1089
00:55:33,871 --> 00:55:37,561
I'm not a prognosticator, but it just
seemed like to me it was a big deal
:
1090
00:55:37,561 --> 00:55:38,951
and it didn't get a lot of attention.
:
1091
00:55:39,721 --> 00:55:42,271
Phil Ingrassia: But yeah there's
a lot of thoughts about that.
:
1092
00:55:42,381 --> 00:55:47,671
One is a little bit of a look back
because auto manufacturers have got a
:
1093
00:55:47,681 --> 00:55:49,911
very checkered past in the RV business.
:
1094
00:55:50,111 --> 00:55:53,741
That's just, you can just Google it
and see all the ones that have failed.
:
1095
00:55:53,751 --> 00:55:59,111
there's a little, part of the issue is I
think the car dealers sell cars, right?
:
1096
00:55:59,381 --> 00:56:00,181
That's what they do.
:
1097
00:56:00,571 --> 00:56:05,391
And RV dealers sell RVs and
they're selling a, an experience.
:
1098
00:56:05,401 --> 00:56:08,151
So I think the jury's still out on that.
:
1099
00:56:08,181 --> 00:56:14,261
I think the big thing on, on electric
that we've seen is the towing capacity.
:
1100
00:56:14,271 --> 00:56:18,591
And once you hook something up
to those batteries, where's that,
:
1101
00:56:18,641 --> 00:56:20,231
where does the towing capacity go?
:
1102
00:56:20,691 --> 00:56:23,481
And that seems to be the big bugaboo now.
:
1103
00:56:23,891 --> 00:56:27,721
Hopefully, the battery technology
will take off and handle some of that.
:
1104
00:56:27,721 --> 00:56:31,831
But the Ford Lightning was way
over promised and under delivered.
:
1105
00:56:32,341 --> 00:56:34,561
And so that's why Ford hung that up.
:
1106
00:56:34,561 --> 00:56:38,191
Brian Searl: All right, Phil,
final thoughts and where can
:
1107
00:56:38,191 --> 00:56:39,501
they learn more about RVDA?
:
1108
00:56:39,821 --> 00:56:42,031
Phil Ingrassia: we have a convention
coming up too, and we're going to be
:
1109
00:56:42,031 --> 00:56:47,301
talking about AI issues as well as just
general economic issues at our conference.
:
1110
00:56:47,321 --> 00:56:51,011
It's coming up November 12th
through the 15th at Paris Las Vegas.
:
1111
00:56:51,031 --> 00:56:54,521
People who are interested
can go to rvda.org
:
1112
00:56:55,261 --> 00:56:56,691
to find out more information on that.
:
1113
00:56:57,721 --> 00:56:58,041
Brian Searl: Awesome.
:
1114
00:56:58,051 --> 00:56:59,011
Thanks for being here, Phil.
:
1115
00:56:59,071 --> 00:57:01,081
Simon, final thoughts and where
can they learn more about Campmap?
:
1116
00:57:02,581 --> 00:57:04,921
Simon Neal: Yeah, I think just
positive signals coming from
:
1117
00:57:04,971 --> 00:57:06,421
Europe at least at the moment.
:
1118
00:57:06,421 --> 00:57:08,531
So hope that passes
over to the US as well.
:
1119
00:57:09,191 --> 00:57:10,891
Yeah, you can find more
about us at campmap.com.
:
1120
00:57:10,891 --> 00:57:16,031
You can reach us, book a meeting, find
information there, or find me on LinkedIn.
:
1121
00:57:17,761 --> 00:57:18,041
Brian Searl: All right.
:
1122
00:57:18,071 --> 00:57:20,451
Thank you guys for joining us for
another episode of MC Fireside Chats.
:
1123
00:57:20,451 --> 00:57:22,631
Like I said earlier, we don't have
another episode of Outlier today.
:
1124
00:57:22,631 --> 00:57:24,721
Scott and I are taking the week off.
:
1125
00:57:24,751 --> 00:57:25,631
We'll be back next week.
:
1126
00:57:25,631 --> 00:57:27,791
We're going to do a deep dive into
marketing and some other stuff like that.
:
1127
00:57:27,791 --> 00:57:31,191
So until then, we will see you next week
on another episode of MC Fireside Chats.
:
1128
00:57:31,201 --> 00:57:31,641
Thanks guys.
:
1129
00:57:31,731 --> 00:57:32,311
Appreciate you all.
:
1130
00:57:33,171 --> 00:57:33,361
Scott Bahr: Bye everybody.
:
1131
00:57:33,501 --> 00:57:33,971
Lori Severson: Thank you.