I have been representing various manufacturers professionally for about 15 years now in my career and I am starting to learn a very interesting truth that started being amplified during the trump tariffs and then really got amplified over covid. The truth is that when people build factories, it is a HUGE investment, and in many cases, there is a very finite range of variability in that plant capacity. Something as significant and large as a boat is such an incredible undertaking that once your factory is set up, your plant capacity simply can't go up or down by a very large amount.
So if I'm the CEO of one of these boat manufacturers, sure the market is good now while millions and billions of dollars that would have been spent on airline tickets, hotels, cruise ships etc. instead gets funneled over to boats, bikes, and ATVs. But I also know darn well that we are probably only a year or 2 away from all those billions of dollars heading right back to the hotels, airlines, and cruise ships. The last thing I would want to do is start building a new factory right now, just to have it finish up in 2022 at a time when folks are realizing that they aren't using that boat they bought 2 years ago very much anymore ever since they started spending all their money going on cruises and going to Disneyland and the Caribbean again.