Tourism Holdings (ASX:THL) has acknowledged recent inbound inquiries regarding the new tariffs announced by the United States.
While the full impact of these tariffs on the North American RV industry remains unclear, Tourism Holdings is closely monitoring the situation, including the potential for retaliatory tariffs from Canada on US-manufactured RVs.
The company will provide further updates as more information becomes available. In recent weeks, the tourism sector has experienced a decline in consumer sentiment for inbound US travel, leading to a slowdown in international RV bookings for the upcoming peak season.
However, with domestic bookings accounting for around 50% of Tourism Holdings' RV rentals in the US, which typically have shorter lead times, the company is unable to assess the full impact on the high season performance.
The company expects more clarity on vehicle sales and other factors in its interim results during FY25's fourth quarter, at which point it will offer earnings guidance for the fiscal year.
At the time of reporting, Tourism Holdings' share price was $1.50.