One Company, 90% of Components: New RV Mega-Merger Between Lippert + Patrick

In this solo edition of Outdoor Hospitality Weekly, lets break down the massive, industry-shaking news that just dropped: Patrick Industries and LCI Industries (Lippert) have officially agreed to combine in an all-stock merger valued at a staggering $7.7 billion in enterprise value. As two of the absolute largest giants in the RV component space, this historic merger of almost equals is set to reshape the landscape for manufacturers and everyday RVers alike. Alex dives into his immediate gut reaction, exploring the massive financial footprint of this new mega-company, the leadership shakeup following Jason Lippert’s recent retirement, and the undeniable trickle-down effect this consolidation will have on aftermarket competition and consumer choice.With new RV retail sales already down double digits heading into the middle of 2026, what does this new era of consolidated power mean for the future of RV manufacturing and pricing?To subscribe and see all of our content for free, join our Substack: ohweekly.substack.com This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ohweekly.substack.com