Vol. 1, No. 10 · October 2026
Consolidation Moves Upstream While Retail Waits
The deals of the last six weeks were signed at the builder and supplier tier, not the dealer tier — and the wholesale tape is now running ahead of the retail tape.
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Vol. 1, No. 9 · September 2026
Margins Up, Volumes Down
The MarineMax auction reaches its final round while gross margins hit a record on falling volumes.
Vol. 1, No. 8 · August 2026
The Sharks Circle
A $1.49B refinancing, a compressed charter calendar, and consolidation spreading into the service tier.