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Citi lowers price targets for Thor Industries, United Natural Foods. Citi analyst Gregory Badishkanian lowered his price target for Thor Industries (THO) to $70 from $78 and for United Natural Foods (UNFI) to $12.50 from $15. The analyst, however, keeps Buy ratings on both names.

Thor's commentary supportive of Camping World outlook, says Monness Crespi. Monness Crespi analyst Jim Chartier believes Thor's (THO) commentary is supportive of Camping World's (CWH) outlook, with his most meaningful takeaway the 20% year over year decline in Thor's dealer inventory at the end of March. This was in line with Camping World's reported decrease and an improvement from last quarter's 11% decline, he notes. The analyst also believes reduced inventory levels and the shift to smaller, more frequent replenishment orders will result in a less promotional environment for the balance of 2019, while Thor's outlook for the North American retail market is softer than three months ago but in line with Camping World's guidance. Chartier has a Buy rating and $19 price target on Camping World's shares.

Thor Industries price target lowered to $80 from $85 at SunTrust. SunTrust analyst Michael Swartz lowered his price target on Thor Industries to $80 after its Q3 earnings miss, saying the quarter was "nothing to write home about". The analyst maintains his Buy rating on the stock however, noting that the gross margin, inventory, and bookings trends suggest that the worst for the company and for the industry may be in the past. Swartz adds that while the retail industry uncertainty raises questions about Thor Industries' prospects, "more stable production" and accelerated debt paydowns should limit the company's earnings downside.