Camping World Hlds

Camping World Holdings, Inc. operates as a retailer of recreational vehicles (RV) and related products and services. It operates through the following segments: Good Sam Services & Plans, and RV & Outdoor Retail. The Good Sam Services & Plans segment consists of programs, plans, and services that are geared towards protecting, insuring, and promoting the RV lifestyle. The RV & Outdoor Retail segment consists of all aspects of the company’s RV dealership and retail operations. The company was founded in 1966 and is headquartered in Lincolnshire, IL.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Camping World reports strong 2022 performance amidst RV industry challenges

Camping World Holdings had a strong 2022, focusing on affordability in the RV industry and plans for capital deployment in 2023.
The company is navigating challenges in new RV sales and margins while capitalizing on strengths in used sales and online retailing.
Opportunities in the entry-level RV market, digital financing capabilities, and strategic growth initiatives position Camping World for continued success.
Despite challenges like negative equity and compressed margins, Camping World remains committed to innovation and maintaining shareholder value.

Camping World reports solid Q1 results, eyes growth through acquisitions

Camping World's Q1 2023 earnings call highlighted strong financial performance, with a focus on profitable growth through acquisitions and inventory management. Despite challenges in consumer hesitancy and industry shipments, the company remains confident in its future growth prospects. CEO Lemonis emphasized disciplined inventory management and capital allocation to drive long-term success.

Camping World reports robust Q2 earnings, eyes growth strategies

Camping World's Q2 2023 earnings call showcased strong financial performance and growth strategies
Focus on acquisitions, margin improvement, and inventory management key for future success
Optimism for 2024 growth, emphasizing volume increase and GPU margin over gross profit dollars

Camping World reports record Q3 earnings, eyes growth through affordability

Camping World's Q3 2023 performance reflects strong financial results, with record revenue and adjusted EBITDA, driven by strategic initiatives and workforce optimization.
The company's focus on affordability, inventory management, and market share growth positions it well for future success, despite challenges in pricing and cost management.
Opportunities in lowering prices, optimizing the portfolio, and enhancing F&I strategies present avenues for continued growth and profitability in 2024.
Overall, Camping World's positive outlook for 2024, with revenue and EBITDA growth exceeding 30%, underscores its resilience and strategic vision in the RV market.

Camping World anticipates over 30% EBITDA growth in 2024

Camping World's Q4 2023 earnings call highlighted record revenue, resilience in economic challenges, and strategic growth plans for 2024. The company aims for over 30% EBITDA growth, focusing on new unit sales, margin improvements, and cost reductions to drive profitability.

Camping World tackles used vehicle challenges, eyes market expansion

Camping World is navigating challenges in used vehicle profitability but is strategically focusing on affordability and market share growth. The company is making efforts to improve margins, expand market presence, and drive earnings growth. Opportunities for expansion through new store openings, acquisitions, and industry collaborations are being pursued.

Camping World excels in Q3, eyes market share growth

Camping World's Q3 call highlighted strong financial results, market share growth ambitions, and a focus on being a market maker. The company faces challenges from industry dynamics but sees opportunities in strategic expansion and improving margins.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

LINCOLNSHIRE, Ill.--(BUSINESS WIRE)--Camping World Holdings, Inc. (NYSE: CWH) (“Camping World”), the World's Largest Recreational Vehicle Dealer, today announced that it is set to acquire Roth RV, with locations in Bemidji, Grand Rapids, and Deerwood, Minnesota. The transaction is anticipated to close in the second quarter of 2024 and will increase the Company's Minnesota location count to 11. Marcus Lemonis, Chairman and CEO of Camping World commented, “The acquisition of Roth RV further solid.

Camping World Set to Acquire Three Locations in Minnesota

Abiding by its supercharged acquisition plan, Camping World (CWH) is set to increase its footprint in Texas and Oklahoma by second-quarter 2024.

Camping World (CWH) to Boost Footprint by Acquiring Genuine RV

LINCOLNSHIRE, Ill.--(BUSINESS WIRE)--Camping World Holdings, Inc. (NYSE: CWH) (“Camping World”), the World's Largest Recreational Vehicle Dealer, today announced that it is set to acquire Genuine RV, with locations in Texarkana and Nacogdoches, Texas, and Idabel, Oklahoma. The transaction is anticipated to close in the second quarter of 2024 and will increase the Company's Texas location count to 13, and its Oklahoma location count to six. Marcus Lemonis, Chairman and CEO of Camping World comme.

Camping World Set to Acquire Three Locations in Texas and Oklahoma

LINCOLNSHIRE, Ill.--(BUSINESS WIRE)--Camping World Holdings, Inc. (NYSE: CWH) (“Camping World”), the World's Largest Recreational Vehicle Dealer, today announced that it is set to acquire Bent's RV, with two locations in Boutte and Albany, Louisiana. The transaction is anticipated to close in the second quarter of 2024 and will increase the Company's Louisiana location count to four. Marcus Lemonis, Chairman and CEO of Camping World commented, “The acquisition of Bent's RV further builds our pr.

Camping World Set to Acquire Two Locations in Louisiana, Sets Stage for Goal of Being #1 in the State

DALLAS--(BUSINESS WIRE)--RecNation Storage ("RecNation" or the "Company"), the leading owner, operator and developer of specialized recreational vehicle and marine storage facilities, today announced an exclusive marketing arrangement with Camping World & Good Sam which further expands RecNation's leading position in the marine and recreational vehicle storage industry. Gary Wojtaszek, Founder & Chief Camper of RecNation, commented, “We are excited about partnering with Camping World an.

RecNation, Camping World & Good Sam enter into a unique marketing agreement that will allow more people to spend time with their families touring the country's spectacular natural wonders

Camping World NYSE: CWH cut its dividend by 80%, and the shares fell 50% because of it, but the cut is a good thing. The cuts weren't made because the company couldn't pay but because it used cash flow for growth.

Camping World: when dividend cuts are a good thing

LINCOLNSHIRE, Ill.--(BUSINESS WIRE)--Camping World Holdings, Inc. (NYSE: CWH) (“Camping World”), the World's Largest Recreational Vehicle Dealer, today announced that it has closed on the acquisition of Ashley Outdoors in Salem, Alabama. Including this location, the Company intends to add 15 dealership locations in the first quarter of 2024 through a combination of opening existing facilities and closing previously announced acquisitions. Marcus Lemonis, Chairman and CEO of Camping World commen.

Camping World Set to Add 15 Dealerships in the First Quarter, Kicked Off by Acquisition of Ashley Outdoors

LINCOLNSHIRE, Ill.--(BUSINESS WIRE)--Camping World Holdings, Inc. (NYSE: CWH) (the “Company” or “Camping World”) announced today that its Board of Directors declared a regular cash dividend of $0.125 per share on the Company's Class A Common Stock. Payment is expected to be made on December 29, 2023 to stockholders of record at the close of business on December 14, 2023. Future declarations of quarterly dividends are subject to the determination and discretion of Camping World's Board of Direct.

Camping World Declares Fourth Quarter Dividend For Stockholders of Record on December 14, 2023 to be Paid on December 29, 2023

LINCOLNSHIRE, Ill.--(BUSINESS WIRE)--Camping World Holdings, Inc. (NYSE: CWH) (“Camping World”), the World's Largest Recreational Vehicle Dealer, today announced that it is set to acquire Youngblood RV in Springfield, Missouri. The transaction is anticipated to close in the first quarter of 2024 and will increase the Company's Missouri location count to six. Marcus Lemonis, Chairman and CEO of Camping World commented, “The acquisition of Youngblood RV adds to our presence in the growing Springf.

Camping World Set to Acquire Youngblood RV in Springfield, MO

Camping World Holdings' stock has performed poorly this year, losing 12% of its market cap. Q3 revenue declined by 6.8% year-over-year, indicating soft demand for the company's products and services. The company's dividend safety metrics are poor, making it an unattractive investment for dividend or dividend growth.

Camping World Holdings: We Are Not Buyers After The Earnings Results

Camping World Holdings, Inc. (NYSE:CWH ) Q3 2023 Earnings Conference Call November 2, 2023 8:30 AM ET Company Participants Lindsey Christen - Chief Administrative & Legal Officer, Secretary Marcus Lemonis - Chairman and Chief Executive Officer Matthew Wagner - Chief Operating Officer Tom Curran - Chief Accounting Officer Conference Call Participants Joe Altobello - Raymond James Tristan Thomas-Martin - BMO Noah Zatzkin - KeyBanc Capital Markets Brandon Rolle - D.A. Davidson Craig Kennison - Baird Daniel Imbro - Stephens Inc. Sean Wagner - Citigroup Patrick Buckley - Jefferies Operator Good morning, and welcome to Camping World Holdings Conference Call to discuss Financial Results for the Third Quarter of Fiscal Year 2023.

Camping World Holdings, Inc. (CWH) Q3 2023 Earnings Call Transcript

While the top- and bottom-line numbers for Camping World (CWH) give a sense of how the business performed in the quarter ended September 2023, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Camping World (CWH) Reports Q3 Earnings: What Key Metrics Have to Say

LINCOLNSHIRE, Ill.--(BUSINESS WIRE)--Camping World Holdings, Inc. (NYSE: CWH) (the “Company” or “CWH”), America's Recreation Dealer, today reported results for the third quarter ended September 30, 2023. Marcus Lemonis, Chairman and Chief Executive Officer of Camping World Holdings, Inc. stated, “We are laser focused on the final stages of cleansing our inventory going into 2024. These actions have come with near-term gross margin compression, but we believe now is the moment to put the finishi.

Camping World Holdings, Inc. Reports Third Quarter 2023 Results, Total Unit Sales of 32,330 Exceeds 2022, Rigorous Inventory Discipline and Continued Acquisitions Set Stage for Improved 2024

Instacart (Maplebear Inc.)

Camping World has become the first dedicated camping and recreational vehicle (RV) supplies retailer to partner with Instacart for same-day delivery. This collaboration allows Camping World customers to access nearly 1,800 products for same-day delivery through the Instacart app and website, the companies said in a Thursday (Oct. 26) press release.

Camping World and Instacart Partner on Delivery of Outdoor Gear

Camping World is the first dedicated camping and RV supplies retailer available on the Instacart App LINCOLNSHIRE, Ill. and SAN FRANCISCO , Oct. 26, 2023 /PRNewswire/ -- Camping World Holdings, Inc. (NYSE: CWH) ("Camping World"), the world's largest recreational vehicle dealer, and Instacart (NASDAQ: CART), the leading grocery technology company in North America, today announced a new partnership to launch same-day delivery from more than 185 Camping World stores nationwide via the Instacart App and website.

Camping World Partners With Instacart to Power Same-Day Delivery Nationwide

Camping World (CWH) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Analysts Estimate Camping World (CWH) to Report a Decline in Earnings: What to Look Out for

LINCOLNSHIRE, Ill.--(BUSINESS WIRE)--Camping World Holdings, Inc. (NYSE: CWH) (“Camping World”), the World's Largest Recreational Vehicle Dealer, today announced that it is set to acquire Travelcamp RV. The transaction would add 12 locations across Florida, Georgia, North Carolina, South Carolina, and Texas. The acquired locations are expected to close and transition to Camping World over the next 90 days. Marcus Lemonis, Chairman and CEO of Camping World commented, “This acquisition establishe.

Camping World Set to Acquire 12 Store Regional Dealership Group Travelcamp RV

LINCOLNSHIRE, Ill.--(BUSINESS WIRE)--Camping World Holdings, Inc. (NYSE: CWH) (the "Company") today announced that its financial results for the third quarter fiscal 2023 will be released after the market closes on Wednesday, November 1, 2023. The Company will host a conference call on Thursday, November 2, 2023 at 7:30 a.m. Central Time to discuss the financial results. Investors and analysts interested in participating in the call are invited to dial 877-407-9039 (international callers please.

Camping World Holdings, Inc. to Announce Third Quarter Fiscal 2023 Earnings on November 1, 2023, with a Call Premarket on November 2, 2023

HUYA Inc - ADR

Sleep Number

Camping World, Sleep Number, and Huya have fallen sharply this year. Camping World and Sleep Number are trading at single-digit earnings multiples if you look out to next year.

3 Ridiculously Cheap Stocks You'll Regret Not Buying on the Dip

Subscribers to our Schaeffer's Weekend Trader  service just scored a 100% profit with our recommended Camping World Holdings Inc (NYSE:CWH) October 20, 2023 26-strike put in less than a month.

How Traders Doubled Their Money With Camping World Puts

Camping World's (CWH) Edmundson RV acquisition will strengthen its leading position in Indiana.

Camping World (CWH) to Solidify Indiana Presence with Edmundson RV

LINCOLNSHIRE, Ill.--(BUSINESS WIRE)--Camping World Holdings, Inc. (NYSE: CWH) (“Camping World”), the World's Largest Recreational Vehicle Dealer, today announced that it is set to acquire Edmundson RV in Edinburgh, Indiana. The location currently operates 34 service bays and at closing will span nearly 18 acres and serve as the Company's first exclusive Forest River location in Indiana. The transaction is anticipated to close in the first quarter of 2024 and will increase the Company's Indiana.

Camping World Set to Acquire Edmundson RV

Camping World Holdings' stock has been performing poorly due to disappointing Q2 results and a significant cut in dividends. Potentially $80m of savings from the dividends could be used to acquire dealerships at low multiples, with management describing the pipeline as the most active it's ever been. CWH has a relatively low stock of 2022 models in its inventory compared to its peers, and same-store growth is poised to grow from Q4.

Camping World: Not As Bad As It's Made Out To Be

LINCOLNSHIRE, Ill.--(BUSINESS WIRE)--Camping World Holdings, Inc. (NYSE: CWH) (“Camping World”), the World's Largest Recreational Vehicle Dealer, today announced that it is set to acquire RV Arizona Consignment Specialists in El Mirage, Arizona. The transaction establishes a platform and plan for a nationwide rollout of consignment exclusive locations and best practices integration into the Company's existing dealership locations with consignment sales. It is anticipated to close in the fourth.

Camping World Set to Acquire RV Arizona Consignment Specialists

Sales are falling as the RV industry shrinks. The company remained profitable, and inventory levels are low.

News for Camping World Hlds Stock (CWH)