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”), America's Recreation Dealer, today announced an agreement to acquire Carbon Emery RV. This acquisition includes two dealerships conveniently located along historic US Route 6 between Provo and Interstate 70. It is anticipated to close in the second quarter of 2023 and will increase the Company's Utah location count to six.

Camping World Set to Acquire Carbon Emery RV, Drives Towards Being #1 RV Retailer in Utah

LINCOLNSHIRE, Ill.--(BUSINESS WIRE)--Camping World Holdings, Inc. (NYSE: CWH) (“Camping World”), America's Recreation Dealer, today announced an agreement to acquire Pan Pacific RV Center. This acquisition includes two northern California RV Dealerships located in French Camp and Morgan Hill. The acquisition is anticipated to close in the second quarter of 2023 and will increase the Company's California location count to twenty.

Camping World Continues Growth with Acquisition of Pan Pacific RV Center in Northern California

LINCOLNSHIRE, Ill.--(BUSINESS WIRE)--Camping World Holdings, Inc. (NYSE: CWH) (the “Company,” “Camping World,” “we,” “us” or “our”), announced today that its Board of Directors declared a regular cash dividend of $0.625 per share on the Company's Class A Common Stock. Payment is expected to be made on March 29, 2023, to stockholders of record at the close of business on March 14, 2023.

Camping World Declares First Quarter Dividend For Stockholders of Record on March 14, 2023 to be paid on March 29, 2023

The market for Camping World (NYSE: CWH) fell sharply on February 21st, the day before the Q4 results were released, but this move was misplaced. Whether it was fear of slowing sales or an issue with the dividend, those fears were misplaced.

High-Yield Camping World Pulls into Buy Zone

Camping World Holdings, Inc. (NYSE:CWH ) Q4 2022 Results Conference Call February 22, 2023 8:30 AM ET Company Participants Lindsey Christen - Executive Vice President & General Counsel Marcus Lemonis - Chairman and Chief Executive Officer Matthew Wagner - Executive Vice President Conference Call Participants Joe Altobello - Raymond James Michael Swartz - Truist Securities Craig Kennison - Baird John Healy - Northcoast Research Bret Jordan - Jefferies Brandon Rolle - D. A. Davidson Tristan Thomas-Martin - BMO Capital Markets James Chartier - Monness, Crespi, Hardt Operator Good morning, and welcome to Camping World Holdings conference call to discuss financial results for the fourth quarter and year ended December 2022.

Camping World Holdings, Inc. (CWH) Q4 2022 Earnings Call Transcript

Camping World (CWH) delivered earnings and revenue surprises of -1,900% and 2.18%, respectively, for the quarter ended December 2022. Do the numbers hold clues to what lies ahead for the stock?

Camping World (CWH) Reports Q4 Loss, Tops Revenue Estimates

LINCOLNSHIRE, Ill.--(BUSINESS WIRE)--Camping World Holdings, Inc. (NYSE: CWH) (the “Company” or “CWH”), America's Recreation Dealer, today reported results for the fourth quarter and full year ended December 31, 2022. Marcus Lemonis, Chairman and CEO of Camping World Holdings, Inc. stated, “The last several years of strong performance has bolstered our confidence in the long-term prospects of our business.

Camping World Holdings, Inc. Reports Strong 2022 Results

Camping World's (CWH) fourth-quarter results are likely to reflect a decline in new vehicle revenues.

Camping World (CWH) to Post Q4 Earnings: What's in Store?

LINCOLNSHIRE, Ill.--(BUSINESS WIRE)--Camping World Holdings, Inc. (NYSE: CWH) (the "Company") today announced that its financial results for the fourth quarter fiscal 2022 will be released after the market closes on Tuesday, February 21, 2023. The Company will host a conference call on Wednesday, February 22, 2023 at 7:30 a.m. Central Time to discuss the financial results.

Camping World Holdings, Inc. to Announce Fourth Quarter Fiscal 2022 Earnings on February 21, 2023, with a Call Premarket on February 22, 2023

Macy's

Western Union

Dividend stocks pay out a certain percentage of their earnings to their shareholders. While they might not be as attractive as other types of stocks, they still provide investors with a reliable source of income.

3 Sorry Dividend Stocks to Sell in February Before It's Too Late

EPS comps from a terrific 2021 are a high hurdle even in a great long-term growth trend for RVs

Bear of the Day: Camping World (CWH)

Big Lots

Campbell Soup

Dominion Energy

Intel

Altria

Takeda Pharmaceutical

When it comes to dividend stocks, the consensus is that the higher the yield, the better. High dividend yields can often be an indication that something is wrong.

7 Sorry Dividend Stocks to Sell in February Before It's Too Late

Kohl's

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.

Check Out 3 High-Yielding Dividend Stocks In Consumer Sector From Benzinga's Most Accurate Analysts

Chewy

EVgo

Lindblad Expeditions

Sonic Automotive

Warby Parker

While it's always risky to go against the masses, certain short-squeeze stocks for contrarians to consider may perform surprisingly well. Invariably, even the collective sometimes gets things wrong.

7 Short-Squeeze Stocks for Contrarians to Consider

Camping World stock offers deep value and a high yield for investors. Debt makes it risky for 2023 despite its growth outlook and earnings leverage potential.

Why Camping World Rose 9% in the First Week of 2023

JPMorgan BetaBuilders MSCI US REIT ETF

Brunswick

Cavco Industries

Direxion Daily Real Estate Bull 3x Shares

Direxion Daily Real Estate Bear 3x Shares

Equity LifeStyle Properties

Fidelity MSCI Real Estate ETF

First Trust S&P REIT Index Fund

MarineMax

iShares Cohen & Steers REIT ETF

iShares U.S. Real Estate ETF

Nuveen Real Estate Income Fund

Invesco KBW Premium Yield Equity REIT ETF

LCI Industries

Malibu Boats

MCBC Hlds

Neuberger Berman Real Estate Securities Income Fund Inc

Patrick Industries

US Diversified Real Estate ETF

Invesco Active US Real Estate

ProShares Short Real Estate

Cohen And Steers Total Return Realty Fund

Cohen & Steers Reit And Preferred Income Fund Inc

Cohen & Steers Quality Income Realty Fund

Manufactured Housing REITs snapped an incredible streak of nine straight years of outperformance over the REIT Index in 2022, impacted by headwinds from higher interest rates and hurricane-related disruptions. Despite their REIT-leading growth rates, Manufactured Housing ("MH") REITs have historically been among the most interest rate-sensitive sectors due to their counter-cyclical demand profile and remarkable operational consistency.

Manufactured Housing: Recession-Resistant REITs

Advance Auto Parts

General Mills

Coca-Cola

Mondelez

PepsiCo

Procter & Gamble

This article will highlight seven consumer stocks to buy in 2023, and here's why. While energy and bank stocks are strong choices, the investor should not count out the consumer.

Why These 7 Consumer Stocks Could Soar in 2023

Petco Health and Wellness

Williams-Sonoma

Value stocks dominated 2022. They could repeat in 2023.

These 3 Dirt-Cheap Value Stocks Could Rule the Market in 2023

Merck

Royal Bank of Canada

This is a sound strategy that can help add extra cash to your portfolio every month.

Want to Collect a Dividend Every Month Next Year? Buy These 3 High-Yielding Stocks

Lovesac Company

You can buy stocks with long histories of double-digit growth trading at single-digit forward earnings multiples.

These 2 Stocks Could Triple Your Money Over the Next Decade

Thor Industries

Winnebago

RV stocks like Winnebago, Thor Industries, LCI Industries and Camping World are offering value and yield to investors and the downturn in business is priced in.

Four Profitable RV Stocks To Ride Out Recession

McDonald's

Coca-Cola, McDonald's, and Camping World would be great picks to add some extra income to your portfolio.

3 Top Dividend Stocks for 2023

Camping World is a dirt-cheap RV retailer that's rewarding investors. But can you trust the dividend?

News for Camping World Hlds Stock (CWH)