Camping World
About: Camping World Holdings Inc is retailer of RVs and related products and services. The Company has the two reportable segments: Good Sam Services and Plans segment includes sale of emergency roadside assistance plans; commissions on property and casualty insurance programs; travel assist programs; extended vehicle service contracts; vehicle financing and refinancing assistance; consumer shows and events; and consumer publications and directories. RV and Outdoor Retail segment includes the sale of new and used RVs; commissions on the finance and insurance contracts related to the sale of RVs; the sale of RV service and collision work; the sale of RV parts, accessories, sale of outdoor products, equipment, gear and supplies; business to business distribution of RV furniture, etc.
Employees: 12,656
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
87% more call options, than puts
Call options by funds: $30.7M | Put options by funds: $16.4M
37% more capital invested
Capital invested by funds: $804M [Q2] → $1.1B (+$294M) [Q3]
1% more funds holding
Funds holding: 198 [Q2] → 200 (+2) [Q3]
5% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 38
0.57% more ownership
Funds ownership: 99.91% [Q2] → 100.49% (+0.57%) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 2 [Q2] → 2 (+0) [Q3]
24% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 70
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
B of A Securities Alex Perry 0% 1-year accuracy 0 / 1 met price target | 41%upside $30 | Buy Initiated | 19 Dec 2024 |
Raymond James Joseph Altobello 54% 1-year accuracy 7 / 13 met price target | 27%upside $27 | Outperform Upgraded | 30 Oct 2024 |
Roth MKM Scott Stember 64% 1-year accuracy 14 / 22 met price target | 31%upside $28 | Buy Reiterated | 30 Oct 2024 |
Keybanc Noah Zatzkin 41% 1-year accuracy 7 / 17 met price target | 27%upside $27 | Overweight Maintained | 30 Oct 2024 |
JP Morgan Ryan Brinkman 29% 1-year accuracy 12 / 41 met price target | 13%upside $24 | Neutral Downgraded | 21 Oct 2024 |