Camping World
CWH

$21.35

3.61%

Market Cap: $964M

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

Consumer Discretionary Auto Dealers & Gasoline Stations

0

Funds holding %

of 6,686 funds

0

Analysts bullish %

of 3 analysts

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

28% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 58

5.29% more ownership

Funds ownership: 94.16% [Q1] → 99.45% (+5.29%) [Q2]

8% less funds holding

Funds holding: 214 [Q1] → 197 (-17) [Q2]

31% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 54

32% less capital invested

Capital invested by funds: $1.18B [Q1] → $801M (-$379M) [Q2]

38% less call options, than puts

Call options by funds: $18M | Put options by funds: $29.1M

50% less funds holding in top 10

Funds holding in top 10: 4 [Q1] → 2 (-2) [Q2]

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Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$25

17%

upside

Avg. target

$26

20%

upside

High target

$26

22%

upside

3 analyst ratings

3 positive

100%

0 neutral

0%

0 negative

0%

Roth MKM Scott Stember 74% 1-year accuracy 14 / 19 met price target	22%upside $26	Buy Maintained	5 Aug 2024
Keybanc Noah Zatzkin 52% 1-year accuracy 13 / 25 met price target	17%upside $25	Overweight Maintained	2 Aug 2024
Truist Securities Michael Swartz 44% 1-year accuracy 27 / 61 met price target	22%upside $26	Buy Maintained	2 Aug 2024

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Financial journalist opinion

Camping World Declares Third Quarter Dividend For Stockholders of Record on September 13, 2024 to Be Paid on September 25, 2024

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 September 25, 2024 to stockholders of record at the close of business on September 13, 2024. Future declarations of quarterly dividends are subject to the determination and discretion of Camping World's Board of Dire.

Camping World Declares Third Quarter Dividend For Stockholders of Record on September 13, 2024 to Be Paid on September 25, 2024

Zacks Investment Research

Is the Options Market Predicting a Spike in Camping World (CWH) Stock?

Investors need to pay close attention to Camping World (CWH) stock based on the movements in the options market lately.

Is the Options Market Predicting a Spike in Camping World (CWH) Stock?

The Motley Fool

Camping World Has Tough Q2, Misses Expectations

Revenue for Q2 2024 was $1.81 billion, missing analyst expectations by $60.6 million. Adjusted EPS came in at $0.38, falling short of the expected $0.55.

Camping World Has Tough Q2, Misses Expectations

Zacks Investment Research

Compared to Estimates, Camping World (CWH) Q2 Earnings: A Look at Key Metrics

The headline numbers for Camping World (CWH) give insight into how the company performed in the quarter ended June 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Compared to Estimates, Camping World (CWH) Q2 Earnings: A Look at Key Metrics

Zacks Investment Research

Camping World (CWH) Lags Q2 Earnings and Revenue Estimates

Camping World (CWH) came out with quarterly earnings of $0.38 per share, missing the Zacks Consensus Estimate of $0.54 per share. This compares to earnings of $0.73 per share a year ago.

Camping World (CWH) Lags Q2 Earnings and Revenue Estimates

Camping World Holdings, Inc. Reports Second Quarter 2024 Results with Record New Unit Market Share, Selling Over 22,000 New RVs, up 17% Year-Over-Year, Company Sees Meaningful New Same Store Volume Acceleration in June and July

LINCOLNSHIRE, Ill.--(BUSINESS WIRE)--Camping World Holdings, Inc. (NYSE: CWH) (the “Company” or “CWH”), America's Recreation Dealer, today reported results for the second quarter ended June 30, 2024. Marcus Lemonis, Chairman and Chief Executive Officer of Camping World Holdings, Inc. stated, “Our record new unit market share was a direct result of listening to the consumer and their mandate for affordability. We saw year-over-year same store new vehicle unit growth accelerate into the mid-teens.

Camping World Holdings, Inc. Reports Second Quarter 2024 Results with Record New Unit Market Share, Selling Over 22,000 New RVs, up 17% Year-Over-Year, Company Sees Meaningful New Same Store Volume Acceleration in June and July

Camping World Ready For Strong Upcycle

Strong market share growth, moving from 18% to 25% in a single quarter. The company is expanding aggressively, aiming to add over 100 locations by 2028 to further increase market share. Market conditions are currently challenging due to high interest rates and pricing deflation, but an upcycle is expected to accelerate once rates decrease.

Camping World Ready For Strong Upcycle

Camping World Holdings, Inc. to Announce Second Quarter Fiscal 2024 Earnings on July 31, 2024, with a Call Premarket on August 1, 2024

LINCOLNSHIRE, Ill.--(BUSINESS WIRE)--Camping World Holdings, Inc. (NYSE: CWH) (the "Company") today announced that its financial results for the second quarter fiscal 2024 will be released after the market closes on Wednesday, July 31, 2024. The Company will host a conference call on Thursday, August 1, 2024 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 844-826-3035 (international callers please dia.

Camping World Holdings, Inc. to Announce Second Quarter Fiscal 2024 Earnings on July 31, 2024, with a Call Premarket on August 1, 2024

Zacks Investment Research

Here's Why Investors Should Retain Camping World (CWH) Stock

Camping World (CWH) aims to increase market share in new RVs and add profitable acquisitions to its dealer network to drive growth. However, high costs are a concern.

Here's Why Investors Should Retain Camping World (CWH) Stock

Summertime Highs: 3 Stocks to Buy When it's Hot Outside

Summer has officially begun and it is already a scorcher. Only a few days into the official start of summertime and most of the U.S. is sweltering under a record breaking heat wave.

Summertime Highs: 3 Stocks to Buy When it's Hot Outside

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