Docoh
Loading...

CWH Camping World

Camping World Holdings, headquartered in Lincolnshire, Illinois, is America's leading recreational vehicle and outdoor retailer, offering an extensive assortment of recreational vehicles for sale, RV and camping gear, RV maintenance and repair, other outdoor and active sports products, and the industry's broadest and deepest range of services, protection plans, products and resources. Since the Company's founding in 1966, Camping World has grown to become one of the most well-known destinations for everything RV, with more than 170 locations in 37 states and a comprehensive e-commerce platform.

Company profile

Ticker
CWH
Exchange
CEO
Marcus Lemonis
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
811737145

CWH stock data

(
)

Calendar

5 May 21
15 May 21
31 Dec 21
Quarter (USD)
Mar 21 Dec 20 Sep 20 Jun 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD)
Dec 20 Dec 19 Dec 18 Dec 17
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Date Owner Security Transaction Code Indirect 10b5-1 $Price #Shares $Value #Remaining
11 May 21 Marcus Lemonis Class A Common Stock Buy Aquire P No No 43.1782 2,330 100.61K 556,003
6 May 21 Crestview Partners II GP Class A Common Stock Sell Dispose S Yes Yes 45.81 3,763 172.38K 1,899,712
6 May 21 Crestview Partners II GP Class B Common Stock Sale back to company Dispose D Yes No 0 2,952 0 6,882,264
6 May 21 Crestview Partners II GP Class A Common Stock Conversion Aquire C Yes No 0 2,952 0 1,903,475
6 May 21 Crestview Partners II GP Common LLC Units Class A Common Stock Conversion Dispose C Yes No 0 2,952 0 6,882,264
5 May 21 Crestview Partners II GP Class A Common Stock Sell Dispose S Yes Yes 48.97 11,440 560.22K 1,900,523
5 May 21 Crestview Partners II GP Class A Common Stock Sell Dispose S Yes Yes 48.17 212,545 10.24M 1,911,963
5 May 21 Crestview Partners II GP Class A Common Stock Sell Dispose S Yes Yes 47.38 150,655 7.14M 2,124,508
5 May 21 Crestview Partners II GP Class A Common Stock Sell Dispose S Yes Yes 46.36 111,039 5.15M 2,275,163
5 May 21 Crestview Partners II GP Class B Common Stock Sale back to company Dispose D Yes No 0 381,055 0 6,885,216

Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.

78.8% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 214 200 +7.0%
Opened positions 60 61 -1.6%
Closed positions 46 31 +48.4%
Increased positions 67 63 +6.3%
Reduced positions 57 60 -5.0%
13F shares
Current Prev Q Change
Total value 941.28M 975.37M -3.5%
Total shares 36.12M 32.79M +10.2%
Total puts 2.97M 3.45M -14.1%
Total calls 2.3M 1.62M +42.3%
Total put/call ratio 1.3 2.1 -39.6%
Largest owners
Shares Value Change
Abrams Capital Management 5.11M $133.08M 0.0%
Vanguard 4.11M $107.06M +43.9%
Crestview Partners II GP 2.99M $77.77M 0.0%
BLK Blackrock 2.87M $74.77M +18.4%
Wasatch Advisors 2.63M $68.55M +27.9%
FMR 956.27K $24.91M +25.0%
STT State Street 919.85K $23.96M +21.5%
GS Goldman Sachs 834.26K $21.73M +2.4%
Renaissance Technologies 815.1K $21.23M -17.7%
Gendell Jeffrey L 684.13K $17.82M NEW
Largest transactions
Shares Bought/sold Change
Vanguard 4.11M +1.25M +43.9%
Gendell Jeffrey L 684.13K +684.13K NEW
Voloridge Investment Management 0 -588.11K EXIT
Wasatch Advisors 2.63M +573.5K +27.9%
Adage Capital Partners GP, L.L.C. 547.45K +547.45K NEW
No Street GP 0 -525K EXIT
Driehaus Capital Management 0 -498.82K EXIT
Schroder Investment Management 486.11K +449K +1210.1%
BLK Blackrock 2.87M +445.91K +18.4%
Harspring Capital Management 430K +430K NEW

Financial report summary

?
Competition
Lazydays
Management Discussion
  • Total revenue was $1.6 billion for the three months ended March 31, 2021, an increase of $530.5 million, or 51.6%, from $1.0 billion for the three months ended March 31, 2020. The increase in total revenue was driven by a $536.8 million, or 54.8%, increase in RV and Outdoor Retail revenue, partially offset by a $6.3 million, or 13.4%, decrease in Good Sam Services and Plans revenue.
  • Total gross profit was $520.5 million for the three months ended March 31, 2021, an increase of $217.8 million, or 72.0%, from $302.7 million for the three months ended March 31, 2020. The increase in total gross profit was driven by a $216.7 million, or 78.2%, increase in RV and Outdoor Retail gross profit, and a $1.1 million, or 4.3%, increase in Good Sam Services and Plans gross profit.
  • Income from operations was $168.6 million for the three months ended March 31, 2021, an increase of $155.3 million from a $13.3 million income from operations for the three months ended March 31, 2020. The increase was primarily driven by a $217.8 million increase in gross profit, a $6.0 million decrease in long-lived asset impairment, a $0.6 million decrease in loss on disposal of assets, and a $1.4 million decrease in depreciation and amortization, partially offset by a $69.4 million increase in selling, general and administrative expenses, and an increase in lease termination expense of approximately $1.1 million.
Content analysis
?
Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability
H.S. junior Avg
New words: accessed, accessory, addressing, aimed, area, Attorney, atypical, automatic, Bell, blended, Brent, California, campground, car, Central, certification, civil, COBRA, Code, commonly, component, consequential, correction, created, cure, debuted, declaratory, dispute, Dormaier, drove, earned, eighteen, embedded, employed, exemplary, Fall, Fraud, half, hundred, incidental, Jodi, Kamela, Karin, lacking, land, liable, Los, lost, low, maximize, meal, midst, minimize, Misrepresentation, monetary, Moody, nationwide, Negligent, ninety, notice, Numerator, occupancy, overtime, owed, package, PAGA, peak, percent, posted, preceding, predominately, premium, proportion, punitive, quantity, reclassified, refrain, reissued, relationship, renter, Rescue, rest, Rev, reversal, reversed, seamlessly, seq, settle, shortage, soliciting, spend, spending, successive, sum, supplier, Tamara, traditional, trillion, uncured, unitary, unity, vaccine, Ward, Wash, Washington, withholding, wrongly
Removed: absent, adding, advisory, air, appointed, approach, argued, arrangement, assessment, bad, behalf, capitalizing, card, cautioned, Circuit, closure, cloud, Codification, collectability, collection, Commercial, commercially, computing, confidence, constrained, Cook, counterparty, cruise, damaging, Daniel, delayed, denied, Deteriorating, disposable, divestiture, Division, doubtful, downgrade, Eastern, estimating, exacerbate, exhausted, external, faced, fail, FASB, Flanigan, forced, Fort, fulfill, governmentally, GSS, hearing, hedge, heightened, highly, hosting, implementation, inclined, increasing, Interbank, interfere, International, IUOE, likelihood, limit, limitation, lingering, London, mandated, mature, Melvin, model, multiple, negatively, Notwithstanding, obsolete, Offered, Pennsylvania, personal, predicted, prejudgment, prevent, productivity, prolonged, protect, question, Radio, realizable, reference, reform, relevant, remote, remotely, renew, reoccur, replace, rescission, resumption, retrospective, revise, royalty, scheduled, scope, secondary, shipping, size, source, spread, storage, supportable, Supreme, Targeted, thereunder, tier, traceable, trade, transferred, transferring, transition, uncertain, uncollectable, uncollectible, unduly, unemployment, unfavorable, Union, unopposed, Unrelated, updated, violated, Wayne, wholly, worsen, write