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
Website
CEO
Marcus Lemonis
Employees
Incorporated
Location
Fiscal year end
Sector
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
Active Sports, Inc. • Affinity Brokerage, LLC • Affinity Group • Affinity Guest Services, LLC • Affinity Road & Travel Club, LLC • Affinity Service Plans, Inc. • Affinity Service Plans, LLC • AGI Intermediate Holdco, LLC • AGI Productions, LLC • Allure RV, LLC ...
IRS number
811737145
CWH stock data
News
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
13 Jun 22
Camping World Ramps Up Expansion Efforts - Read How
31 May 22
RV Dealer Camping World Makes Largest Acquisition In Its History - Read More
23 May 22
Benzinga Pro's Top 5 Stocks To Watch For Monday, May 23, 2022: NVDA, RDBX, CBIO, VRCA, CWH
23 May 22
5 Short Squeeze Candidates To Watch This Week: Vertex Energy Tops List, Medavail Holdings And Camping World Remain Elevated
16 May 22
Press releases
Camping World Continues West Coast Expansion with the Acquisition of Anthem RV in Arizona
14 Jun 22
Camping World to Expand National Footprint in 11 Major Markets by End of 2022
31 May 22
Camping World Announces Largest Dealership Acquisition in Company History with Acquisition of Richardson's RV Centers
23 May 22
Camping World Declares Quarterly Dividend
17 May 22
Camping World Holdings, Inc. Reports Record First Quarter Revenue and Second Strongest First Quarter Earnings Since Inception
3 May 22
Analyst ratings and price targets
Current price
Average target
$34.50
Low target
$29.00
High target
$40.00
Raymond James
Maintains
$40.00
DA Davidson
Initiated
$29.00
Calendar
4 May 22
26 Jun 22
31 Dec 22
Financial summary
| Quarter (USD) | Mar 22 | Dec 21 | Sep 21 | Jun 21 | |
|---|---|---|---|---|---|
| Revenue | |||||
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| Operating income | |||||
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| Change in cash | |||||
| Diluted EPS |
| Annual (USD) | Dec 21 | Dec 20 | Dec 19 | Dec 18 | |
|---|---|---|---|---|---|
| Revenue | |||||
| Cost of revenue | |||||
| Operating income | |||||
| Operating margin | |||||
| Net income | |||||
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| Cash on hand | |||||
| Change in cash | |||||
| Diluted EPS |
| Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
|---|---|---|---|---|---|---|
| Cash on hand (at last report) | 139.48M | 139.48M | 139.48M | 139.48M | 139.48M | 139.48M |
| Cash burn (monthly) | 42.62M | 9.78M | (no burn) | (no burn) | 70.02M | 11.99M |
| Cash used (since last report) | 122.3M | 28.07M | n/a | n/a | 200.93M | 34.41M |
| Cash remaining | 17.18M | 111.41M | n/a | n/a | -61.45M | 105.07M |
| Runway (months of cash) | 0.4 | 11.4 | n/a | n/a | -0.9 | 8.8 |
Recent insider trades
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 10 Jun 22 | Marcus Lemonis | Class A Common Stock | Buy | Acquire P | Yes | No | 26.3649 | 38,350 | 1.01M | 121,450 |
| 18 May 22 | Schickli Kent Dillon | Class A Common Stock | Buy | Acquire P | No | No | 28.2994 | 5,000 | 141.5K | 75,985 |
| 17 May 22 | Schickli Kent Dillon | Class A Common Stock | Buy | Acquire P | No | No | 28.5 | 5,000 | 142.5K | 70,985 |
| 15 May 22 | Brent L. Moody | Class A Common Stock | Payment of exercise | Dispose F | No | No | 29.85 | 4,918 | 146.8K | 406,840 |
| 13 May 22 | Crestview Partners II GP | Class A Common Stock | Grant | Acquire A | Yes | No | 0 | 5,478 | 0 | 1,908,093 |
| 13 May 22 | Schickli Kent Dillon | Class A Common Stock | Grant | Acquire A | No | No | 0 | 5,478 | 0 | 65,985 |
Institutional ownership, Q1 2022
| 13F holders | Current |
|---|---|
| Total holders | 232 |
| Opened positions | 36 |
| Closed positions | 69 |
| Increased positions | 88 |
| Reduced positions | 69 |
| 13F shares | Current |
|---|---|
| Total value | 2.49B |
| Total shares | 73.44M |
| Total puts | 3.14M |
| Total calls | 2.34M |
| Total put/call ratio | 1.3 |
| Largest owners | Shares | Value |
|---|---|---|
| CWGS Holding | 34.67M | $1.4B |
| Abrams Capital Management | 5.11M | $142.79M |
| HG Vora Capital Management | 4.2M | $117.39M |
| Vanguard | 3.72M | $104.03M |
| FMR | 2.77M | $77.4M |
| BLK Blackrock | 2.71M | $75.64M |
| Crestview Partners II GP | 1.9M | $53.1M |
| STT State Street | 932.64K | $26.07M |
| Gendell Jeffrey L | 868.75K | $24.28M |
| Citadel Advisors | 782.2K | $21.86M |
Financial report summary
?Competition
LazydaysManagement Discussion
- Total revenue increased 6.7%, or $104.6 million, to $1.7 billion for the three months ended March 31, 2022, from $1.6 billion for the three months ended March 31, 2021. The increase in total revenue was driven by a $100.9 million, or 6.7%, increase in RV and Outdoor Retail revenue, and a $3.7 million, or 9.0%, increase in Good Sam Services and Plans revenue.
- Total gross profit increased 7.6%, or $39.7 million, to $560.2 million for the three months ended March 31, 2022, from $520.5 million for the three months ended March 31, 2021. The increase in total gross profit was driven by a $38.3 million, or 7.8%, increase in RV and Outdoor Retail gross profit, and a $1.4 million, or 5.3%, increase in Good Sam Services and Plans gross profit.
- Income from operations decreased 11.5%, or $19.4 million, to $149.1 million for the three months ended March 31, 2022, from $168.6 million income from operations for the three months ended March 31, 2021. The decrease was primarily driven by a $48.3 million increase in selling, general and administrative expenses, a $12.8 million increase in depreciation and amortization, and a $0.1 million reduction in gain on sale of assets, partially offset by a $39.7 million increase in gross profit, a $1.6 million decrease in lease termination expense, and a $0.5 million decrease in long-lived asset impairment expense.
Content analysis
?| Positive | ||
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| Legalese | ||
| Litigous | ||
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H.S. junior Avg
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New words:
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Removed:
accessory, ad, adequately, Amendment, Annually, appointment, Attorney, branding, California, Central, certification, civil, cleaning, clothing, Code, compensated, complexity, consequential, country, curve, decelerating, deficit, designating, discounted, disgorged, distancing, distribute, Dormaier, earned, ease, easing, electronic, employment, entry, establishing, executed, exemplary, face, failed, file, foreign, franchise, incidental, intraperiod, Jodi, July, Kamela, lead, liquidated, Los, low, meal, monetary, moved, noncurrent, operative, overtime, owed, PAGA, performing, premium, prepayment, proposed, protective, punitive, rata, receiver, recoverability, recovery, removed, reopening, representative, request, resolution, rest, Rev, sanitization, seq, sequential, serve, setting, shifted, Simplifying, slope, spend, stay, step, stipulated, stipulation, strain, Strougo, surfaced, timeframe, ultimate, undiscounted, violation, voluntary, Wash, Washington, web, wrongly
Financial reports
Current reports
8-K
Departure of Directors or Certain Officers
15 May 22
8-K
Camping World Holdings, Inc. Reports Record First Quarter Revenue and Second Strongest First Quarter Earnings since Inception
3 May 22
8-K
Camping World Holdings, Inc. Reports Record Results
22 Feb 22
8-K
Regulation FD Disclosure
16 Feb 22
8-K
Entry into a Material Definitive Agreement
23 Dec 21
8-K
Departure of Directors or Certain Officers
17 Dec 21
8-K
Camping World Holdings, Inc. Reports Third Quarter 2021 Results
2 Nov 21
8-K
Departure of Directors or Certain Officers
28 Oct 21
8-K
Entry into a Material Definitive Agreement
6 Oct 21
8-K
Camping World Holdings, Inc. Reports Second Quarter 2021 Results
3 Aug 21
Registration and prospectus
424B4
Prospectus supplement with pricing info
26 Oct 17
FWP
Free writing prospectus
25 Oct 17
DRS
Draft registration statement
11 Oct 17
DRSLTR
Correspondence regarding draft registration statement
11 Oct 17
424B4
Prospectus supplement with pricing info
25 May 17
S-1/A
IPO registration (amended)
8 May 17
S-1
IPO registration
28 Mar 17
Proxies
DEFA14A
Additional proxy soliciting materials
31 Mar 22
DEFA14A
Additional proxy soliciting materials
1 Apr 21
DEFA14A
Additional proxy soliciting materials
3 Apr 20
DEFA14A
Additional proxy soliciting materials
5 Apr 19
DEF 14A
Definitive proxy
28 Mar 18
DEFA14A
Additional proxy soliciting materials
28 Mar 18
Other
UPLOAD
Letter from SEC
14 Nov 18
CORRESP
Correspondence with SEC
29 Oct 18
CORRESP
Correspondence with SEC
17 Sep 18
UPLOAD
Letter from SEC
3 Sep 18
EFFECT
Notice of effectiveness
24 Oct 17
CORRESP
Correspondence with SEC
22 Oct 17
CORRESP
Correspondence with SEC
22 Oct 17
UPLOAD
Letter from SEC
18 Oct 17
EFFECT
Notice of effectiveness
23 May 17
CORRESP
Correspondence with SEC
21 May 17
Ownership
4
Camping World / MARCUS LEMONIS ownership change
13 Jun 22
4
Camping World / KENT DILLON SCHICKLI ownership change
19 May 22
4
Camping World / STEPHEN ADAMS ownership change
17 May 22
4
Camping World / MICHAEL W MALONE ownership change
17 May 22
4
Camping World / Brent L. Moody ownership change
17 May 22
4
Camping World / Mary J George ownership change
17 May 22
4
Camping World / KENT DILLON SCHICKLI ownership change
17 May 22
4
Camping World / ANDRIS A BALTINS ownership change
17 May 22
4
Camping World / Advisors, L.L.C. Crestview ownership change
17 May 22
SC 13G/A
Camping World / Crestview Partners II GP ownership change
11 Feb 22
Transcripts
2022 Q1
Earnings call transcript
4 May 22
2021 Q4
Earnings call transcript
23 Feb 22
2021 Q3
Earnings call transcript
3 Nov 21
2021 Q2
Earnings call transcript
3 Aug 21
2021 Q1
Earnings call transcript
4 May 21
2020 Q4
Earnings call transcript
26 Feb 21
2020 Q3
Earnings call transcript
2 Nov 20
2020 Q3
Earnings call transcript
2 Nov 20
2020 Q3
Earnings call transcript
2 Nov 20
2020 Q2
Earnings call transcript
6 Aug 20
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