Company Overview - Camping World (CWH) shares increased by 12.8% to close at $11.03, supported by high trading volume, contrasting with a 6.9% decline over the past four weeks [1][2] Executive Compensation - The rise in Camping World shares was influenced by the announcement of executive equity awards, with CEO Matthew Wagner receiving approximately 465,000 shares and Chairman Brent Moody receiving about 59,500 shares, indicating strong leadership alignment with shareholders [2] Financial Performance Expectations - The company is projected to report a quarterly loss of $0.63 per share, reflecting a year-over-year decrease of 34%, with expected revenues of $1.2 billion, down 0.5% from the previous year [3] - The consensus EPS estimate for the quarter has remained unchanged over the last 30 days, suggesting that stock price movements may not sustain without trends in earnings estimate revisions [4] Industry Context - Camping World holds a Zacks Rank of 3 (Hold) and is part of the Zacks Automotive - Original Equipment industry, where Lear (LEA) finished the last trading session up 2.1% at $123.42, with a 14.7% return over the past month [5] - Lear's consensus EPS estimate has decreased by 6% over the past month to $2.54, representing a year-over-year change of -13.6%, and it currently holds a Zacks Rank of 4 (Sell) [6]

The new year brought a new person into the CEO's office.The weather might be prohibitively cold and miserable, but it's awfully warm where Camping World (CWH +12.78%) stock has pitched its tent. Investors were cheered by the specialty retailer's awarding of large piles of stock to two of its new leaders. With the morale boost this provided, Camping World's shares rose by nearly 13% across the day. Skin in the gameWith the turn of the year came new leadership at the top of Camping World. High-profile co-foun ...

分组1 - Camping World Holdings has seen a decline of over 50% in stock value over the past year due to stalled growth and thin profit margins, primarily relying on used RV sales for revenue [1][2] - American Express is positioned to provide better returns compared to Camping World, benefiting from consumer spending trends and capturing younger generations [3][9] - American Express reported an 11% year-over-year revenue growth in Q3 2025, significantly outpacing Camping World's revenue potential, which is less than a tenth of American Express's [8] 分组2 - American Express operates within a competitive landscape alongside Visa and Mastercard, profiting from a small percentage of each transaction processed through its network [6] - The popularity of American Express among Gen Z consumers is driving financial growth, as this demographic values lifestyle choices and experiences [9][10] - The stock price of American Express has more than tripled over the past five years, indicating strong long-term gains from attracting younger customers [10]

About Camping World Holdings, Inc. LINCOLNSHIRE, Ill.--(BUSINESS WIRE)--Good Sam, a subsidiary of Camping World Holdings, Inc. (NYSE: CWH) (the "Company†or "Camping World†) announced today that it has deepened its partnership with Octane Lending, Inc.® (Octane®), the fintech revolutionizing the buying experience and the Captive-as-a-Service provider behind the Good Sam Powered by Octane brand. Good Sam and Octane will work together to expand loan origination volumes through Camping World's nearly 200 loca ...

NEW YORK, Dec. 11, 2025 (GLOBE NEWSWIRE) -- Bragar Eagel & Squire, P.C., a nationally recognized shareholder rights law firm, is investigating potential claims against Regencell Bioscience Holdings Limited (NASDAQ:RGC) and Camping World Holdings, Inc. (NYSE:CWH). Our investigations concern whether these companies have violated the federal securities laws and/or engaged in other unlawful business practices. Additional information about each case can be found at the link provided. Regencell Bioscience Holding ...

Core Insights - Marcus Lemonis will step down as CEO of Camping World Holdings Inc. on January 1, 2026, with current President Matthew Wagner named as his successor [1][2] - The leadership change comes as the RV industry shows signs of distress, reflecting broader economic challenges such as reduced consumer disposable income and high interest rates [2][3] - Camping World’s stock has seen a significant decline, trading near $10.30, which represents a roughly 50% drop over 2025, indicating a challenging retail environment [4][7] Company Transition - Matthew Wagner, who has been with Camping World since 2007 and served as President since July 2024, will officially take over as CEO at the end of the year [5] - Wagner expressed his honor in taking on the role despite the difficult macroeconomic conditions [5] - Brent Moody, a long-time company veteran, will become the Chairman of the Board [6] Economic Context - The RV industry is often seen as an indicator of the U.S. consumer economy, and recent trends suggest a "retail softening" in September and October, leading to a cautious outlook for 2026 [3] - The company is focusing on aggressive deleveraging of its balance sheet to address current economic challenges [4] Leadership Continuity - Marcus Lemonis will remain with the company as a non-executive Co-Founder and Special Advisor, maintaining a significant long-term shareholder role [7] - Lemonis expressed confidence in Wagner's leadership and shared philosophy regarding company growth and employee importance [6]

Summary of Camping World Holdings Conference Call Company Overview - **Company**: Camping World Holdings - **Industry**: Recreational Vehicle (RV) Sales - **Annual Revenue**: Over $6 billion - **Locations**: Approximately 200 dealerships in the United States - **Key Management**: - Marcus Lemonis (Chairman and CEO) - Matt Wagner (President) - Tom Kern (CFO) - Brett Andress (SVP of Corporate Development and Investor Relations) [1][2][3] Key Points and Arguments Management Transition - **Succession Plan**: A smooth transition is planned with Matt Wagner taking over as CEO from Marcus Lemonis, effective January 1. Lemonis will remain an advisor but will not be on the board to allow Wagner to lead without oversight. This transition has been in preparation for several years. [2][3][4] Business Outlook - **Market Conditions**: Optimism for 2026 is expressed, with expectations of consumer behavior improving. Significant changes have been made in SG&A, product mix, and talent recruitment to set a positive stage for future growth. [5][6] Financial Performance - **Earnings Target**: A minimum EBITDA of $310 million is set for the upcoming year, representing a 20% year-over-year improvement. This is considered conservative, with potential for exceeding this target through various strategic initiatives. [10][26] Market Trends - **New RV Market**: A modest decline of 7.5%-8% in the new RV market was reported in October, attributed to a natural slowdown after significant growth in previous years. The company anticipates a similar performance to the overall market in the upcoming quarters. [17][18] Used RV Market - **Growth in Used RV Sales**: The used RV market is performing well, with double-digit growth expected. The company has increased its used vehicle sales from 20,000-30,000 to approximately 60,000-70,000 units annually. [19][24] Strategic Initiatives - **Cost Reduction**: Plans to cut SG&A expenses by at least $15 million, with expectations to exceed this target. [26][27] - **Acquisitions**: The company aims to return to an acquisition mode, focusing on smaller dealership acquisitions to enhance revenue and reduce earnings volatility. [20][39] Good Sam Brand - **Business Model**: Good Sam offers a suite of RV-related products, including insurance, roadside assistance, and campground networks, positioning itself as a trusted brand in the RV lifestyle. [33][35] Future Opportunities - **Expansion Potential**: There is potential to expand Good Sam's offerings into marine and power sports, leveraging existing customer bases. [36] Capital Allocation - **Debt Management**: The company is focused on reducing leverage, targeting a ratio below 3.5, ideally under 3. [37][38] Consumer Behavior - **Market Trends**: A shift towards valuing experiences over asset accumulation is noted, with a diverse range of consumer personas identified, including families, retirees, and hobbyists. [46][47] Additional Important Insights - **Tariff Impact**: New RV prices are expected to rise by 5%-7%, primarily due to tariffs and margin adjustments. This could affect consumer resistance in the new RV market. [22][23] - **Inventory Management**: The company may need to adjust new RV inventory levels based on market demand, particularly if sales decline. [30][31] This summary encapsulates the key points discussed during the Camping World Holdings conference call, highlighting the company's strategic direction, market conditions, and future opportunities.

Core Insights - Camping World has appointed Matthew Wagner as the new CEO, effective January 1, 2026, succeeding Marcus Lemonis, who will retire at the end of 2025 [1][3] - Wagner has been with Camping World since 2007 and has held various senior positions, including president since July 2024 and COO from January 2023 to July 2024 [2][5] - The company aims to enhance innovation and customer experience under Wagner's leadership, leveraging its market position and team [3][4] Leadership Transition - Marcus Lemonis will step down as CEO, chairman, and board member, but will remain as co-founder and special advisor [1][3] - Brent Moody will take over as chairman of the board from January 1, 2026 [3][4] - Moody has been on the board since May 2018 and served as vice-chairman since May 2025, expressing confidence in Wagner's capabilities [4] Company Overview - Camping World is headquartered in Lincolnshire, Illinois, and operates RV sales and service locations across 44 US states [5] - The company is recognized as the world's largest RV retailer, offering recreational vehicles along with related products and services [4][5]

Leadership Transition - Matthew Wagner will succeed Marcus Lemonis as CEO of Camping World Holdings, Inc. on January 1, 2026, and will also join the Board of Directors at that time [1] - Marcus Lemonis will transition to the role of Co-Founder and Special Advisor after his retirement, maintaining a focus on value creation [2] - Brent Moody will assume the role of Chairman of the Board of Directors on January 1, 2026 [1] Company Vision and Strategy - Marcus Lemonis emphasized the importance of RVing as a lifestyle choice for millions of Americans and expressed confidence in Wagner's leadership to continue the company's growth [2] - Matthew Wagner highlighted the company's winning strategy, brand strength, and commitment to enhancing customer experience and innovation [2] - The company aims to build long-term value for customers, employees, and shareholders through a comprehensive assortment of RV products and services [5][6] Company Background - Camping World Holdings, Inc. is the world's largest retailer of RVs and related products and services, with a presence in 44 states [5][6] - The company operates under the Camping World and Good Sam brands, focusing on making RVing and outdoor adventures enjoyable and accessible [5]

Core Points - Camping World Holdings, Inc. announced a regular cash dividend of $0.125 per share on its Class A Common Stock, with payment expected on December 29, 2025, to stockholders of record as of December 15, 2025 [1] - Future declarations of quarterly dividends will depend on various factors considered by the Board of Directors, including the company's operational results, financial condition, and business prospects [2] Company Overview - Camping World Holdings, Inc. is the largest retailer of RVs and related products and services globally, headquartered in Lincolnshire, IL [3] - The company aims to enhance the RVing and outdoor adventure experience through a comprehensive assortment of products and services, supported by a national network of dealerships and service centers [3] - Camping World operates RV sales and service locations in 44 states, positioning itself as a primary destination for RV-related needs [3]