Camping World (CWH) Q1 2025 Earnings Call April 30, 2025 08:30 AM ET Company Participants Lindsey Christen - Chief Administrative & Legal Officer and Company SecretaryMarcus Lemonis - Chairman & CEOMatthew Wagner - PresidentThomas Kirn - CFOSean Wagner - AVPMichael Swartz - Director - Equity ResearchBret Jordan - Managing Director Conference Call Participants Joseph Altobello - MD & Senior AnalystAlexander Perry - AnalystScott Stember - Executive Director & Senior Research AnalystNoah Zatzkin - Vice Preside ...

Camping World (CWH) Q1 2025 Earnings Call April 30, 2025 08:30 AM ET Speaker0 Good day, and welcome to the Camping World Holdings, Inc. First Quarter twenty twenty five Results Conference Call. All participants will be in a listen only mode. Please note that this event is being recorded. I would now like to turn the conference over to Lindsay Christian, Chief Administration Legal Officer. Please go ahead. Speaker1 Thank you and good morning everyone. A press release covering the company's first quarter ende ...

Core Insights - Polaris Inc reported a revenue of $1.54 billion for the quarter ended March 2025, reflecting a year-over-year decline of 11.6% and an EPS of -$0.90 compared to $0.23 a year ago, with a revenue surprise of +1.67% and an EPS surprise of +1.10% [1] Financial Performance - Revenue breakdown includes Marine sales of $115.40 million, down 6.6% year-over-year, On-Road sales of $221.80 million, down 20%, and Off-Road sales of $1.20 billion, down 10.3% [4] - Gross profit for Marine was $14.30 million, below the estimate of $19.15 million, Corporate gross profit was $3.60 million versus an estimate of $14.05 million, Off-Road gross profit was $191.40 million, exceeding the estimate of $183.52 million, and On-Road gross profit was $35.70 million, below the estimate of $52.73 million [4] Stock Performance - Shares of Polaris Inc have returned -17.6% over the past month, compared to the Zacks S&P 500 composite's -0.8% change, with a current Zacks Rank of 3 (Hold), indicating potential performance in line with the broader market [3]

Core Insights - Winnebago Industries has partnered with Leave No Trace to promote environmental stewardship in outdoor activities, specifically targeting RV and boating communities [1][2][4] - The partnership aims to adapt the 7 Principles of Leave No Trace into guidelines tailored for RVers and boaters, encouraging responsible recreation [3][4] Company Overview - Winnebago Industries is a leading manufacturer of outdoor lifestyle products, including motorhomes, travel trailers, and powerboats, with a commitment to sustainable innovation [6] - The company operates multiple facilities across Iowa, Indiana, Minnesota, and Florida, and is publicly traded on the New York Stock Exchange under the symbol WGO [6] Partnership Details - The collaboration with Leave No Trace focuses on educating outdoor enthusiasts on minimizing their environmental impact while enjoying recreational activities [2][4] - The guidelines include practical advice such as planning ahead, disposing of waste properly, and respecting wildlife [5] Leave No Trace Overview - Leave No Trace is a nonprofit organization dedicated to promoting sustainable outdoor practices through education and research [7] - The organization reaches millions of people annually in the U.S. to foster a sustainable future for the outdoors [7]

Core Insights - Winnebago Industries has partnered with Leave No Trace to promote environmental stewardship in outdoor activities, specifically targeting RV and boating communities [1][2] - The partnership aims to adapt the 7 Principles of Leave No Trace into guidelines tailored for RVers and boaters, enhancing responsible recreation practices [3][4] Company Overview - Winnebago Industries is a leading manufacturer of outdoor lifestyle products, including motorhomes, travel trailers, and powerboats, with a commitment to sustainable innovation [7] - The company operates multiple facilities across Iowa, Indiana, Minnesota, and Florida, and is publicly traded on the New York Stock Exchange under the symbol WGO [7] Partnership Details - The collaboration with Leave No Trace focuses on educating outdoor enthusiasts on minimizing their environmental impact while enjoying recreational activities [2][4] - The guidelines include practical advice such as planning ahead, disposing of waste properly, and respecting wildlife [5] Environmental Commitment - Leave No Trace is an international nonprofit organization dedicated to promoting sustainable outdoor practices through education and research [8] - The partnership reflects a shared commitment to preserving outdoor spaces and empowering communities to engage in responsible recreation [4][8]

Core Viewpoint - The article emphasizes the importance of value investing and highlights LCI Industries (LCII) as a strong value stock opportunity based on its financial metrics and Zacks Rank system [2][4][6]. Company Analysis - LCI Industries (LCII) currently has a Zacks Rank of 2 (Buy) and a Value grade of A, indicating strong potential for undervaluation [4]. - The stock has a P/E ratio of 11.69, significantly lower than the industry average P/E of 17.44, suggesting it may be undervalued [4]. - LCII's Forward P/E has fluctuated between 10.75 and 19.38 over the past year, with a median of 16.14, indicating variability in market perception [4]. - The company has a P/B ratio of 1.49, which is favorable compared to the industry average P/B of 3.04, further supporting the notion of undervaluation [5]. - Over the past year, LCII's P/B ratio has ranged from 1.37 to 2.27, with a median of 2.01, reflecting its relative market value [5]. - Overall, the combination of these metrics suggests that LCII is likely undervalued and presents an attractive investment opportunity based on its earnings outlook [6].

Winnebago Industries (WGO) Q2 2025 Earnings Call March 27, 2025 10:00 AM ET Company Participants Ray Posadas - Vice President, Investor Relations and Market IntelligenceMichael Happe - CEO, President & DirectorBryan Hughes - CFO and Senior VP of Finance, Investor Relations & Business DevelopmentTristan Thomas - Equity Research AssociateMichael Swartz - Director & Equity ResearchPatrick Buckley - Associate Conference Call Participants Joseph Altobello - MD & Senior AnalystScott Stember - Executive Director & ...

Core Viewpoint - Thor Industries, the largest RV maker globally, experienced a significant decline in stock value following disappointing financial results, with shares dropping nearly 14% over the past week [1] Financial Performance - For Q2 of fiscal 2025, Thor reported net sales of just over $2 billion, reflecting a nearly 9% year-over-year decline [2] - The company posted a GAAP net loss of $551,000 ($0.01 per share), contrasting with a profit of $7.2 million in the same quarter of fiscal 2024 [2] - Analysts had anticipated earnings of $0.08 per share, but net sales exceeded their expectations of $1.97 billion [3] Guidance and Market Conditions - Thor cited the challenging economic environment as a headwind, with CEO Bob Martin emphasizing a focus on controllable factors such as product offerings and dealer relationships [4] - The company revised its full fiscal year guidance, projecting net sales between $9 billion and $9.5 billion, down from a previous estimate of $9.8 billion, and lowered per-share earnings estimates to a range of $3.30 to $4.00 from $4.00 to $5.00 [4] Market Outlook - Despite the disappointing results, Thor remains a significant player in the RV market, with ongoing consumer interest in travel experiences suggesting potential for future growth [5]

Camping World Holdings, Inc. (NYSE:CWH) Q4 2024 Earnings Conference Call February 26, 2025 8:30 AM ET Company Participants Marcus Lemonis – Chairman and Chief Executive Officer Matthew Wagner – President Tom Kirn – Chief Financial Officer Lindsey Christen – Chief Administrative and Legal Officer Brett Andres - SeniorVice President Investor Relations Conference Call Participants Joe Altobello – Raymond James Alex Perry – Bank of America Merrill Lynch Craig Kennison – Baird James Hardiman – Citi Noah Zatzkin ...