LINCOLNSHIRE, Ill.--(BUSINESS WIRE)--Camping World Holdings, Inc. (NYSE: CWH) ("Camping World†), the World's Largest Recreational Vehicle Dealer, today announced that it will attend the 2025 Raymond James TMT and Consumer Conference in New York City. The Company's fireside chat is scheduled to begin at 9:20 AM ET on Tuesday, December 9, 2025. The live webcast of the event can be found on the Company's investor relations website at https://investor.campingworld.com. The event will be archived an. ...

Company Overview - Lazydays Holdings, Inc. has been a significant player in the RV industry since its inception in 1976, known for exceptional RV sales, service, and ownership experiences [3] - The company operates a legacy store in Loveland, Colorado, which has been in operation for nearly 10 years [2] Recent Developments - Lazydays has completed the asset sale of its Longmont, Colorado location to General R.V. Center, marking the final transaction of three stores sold to General RV [1][2] - This transaction allows Lazydays to focus on a streamlined footprint and enhance its operational efficiency [2] General RV Center - General RV has nearly doubled its number of Supercenters nationwide in the past three years, now operating 23 locations across nine states [2] - The acquisition of the Longmont location represents General RV's first presence in Colorado, expanding its footprint and commitment to customer service [2][5]

Financial Data and Key Metrics Changes - The company reported net sales of $166 million for the quarter, a decrease of $104 million or 39% compared to the prior year period, attributed to a deliberate reduction of inventory and lower store count [18][19] - Gross profit for the quarter was $44 million, an increase of $6 million compared to the prior year period, with a gross margin of 24%, representing a 10% increase compared to the prior year [19][20] - SG&A expenses improved to $39 million for the quarter compared to $49 million in the prior year period, primarily driven by reduced overhead personnel and marketing expenses [19][20] Business Line Data and Key Metrics Changes - New unit sales were down 36% or 912 units in the quarter, while average selling price for new units was 15% better for the quarter [17] - Pre-owned retail unit sales were down 48% or 655 units during the quarter, also reflective of divestitures [17] - Gross margins for new vehicles were 11% for the quarter, a 7% increase compared to the prior year period, while used vehicle gross margins were 21%, a 10% increase compared to the prior year period [18] Market Data and Key Metrics Changes - The company noted a healthier inventory mix and seasonal favorability contributed to an 18% increase in new unit sales and a 19% increase in used unit sales compared to the fourth quarter of 2024 [11] - The company observed a shift towards single axle towables and first-time buyers, with motorized inventory sales improving 11% in the first quarter versus the fourth quarter [14] Company Strategy and Development Direction - The company is focused on optimizing its dealership footprint and maximizing operational performance, having completed the sale of five dealerships to Camping World, which allowed for significant debt repayment [5][6] - A letter of intent was signed to divest three additional stores, reinforcing the strategy of refining the dealership footprint [7] - The company aims to strengthen its balance sheet to support long-term growth and stability while continuing to improve operational performance [20][21] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism regarding the RV lifestyle's affordability and consumer attraction despite potential impacts from tariffs [10] - The company is closely monitoring customer demand and macroeconomic trends, including tariffs and supply chain shortages [14] - Management highlighted the importance of maintaining a healthy inventory position and refining the consignment inventory program [13] Other Important Information - The company achieved a loss from operations of $2.3 million for the quarter, which included non-cash impairment charges of $2.9 million [20] - An adjusted EBITDA loss of $4 million was reported, an improvement compared to the loss of $18 million in the prior year period [20] Summary of Q&A Session - No questions were fielded following the conclusion of prepared remarks, as indicated by the operator [4]