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Camping World Holdings (CWH)
:CWH
RESEARCH TOOLSreports
Earnings Data
Report Date
May 06, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
-0.21Last Year’s EPS
-0.4Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 25, 2025
|% Change Since: -6.30%
|Next Earnings Date:May 06, 2025
Earnings Call Sentiment|Positive
The earnings call was generally positive with significant achievements in market share growth and revenue increases. The company has a strong outlook for 2025 with expected explosive EBITDA growth, driven by strategic improvements in SG&A and used inventory procurement. However, challenges such as higher insurance costs, weather impacts on sales, and potential tariff issues present obstacles to navigate.Company Guidance
During the Camping World Holdings Conference Call to discuss the financial results for the fourth quarter and the year ended December 31, 2024, several key metrics and guidance points were provided. The company reported a revenue increase to $1.2 billion, driven by an 8% rise in new unit sales and an 11% increase in used unit sales. New vehicle gross margin was noted at 15.2%, while used vehicle gross margin improved to 18.7%. The company ended 2024 with a combined new and used market share of 11.2% and projected to hit a new record of 12% in 2025, targeting 130,000 unit sales, up from 121,500 in 2024. Early 2025 results indicated healthy mid-single-digit growth, with an expected annual average selling price (ASP) of $40,000 for new units and $32,000 for used units. The company also announced a 600 to 700 basis point improvement in SG&A and anticipated explosive EBITDA growth in the first quarter of 2025, driven by gross margin and profit improvements. Additionally, the company plans to add six to seven new rooftops, focusing on strategic acquisitions to fuel growth while maintaining a disciplined approach to cost management and capital allocation.Record Market Share Achievements
Camping World Holdings ended 2024 with a record combined new and used market share of 11.2% and expects to set a new record at 12% in 2025, selling over 130,000 units, up from 121,500 in 2024.
Revenue and Unit Sales Growth
The company recorded Q4 revenue of $1.2 billion, an increase of 9%, driven by an 8% increase in new unit sales and an 11% increase in used unit sales.
Used Inventory Procurement Success
January and February set respective records for used inventory procurement, with expectations for purchase volume to accelerate entering the core selling season.
Significant SG&A Improvement
The company is targeting a 600 to 700 basis point improvement in SG&A as a percentage of gross profit for the year.
Strong Start to 2025
2025 started with used same-store sales increasing in the high teens during January and new same-store unit sales up low single digits.
Explosive EBITDA Growth Expected
The company expects explosive EBITDA growth in Q1 2025, driven by gross margin and profit improvements and significant SG&A improvements.
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CWH Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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CWH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 25, 2025 | $20.80 | $20.75 | -0.24% |
| Oct 28, 2024 | $21.29 | $22.77 | +6.95% |
| Jul 31, 2024 | $22.63 | $21.73 | -3.98% |
| May 01, 2024 | $19.75 | $19.78 | +0.15% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Camping World Holdings (CWH) report earnings?
Camping World Holdings (CWH) is schdueled to report earning on May 06, 2025, TBA Not Confirmed.
What is Camping World Holdings (CWH) earnings time?
Camping World Holdings (CWH) earnings time is at May 06, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CWH EPS forecast?
CWH EPS forecast for the fiscal quarter 2025 (Q1) is -0.21.
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