Camping World

Camping World reported Q1 2026 EPS of $-0.21, beating analysts’ estimate of $-0.26, while revenue of $1.35bn missed the expected $1.41bn. Adjusted EBITDA fell to $28m; the company also paid down $56m of debt and improved net leverage to 5.6x. The stock rose about 6.2% in premarket trading. Management expects continued margin pressure into Q2, but sees improvement in the second half of the year and is relying on exclusive brands and new product launches. » Mere på de.investing.com

Camping World names president Matthew Wagner as successor to Marcus Lemonis and sets the transition for January 1, 2026; Lemonis will retire after more than two decades but remain as co‑founder and special advisor. Wagner, with the company since 2007 and president since July 2024, will also join the board, while Brent Moody will become chairman of the board. The company, with a market capitalization of about $1.08 billion, faces high debt and significant cash burn but posted positive results in Q3/2025 (EPS $0.43, revenue $1.81 billion). Analysts reacted mixed: BMO cut its price target to $22.00 and confirmed “Outperform,” while Loop Capital initiated coverage with “Buy” and a $17.00 target. » Mere på de.investing.com

Camping World announced a “Back to Basics” program at the Stephens conference to streamline assortment, inventories and SG&A, aiming for at least $15 million in SG&A savings. For 2026 the company targets adjusted EBITDA of $310 million and cites a medium-term EBITDA goal of $525 million on the current store footprint. Sales of used RVs are expected to grow 7–8% annually; the company currently holds a 13.5% market share in North American RV sales. Other priorities include M&A, improving net leverage and expanding Good Sam, private-label products and roadside assistance as growth drivers. » Mere på de.investing.com

Camping World achieved 9% revenue growth in the second quarter of 2025, reaching $2 billion, and set a new quarterly record with 45,000 RVs sold. However, earnings per share came in at $0.57, below the forecast of $0.60, indicating cost pressures. Despite missing profit targets, the company remains optimistic and plans to improve efficiency and expand its market share. » Mere på de.investing.com