The earnings call reflected a strong performance with significant growth in EBITDA and used unit sales, alongside strategic cost reductions. Despite some challenges with ASPs and potential tariff concerns, the company's market share and profitability initiatives indicate a promising outlook.
Company Guidance
In the Camping World Holdings, Inc. first quarter 2025 earnings call, the company provided guidance that highlighted several key financial metrics and strategic goals. The company reported a revenue increase to $1.4 billion, primarily driven by a 30% rise in used unit sales. They achieved an EBITDA growth of nearly four times compared to the previous year, and reported an adjusted EBITDA of $31.1 million, up from $8.2 million last year. Camping World aims to improve SG&A as a percentage of gross profit by 600 to 700 basis points for the year. Additionally, they expect vehicle gross margins to stay within historical ranges and project growth in used units to exceed low double-digits, while new unit sales are anticipated to grow in the low single-digits. The company is also focused on reducing costs, having implemented $35 million in annualized SG&A reductions. Lastly, Camping World is strategically positioned to react to potential industry changes, including tariff impacts, with expectations of new model year 2026 pricing to rise in the mid-single digits, while maintaining a strong emphasis on market share growth and inventory management.
EBITDA Growth
Camping World achieved EBITDA growth of nearly 4x year-over-year in the first quarter.
Used Unit Sales Surge
Used unit sales increased by 30% in the first quarter, contributing significantly to overall revenue growth.
Market Share Expansion
Combined new and used unit market share reached over 14% through February, indicating strong competitive performance.
Cost Reduction Initiatives
The company implemented $35 million in annualized SG&A reductions, which are expected to benefit future quarters.
New Dealerships and Profitability
Opened nine dealerships, including five Lazydays locations that were profitable in March.
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Camping World Holdings (CWH) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
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
Apr 29, 2025
$14.08
$12.06
-14.35%
Feb 25, 2025
$20.64
$20.59
-0.24%
Oct 28, 2024
$21.13
$22.59
+6.91%
Jul 31, 2024
$22.45
$21.56
-3.96%
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 Aug 05, 2025, TBA Not Confirmed.
What is Camping World Holdings (CWH) earnings time?
Camping World Holdings (CWH) earnings time is at Aug 05, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
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