Camping World Holdings Gestion
Gestion contrôle des critères 4/4
Le PDG Camping World Holdings est Matt Wagner, nommé en Jul2024, a un mandat de 2.08 ans. La rémunération annuelle totale est $ 1.28M, composée du salaire de 23.4% et des bonus 76.6%, y compris les actions et options de la société. détient directement 0.24% des actions de la société, d'une valeur de $ 1.62M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 4.9 ans et 8.3 ans.
Informations clés
Matt Wagner
Directeur général
US$1.3m
Rémunération totale
| Pourcentage du salaire du PDG | 23.39% |
| Durée du mandat du directeur général | 2.1yrs |
| Propriété du PDG | 0.2% |
| Durée moyenne d'occupation des postes de direction | 4.9yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 8.3yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • Jul 31
CWH: Margin Discipline And Cycle Reset Will Shape Future Earnings Power
Analysts have cut the fair value estimate for Camping World Holdings from $18.00 to $16.00. The revision reflects lower price targets across the RV sector and softer recent foot traffic trends.
Mise à jour du récit • Jul 02
CWH: Index Additions And Reset Expectations Will Support Future Upside
The analyst price target for Camping World Holdings has been reduced by about $1.42 to $13.17, as analysts factor in updated views on fair value, discount rate, revenue growth, profit margins, and future P/E assumptions following recent research updates from multiple firms. Analyst Commentary Recent research on Camping World Holdings has focused on how current fundamentals and market conditions feed into valuation, which is why several firms have trimmed their price targets by US$1 to US$3.
Mise à jour du récit • Jun 18
CWH: Future Margin Execution Will Drive Upside Despite Lowered Earnings Multiple
Camping World Holdings' analyst price target has been reduced by a few dollars, as analysts cite updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations to support the change. Analyst Commentary Recent research on Camping World Holdings points to a more cautious tone, with several bearish analysts trimming price targets by a few dollars as they revisit their assumptions on discount rates, revenue growth, profit margins and future P/E levels.Seeking Alpha • Jun 13
Camping World Holdings Is In For A Rough Ride (Downgrade)
Summary Camping World Holdings is downgraded to a soft ‘sell’ due to persistent industry headwinds and deteriorating fundamentals. CWH’s Q1 revenue declined 4.2% year-over-year as both new and used RV unit sales fell, with gross profit per unit also contracting. Despite management’s EBITDA guidance of $275–$325 million for FY2026, Q1 results do not currently support this optimism. High net leverage (10x) and $3.01 billion in net debt materially elevate CWH’s risk profile, warranting caution in the current economic climate. Read the full article on Seeking AlphaMise à jour du récit • Jun 04
CWH: Reset Earnings Power Will Rely On Future Margin Execution
Camping World Holdings' revised analyst price target has shifted to $9.00 from $10.00 as analysts update their models for discount rates, revenue growth, profit margins and future P/E assumptions following recent target cuts from multiple firms. Analyst Commentary Recent Street research has highlighted a more cautious tone around Camping World Holdings as multiple bearish analysts cut their price targets in close succession.Mise à jour du récit • May 20
CWH: Debt Reduction And Inventory Overhaul Will Shape Future Earnings Power
Narrative Update on Camping World Holdings Analysts have trimmed Camping World Holdings price targets by $1 to $10 across several firms and reset expectations around earnings, inventory strategy, and 2026 guidance. This feeds into a refreshed model that keeps fair value at $18.00 while adjusting assumptions for discount rate, revenue growth, profit margins, and future P/E.Mise à jour du récit • May 02
CWH: Debt Reduction And Inventory Reset Will Support Future Earnings Power
Analysts have trimmed the Camping World Holdings fair value estimate from $20.53 to $18.00, as several firms reduced price targets following softer Q4 results, updated RV sector assumptions, a slower offseason, and management commentary on inventory, margins, 2026 expectations, and the decision to pause the dividend in favor of debt reduction. Analyst Commentary Street research around Camping World Holdings has centered on lower price targets following the recent Q4 print and updated sector assumptions, but there are still some constructive threads that bullish analysts are highlighting for investors.Mise à jour du récit • Apr 17
CWH: Debt Reduction And Inventory Reset Will Drive Future Upside
Analysts have trimmed their price targets for Camping World, and the updated fair value estimate now sits at about $20.53, reflecting revised views on revenue growth, margins, inventory strategy, 2026 guidance, and the recent dividend pause in favor of debt reduction. Analyst Commentary Recent Street research points to a reset in expectations for Camping World, with multiple firms updating their models after Q4 results, revised 2026 guidance, and the dividend pause in favor of debt reduction.Mise à jour du récit • Apr 03
CWH: Inventory Shift And Dividend Pause Will Reset Earnings Power
Narrative Update on Camping World Holdings The analyst price target for Camping World Holdings has moved from $14.00 to $10.00 as analysts factor in softer Q4 results, lower near term guidance, a pause in the dividend to prioritize debt reduction, and more cautious views on recreational vehicle demand and the new inventory approach. Analyst Commentary Recent Street research on Camping World Holdings reflects a more cautious tone, with several bearish analysts cutting price targets after Q4 results and updated guidance.Mise à jour du récit • Mar 20
CWH: Inventory Reset And Dividend Pause Will Support Future Upside
Analysts have lowered their average price targets on Camping World Holdings by several dollars, placing them in a range of $11 to $16. They cited softer Q4 results, reduced guidance, a pause in the dividend to prioritize debt reduction, and more cautious assumptions around the recreational vehicle offseason and the 2026 earnings outlook.Mise à jour du récit • Mar 06
CWH: Inventory And Margin Reset Will Support Future Upside Potential
Narrative Update Opening Analysts have trimmed their average price target on Camping World Holdings by about $3 per share to around $14.60, citing slower recreational vehicle trends, softer Q4 results and guidance, a dividend pause in favor of debt reduction, and updated expectations around the company’s newer inventory and margin plans. Analyst Commentary Recent research updates cluster around a similar story: lower price targets, softer Q4, and a reset of expectations through 2026, but with different levels of confidence in Camping World Holdings' ability to execute on its plan.Mise à jour du récit • Feb 20
CWH: Expanded Lending Partnerships And Digital Channels Will Support Future Upside
Analysts have maintained their Camping World Holdings price target at about $17.58, with only very small adjustments to inputs such as discount rate, revenue growth, profit margin, and future P/E assumptions shaping the latest update. What's in the News Good Sam, a Camping World subsidiary, expanded its partnership with Octane Lending to grow loan origination volumes across nearly 200 Camping World locations and digital channels, and participated in Octane's latest Series F funding round (Key Developments).Mise à jour du récit • Feb 05
CWH: Expanded Financing Platform And Partnerships Will Drive Upside As Cycle Recovers
Analysts have adjusted their price target for Camping World Holdings to US$17.58, reflecting updated assumptions around slightly higher revenue growth and a marginally lower profit margin, while keeping the projected future P/E unchanged. What's in the News Good Sam, a Camping World subsidiary, expanded its relationship with Octane Lending under the Good Sam Powered by Octane brand, with plans to use Octane technology across more of the finance and insurance process and participate in Octane's latest Series F funding round (Key Developments).Mise à jour du récit • Jan 22
CWH: Used RV Share Gains And Affordability Focus Will Drive Future Upside
Analysts have adjusted their view on Camping World Holdings, setting the price target at US$22.00. This reflects updated expectations around modestly higher revenue growth, slightly stronger profit margins, and the company’s ability to gain share in the used RV market as affordability remains in focus.Article d’analyse • Jan 16
Camping World Holdings, Inc.'s (NYSE:CWH) Shares Climb 28% But Its Business Is Yet to Catch Up
Camping World Holdings, Inc. ( NYSE:CWH ) shareholders are no doubt pleased to see that the share price has bounced 28...Mise à jour du récit • Jan 07
CWH: Used RV Focus And Financing Partnership Will Support Future Upside
Analysts have trimmed their fair value estimate for Camping World Holdings to US$22.00 from US$27.00, reflecting higher discount rate assumptions, a lower future P/E multiple, and updated views on revenue growth, profit margins, and sector conditions highlighted in recent research. Analyst Commentary Recent research shows that bullish analysts are still constructive on Camping World Holdings, even as fair value assumptions are adjusted.Mise à jour du récit • Dec 14
CWH: Used RV Share Gains Will Drive Upside As Cycle Recovers
Analysts have modestly raised their price target for Camping World Holdings to $22 from $21, citing the company’s ongoing market share gains in used RVs and expectations for a late-cycle recovery in the broader RV sector. Analyst Commentary Analyst sentiment around Camping World Holdings remains broadly constructive, with recent notes highlighting both upside drivers and areas of caution as the RV cycle approaches a potential recovery phase.Article d’analyse • Dec 07
Camping World Holdings (NYSE:CWH) Has Announced A Dividend Of $0.125
The board of Camping World Holdings, Inc. ( NYSE:CWH ) has announced that it will pay a dividend on the 29th of...Mise à jour du récit • Nov 29
CWH: Gains in Used Segment Will Drive Outperformance Amid Industry Shifts
Analysts recently raised their price targets for Camping World Holdings from $20 to $22 per share, citing stronger auto production trends and the company's ongoing gains in the affordable and used RV segments. Analyst Commentary Recent research notes from major investment firms have spotlighted key drivers behind Camping World Holdings’ latest price target increases.Mise à jour du récit • Nov 15
CWH: Market Share Gains Will Drive Outperformance As Sector Recovers
The consensus analyst price target for Camping World Holdings has been lowered from $19.08 to $17.58 per share. This change reflects more cautious forecasts amid shifting expectations for profit margins, revenue growth, and sector-wide demand trends.Article d’analyse • Nov 05
Camping World Holdings, Inc. (NYSE:CWH) May Have Run Too Fast Too Soon With Recent 27% Price Plummet
Camping World Holdings, Inc. ( NYSE:CWH ) shareholders won't be pleased to see that the share price has had a very...Mise à jour du récit • Oct 31
CWH: Market Share Gains Will Drive Entry-Level Demand Amid Retail Shifts
Analysts have revised their fair value estimate for Camping World Holdings down to $19.08. This reflects a more cautious outlook, driven by ongoing retail headwinds and shifting dynamics in the RV market.Article d’analyse • Aug 31
What Camping World Holdings, Inc.'s (NYSE:CWH) 26% Share Price Gain Is Not Telling You
Camping World Holdings, Inc. ( NYSE:CWH ) shares have had a really impressive month, gaining 26% after a shaky period...Article d’analyse • Aug 09
Here's Why Camping World Holdings (NYSE:CWH) Is Weighed Down By Its Debt Load
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Article d’analyse • May 19
Camping World Holdings (NYSE:CWH) Has Affirmed Its Dividend Of $0.125
Camping World Holdings, Inc.'s ( NYSE:CWH ) investors are due to receive a payment of $0.125 per share on 27th of June...Article d’analyse • May 13
Camping World Holdings, Inc. (NYSE:CWH) Looks Just Right With A 35% Price Jump
Those holding Camping World Holdings, Inc. ( NYSE:CWH ) shares would be relieved that the share price has rebounded 35...
Nouveau récit • May 03
SG&A Reforms And Dealership Consolidations Will Strengthen Operational Resilience
Strategic dealership expansion and growth in the used vehicle segment strengthen revenue and market share, supporting earnings and margin improvements.Article d’analyse • Apr 08
Here's What To Make Of Camping World Holdings' (NYSE:CWH) Decelerating Rates Of Return
What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...Article d’analyse • Mar 11
Camping World Holdings, Inc. (NYSE:CWH) Might Not Be As Mispriced As It Looks After Plunging 29%
To the annoyance of some shareholders, Camping World Holdings, Inc. ( NYSE:CWH ) shares are down a considerable 29% in...Article d’analyse • Feb 26
Camping World Holdings (NYSE:CWH) Has Announced A Dividend Of $0.125
The board of Camping World Holdings, Inc. ( NYSE:CWH ) has announced that it will pay a dividend of $0.125 per share on...Seeking Alpha • Feb 25
Camping World: Staying Alert To Key Risks
Summary Camping World Holdings faces a challenging road ahead due to a cyclical, highly competitive industry and a stretched balance sheet. CWH's 2024 YTD unit sales are trending positively, whereas YTD revenue was negative, likely to due pricing factors. High debt financing costs and dilution from recent equity issuance raise concerns about shareholder returns. Investors should be cautious of CWH's difficult RV pricing environment and high leverage when evaluating the stock. Read the full article on Seeking AlphaArticle d’analyse • Feb 07
Camping World Holdings, Inc.'s (NYSE:CWH) Intrinsic Value Is Potentially 22% Below Its Share Price
Key Insights Using the 2 Stage Free Cash Flow to Equity, Camping World Holdings fair value estimate is US$17.60 Current...Article d’analyse • Jan 09
Why Investors Shouldn't Be Surprised By Camping World Holdings, Inc.'s (NYSE:CWH) P/S
There wouldn't be many who think Camping World Holdings, Inc.'s ( NYSE:CWH ) price-to-sales (or "P/S") ratio of 0.2x is...Article d’analyse • Dec 11
Camping World Holdings (NYSE:CWH) Will Pay A Dividend Of $0.125
Camping World Holdings, Inc. ( NYSE:CWH ) has announced that it will pay a dividend of $0.125 per share on the 30th of...Article d’analyse • Nov 27
Camping World Holdings' (NYSE:CWH) Dividend Will Be $0.125
The board of Camping World Holdings, Inc. ( NYSE:CWH ) has announced that it will pay a dividend on the 30th of...Article d’analyse • Oct 22
These 4 Measures Indicate That Camping World Holdings (NYSE:CWH) Is Using Debt In A Risky Way
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Oct 09
Camping World: Insider Sales Could Point To A Rough Road Ahead
Summary In my view, the insider selling activity by the CEO and Abrams Capital suggests weak confidence in the near-term performance of the company. Used RV sales dropped sharply, with heavy discounting eroding margins. Rising floor plan interest expenses, up 34.5% YoY, are cutting into profitability. Revenue and operating income have declined for seven consecutive quarters (YoY). In my view, ongoing headwinds overshadow favorable price-to-sales and cash flow metrics. Therefore, I maintain a Hold rating for this stock. Read the full article on Seeking AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | -US$97m |
| Mar 31 2026 | n/a | n/a | -US$94m |
| Dec 31 2025 | US$1m | US$300k | -US$90m |
| Sep 30 2025 | n/a | n/a | -US$54m |
| Jun 30 2025 | n/a | n/a | -US$8m |
| Mar 31 2025 | n/a | n/a | -US$29m |
| Dec 31 2024 | US$3m | US$300k | -US$39m |
| Sep 30 2024 | n/a | n/a | -US$21m |
| Jun 30 2024 | n/a | n/a | -US$11m |
| Mar 31 2024 | n/a | n/a | US$8m |
| Dec 31 2023 | US$3m | US$300k | US$33m |
| Sep 30 2023 | n/a | n/a | US$15m |
| Jun 30 2023 | n/a | n/a | US$40m |
| Mar 31 2023 | n/a | n/a | US$95m |
| Dec 31 2022 | US$1m | US$300k | US$124m |
| Sep 30 2022 | n/a | n/a | US$197m |
| Jun 30 2022 | n/a | n/a | US$236m |
| Mar 31 2022 | n/a | n/a | US$261m |
| Dec 31 2021 | US$3m | US$300k | US$278m |
Rémunération vs marché: La rémunération totale de Matt ($USD 1.28M ) est inférieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 3.52M ).
Rémunération et revenus: La rémunération de Matt a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Matt Wagner (40 yo)
2.1yrs
Titularisation
US$1,282,701
Compensation
Mr. Matthew D. Wagner, also known as Matt, served as Chief Operating Officer at Camping World Holdings, Inc. since January 01, 2023 June 2024 and serves as its President since July 1, 2024 and also serves...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 2.1yrs | US$1.28m | 0.24% $ 1.6m | |
| Chief Financial & Accounting Officer | 5.9yrs | US$1.20m | 0.11% $ 756.4k | |
| Chief Administrative & Legal Officer and Company Secretary | 6.2yrs | US$950.04k | 0.14% $ 908.8k | |
| Senior Vice President of Corporate Development & Investor Relations | 3.8yrs | pas de données | pas de données | |
| Executive Vice President of Camping World Operations | 6.2yrs | pas de données | pas de données | |
| President of Good Sam Media & Events | 6.2yrs | pas de données | pas de données | |
| Senior Vice President | 3.2yrs | pas de données | pas de données | |
| Executive Vice President of Good Sam Enterprises | 3yrs | pas de données | pas de données |
4.9yrs
Durée moyenne de l'emploi
40yo
Âge moyen
Gestion expérimentée: L'équipe de direction de CWH est considérée comme expérimentée (ancienneté moyenne 4.9 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | less than a year | US$1.28m | 0.24% $ 1.6m | |
| Lead Independent Director | 9.6yrs | US$315.29k | 0.092% $ 610.9k | |
| Independent Director | 7.3yrs | US$287.49k | 0.083% $ 548.3k | |
| Independent Director | 10.4yrs | US$272.82k | 0.18% $ 1.2m | |
| Independent Director | 2.4yrs | US$267.49k | 0.027% $ 179.5k | |
| Director Emeritus | 4.6yrs | US$225.00k | pas de données | |
| Independent Director | 10.4yrs | US$281.55k | 0.14% $ 919.5k | |
| Chairman of the Board | 8.3yrs | US$349.97k | 0.55% $ 3.6m | |
| Independent Director | 10.4yrs | US$262.49k | 0% $ 0 |
8.3yrs
Durée moyenne de l'emploi
69yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de CWH sont considérés comme expérimentés (ancienneté moyenne 8.3 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/13 12:12 |
| Cours de l'action en fin de journée | 2026/08/13 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Camping World Holdings, Inc. est couverte par 17 analystes. 12 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Craig Kennison | Baird |
| Tristan Thomas-Martin | BMO Capital Markets Equity Research |
| Alexander Perry | BofA Global Research |