)
Visual
earnings real time
Camping World (CWH) investor relations material
Camping World Raymond James TMT and Consumer Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Raymond James TMT and Consumer Conference summary9 Dec, 2025
Management succession and leadership transition
Announced execution of a long-planned succession, with Matt Wagner taking over as CEO effective January 1, following 19 years at the company and close collaboration with the founder.
Founder will step away from the board but remain an advisor, ensuring a clean transition and continued support through his ownership and golden share.
The transition is designed to be smooth, with both leaders aligned on values and strategy, and the founder optimistic about the business outlook for 2026.
Strategic direction and operational focus
Focus on reducing business volatility and aggressively deleveraging while growing earnings, with a minimum EBITDA floor of $310 million targeted for next year, representing a 20% year-over-year improvement.
Four pillars for growth: SG&A reduction, exceeding new and used RV sales expectations, and pursuing M&A opportunities.
Continued emphasis on acquisitions, especially smaller, tuck-in deals, and capital allocation toward areas like Good Sam for more predictable earnings.
Market trends and business performance
New RV market saw a 7.5%-8% decline in October, with expectations of continued softness into early next year, while used RV sales are experiencing double-digit growth.
Price increases for new RVs (5%-7%) are attributed to tariffs, margin grabs, and labor costs, making used RVs more attractive and supporting long-term growth in that segment.
Inventory management will be adjusted seasonally, with potential reductions if new RV demand remains soft.
Matt Wagner's strategic priorities
Used RV market competitive advantages
Good Sam's non-RV market expansion plans
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Camping World earnings date
Q4 202523 Feb, 2026
Next Camping World earnings date
Q4 202523 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
)
Frequently asked questions
Camping World Holdings, Inc. engages in the retail of RVs and related products and services provided by company-operated and franchised dealer locations in the United States, Canada, Mexico, and Chile. It offers products for purchasing and financing of RVs; as well as technical services that include parts and accessories, RV maintenance and repair, extended service contracts, and installation services; financing services; and refurbishment products. The company also provides warranties for parts purchased from its dealers to protect against defects in manufacturing or materials. It serves recreational vehicle (RV) customers who range from first-time buyers to experienced RV enthusiasts; individual families to large motor coaches used by vacation companies; and small motocross companies to large horse trailers.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage