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Camping World (CWH) investor relations material
Camping World J.P. Morgan Auto Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.J.P. Morgan Auto Conference 2025 summary12 Aug, 2025
Market share and sales performance
Achieved over 20% year-over-year growth in both new and used RV units despite an industry decline.
Growth driven by contract manufacturing strategy, expanded entry-level SKUs, and data-driven inventory management.
Focus on monthly payment affordability and lifetime customer value, targeting both first-time buyers and existing RV owners.
Integration of AI into pricing and predictive models expected to further strengthen market share.
Consumer demand and pricing trends
Noted strengthening demand in the last 60 days, with continued sales growth into July.
Average selling prices (ASPs) for both new and used units are showing sequential growth after bottoming out in Q2.
Year-over-year ASP decline expected to narrow, with internal debate between high single-digit and 10-12% declines.
Seasonal ASP trends indicate recovery, with expectations for further improvement.
Cost structure and operational efficiency
SG&A as a percentage of gross profit targeted to return to pre-COVID levels (73-74%), with a 600-700 bps improvement goal.
Structural changes include headcount reduction (~1,000 positions) and consolidation of 16 locations to boost productivity.
Further cost reductions planned, with a focus on achieving a 50/50 new-to-used sales mix to enhance gross profit.
Merit-based staffing and ongoing fall headcount adjustments to maintain efficiency.
What's driving the one franchise store strategy?
How is Camping World integrating AI into pricing?
What's the plan to reach 3.9 leverage?
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Next Camping World earnings date
Q3 202529 Oct, 2025
Next Camping World earnings date
Q3 202529 Oct, 2025
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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.
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