CAMPING WORLD HOLDINGS INC CLASS A (CWH)
Consumer Discretionary · RV retail and dealership · NYSE
Camping World is an RV and outdoor retailer with a nationwide store network and Good Sam membership program, highly leveraged to consumer discretionary spending and RV industry health.
What CAMPING WORLD HOLDINGS INC CLASS A does
Camping World is a recreational vehicle (RV) and outdoor retailer that operates physical store locations selling RVs, parts, accessories, and related products, while also offering a membership-based loyalty program called Good Sam with services, protection plans, and financing options. The company generates revenue from RV sales, product retail, service, and subscription-based Good Sam membership offerings. The business is highly dependent on consumer discretionary spending and the health of the RV industry, with operations significantly impacted by economic conditions, interest rates, and fuel prices.
Themes: ["RV retail and dealer network","Consumer discretionary spending","Good Sam loyalty and membership services","Outdoor recreation and travel"]
Fundamentals
- Price$6.46 as of 2026-07-09 close
- Market cap$677M as of 2026-07-10
- 1-year return-65.1% as of 2026-07-09 close
- Net margin-1.5% as of 2026-07-10
- Gross margin+29.3% as of 2026-07-10
- ROE-34.8% as of 2026-07-10
- Debt / equity14.94 as of 2026-07-10
- Revenue growth (YoY)+2.6% as of 2026-07-10
- Revenue CAGR (3y)-2.9% SEC XBRL
- Beta2.11 as of 2026-07-10
Dividend: yield +9.4%; 2-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Sensitivity to macro economic conditions: revenue and profitability highly dependent on consumer discretionary spending, interest rates, inflation, fuel costs, and general economic uncertainty; Active Customers declined in 2025.","Competitive pricing pressure: competitors have listed RVs at or below cost, forcing Camping World to respond with aggressive pricing and promotional programs that depress gross margin and operating margin.","Manufacturer and supply chain dependency: business reliance on major RV manufacturers (particularly Thor Industries and Forest River) for inventory and reputation; exposure to tariff changes, import/export policy uncertainty, and supply chain disruptions."]
Competitors & peers
- Winnebago Industries (WGO)
- Thor Industries (THO)
- RVs.com and online RV marketplaces
- Local and regional RV dealers
- Cracker Barrel Old Country Store (CBRL) — travel/leisure retail
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.