Camping World notes RV industry stabilization; +4% CAGR in protected assets, 80% intake cost savings

Camping World Holdings, Inc.

RV industry new/used units stabilized with positive inflection starting June 2025; 3- and 6-month moving averages cross above 12-month average.
Protected vehicles & assets grew at +4.0% CAGR; F&I product commission up +22%.
Estimated 80% intake cost savings from call center efficiencies, with 2026E cost comparison shown.
Company meeting with investors to discuss unit share trends and market setting insurance brokerage transactions.

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