Highest-materiality recent filing
Camping World Holdings announces annual meeting results; all proposals approved
Three Class I directors elected: Mary J. George (116.8M for), K. Dillon Schickli (112.2M for), Matthew D. Wagner (120.1M for).
Camping World Q1 revenue $1.35B, net loss $26.7M, reaffirms FY26 EBITDA guidance $275-325M
Revenue $1.35B, net loss $26.7M; adjusted EBITDA positive $28.0M.
Camping World raises CFO base to $650K, CAO to $700K; grants 40K/50K PSU targets
CFO Thomas E. Kirn's new agreement runs through March 31, 2029; base salary raised to $650,000; target bonus 100% of base.
Camping World Q4 net loss narrows; Adjusted EBITDA up 35% YoY; dividend paused
Full year net loss of $105.6M, largely due to deferred tax asset and TRA liability adjustments.
Camping World notes RV industry stabilization; +4% CAGR in protected assets, 80% intake cost savings
RV industry new/used units stabilized with positive inflection starting June 2025; 3- and 6-month moving averages cross above 12-month average.
Marcus Lemonis to retire as CEO, Chairman, and Board member effective Dec 31, 2025; remains as Co-Founder and Special Advisor through Dec 31, 2026.
Camping World Q3: record unit volume, adj. EBITDA $95.7M (+41.8%)
Revenue $1.8B (+4.7%); used vehicle rev up 31.7% to $589.1M; new rev down 7% to $766.8M.
Camping World Q2 net income up 146%, adjusted EBITDA +35%; record 45,602 units sold
Net income $57.5M ($0.48 diluted EPS), up 145.7% YoY; adjusted EPS $0.57, +50%.
Stockholders elected Brian P. Cassidy, Marcus A. Lemonis, Michael W. Malone as Class III directors (all received >112M votes).
Camping World Q1 revenue up 3.6%; adjusted EBITDA nearly 4x YoY to $31.1M
Revenue $1.4B (+3.6% YoY); net loss improved 51.4% to $24.7M.
Camping World Q4 net loss $59.5M, revenue up 8.6%; combined same-store unit sales +4.2%
Q4 revenue $1.2B (+8.6% YoY); net loss $(59.5)M vs $(71.5)M in Q4 2023.
Camping World increases floor plan facility to $2.15B, extends maturity to 2030
Floor plan facility raised from $1.85B to $2.15B; includes $300M accordion feature in $50M increments.
Camping World approves new employment agreement for CEO Marcus Lemonis through 2028
Base salary $1.5M; annual bonus target at 150% of base salary.
Camping World meets investors for business update; specifics not disclosed in filing text
On Jan 14, 2025, Camping World held investor meetings to discuss sales trends and a general business update.
Camping World extends revolver maturity date to March 2028 via credit agreement amendment
Revolving credit facility maturity extended from June 3, 2026 to earlier of 91 days before FreedomRoads floor plan maturity or March 3, 2028.
Camping World prices 14.6M share offering at $20.50, net proceeds ~$288.8M
Offering of 14,634,146 Class A shares at $20.50/share; net proceeds ~$288.8M after underwriting discounts and expenses.
Camping World Q3: net income down 73.9% to $8.1M; new unit sales +31.2%
Revenue $1.7B, down 0.3% YoY; new vehicle revenue up 21.5% to $824.9M on 31.2% unit increase.
Camping World increases mortgage facility delayed draw capacity by $50 million
Amendment No. 1 to Credit Agreement adds $50 million delayed draw mortgage loan commitments as of August 27, 2024.
Camping World Q2 net income down 64% to $23.4M; new RV units up 17%, used down 12%
Revenue $1.8B, down 5.0% YoY; new vehicle unit sales 22,084 (+16.9%), used vehicle units 15,700 (-11.7%).
Camping World announces President and CFO retirements; appoints Wagner President, Kirn CFO
President Brent Moody to retire Dec 31, 2024; resigns effective July 1, 2024, transitions to Senior Advisor.
Camping World shareholders elect three Class II directors, ratify auditor, approve say-on-pay
Andris A. Baltins elected with 87.2M votes for, 5.5M withheld; Kathleen S. Lane with 92.6M for, 178,925 withheld.
Net loss $50.8M vs $4.9M profit in Q1 2023; diluted EPS ($0.51) vs $0.05.
On June 1, 2024, Brent L. Moody, the President of Camping World Holdings, Inc. (together with its subsidiaries, the “Company”), notified the Company of his planned retirement effective as of December 31, 2024 and his resignation as President of the Company, effective July 1, 2024 (the “Effective Date”),
Karin L. Bell, the Company’s Chief Financial Officer, notified the Company of her planned retirement effective upon the date which the Company files its Annual Report on Form 10-K for the year ended December 31, 2024 (the “10-K Filing Date”) and her resignation as Chief Financial Officer and principal financial officer of the Company, effective as of the Effective Date,
the Board appointed Matthew D. Wagner, the Company’s Chief Operating Officer, as President of the Company, as of the Effective Date.
Max materiality 0.85 · Median 0.70 · Most common event earnings