Latest news with #CampingWorld
Yahoo
2 days ago
- Automotive
- Yahoo
Camping World Earnings: What To Look For From CWH
Recreational vehicle (RV) and boat retailer Camping World (NYSE:CWH) will be announcing earnings results this Tuesday afternoon. Here's what investors should know. Camping World missed analysts' revenue expectations by 1% last quarter, reporting revenues of $1.41 billion, up 3.6% year on year. It was a very strong quarter for the company, with a solid beat of analysts' EBITDA estimates and a solid beat of analysts' EPS estimates. Is Camping World a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Camping World's revenue to grow 4% year on year to $1.88 billion, a reversal from the 5% decrease it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.60 per share. The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Camping World has missed Wall Street's revenue estimates six times over the last two years. Looking at Camping World's peers in the automotive and marine retail segment, some have already reported their Q2 results, giving us a hint as to what we can expect. CarMax delivered year-on-year revenue growth of 6.1%, meeting analysts' expectations, and Genuine Parts reported revenues up 3.4%, topping estimates by 0.9%. CarMax traded up 4.5% following the results while Genuine Parts was also up 8.7%. Read our full analysis of CarMax's results here and Genuine Parts's results here. There has been positive sentiment among investors in the automotive and marine retail segment, with share prices up 8.9% on average over the last month. Camping World is up 5.1% during the same time and is heading into earnings with an average analyst price target of $20.83 (compared to the current share price of $18.06). Unless you've been living under a rock, it should be obvious by now that generative AI is going to have a huge impact on how large corporations do business. While Nvidia and AMD are trading close to all-time highs, we prefer a lesser-known (but still profitable) semiconductor stock benefiting from the rise of AI. Click here to access our free report on our favorite semiconductor growth story. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here. Sign in to access your portfolio
Yahoo
17-07-2025
- Automotive
- Yahoo
Camping World Holdings, Inc. (CWH): A Bull Case Theory
We came across a bullish thesis on Camping World Holdings, Inc. on Stock Analysis Compilation's Substack. In this article, we will summarize the bulls' thesis on CWH. Camping World Holdings, Inc.'s share was trading at $18.08 as of July 14th. CWH's forward P/E was 25.84, respectively according to Yahoo Finance. Photo by Blake Wisz on Unsplash Camping World Holdings (CWH), the largest RV dealer in the U.S., is set to benefit from proposed legislation that would make RV mortgage interest and trailer floorplan financing fully tax deductible. This policy change could reduce monthly costs for RV buyers by approximately 10%, potentially reigniting demand in an industry that has been in decline since 2022. CWH, with a strong focus on affordable trailers, continues to gain market share in this domestically concentrated market—most RVs are manufactured in Elkhart, Indiana, giving the company minimal exposure to international tariffs. Despite these advantages, RV-related stocks, including CWH, experienced a sell-off in April. However, this pullback, coupled with the new legislative tailwind, has created an attractive entry point for investors. The firm behind the thesis has held a position in CWH since its inception based on its ability to consistently gain share and its compelling valuation, though the stock previously lacked a meaningful catalyst. The recent policy momentum provides that missing trigger. If enacted, the bill could significantly improve affordability for consumers and drive a rebound in RV purchases, positioning CWH as a clear winner given its scale and price-focused offerings. The investor has responded by increasing exposure to the stock, anticipating that the favorable legislative environment could accelerate share gains and unlock upside in a currently discounted equity. Overall, CWH offers an appealing risk/reward setup, with its dominant market position, renewed demand outlook, and supportive policy developments aligning to create a timely investment opportunity. Previously, we covered a on CarMax, Inc. by Stock Region in July 2025, which highlighted strong earnings, record unit profitability, and a large share buyback. The company's stock price has depreciated approximately 2.20% since our coverage due to macro headwinds. The thesis still stands as fundamentals remain solid. Stock Analysis Compilation shares a similar outlook on Camping World Holdings, emphasizing a legislative catalyst. Camping World Holdings, Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 32 hedge fund portfolios held CWH at the end of the first quarter which was 36 in the previous quarter. While we acknowledge the potential of CWH as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None.
Forbes
15-07-2025
- Forbes
Epic RV Road Trip Through Canada Includes Creative Campground Cooking
An ambitious itinerary through British Columbia covered nearly 1,200 miles in 10 days, a journey filled with astonishing scenery, excellent hiking and biking and some fun meals cooked at the campground. Here are a few suggestions on how to make outdoor dinners extra special this summer. Manning Provincial Park in British Columbia offers an excellent place to camp with electrical ... More hookups available in the new Skyview campground. Smart provisioning When prepping for a big trip, it's nearly impossible to hit that perfect target of 'just right', avoiding bringing too much or not enough. I'm fortunate to have a well-stocked pantry in my 23-foot Thor Gemini, so I could throw together a last-minute meal that doesn't come off as a punt. But when it comes to packing up perishables, that's a little trickier. Especially when the fridge goes on the fritz on Day 2. Yup, since buying a 23-foot motorhome at Camping World nearly seven years ago, the motorhome has been in the shop countless times. That's one thing you rarely hear about when contemplating #vanlife. Stuff breaks, especially if the rig gets regular use, and we recently hit 70,000 miles. But we've also become pretty adept at rolling with it, so the fridge turned into a cooler, restocked daily with ice. No big deal, though it also added a sense of urgency to using any ingredients that might go bad. First up, smash burgers. Pimento cheese adds a lot of gooey flavor to a smash burger cooked at a scenic campground in British ... More Columbia. Essential tools Over the years on the road, there have been many attempts to cook over a campfire. In the beginning, there was some success with the Lodge Cast Iron Cook It All – mmm, bacon – but it was just too bulky for the tight quarters. We then shifted to a George Foreman Smokeless Grill and that was a champ for a long time, even worked to make pizza. But eventually it fizzled out and they're not making them anymore, so… the outdoor kitchen has now embraced a two-burner hot plate. It's not glam, but it works. And a big part of the success can be credited to an upgrade in the cooking equipment. Last summer, I upgraded to a Scanpan skillet I found on sale at Sur La Table and it's been a game changer. A few more important outdoor kitchen tools: Now, let's get after those burgers. Meal prep There's been much written about the trendiest burgers on the planet, but did you know those now famous sandwiches have a humble origin story? Created in Oklahoma during the Great Depression, the first smash burgers included loads of thinly sliced onions used to stretch the ground beef. My method is to season the ground beef – I picked up some organic ground beef at Costco and froze it – before shaping it into balls, slightly smaller than a tennis ball. The go-to flavor maker on the road is a mix of the basics that taste Next Level. I'm a huge fan of Nick's Salt + Pepper from Rendezvous in Memphis, a tribute to the late Nick Vergos, who was known for his homemade version of this straightforward seasoning. Simple and very satisfying. Crank up the heat and set those meaty softballs in the skillet, letting them sizzle for a minute before smashing. Turn the patty a few times to build that brown crust, known as the Maillard reaction. For this round of smash burgers at the beautiful Manning Provincial Park, I took a decidedly Southern turn by smearing pimento cheese on top of the patty in the final minutes of cooking. So good. The only other topping I added was a few Grillo's hot pickle chips. On the side, we had a potato chip tasting and the Old Dutch Masala Chips were a clear winner, the Ridgies style delivering extra crunch. Manning Provincial Park in British Columbia offers many scenic hiking trails including a 5-mile loop ... More around Lightening Lake. Leftovers anyone? The bit of ground beef that didn't go into the burgers was turned into a Bolognese with a small 'b', sauteed and finished with a jar of pizza sauce. Yes, of course, slow-simmered San Marzano tomatoes cooked Marcella Hazan-style is best. But this is bare-bones campground cooking and the thicker pizza sauce works just fine, especially if you serve it with some interesting pasta. (I brought Trader Joe's Cacio e Pepe ravioli and that proved to be a good match.) While we camped at the City Park in Nelson – close to the historic downtown and a short walk from the massive Kootenay Lake, there was a picnic table that served as a platform for the best kind of casual cookout. Seafood boils are typically a group activity, but it's also cool for just two. I simmered wild-caught prawns with Zatarain's seasoning mix, corn and tiny new potatoes and, as Emeril used to say: Bam! Dinner is served, please pass the pepper sauce. The classic shrimp boil is a surprisingly easy meal to prepare while camping. Looking locally for inspiration Our travels took us through some verdant ag-producing country and the mission is always to stop at as many farm stands as possible. Bonus points if it's got a parking lot big enough to accommodate an RV. This trip, we gorged on Rainier cherries, sweet apricots and tender green beans. Also picked up some oyster mushrooms that were the foundation of one of the best dinners of the journey. Those meaty 'shrooms partnered nicely with a grass-fed ribeye from Alberta, a sprinkle of Knorr demi-glace mix creating a sauce that was surprisingly sophisticated. I'm not the kind of cook that typically goes for the packets, but in this case, it was proved to be an excellent short cut. Leftover smash burgers morphed into a quick-fix Bolognese, served with Trader Joe's Cacio e Pepe ... More ravioli. Not your typical campground cooking, but very satisfying. The big finish By the time we reached Revelstoke, road fatigue had started to set in after seven hours behind the wheel, it was time for something easy. Plus, it was hot and who wants to cook, so let's use the rest of that farm-fresh produce haul for a salad. And, yes, there's a new wooden salad bowl in the cupboard to class up our tiny home on wheels. When it comes to delivering some quality protein to the greens, canned wild salmon gets a quick pickle treatment with the addition of seasoned shallots and plays well with the sweet summer tomatoes and crunchy cukes, which was enjoyed under a canopy of towering evergreens in the busy RV park where we were staying. The Lamplighter was a short ride from the town center and after eating, we headed into Revy to catch the nightly summer concert in the town center. Peak experience, especially the thrilling portion of that two-wheel trip over a bridge high above the Columbia River. On the final few days of the epic road trip, I skipped cooking and used the well-deserved break to take a deep dive into the outstanding culinary landscape of Whistler Blackcomb Resort. You can read my report here. If you go… Before we took the plunge into RV ownership, we rented various rigs including a deluxe motorhome from CanaDream. There are other options for giving van life a test drive including Peace Vans based in Seattle and Outdoorsy, which is considered the Airbnb equivalent of the RV rental world. Before signing up, it's always good to ask what kind of cooking gear is included.
Yahoo
14-07-2025
- Automotive
- Yahoo
LCI Industries (LCII): A Bull Case Theory
We came across a bullish thesis on LCI Industries on Substack by vincent975. In this article, we will summarize the bulls' thesis on LCII. LCI Industries's share was trading at $99.12 as of July 2nd. LCII's trailing and forward P/E were 16.25 and 18.55 respectively according to Yahoo Finance. A motorhome parked in view of a mountain range, reflecting the joy of the open road. LCI Industries (LCII) appears undervalued at ~10x free cash flow, reflecting investor concerns around macroeconomic weakness, tariffs, and softness in the RV and marine sectors. However, this creates a compelling entry point, as LCII operates below mid-cycle volumes and should benefit from an eventual recovery. As a key supplier rather than an OEM, LCII enjoys a durable market position driven by product breadth, customer proximity, and superior service—advantages that create barriers to entry and support long-term share gains. The company expects 3%-5% organic growth from increased product content, alongside 25% incremental margins on rising volumes. Current RV and marine shipments remain well below historical averages, offering upside potential as demand normalizes. LCII is also poised to benefit from a mix of shifts toward higher-content motorhomes and growth in aftermarket sales, particularly as warranty periods lapse on the millions of RVs sold during the COVID-19 boom. A partnership with Camping World to expand aftermarket distribution further strengthens this segment. LCII targets $5 billion in organic revenue by 2027 and double-digit EBITDA margins, translating into over $12/share in free cash flow, excluding M&A. Management's disciplined capital allocation, demonstrated through recent bus market acquisitions and a new $300 million buyback, complements its 5% dividend yield. Tariff risks remain, but mitigation strategies—such as shifting supply chains and passing costs to customers—should soften the blow. Even in a bearish scenario, LCII's FCF yield provides a margin of safety. With RV industry recovery, share buybacks, and tariff mitigation as catalysts, LCII offers an attractive risk/reward profile for long-term investors. Previously, we covered a bullish thesis on Harley-Davidson, Inc. (HOG) by Business Model Mastery in May 2025, which highlighted the company's strong brand equity, vertically integrated operations, and high-margin aftermarket and financing ecosystem. The company's stock price has appreciated by approximately 2.9% since our coverage. This is because the thesis played out as aftermarket sales and financing growth supported margins. Vincent975 shares a similar investment framework but emphasizes on the RV and marine supplier space with LCII, where he sees a similarly underappreciated aftermarket and recurring revenue opportunity. LCII isn't on our list of the 30 Most Popular Stocks Among Hedge Funds. While we acknowledge the risk and potential of LCII as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
14-07-2025
- Automotive
- Yahoo
LCI Industries (LCII): A Bull Case Theory
We came across a bullish thesis on LCI Industries on Substack by vincent975. In this article, we will summarize the bulls' thesis on LCII. LCI Industries's share was trading at $99.12 as of July 2nd. LCII's trailing and forward P/E were 16.25 and 18.55 respectively according to Yahoo Finance. A motorhome parked in view of a mountain range, reflecting the joy of the open road. LCI Industries (LCII) appears undervalued at ~10x free cash flow, reflecting investor concerns around macroeconomic weakness, tariffs, and softness in the RV and marine sectors. However, this creates a compelling entry point, as LCII operates below mid-cycle volumes and should benefit from an eventual recovery. As a key supplier rather than an OEM, LCII enjoys a durable market position driven by product breadth, customer proximity, and superior service—advantages that create barriers to entry and support long-term share gains. The company expects 3%-5% organic growth from increased product content, alongside 25% incremental margins on rising volumes. Current RV and marine shipments remain well below historical averages, offering upside potential as demand normalizes. LCII is also poised to benefit from a mix of shifts toward higher-content motorhomes and growth in aftermarket sales, particularly as warranty periods lapse on the millions of RVs sold during the COVID-19 boom. A partnership with Camping World to expand aftermarket distribution further strengthens this segment. LCII targets $5 billion in organic revenue by 2027 and double-digit EBITDA margins, translating into over $12/share in free cash flow, excluding M&A. Management's disciplined capital allocation, demonstrated through recent bus market acquisitions and a new $300 million buyback, complements its 5% dividend yield. Tariff risks remain, but mitigation strategies—such as shifting supply chains and passing costs to customers—should soften the blow. Even in a bearish scenario, LCII's FCF yield provides a margin of safety. With RV industry recovery, share buybacks, and tariff mitigation as catalysts, LCII offers an attractive risk/reward profile for long-term investors. Previously, we covered a bullish thesis on Harley-Davidson, Inc. (HOG) by Business Model Mastery in May 2025, which highlighted the company's strong brand equity, vertically integrated operations, and high-margin aftermarket and financing ecosystem. The company's stock price has appreciated by approximately 2.9% since our coverage. This is because the thesis played out as aftermarket sales and financing growth supported margins. Vincent975 shares a similar investment framework but emphasizes on the RV and marine supplier space with LCII, where he sees a similarly underappreciated aftermarket and recurring revenue opportunity. LCII isn't on our list of the 30 Most Popular Stocks Among Hedge Funds. While we acknowledge the risk and potential of LCII as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
