Camping World (CWH)
Sells RVs and Good Sam ownership services through a US dealership network.
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Sells new and used RVs, service work, parts, finance and insurance assistance, and Good Sam ownership products through a US-focused dealership network. RV and Outdoor Retail supplies most revenue, while Good Sam Services and Plans add recurring protection, roadside-assistance, insurance, travel, and publishing lines.
Sells new and used RVs, service and collision work, parts and accessories, finance and insurance assistance, Good Sam memberships, and ownership plans through the Camping World and Good Sam platform. RV and Outdoor Retail supplies most revenue, while Good Sam Services and Plans add protection, insurance, roadside-assistance, travel, and publishing products.
Operates a concentrated US dealership and service network, with every store able to sell or service RVs. The model keeps customers inside the platform before purchase, at delivery, during repairs, and through recurring club or protection products.
The business depends on seasonal RV demand, access to third-party RV inventory, and competition from other dealers, warranty and roadside-assistance providers, mass merchants, online retailers, and specialty stores.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 3, 2026 | Roth Capital | Target | Target: — | Target: $12 |
| Jul 31, 2026 | Raymond James | Target | Target: $10 | Target: $8.25 |
| Jul 31, 2026 | Robert W. Baird | Target | Target: — | Target: $7 |
| Jul 31, 2026 | KeyBanc | Reiterate | Rating: —Target: $21 | Target: $9 |
| Jul 31, 2026 | Wolfe Research | Target | Target: — | Target: $14 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $224.1M · Total debt $3.74B · Total assets $4.86B · Shareholders' equity $245.7M
- Revenue
- $1.93B
- Operating income
- $102.9M
- Net income
- $26.9M
HistoryDividendAnnual yield
| Institutions | 60.97% | 62.98M shares | |
|---|---|---|---|
| 229 holders · as of Jun 30, 2026 | |||
| Insiders | 34.70% | 35.85M shares | |
| 7 holders · as of Aug 18, 2026 | |||
| Strategic holders | 34.35% | 35.48M shares | |
| 2 holders · as of Feb 13, 2026 | |||
| Adds to | 130.02% | ||
103.29M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (103.29M in the company's Sep 22, 2026 report, 63.52M elsewhere); stakes use the report.
These groups come from separate filings that can overlap, so they add to 130.02%; nothing is left for Other.
This company has 3 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Marcus Lemonis1,2Insiderdirector, 10 percent owner, officer: CHIEF EXECUTIVE OFFICER | 33.48% | 34.58M B · 1 C | filed Dec 16, 2025 |
CWGS Holding, LLCStrategic | 31.55% | 32.58M | filed Feb 13, 2026 |
BlackRock, Inc.Institution | 5.35% | 5.53M A | as of Jun 30, 2026 |
Goldman Sachs Group IncInstitution | 3.69% | 3.81M A | as of Jun 30, 2026 |
Bank of America Corp /DE/Institution | 3.66% | 3.78M A | as of Jun 30, 2026 |
- Marcus Lemonis reports a block also reported by another filer; it is counted once, under that filer.
- Marcus Lemonis reports a block also reported by CWGS Holding, LLC; it is counted once, under CWGS Holding, LLC.
Insider tradesForm 4
No open-market trades in the last 12 months.
- Amazon
Online marketplace pressure on RV and outdoor accessories
- Walmart
Mass-merchandise pressure on RV supplies and camping gear
- Progressive
Large RV insurer competing with Good Sam insurance offers
- Assurant
Vehicle service-contract provider overlapping Good Sam plans
- Allstate
Roadside and RV insurance rival to Good Sam protection plans
- Tractor Supply
Specialty retail rival for RV, trailer, and outdoor supplies
- Costco
Warehouse-club rival for member-priced camping gear
- Target
Mass retailer competing in camping and outdoor gear
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Camping World | $5.65 | +3.01% | $348.1M | — | 8.7 | 0.1 | −2.1% |
| Amazon | $254.56 | −1.50% | $2.78T | 20.8 | 27.3 | 3.6 | +19.6% |
| Walmart | $109.62 | +2.03% | $855.02B | 38.8 | 36.6 | 1.2 | +5.9% |
| Progressive | $206.73 | −2.60% | $123.40B | 10.6 | 12.5 | 1.4 | +5.0% |
| Assurant | $275.25 | −0.77% | $13.74B | 13.1 | 12.4 | 1.0 | +9.4% |
| Allstate | $230.84 | −4.95% | $62.52B | 4.8 | 8.2 | 0.9 | −7.2% |
| Tractor Supply | $33.05 | +2.24% | $16.96B | 16.8 | 16.8 | 1.1 | +2.3% |
| Costco | $899.69 | +0.13% | $398.46B | 45.2 | 41.0 | 1.4 | +11.6% |
| Target | $158.95 | +0.78% | $71.63B | 16.4 | 17.1 | 0.7 | +5.3% |
| Median | 16.6 | 17.0 | 1.1 | +5.6% |