Camping World cuts 2026 adjusted EBITDA outlook on weaker RV industry trends
CWH•Analyst coverage
- The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"
- The average consensus recommendation for the auto vehicles, parts & service retailers peer group is "buy"
- Wall Street's median 12-month price target for Camping World Holdings Inc is $13.50, about 115% above its July 28 closing price of $6.28
- The stock recently traded at 7 times the next 12-month earnings vs. a P/E of 9 three months ago
Quarter results and outlook
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US RV dealer's Q2 revenue fell 2% and missed analyst expectations
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Adjusted EPS for Q2 was flat yr/yr and missed analyst expectations
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Company cut full-year adjusted EBITDA outlook due to weaker industry trends and margin pressure
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Camping World lowers 2026 Adjusted EBITDA outlook to $230 mln-$270 mln from $275 mln-$325 mln
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Company expects 2026 U.S. new RV retail sales of 290,000-310,000 units, down 15% at midpoint
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Camping World sees sequential improvement in vehicle margins in second half of 2026
