Camping World Holdings, Inc. (CWH)
NYSEConsumer DiscretionaryAuto - DealershipsSnapshot 2026-11-05
$5.10-5.90%
Close 2026-11-05 · 1-day change
NYSEConsumer DiscretionaryAuto - DealershipsSnapshot 2026-11-05
QuarterlyIQ Insights · CWH
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -61.7% |
| Our one-year growth estimate | diamond | -2.6% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the opposite direction.
Price observations: 365 days
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the US dollar and the broad stock market.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 59.1 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Elevated risk of a next-quarter earnings miss: this name has erratic recent earnings surprises and has been missing across recent quarters. A fundamental tilt, not a price call.
Model as of 2026-11-05 · Compared with 11 industry peers · Company calendar date is not available
CWH — earnings miss
Dated 2026-11-02
shall be deemed to be furnished, and not filed: Exhibit No. Description Exhibit 99.1 Press Release dated November 2, 2026 Exhibit 104 Cover Page Interactive Data File - the cover page XBRL tags are embedded within the Inline XBRL document SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. CAMPING WORLD HOLDINGS, INC. By: /s/ Th…
Why it matters: Good Sam margin expanded in Q2 while vehicle profits fell. More growth could add strength beyond RV sales.
Supportive ifCWH reports Q3 Good Sam Services and Plans revenue above $54.6M and says its margin expanded year over year.
Worry ifCWH reports Q3 Good Sam Services and Plans revenue at or below $54.6M, or says its margin fell year over year.
Why it matters: Management tied lower costs to a $50M annual savings goal by year-end. Results can show whether the plan is on track.
Supportive ifCWH reports that its annual SG&A savings run rate reaches $50M by December 31, 2026.
Worry ifCWH reports less than $50M in annual SG&A savings run rate by December 31, 2026, or pushes the goal out.
Why it matters: New RV unit sales fell 16.4% in Q2, and new vehicle margin fell to 10.9%. Better sales and margins would ease pressure on earnings.
Watch forQ3 new RV unit sales fall less than 16.4% year over year, and new vehicle gross margin rises above 10.9%.
Also watch forQ3 new RV unit sales fall 16.4% or more year over year, or new vehicle gross margin falls below 10.9%.
Why it matters: CWH cut its 2026 view after a weak peak season. Q3 results will show how much earnings power remains.
Watch forQ3 results keep the $230M-$270M full-year Adjusted EBITDA view intact, with year-over-year growth still in reach.
Also watch forCWH cuts the $230M-$270M view again or says full-year Adjusted EBITDA may fall below $230M.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$272 on $10,000 · ±2.7% | How much price usually moves either way. |
| Bad day | $746 loss on $10,000 · 7.5% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $7,145 loss on $10,000 · 71.5% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.