Added to YB: 2025-02-19
Pitch date: 2025-02-17
CWH [bullish]
Camping World Holdings, Inc.
-53.39%
current return
Author Info
UnlearningCFA is a self-taught corporate governance analyst sharing ideas in their newsletter. Sign up for the newsletter.
Company Info
Camping World Holdings, Inc., together its subsidiaries, retails recreational vehicles (RVs), and related products and services in the United States.
Market Cap
$679.1M
Pitch Price
$22.21
Price Target
N/A
Dividend
4.63%
EV/EBITDA
9.74
P/E
-12.21
EV/Sales
0.69
Sector
Specialty Retail
Category
special_situation
Pitching a Tent - Camping World Holdings, Inc.
CWH: New CEO agreement w/ $1.5M salary, 150% bonus target, $31M RSU/PSU grants. Unusual timing & structure suggest board confidence in upcoming earnings. Lemonis' 52.5% voting power implies control over agreement. Reduced left-tail risk, intact right-tail potential.
Read full article (2 min)