NYSE$CWH

Camping World Holdings Inc. · Q4 2020 earnings

Q4 2020 earnings · · Investor relations

Headline financials

Total Revenue

$1.13B

Previous: $965M+17.5%
EPS (adj)

$0.48

Previous: -$0.35+237.1%
New Vehicle Avg Price

$39.2K

Previous: $39.7K-1.3%
Used Vehicle Avg Price

$29.5K

Previous: $25.8K+14.6%
SS New Unit Growth

36.5%

Previous: -21.6%+269.0%
SS Used Unit Growth

-6.2%

Previous: 2.0%-410.0%
Active Customers

5.3M

Previous: 5.1M+3.8%
Good Sam Club Members

2.1M

Previous: 2.1M-1.7%
Service Bays

2.3K

No prior period
F&I % of Vehicle Revenue

11.8%

Previous: 11.8%+0.0%
Total SS Revenue Growth

24.8%

Previous: -8.3%+398.8%
Net Income

$14.4M

Previous: -$28.5M+150.4%
Operating Income

$66.5M

Previous: -$66.1M+200.6%
Gross Profit

$365M

Previous: $222M+64.2%
Cash & Equivalents

$166M

Previous: $148M+12.6%
Total Assets

$3.26B

Previous: $3.38B-3.5%
Stock-Based Comp

$6.97M

Previous: $3.63M+91.8%

Revenue & EPS history

Camping World · Revenue · Quarterly

$1.13B

Q4 2020+17.5%vs Q4 2019
Beat estimate in 8 of 16 quarters(50%)
ActualEstimate

Revenue by segment

Camping World · $1.13B total across 6 segments · Q4 2020

  • New Vehicles
    $520M+36.5%
  • Products, Service and Other
    $268M-2.2%
  • Used Vehicles
    $205M+10.8%
  • Finance and Insurance, net
    $85.7M+28.5%
  • Good Sam Services and Plans
    $43.3M-5.1%
  • Good Sam Club
    $11.5M-5.9%

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2020

Historical avgQ4 2020

-1.4%

Avg return

Earnings day

-2.6%

Avg return

5 days after

-0.3%

Avg return

30 days after

44%

17 / 39 earnings

Positive

+34.7%

Q1 2020

Best reaction

-24.9%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+18.2%+6.5%+5.8%
Q4 2025-16.5%-25.5%-36.3%
Q3 2025-24.9%-23.3%-33.5%
Q2 2025-15.3%-15.9%-0.7%
Q1 2025+9.9%+15.2%+34.8%
Q4 2024-0.2%-10.2%-21.2%
Q3 2024+8.6%-4.1%+16.5%
Q2 2024-4.1%-12.6%-4.2%
Q1 2024-0.7%+1.6%-0.8%
Q4 2023-1.9%-1.0%-1.5%
Q3 2023+11.1%+13.3%+32.7%
Q2 2023-14.5%-14.4%-22.8%
Q1 2023+8.3%+10.2%+18.0%
Q4 2022-9.5%-9.8%-26.1%
Q3 2022-8.0%-6.9%-2.0%
Q2 2022+7.7%+4.8%+7.1%
Q1 2022+14.1%+9.9%-1.6%
Q4 2021-10.4%-6.2%-7.1%
Q3 2021+13.0%+7.4%+7.9%
Q2 2021+6.8%+6.1%+0.8%
Q1 2021+3.9%+5.3%-6.7%
Q4 2020-15.8%-12.9%-3.0%
Q3 2020+11.0%+7.1%+16.4%
Q2 2020-15.5%-17.7%-22.0%
Q1 2020+34.7%+42.6%+112.8%
Q4 2019-5.9%-12.9%-53.4%
Q3 2019+8.3%+14.4%+39.0%
Q2 2019-19.9%-22.3%-27.8%
Q1 2019-16.7%-21.3%-17.2%
Q4 2018+1.1%+6.3%+13.3%
Q3 2018-4.9%-10.9%-12.0%
Q2 2018-11.6%-8.6%-7.6%
Q1 2018-18.3%-20.9%-17.3%
Q4 2017-2.9%-0.6%-22.1%
Q3 2017-5.8%-4.6%+5.8%
Q2 2017+7.0%+9.7%+19.1%
Q1 2017+2.1%-2.2%-12.2%
Q4 2016-5.4%-5.4%-18.8%
Q3 2016+9.7%+9.3%+37.9%
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro