Camping World Holdings, Inc. · NYSE:CWH
Camping World — Investor Presentation (January 2025)
11 slides from Camping World's investor presentation, January 2025
Slide 1: Investor Presentation January 2025
. INVESTOR PRESENTATION January 2025
Slide 2: Safe Harbor
Safe Harbor Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements contained in this presentation that do not relate to matters of historical fact should be considered forward-looking
Slide 3: Positive Total New and Used Unit Sales Momentum YTD
To be populated once Q3 final Positive Total New and Used Unit Sales Momentum YTD Year-Over-Year New and Used Combined Registration Growth: Camping World Vs. Industry 2024 YTD* 5% (8%) Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 YTD US Industry excl. CW CW * Through
Slide 4: Driven by Significant 2024 YTD New Unit Outperformance
To be populated once Q3 final Driven by Significant 2024 YTD New Unit Outperformance Year-Over-Year New Registration Growth: Camping World Vs. Industry 2024 YTD* 22% (13%) Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 YTD US Industry excl. CW CW * Through November 30,
Slide 5: While Used Units Declined As We Mitigated Pricing Risks
To be populated once Q3 final While Used Units Declined As We Mitigated Pricing Risks Year-Over-Year Used Registration Growth: Camping World Vs. Industry 2024 YTD* (6%) (11%) Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 YTD US Industry excl. CW CW * Through November 3
Slide 6: Focus on Affordability and Driving Consumer Value
To be populated once Q3 final Focus on Affordability and Driving Consumer Value ` New Average Sales Price – Towable & Motorized Towable Motorized Average Sales Price (nominal) Average Sales Price (nominal) $55,000 $200,000 $50,000 $180,000 $45,000 $160,000 $40,000 $140,000 $35,000 $120,000 $30,000 $
Slide 7: Scale and Contract Manufacturing a Strategic Advantage
To be populated once Q3 final Scale and Contract Manufacturing a Strategic Advantage Est. Travel Trailer Monthly Payment As % of Real Disposable Personal Income (2024 dollars): 2016 – 2024 Travel Trailer (2024 dollars) 9.5% 9.0% 8.5% 8.0% 7.5% 7.0% 6.5% 6.0% 5.5% 5.0% 4.5% 4.0% Mar-20 Feb-18 Feb-23
Slide 8: Introduction Of Targeted MY25 Private Label Units
Introduction Of Targeted MY25 Private Label Units Expect to capture additional market share gains through targeted private label units utilizing our contract manufacturing capability. Many of these MY25 introductions represent price points the industry has not seen in over five years. TRAVEL TRAILER
Slide 9: Used Unit Sales and Margin Improvement Key 2025 Focus
Used Unit Sales and Margin Improvement Key 2025 Focus Expect Used Vehicle Unit Volume Growth in Excess of Low-Double Digits for 2025 STRATEGIC FOCUS: USED VEHICLES TTM MARKET SHARE: TTM MARKET SHARE: Significant white space in the Better economics for used vehicles NEW VEHICLES1,3 USED VEHICLES2,3 u
Slide 10: Expect Dealership M&A Environment to Remain Robust
Expect Dealership M&A Environment to Remain Robust Recent Lazydays Transaction of 7 Locations Expected to Close on a Staggered Basis Throughout 1Q25 Rolling-Twelve-Month Market Share1 Dealership M&A Cash-on-Cash Return2 To Gain 1% Market Share … 25% Est. Number of Units Needed 10,000 Trimmed ’17-’19
Slide 11: Good Sam | Octane Partnership Reaches Strategic Milestone
Good Sam | Octane Partnership Reaches Strategic Milestone First RV & Marine Centric Securitization Since Early 2000 OCTANE RECEIVABLE TRUST 2024-RVM1 BENEFITS OF SECURITIZATION: AGGREGATE PRINCIPAL BALANCE ($mm) • 127.5 • Reduces upfront capital requirement due to higher advance rate relative to war
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