Camping World Holdings, Inc. · NYSE:CWH
Camping World — Investor Presentation (January 2024)
5 slides from Camping World's investor presentation, Jan 16, 2024
Slide 1: Camping World | Good Sam Investor Presentation
CAMPING WORLD | goodsam. INVESTOR PRESENTATION January 2023
Slide 2: 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 statements, including, without limitat
Slide 3: Illustrative 320 Dealerships Mid-Cycle Environment
FY17 Cycle-High F3Q23 TTM Current Cycle Mid-Cycle Adjustments6 Illustrative 320 Dealerships Mid-Cycle Environment 7 Period Ending RV Dealership Count 124 205 Future potential acquisitions 320 N.A. New RV Registrations1 472,000 385,000 ~450,000 N.A. Used RV Registrations1 689,000 803,000 ~800,000 CWH
Slide 4: Adjusted EBITDA reconciliation
For the Fiscal Year Ended December 31, For the Nine Months Ended September 30, TTM Ended September 30, ($ in millions) 2015 2016 2017 2018 2019 2020 2021 2022 2023 2022 2023 EBITDA Net Income / (loss) $170.796 $198.476 $230.692 $65.581 ($120.301) $344.215 $642.075 $351.031 $100.519 $408.232 $43.318
Slide 5: Adjusted gross profit and SG&A reconciliation
For the Fiscal Year Ended December 31, For the Nine Months Ended September 30, TTM Ended September 30, ($ in millions) 2015 2016 2017 2018 2019 2020 2021 2022 2023 2022 2023 End of Period No. of RV Dealerships 98 105 124 141 154 160 175 189 205 184 205 Total Revenue $3,275.257 $3,516.307 $4,279.830
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