Camping World Holdings, Inc. (NYSE:CWH) Q3 2020 Results Conference Call November 2, 2020 3:00 PM ET Company Participants Marcus Lemonis - Chairman and CEO Brent Moody - President Karin Bell - CFO Tamara Ward - COO Matthew Wagner - EVP Conference Call Participants Brett Andress - KeyBanc Capital Markets Ryan Brinkman - JP Morgan Rick Nelson - Stephens Mike Swartz - Truist Securities Bret Jordan - Jefferies Gerrick Johnson - BMO Capital Markets Marc Cohodes - Alder Lane Craig Kennison - Baird Seth Sigman - Cr ...

报告相关信息 - 年度报告指公司于2020年2月28日向美国证券交易委员会提交的截至2019年12月31日的年度10 - K表格报告[11] - 本10 - Q表格季度报告包含前瞻性陈述，涵盖公司未来运营结果、财务状况、业务战略等方面[17] - 未经审计的财务报表涵盖2020年6月30日和2019年12月31日的合并资产负债表等[7] - 公司的前瞻性陈述仅代表本10 - Q表格报告日期的观点，公司无义务更新[18] 前瞻性陈述相关 - 前瞻性陈述受诸多风险、不确定性和假设影响，实际结果可能与陈述有重大不利差异[17] - 可通过“may”“will”等术语识别前瞻性陈述[17] 相关方定义 - 持续股权所有者指在公司股票首次公开募股及相关重组交易后仍持有CWGS, LLC普通股单位的相关方[12] - 前利润单位持有人指公司部分高管、董事会成员及部分员工等，在IPO前持有CWGS, LLC普通股单位并在IPO时交换为普通股单位[14] 公司实体信息 - ML Acquisition指由Stephen Adams和公司董事长兼首席执行官Marcus A. Lemonis间接拥有的特拉华州有限责任公司[15] 协议相关 - 税务应收协议指公司在IPO时与CWGS, LLC、持续股权所有者和Crestview Partners II GP, L.P.签订的协议[15]

Camping World Holdings, Inc. (NYSE:CWH) Q2 2020 Earnings Conference Call August 5, 2020 5:00 PM ET Company Participants Marcus Lemonis - Chairman and CEO Brent Moody - President Karin Bell - CFO Tamara Ward - Chief Operating Officer Conference Call Participants Rick Nelson - Stephens Brett Andress - KeyBanc Brett Jordan - Jefferies Gerrick Johnson - BMO Capital Markets Craig Kennison - Baird Seth Sigman - Credit Suisse Tim Conder - Wells Fargo John Lovallo - Bank of America Ryan Brinkman - JPMorgan Operator ...

Camping World Holdings, Inc. (NYSE:CWH) Q1 2020 Earnings Conference Call May 7, 2020 4:30 PM ET Company Participants Brent Moody – President Marcus Lemonis – Chairman and Chief Executive Officer Mel Flanigan – Chief Financial Officer Conference Call Participants Rick Nelson – Stephens Brett Andress – KeyBanc Capital Markets Craig Kennison – Baird Tim Conder – Wells Fargo Securities Ryan Brinkman – JPMorgan Mark Jordan – Jefferies Tristan Thomas – BMO Capital Markets Jim Chartier – Monness, Crespi and Hardt ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2020 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____________ to _______________ Commission file number: 001-37908 CAMPING WORLD HOLDINGS, INC. (Exact name of registrant as specified in its charter) ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to_____ Commission file number: 001-37908 CAMPING WORLD HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware (State or other ...

Camping World Holdings, Inc. (NYSE:CWH) Q4 2019 Earnings Conference Call February 27, 2020 4:30 PM ET Company Participants Brent Moody - President Marcus Lemonis - Chairman & Chief Executive Officer Mel Flanigan - Chief Financial Officer Conference Call Participants Rick Nelson - Stephens Craig Kennison - Baird Mark Jordan - Jefferies Brandon Rolle - Northcoast Research John Lovallo - Bank of America Gerrick Johnson - BMO Capital Markets Marc Torrente - Wells Fargo Sanjay Gulati - ArrowMark Partners Operato ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2019 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____________ to _______________ Commission file number: 001-37908 CAMPING WORLD HOLDINGS, INC. (Exact name of registrant as specified in its chart ...

Camping World Holdings, Inc. (NYSE:CWH) Q3 2019 Earnings Conference Call November 7, 2019 4:30 PM ET Company Participants Brent Moody – President Marcus Lemonis – Chairman and Chief Executive Officer Mel Flanigan – Chief Financial Officer Conference Call Participants Rick Nelson – Stephens Brett Andress – KeyBanc Capital Markets Tim Conder – Wells Fargo Security Craig Kennison – Baird Bret Jordan – Jefferies Fred Wightman – Citi John Lovallo – Bank of America Ryan Brinkman – JPMorgan Operator Good afternoon ...

财务数据报告范围 - 公司未审计的简明合并资产负债表涵盖2019年6月30日和2018年12月31日的数据[6] - 未审计的简明合并运营报表包含2019年和2018年截至6月30日的三个月及六个月数据[6] - 未审计的简明合并股东权益报表涵盖2019年和2018年截至6月30日的六个月数据[6] - 未审计的简明合并现金流量表包含2019年和2018年截至6月30日的六个月数据[6] RV行业影响 - 公司面临RV行业疲软导致成本增加和利润率下降的风险[19] - 公司提到RV行业当前疲软，增加了成本并降低了利润率[19] 业务运营依赖 - 公司依赖8个配送中心支持零售、电商和目录业务[20] - 公司依赖八个履行和分销中心来支持零售、电子商务和目录业务[20] 业务整合与协同 - 公司正在整合Gander Outdoors和Overton's零售品牌以获取协同效益[23] 公司治理结构 - 公司组织结构可能影响CWGS Enterprises LLC普通股赎回或交换的税收优惠实现[23] - 公司董事长兼CEO Marcus Lemonis通过ML Acquisition和ML RV Group持有大量控制权[23] - 公司因符合"受控公司"定义可豁免部分NYSE公司治理要求[23] 第三方依赖风险 - 公司面临与第三方服务提供商关系中断的风险[21] - 公司依赖第三方金融机构为RV购买提供融资[21] 供应链与产品风险 - 公司可能受到进口产品关税增加或质量控制问题的影响[21] 人力资源挑战 - 公司面临劳动力需求满足的挑战[21] 租赁与场地风险 - 公司租赁大量零售空间，存在无法维持租赁或找到替代地点的风险[21] 法规与合规风险 - 公司业务受联邦、州和地方法规的广泛监管[21] - 公司面临与延长服务合同销售相关的法规风险[21] 法律诉讼风险 - 公司可能因产品责任索赔而面临诉讼风险[22]