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Camping World plans $300 million stock offering

Published 10/30/2024, 04:46 PM
CWH
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LINCOLNSHIRE, Ill. - Camping World Holdings, Inc. (NYSE:CWH), a leading retailer of recreational vehicles (RVs), announced a proposed offering of $300 million in Class A common stock. In connection with the offering, the company is also extending a 30-day option for underwriters to purchase an additional $45 million of the stock.

The proceeds from the stock sale are earmarked for the purchase of common units from CWGS Enterprises, LLC. The funds acquired by CWGS, LLC will be allocated for general corporate purposes, which include improving the company's balance sheet, funding growth, and reducing debt.

Goldman Sachs & Co. LLC and J.P. Morgan are the joint lead book-running managers for the offering. Other financial institutions such as BofA Securities, Wells Fargo Securities, KeyBanc Capital Markets, BMO Capital Markets, and Baird are also playing significant roles as joint book-running managers.

This offering is contingent upon market conditions and there are no guarantees regarding the completion of the offering or its final terms and size. The offering is being made under a shelf registration statement filed with the Securities and Exchange Commission (SEC) on October 30, 2024, which became effective immediately.

Investors interested in the offering can access a preliminary prospectus supplement from the SEC's website or directly from the book-running managers. However, the securities cannot be sold in any jurisdiction where the offer or sale would be unlawful prior to registration or qualification under the securities laws of such state or jurisdiction.

Camping World Holdings, headquartered in Lincolnshire, IL, is recognized as the world's largest retailer of RVs and associated services. The company operates under the Camping World and Good Sam brands, offering a variety of products and services with a strong online presence and a national network of dealerships and service centers.

The press release contains forward-looking statements, and potential investors are cautioned that actual results could differ materially due to various risks and uncertainties. These factors include general economic conditions, market risks, and other considerations detailed in the company's SEC filings.

This article is based on a press release statement and aims to provide investors with factual information regarding Camping World Holdings, Inc.'s stock offering.

In other recent news, Camping World Holdings Inc . reported better than expected third-quarter earnings and revenue. The company posted adjusted earnings per share of $0.13, surpassing the consensus estimate of $0.11, and reported revenue of $1.7 billion, outperforming analysts' projections of $1.64 billion. Despite a 4.7% year-on-year decline in total gross profit to $498.5 million, the company maintained its quarterly dividend of $0.125 per share of Class A common stock.

Raymond James has upgraded Camping World stock from Market Perform to Outperform, setting a price target of $27.00. The firm's upgrade reflects confidence in Camping World's potential to deliver robust financial results, particularly through its focus on the higher-margin used RV segment. Additionally, Raymond James cited a compelling mergers and acquisitions pipeline as a key growth catalyst.

These are recent developments and reflect the company's continued growth with new and used same store unit sales returning to positive growth for the first time in 10 quarters. The company concluded the quarter with 207 retail locations, reflecting a net decrease of two stores from the prior year.

InvestingPro Insights

As Camping World Holdings, Inc. (NYSE:CWH) moves forward with its proposed $300 million stock offering, investors should consider some key financial metrics and insights from InvestingPro.

The company's market capitalization stands at $1.95 billion, reflecting its significant presence in the RV retail sector. However, CWH's financial performance has been mixed. The company's revenue for the last twelve months as of Q3 2023 was $6.0 billion, with a revenue growth decline of 6.14% over the same period. This aligns with the company's current efforts to improve its balance sheet and fund growth through the proposed stock offering.

InvestingPro Tips highlight that CWH has maintained dividend payments for 9 consecutive years, which may be attractive to income-focused investors. The current dividend yield is 2.18%, as of the latest data. However, it's worth noting that the company was not profitable over the last twelve months, with a negative P/E ratio of -59.56.

The stock has shown significant volatility, with a strong 41.64% return over the past year, despite a year-to-date decline of 11.37%. This volatility is reflected in the stock's price, which is currently at 79.11% of its 52-week high.

Investors should be aware that analysts do not anticipate the company will be profitable this year, which could impact the success of the stock offering. However, the fair value based on analyst targets is $27, suggesting potential upside from the current price.

For those interested in a deeper analysis, InvestingPro offers additional tips and insights that could be valuable in assessing CWH's financial health and future prospects. There are 8 more InvestingPro Tips available for Camping World Holdings, providing a more comprehensive view of the company's financial situation and market position.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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