Camping World: Short-Term Pain For Long-Term Gain

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About: Camping World Holdings, Inc. (CWH)
by: Somint Research
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Somint Research
Long/short equity, value, growth at reasonable price
Summary

CWH has a tough road while executing the shift in retail strategy.

The refocus on core RV business is positive for the long term because RVs are the strongest revenue and growth drivers.

Closing stores amid a slowdown in RV sales is going to hurt profits for the rest of 2019.

It’s been a rough year for Camping World Holdings' (CWH) equity. A cyclical slowdown in RV sales and Gander Outdoors integration issues caused investors to run for the exits. The equity gave up