CWH 8-K
Camping World Holdings, Inc. (CWH)
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM
CURRENT REPORT
PURSUANT TO SECTION 13 OR 15(D) OF THE
SECURITIES EXCHANGE ACT OF 1934
Date of Report (Date of earliest event
reported):
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| (State or Other Jurisdiction of Incorporation) | (Commission File Number) | (IRS Employer Identification No.) |
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Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
| Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425). |
| Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12). |
| Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)). |
| Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)). |
Securities registered pursuant to Section 12(b) of the Act:
| Title of each class | Trading Symbol(s) | Name of each exchange on which registered |
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth
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If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ¨
| Item 7.01 | Regulation FD Disclosure. |
On January 13, 2026, Camping World Holdings, Inc. (the “Company”) plans to meet with investors where it expects to discuss an informative presentation on the Company’s business. The presentation materials that will be used in these meetings are furnished hereto as Exhibit 99.1 and are incorporated herein by reference.
The information in this Current Report on Form 8-K, including Exhibit 99.1 hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that Section, nor shall it be deemed to be incorporated by reference into any filing of the Company under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such filing.
| Item 9.01. | Financial Statements and Exhibits. |
(d) Exhibits.
| Exhibit No. |
Description |
| 99.1 | Investor Presentation, dated January 13, 2026. |
| 104 | Cover Page Interactive Data File - the cover page XBRL tags are embedded within the Inline XBRL document. |
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
| CAMPING WORLD HOLDINGS, INC. | ||
| By: | /s/ Lindsey J. Christen | |
| Name: | Lindsey J. Christen | |
| Title: | Chief Administrative and Legal Officer | |
Date: January 13, 2026
Exhibit 99.1
900,000 1,000,000 1,100,000 1,200,000 1,300,000 1,400,000 1,500,000 1,600,000 (20%) (10%) 0% 10% 20% 30% 40% 50% Jan-18 May-18 Sep-18 Jan-19 May-19 Sep-19 Jan-20 May-20 Sep-20 Jan-21 May-21 Sep-21 Jan-22 May-22 Sep-22 Jan-23 May-23 Sep-23 Jan-24 May-24 Sep-24 Jan-25 May-25 Sep-25 Y/Y Change In TTM Industry Units (lhs) TTM Industry Units New & Used (rhs) (12%) (8%) (4%) 0% 4% 8% N/U Trailing 3 Mo. N/U Trailing 6 Mo. N/U Trailing 12 Mo. Monthly N/U Y/Y Change Looking at the RV industry on a broader basis, new and used combined, trends have stabilized with a positive, ~sustained inflection starting in June Historically, when the 3 - , 6 - month moving averages sustainably cross above the 12 - month average and enter positive territory it has been a reliable indicator
CW Unit Share by Type & Price Band Freedom Elite 17DPT Campsite Elite 36RF
New Used
16.5x 18.0x 14.3x 15.0x 16.4x 15.0x 20.9x 17.6x 18.1x 0.0x 5.0x 10.0x 15.0x 20.0x 25.0x #1 #2 #3 #4 #5 #6 #7 #8 #9 Jan-19 Apr-19 Jul-19 Oct-19 Jan-20 Apr-20 Jul-20 Oct-20 Jan-21 Apr-21 Jul-21 Oct-21 Jan-22 Apr-22 Jul-22 Oct-22 Jan-23 Apr-23 Jul-23 Oct-23 Jan-24 Apr-24 Jul-24 Oct-24 Jan-25 Apr-25 Jul-25 Market Setting Insurance Brokerage Transactions GSIA Total Items In Force Dec - 25 Aug - 24 May - 22 Sep - 24 Jun - 25 Dec - 23 Dec - 24 Feb - 24 May - 25 Announcement Average 16.9x +4.0% CAGR in Protected Vehicles & Assets
+22% in F&I Product Commission Est. 80% in intake cost savings Today’s Intake Cost Cost per Intake Call Comparison 2026E