Earnings Call

CWH Earnings Call Transcript — Fiscal Q2 2026

Camping World (CWH) is a public company. America’s RV Company

Since 1966, Camping World has been the go-to resource for RV owners and outdoor enthusiasts across the country. What started as a single store in Bowling Green, Kentucky is now the nation's largest RV retailer — with dealerships nationwide, the largest inventory of new and used RVs for sale, thousands of parts and accessories, and expert service from certified technicians.

As America's RV Company, we're committed to making RV ownership more accessible, more enjoyable, and better supported than ever — and to leading an industry that helps millions of people get outside and explore. Founded in 1966. It has 7,822 employees. Annual revenue is $6.4B. IPO 2016.

Transcript

Operator

Good morning, and welcome to Camping World Holdings' conference call to discuss financial results for the second quarter ended June 30, 2026. At this time, all participants are in a listen-only mode. Later, we will conduct a question-and-answer session, and instructions will follow at that time. Please be advised that this call is being recorded, and the reproduction of this call, in whole or in part, is not permitted without written authorization from the company. Joining on the call today are Matthew Wagner, Chief Executive Officer and President, Tom Kirn, Chief Financial Officer, Lindsey Christen, Chief Administrative and Legal Officer, and Brett Andress, Senior Vice President, Investor Relations. I will turn the call over to Ms. Christen to get us started. Ma'am, please go ahead.

Lindsey ChristenChief Administrative and Legal Officer

Thank you, good morning, everyone. A press release covering the company's second quarter ended June 30th, 2026, financial results was issued yesterday afternoon, and a copy of that press release can be found in the investor relations section on the company's website. Management's remarks on this call may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These remarks may include statements regarding our business plans and goals, macroeconomic and industry trends, customer trends, inventory strategy, future growth of our operations, capital allocation, future financial results and position, future SG&A savings, and operating efficiencies. Actual results may differ materially from those indicated by these statements as a result of various important factors,

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