Handelsavisen
prelaunch
CW
CWH.O NASDAQ Retailers

Camping World Holdings Inc

$6,72
Open in Charts → Attach watcher ⌖
USD
Set alert
Last 30 days
1D5D1M3M6MYTD1Y5YMax
Live price chart loads from the market-data widget.
Mcap
P/E
EV / Rev
Div yield
Op margin
2,8 %
ROE
-39,3 %
Net margin
-1,4 %
Debt / equity
6,18
Beta
52w range
Volume
Day range
Prev close
$5,63
Open
Next earnings
2026-10-28
Ex-dividend
TR 1Y
About

Camping World Holdings Inc operates in the recreational vehicle and camping equipment sector, generating revenue through retail sales and related services, though specific product lines are not detailed in the available data.

Business. Camping World Holdings Inc operates in the recreational vehicle and camping equipment sector, generating revenue through retail sales and related services, though specific product lines are not detailed in the available data.

Classification98 %
SectorCyclical Consumer Goods & Services
Business sectorRetailers
ActivityBroadline & Specialty Retail
Generated · model-assisted
Sell-side consensus
BUY13 analysts
11 buy2 hold0 sell
Avg 12m price target13,08

Analyst recommendations

13 analysts · consensus Buy
Buy11
Hold2
Sell0
12-month price target
13,08
Consensus of sell-side coverage.
Upcoming events
  • EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Buy
13 analysts · indicative
Ownership
Goldman Sachs Asset Management, L.P.
largest disclosed fund holder
Profitability
-39,3 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning CWH.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary · THIS SECTOR+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to CWH.O. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Company
    • EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    Briefing · model-assisted

    Camping World Holdings Inc (CWH.O) has seen its activity and economic sector taxonomies updated to "Unclassified," a change classified as medium severity. This shift in classification status represents the most material update to the company's profile, indicating a lack of specific categorization in these areas within the current dataset. Concurrently, the company's risk assessment framework has been populated with new fields. Dilution risk is now recorded as "unknown," while liquidity risk has been established at a "medium" level. Both of these risk indicators are classified as low severity, suggesting that while the metrics are now defined, they do not currently signal immediate high-level distress. These updates occur against a backdrop of limited external coverage metrics. The company currently reports zero officers, zero analysts, and zero index memberships in its profile. However, it maintains a base of 26 top holders, indicating a defined shareholder structure despite the absence of analyst or index tracking data. The significance of these changes lies in the formalization of the company's risk and classification profile. By moving from null values to specific states—whether "Unclassified" for taxonomy or "medium" for liquidity risk—the data provides a clearer, albeit preliminary, view of Camping World's operational and financial positioning. This establishes a baseline for future monitoring of dilution and liquidity trends.

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    Camping World Holdings Inc operates in the recreational vehicle and camping equipment sector, generating revenue through retail sales and related services, though specific product lines are not detailed in the available data.

    Classification98 %
    SectorCyclical Consumer Goods & Services
    Business sectorRetailers
    ActivityBroadline & Specialty Retail
    AI synthesis
    GENERATED

    Camping World Holdings Inc (CWH.O) has seen its activity and economic sector taxonomies updated to "Unclassified," a change classified as medium severity. This shift in classification status represents the most material update to the company's profile, indicating a lack of specific categorization in these areas within the current dataset. Concurrently, the company's risk assessment framework has been populated with new fields. Dilution risk is now recorded as "unknown," while liquidity risk has been established at a "medium" level. Both of these risk indicators are classified as low severity, suggesting that while the metrics are now defined, they do not currently signal immediate high-level distress. These updates occur against a backdrop of limited external coverage metrics. The company currently reports zero officers, zero analysts, and zero index memberships in its profile. However, it maintains a base of 26 top holders, indicating a defined shareholder structure despite the absence of analyst or index tracking data. The significance of these changes lies in the formalization of the company's risk and classification profile. By moving from null values to specific states—whether "Unclassified" for taxonomy or "medium" for liquidity risk—the data provides a clearer, albeit preliminary, view of Camping World's operational and financial positioning. This establishes a baseline for future monitoring of dilution and liquidity trends.

    Key takeaways
    • High leverage with a debt-to-equity ratio of 6.18 and negative net cash position.
    • Negative profitability with ROE of -39.28% and ROA of -1.78%.
    • Negative operating cash flow of -$131.99 million indicates liquidity pressure.
    • Analyst sentiment is positive with a mean price target of $13.08, suggesting potential upside.
    • Missing segment, geographic, and historical data limits comprehensive analysis.
    • Unknown dilution risk due to missing share count data.

    Bull / Bear case

    Generated · model-assisted
    BULL CASE · 4

    Analysts project 129% upside to a mean price target of $13.08, signaling strong institutional confidence in future recovery.

    Operating income grew 16.9% year-over-year to $169.8 million, demonstrating improved core operational profitability despite revenue declines.

    Cash conversion of 1.47 exceeds the cohort median of 1.2, indicating superior efficiency in generating cash from earnings.

    Revenue increased 4.4% year-over-year to $6.37 billion, showing top-line growth momentum in the latest fiscal period.

    BEAR CASE · 2

    High leverage band with a debt-to-equity ratio of 6.44 and high credit risk flags significant financial distress potential.

    Net margin of -1.41% falls in the bottom quartile of the cohort, showing inferior profitability compared to industry peers.

    In focus — financials by report

    Quarterly
    Annual
    QUARTERLYFiled 2026-04-29
    Q1 2026 · Quarter highlights
    Open report →

    Revenue $1.35B, −4,2% YoY; Operating income +6,0% YoY.

    Revenue$1.35B−4,2 % YoY
    Operating income$21.9M+6,0 % YoY
    Net income-$16.4M−33,6 % YoY
    Free cash flow-$38.6M−15,3 % YoY
    EPS
    Operating cash flow-$65.6M+71,8 % YoY
    Financials
    Income statement
    Revenue$1.35B
    Gross profit$403.3M
    Operating income$21.9M
    Net income-$16.4M
    Margins
    Gross margin29.8%
    Operating margin1.6%
    Net margin-1.2%
    FCF margin-2.8%
    Balance sheet
    Total assets$5.14B
    Total liabilities$4.92B
    Total equity$215.0M
    Cash & equivalents$199.8M
    Long-term debt$3.21B
    Cash flow
    Operating cash flow-$65.6M
    CapEx-$34.7M
    Free cash flow-$38.6M
    SBC
    P&L flow · revenue → net income
    Revenue $1.35BOperating costs $1.33BTax $38.3MNet income $16.4M
    Highlights
    • Revenue $1.35B, −4,2% YoY
    • Operating income +6,0% YoY
    • Net income −33,6% YoY
    • Free cash flow −15,3% YoY
    • Net margin -1.2%

    Valuation TTM

    Market price
    $6,72
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $371.8M
    Net cash
    -$1.20B
    Current ratio
    Debt / equity
    6.2
    ROA
    -1.8%
    ROE
    -39.3%
    Cash conversion
    147.0%
    CapEx / revenue
    SBC / revenue
    Dilution ratio

    Revenue by segment

    Market share

    — missing data

    Business relationships

    Business relationships103 disclosed relationships · 1 type · extracted from filings & disclosures
    Subsidiaries103
    EX21:099337afcbefEX21:099337afcbefSubsidiarie97%
    EX21:09cd232a8b67EX21:09cd232a8b67Subsidiarie97%
    EX21:0af974856187EX21:0af974856187Subsidiarie97%
    EX21:10813f353a3dEX21:10813f353a3dSubsidiarie97%
    EX21:189dd9b7f17bEX21:189dd9b7f17bSubsidiarie97%
    EX21:1935f49c73ccEX21:1935f49c73ccSubsidiarie97%
    EX21:1e6a13f2cecbEX21:1e6a13f2cecbSubsidiarie97%
    EX21:1ff06c7a3662EX21:1ff06c7a3662Subsidiarie97%
    EX21:203427a09fe8EX21:203427a09fe8Subsidiarie97%
    EX21:28a33e8629fdEX21:28a33e8629fdSubsidiarie97%
    EX21:2a34698e4552EX21:2a34698e4552Subsidiarie97%
    EX21:33c7342537e2EX21:33c7342537e2Subsidiarie97%
    EX21:34f221c21099EX21:34f221c21099Subsidiarie97%
    EX21:370ca69f1ae2EX21:370ca69f1ae2Subsidiarie97%
    EX21:39435eca0316EX21:39435eca0316Subsidiarie97%
    EX21:3befc74b7b3dEX21:3befc74b7b3dSubsidiarie97%
    EX21:3c0eb96f5d5fEX21:3c0eb96f5d5fSubsidiarie97%
    EX21:3d1e43e57dc6EX21:3d1e43e57dc6Subsidiarie97%
    EX21:401ebc0a8ebeEX21:401ebc0a8ebeSubsidiarie97%
    EX21:421a11aeaf32EX21:421a11aeaf32Subsidiarie97%
    EX21:4426242eafc5EX21:4426242eafc5Subsidiarie97%
    EX21:4e10507f3117EX21:4e10507f3117Subsidiarie97%
    EX21:51d0d6bc4936EX21:51d0d6bc4936Subsidiarie97%
    EX21:521934e8d196EX21:521934e8d196Subsidiarie97%
    EX21:52cb8fd0d879EX21:52cb8fd0d879Subsidiarie97%
    EX21:546b9f82b014EX21:546b9f82b014Subsidiarie97%
    EX21:5ca2b0722cdcEX21:5ca2b0722cdcSubsidiarie97%
    EX21:5dc61479e696EX21:5dc61479e696Subsidiarie97%
    EX21:5ef98ca43103EX21:5ef98ca43103Subsidiarie97%
    EX21:621d3c24a8f0EX21:621d3c24a8f0Subsidiarie97%
    EX21:62620a375fccEX21:62620a375fccSubsidiarie97%
    EX21:63d7a55befd5EX21:63d7a55befd5Subsidiarie97%
    EX21:6610bb52dd47EX21:6610bb52dd47Subsidiarie97%
    EX21:6bff9f006f29EX21:6bff9f006f29Subsidiarie97%
    EX21:6c5308295812EX21:6c5308295812Subsidiarie97%
    EX21:6e26f218ac5aEX21:6e26f218ac5aSubsidiarie97%
    EX21:7161335aea07EX21:7161335aea07Subsidiarie97%
    EX21:72dff2ad8e54EX21:72dff2ad8e54Subsidiarie97%
    EX21:74283e22161aEX21:74283e22161aSubsidiarie97%
    EX21:774d689cd688EX21:774d689cd688Subsidiarie97%
    EX21:780f46a87189EX21:780f46a87189Subsidiarie97%
    EX21:7a2d57aa6f9dEX21:7a2d57aa6f9dSubsidiarie97%
    EX21:7db42227ccc0EX21:7db42227ccc0Subsidiarie97%
    EX21:81327d65de32EX21:81327d65de32Subsidiarie97%
    EX21:816209ceb261EX21:816209ceb261Subsidiarie97%
    EX21:825e044a1219EX21:825e044a1219Subsidiarie97%
    EX21:83eb86b5761dEX21:83eb86b5761dSubsidiarie97%
    EX21:87eb07b7115eEX21:87eb07b7115eSubsidiarie97%
    EX21:884c9c398dcfEX21:884c9c398dcfSubsidiarie97%
    EX21:89faf6f4e236EX21:89faf6f4e236Subsidiarie97%
    EX21:8a417ab31d2bEX21:8a417ab31d2bSubsidiarie97%
    EX21:8cad75387a89EX21:8cad75387a89Subsidiarie97%
    EX21:90d12d548f3cEX21:90d12d548f3cSubsidiarie97%
    EX21:911069b2612dEX21:911069b2612dSubsidiarie97%
    EX21:97cfc2aa8af8EX21:97cfc2aa8af8Subsidiarie97%
    EX21:97efd3362389EX21:97efd3362389Subsidiarie97%
    EX21:9b8430badd3aEX21:9b8430badd3aSubsidiarie97%
    EX21:a24846d22fb6EX21:a24846d22fb6Subsidiarie97%
    EX21:a2f754bc0340EX21:a2f754bc0340Subsidiarie97%
    EX21:a96a7be37f0fEX21:a96a7be37f0fSubsidiarie97%
    EX21:abab3afb97cfEX21:abab3afb97cfSubsidiarie97%
    EX21:ae30fa36bc37EX21:ae30fa36bc37Subsidiarie97%
    EX21:af6e0542d5a2EX21:af6e0542d5a2Subsidiarie97%
    EX21:b04b45207f2cEX21:b04b45207f2cSubsidiarie97%
    EX21:b0f042afea62EX21:b0f042afea62Subsidiarie97%
    EX21:b7356fea0d8eEX21:b7356fea0d8eSubsidiarie97%
    EX21:b7902f6b8d6dEX21:b7902f6b8d6dSubsidiarie97%
    EX21:b7a0c9eff984EX21:b7a0c9eff984Subsidiarie97%
    EX21:b94a96d5a5ccEX21:b94a96d5a5ccSubsidiarie97%
    EX21:bb0c985772bcEX21:bb0c985772bcSubsidiarie97%
    EX21:bc7a3cb1fea0EX21:bc7a3cb1fea0Subsidiarie97%
    EX21:bd576ad46263EX21:bd576ad46263Subsidiarie97%
    EX21:c3c65d066701EX21:c3c65d066701Subsidiarie97%
    EX21:c404f9dccb37EX21:c404f9dccb37Subsidiarie97%
    EX21:c78e22ce801fEX21:c78e22ce801fSubsidiarie97%
    EX21:c7c3f65f395aEX21:c7c3f65f395aSubsidiarie97%
    EX21:c86be51eb461EX21:c86be51eb461Subsidiarie97%
    EX21:c9f16f629797EX21:c9f16f629797Subsidiarie97%
    EX21:cd51d2f112eaEX21:cd51d2f112eaSubsidiarie97%
    EX21:d46856955cecEX21:d46856955cecSubsidiarie97%
    EX21:d6689dfd2f03EX21:d6689dfd2f03Subsidiarie97%
    EX21:d79dd9dce423EX21:d79dd9dce423Subsidiarie97%
    EX21:dd1c076547c5EX21:dd1c076547c5Subsidiarie97%
    EX21:de10b2c3fe30EX21:de10b2c3fe30Subsidiarie97%
    EX21:e0b11afa533dEX21:e0b11afa533dSubsidiarie97%
    EX21:e2abf37290a1EX21:e2abf37290a1Subsidiarie97%
    EX21:e4fc5e8df08aEX21:e4fc5e8df08aSubsidiarie97%
    EX21:e539a98e7d7dEX21:e539a98e7d7dSubsidiarie97%
    EX21:e5536bdd12a8EX21:e5536bdd12a8Subsidiarie97%
    EX21:e74cd1e4ea60EX21:e74cd1e4ea60Subsidiarie97%
    EX21:ea14e9463444EX21:ea14e9463444Subsidiarie97%
    EX21:ebdd7c9bfd6dEX21:ebdd7c9bfd6dSubsidiarie97%
    EX21:ed7ce949b9b5EX21:ed7ce949b9b5Subsidiarie97%
    EX21:eed23424c7f2EX21:eed23424c7f2Subsidiarie97%
    EX21:efbb76631a9eEX21:efbb76631a9eSubsidiarie97%
    EX21:f23a78c9c18dEX21:f23a78c9c18dSubsidiarie97%
    EX21:f28f43112f03EX21:f28f43112f03Subsidiarie97%
    EX21:f2e899edeb8dEX21:f2e899edeb8dSubsidiarie97%
    EX21:f63c78bfd578EX21:f63c78bfd578Subsidiarie97%
    EX21:f6905f4bde07EX21:f6905f4bde07Subsidiarie97%
    EX21:f97cfbc074a9EX21:f97cfbc074a9Subsidiarie97%
    EX21:fa01f94b74d3EX21:fa01f94b74d3Subsidiarie97%
    EX21:fb3073c1b357EX21:fb3073c1b357Subsidiarie97%

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    0,65
    Predicted surprise
    -0,00
    Beat probability
    45 %
    Analysts
    13
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-06-25 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate0,65
    Revenueno estimateno estimate6,5B USD
    Operating incomeno estimateno estimate262,7M USD
    Full-year consensus mean (period as reported by source) · consensus in USD. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution13 analysts
    Strong buy4
    Buy7
    Hold2
    Sell0
    Strong sell0
    12-month price target$12,92 · Median $13,50
    Low $9,00High $17,00
    Operating income · consensus262,7M USD
    EPS surprise
    −70,9 %
    reported vs consensus · miss
    Revenue surprise
    −1,7 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$9,00
    Mean$13,08
    Median$13,50
    High$17,00
    Spot$6,72
    +94.7 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskUnknown
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin2,8 %Below median
    Net Margin-1,4 %Bottom quartile
    ROE-39,3 %Bottom quartile
    D/E6,18Bottom quartile
    Cash Conv1,47Above median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    • Reference data
    How metrics are computed
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Return On Equity
      net_income / total_equity
    • Return On Assets
      net_income / total_assets
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    Source documents
    • CAMPING WORLD HOLDINGS, INC. Market data — financials · 2026-06-25
    • ha_refusal_refire fired on CWH.O · 2026-06-25
    • Camping World Holdings Inc Market data — analyst estimates · 2026-06-25
    • Camping World Holdings Inc Market data — ESG · 2026-06-25

    Ownership & reference

    Top holders

    • Goldman Sachs Asset Management, L.P.Investment Managers · as of 2026-03-310,00 %$26M
    • Dimensional Fund Advisors, L.P.Investment Managers · as of 2026-03-310,00 %$7M
    • BlackRock Institutional Trust Company, N.A.Investment Managers · as of 2024-06-300,00 %$59M
    • Capital Research Global InvestorsInvestment Managers · as of 2026-03-310,00 %$8M
    • Nuveen LLCInvestment Managers · as of 2024-12-310,00 %$4M
    • Charles Schwab Investment Management, Inc.Investment Managers · as of 2026-03-310,00 %$7M
    • UBS Financial Services, Inc.Investment Managers · as of 2026-03-310,00 %$5M
    • Vanguard Capital Management, LLCInvestment Managers · as of 2025-12-310,00 %$59M
    • AMERIPRISE FINANCIAL INCInstitutional Investor · as of 2026-03-310,00 %$3M
    • Geode Capital Management, L.L.C.Investment Managers · as of 2026-03-310,00 %$10M
    • State Street Investment Management (US)Investment Managers · as of 2026-03-310,00 %$13M
    • Northern Trust Investments, Inc.Investment Managers · as of 2026-03-310,00 %$3M
    • Franklin Advisers, Inc.Investment Managers · as of 2026-03-310,00 %$2M
    • Morgan Stanley Smith Barney LLCInvestment Managers · as of 2026-03-310,00 %$7M
    • AQR Capital Management, LLCInvestment Managers · as of 2026-03-310,00 %$1M
    • Bank of New York Mellon CorpInstitutional Investor · as of 2026-03-310,00 %$1M
    • Invesco QQQ TrustFunds · as of 2026-03-310,00 %$1M
    • AllianceBernstein L.P.Investment Managers · as of 2026-03-310,00 %$0M
    • LPL Financial LLCInvestment Managers · as of 2026-03-310,00 %$0M
    • JANUS HENDERSON GROUP PLCInstitutional Investor · as of 2026-03-310,00 %$0M
    • T. Rowe Price Associates, Inc.Investment Managers · as of 2026-03-310,00 %$0M
    • JONES FINANCIAL COMPANIES LLLPInstitutional Investor · as of 2026-03-310,00 %$0M
    • Wells Fargo AdvisorsBrokerage Firms · as of 2026-03-310,00 %$0M
    • Raymond James & Associates, Inc.Brokerage Firms · as of 2026-03-310,00 %$0M
    • PNC Investments LLCInvestment Managers · as of 2026-03-310,00 %$0M
    • FMR LLCInstitutional Investor · as of 2026-03-310,00 %$0M

    Insider activity

    Mixed / flat0 buys · 0 sellsnet $011 insiders · last 365d
    • LANE KATHY SDirector · Class A Common StockOther 20 325 · 2026-05-21
    • Crestview Partners II GP, L.P.Director, 10% owner · Class A Common StockOther 20 325 · 2026-05-21
    • SCHICKLI KENT DILLONDirector · Class A Common StockOther 20 325 · 2026-05-21
    • Moody Brent L.Director · Class A Common StockOther 20 325 · 2026-05-21
    • MALONE MICHAEL WDirector · Class A Common StockOther 20 325 · 2026-05-21
    • George Mary JDirector · Class A Common StockOther 20 325 · 2026-05-21
    • BALTINS ANDRIS ADirector · Class A Common StockOther 20 325 · 2026-05-21
    • Kirn Thomas EChief Financial Officer · Class A Common StockOther 20 000 · 2026-04-07
    • Christen LindseySee Remarks · Class A Common StockOther 25 000 · 2026-04-07
    • Wagner Matthew DDirector, CEO and President · Class A Common StockOther 4 541 @ $11,48$52K · 2026-02-15
    • Wagner Matthew DDirector, CEO and President · Class A Common StockOther 465 000 · 2026-01-01
    • Moody Brent L.Director · Class A Common StockOther 59 518 · 2026-01-01
    • LEMONIS MARCUSDirector, CHIEF EXECUTIVE OFFICER, 10% owner · Class A Common StockOther 242 943 @ $10,00$2,4M · 2025-12-15
    • LEMONIS MARCUSDirector, CHIEF EXECUTIVE OFFICER, 10% owner · Class A Common StockOther 217 391 · 2025-12-12
    • Kirn Thomas EChief Financial Officer · Class A Common StockOther 1 772 @ $10,81$19K · 2025-11-15
    • Christen LindseySee Remarks · Class A Common StockOther 1 772 @ $10,81$19K · 2025-11-15
    • LEMONIS MARCUSDirector, CHIEF EXECUTIVE OFFICER, 10% owner · Class A Common StockOther 78 700 @ $10,81$851K · 2025-11-15
    • Wagner Matthew DPresident · Class A Common StockOther 4 429 @ $10,81$48K · 2025-11-15
    • Christen LindseySee Remarks · Class A Common StockOther 15 505 @ $17,26$268K · 2025-08-15
    • Kirn Thomas EChief Financial Officer · Class A Common StockOther 13 733 @ $17,26$237K · 2025-08-15
    • Wagner Matthew DPresident · Class A Common StockOther 15 505 @ $17,26$268K · 2025-08-15

    Short positioning

    11.0Mshares short+1.3% vs prior
    5.26days to cover
    36.7%short of daily vol
    1.9Kfails-to-deliver
    as of 2026-07-15 · short-interest report (free)

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    CWH.OCanonical
    NASDAQ · USD

    Intel & risk

    PredictorBeat prob45 %Surprise-0,00Full forecast →
    What changed

    4 tracked-field change(s) detected vs prior analysis; max severity: medium.

    • Dilution risk— → unknownlow
    • Liquidity risk— → mediumlow
    • Activity— → Unclassifiedmedium
    • Economic sector— → Unclassifiedmedium
    • Narrative— → —medium
    • Business summary— → —medium
    • Conclusion— → —medium
    • Key takeaways— → —medium
    vs prior analysis today
    peak dispatch · —
    OSINT findings
    Dilution riskUnknown
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.
    Relationship graph
    CWHEX21:099EX21:09cEX21:0afEX21:108EX21:189EX21:193EX21:1e6EX21:1ffEX21:203EX21:28aRetailers
    This companySectorSubsidiaries

    Evidence & claims

    From filings & derived data
    • Net income (annual): USD -105.64MUnknown
    • Pre-tax income (annual): USD 120.16MUnknown
    • Current liabilities (annual): USD 2.18BUnknown
    • Current assets (annual): USD 2.62BUnknown
    • Shareholders' equity (annual): USD 228.59MUnknown
    • Total liabilities (annual): USD 4.67BUnknown
    • Long-term debt (annual): USD 1.47BUnknown
    • Total assets (annual): USD 5.04BUnknown
    • Operating income (annual): USD 180.2MUnknown
    • Total operating expenses (annual): USD 1.7BUnknown
    • Operating cash flow (annual): USD -131.99MUnknown
    • Cash & equivalents (annual): USD 215.04MUnknown
    • Cost of revenue (annual): USD 4.49BUnknown
    • Revenue (annual): USD 6.37BUnknown
    • Operating income (YoY) (2025-12-31 vs 2024-12-31): 21.3%Derived (calculated)
    • Revenue (YoY) (2025-12-31 vs 2024-12-31): 4.4%Derived (calculated)
    • Total liabilities (YoY) (2025-12-31 vs 2024-12-31): 6.7%Derived (calculated)
    • Total assets (YoY) (2025-12-31 vs 2024-12-31): 3.7%Derived (calculated)
    • Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): -30.0%Derived (calculated)
    • Net margin (FY 2025-12-31): -1.7%Derived (calculated)
    • Return on equity (FY 2025-12-31): -46.2%Derived (calculated)
    • Return on assets (FY 2025-12-31): -2.1%Derived (calculated)
    • Current ratio (FY 2025-12-31): 1.20xDerived (calculated)
    • Debt-to-equity (FY 2025-12-31): 20.44xDerived (calculated)
    Showing 24 of 48 surfaced claims.
    Atomic claims from regulatory filings and derived calculations. Provenance shown as source kind only.

    The Thread

    Everything we know, in order
    2026-10-28EVENTUpcomingQ3 2026 earnings (expected) estimated date
    2026-07-30 04:36 UTCFILINGMaterial 8-K
    2026-07-30EVENTQ2 2026 earnings (expected) estimated date
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-05-26FILING8-K filing →
    2026-05-21 00:00 UTCINSIDER7 insider transactions — 2026-05
    2026-05-21INSIDERLANE KATHY S transacted 20.3k sh Class A Common Stock — Director
    2026-05-21INSIDERCrestview Partners II GP, L.P. transacted 20.3k sh Class A Common Stock — Director, 10% owner
    2026-05-21INSIDERSCHICKLI KENT DILLON transacted 20.3k sh Class A Common Stock — Director
    2026-05-21INSIDERMoody Brent L. transacted 20.3k sh Class A Common Stock — Director
    2026-05-21INSIDERMALONE MICHAEL W transacted 20.3k sh Class A Common Stock — Director
    2026-05-21INSIDERGeorge Mary J transacted 20.3k sh Class A Common Stock — Director
    2026-05-21INSIDERBALTINS ANDRIS A transacted 20.3k sh Class A Common Stock — Director
    2026-04-30FILING10-Q filing →
    2026-04-29 16:05 UTCEARNINGSQuarterly results — Q1 2026 Revenue USD 1.35B · Net USD -16.4M
    2026-04-29FILING8-K filing →
    2026-04-10FILINGFORM 8-K →
    2026-04-09FILINGDEF 14A filing →
    2026-04-07 00:00 UTCINSIDER2 insider transactions — 2026-04
    2026-04-07INSIDERKirn Thomas E transacted 20.0k sh Class A Common Stock — Chief Financial Officer
    2026-04-07INSIDERChristen Lindsey transacted 25.0k sh Class A Common Stock — See Remarks
    2026-02-27FILING10-K filing →
    2026-02-24 16:05 UTCEARNINGSQuarterly results — Q4 2025 Revenue USD 1.17B · Net USD -67.3M
    2026-02-24 16:05 UTCEARNINGSAnnual results — FY 2026 Revenue USD 6.37B · Net USD -89.8M
    2026-02-24FILING8-K filing →
    2026-02-15 00:00 UTCINSIDER1 insider transaction — 2026-02
    2026-02-15INSIDERWagner Matthew D transacted 4.5k sh Class A Common Stock — Director, CEO and President ~$52k
    2026-01-13FILINGFORM 8-K →
    2026-01-01 00:00 UTCINSIDER2 insider transactions — 2026-01
    2026-01-01INSIDERWagner Matthew D transacted 465.0k sh Class A Common Stock — Director, CEO and President
    2026-01-01INSIDERMoody Brent L. transacted 59.5k sh Class A Common Stock — Director
    2025-12-15 00:00 UTCINSIDER2 insider transactions — 2025-12 · net sell $2.4M
    2025-12-15INSIDERLEMONIS MARCUS transacted 242.9k sh Class A Common Stock — Director, CHIEF EXECUTIVE OFFICER, 10% owner ~$2.43M
    2025-12-12INSIDERLEMONIS MARCUS transacted 217.4k sh Class A Common Stock — Director, CHIEF EXECUTIVE OFFICER, 10% owner
    2025-12-08FILINGFORM 8-K →
    2025-11-15 00:00 UTCINSIDER4 insider transactions — 2025-11 · net sell $937k
    2025-11-15INSIDERKirn Thomas E transacted 1.8k sh Class A Common Stock — Chief Financial Officer ~$19k
    2025-11-15INSIDERChristen Lindsey transacted 1.8k sh Class A Common Stock — See Remarks ~$19k
    2025-11-15INSIDERLEMONIS MARCUS transacted 78.7k sh Class A Common Stock — Director, CHIEF EXECUTIVE OFFICER, 10% owner ~$851k
    2025-11-15INSIDERWagner Matthew D transacted 4.4k sh Class A Common Stock — President ~$48k
    Showing the 40 most recent of 58 entries.
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data · Reference data Premium coverage