Camping World Holdings Inc（CWH）资讯与事件CWHCamping World Holdings Inc

Nasdaq Rises Nearly 300 Points as Market Digests Jobs Report

The major averages ended broadly higher, led by tech with the Nasdaq up roughly nearly 300 points. The 10-year Treasury yield remains near multiyear highs, but oil prices pulled back to drop below $90 a barrel.The market continues digesting Friday's weaker-than-expected September jobs report, which reduced expectations for another Fed rate hike this month. Traders now see roughly an 80% probability that the Fed holds rates steady in October, although a December hike remains largely priced in.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Schneider Electricagreed to acquire PTCFor $205 per share in cashC.H. Robinsonagreed to acquire RXO Inc.for $30.25 per shareGE Healthcarewill acquire SOFIE Biosciences for $945M in cashTeslaCEO Elon Musk confirmed discussions between his Terafab semiconductor production initiative and TSMCUnitedHealthis under investigation by Texas AG Ken Paxton amid alleged unlawful practices2. WALL STREET CALLS:Melius calls Microsoftthe "adults in charge" of AI, upgrades to BuyDraftKingsupgraded to Buy at BofA following 47% pullbackMorgan Stanley downgraded Group 1 Automotiveto Underweight and AutoNationto Equal WeightWells Fargoupgraded to Overweight at Morgan StanleyCiti upgraded Harley-Davidsonto Buy after several years of caution3. AROUND THE WEB:Despite being two of Anthropic's largest corporate customers, Metaand Microsoftare looking to lower their employees' use of Claude, The Information reportsStarbucksis being sued by customers who claim the company falsely advertised eight protein drinks as "sugar-free" because they contain lactose, Reuters reportsAppleCEO John Ternus has effectively become the company's design chief, working in the studio several times a week, Bloomberg reportsQualcommand Armwill be facing one another in court, with Qualcomm accusing the company of withholding chip testing tools under contract, Reuters saysStablecoin Developmentappears highly speculative and considers the stock uninvestable at any price above zero, Fugazi Research says in a new research note4. MOVERS:Vaxcytegained after announcing "positive" results from OPUS-1 Phase 3 trial of VAX-31Alvotechincreased in New York after the U.S. FDA approved a supplement to the biologics license application for SimlandiUpstartwas higher after reporting originations for September and Q3Millrose Propertiesfell after Citizens downgraded the stock to Market PerformCapricorwas lower after announcing open-label extension data for Deramiocel5. EARNINGS/GUIDANCE:NeuroOne Medicalprovided guidance for Q4 and FY26Insmedbacked its brinsupri outlook for FY26inTESTprovided guidance for Q3Forum Marketsannounced its outlook for FY27Camping Worldexpects its FY26 adjusted EBITDA guidance to be below the low endINDEXES:The Dow rose 90.94, or 0.18%, to 51,267.90, the Nasdaq gained 286.45, or 1.05%, to 27,477.31, and the S&P 500 advanced 51.23, or 0.66%, to 7,773.95.

Camping World Expects 2026 EBITDA Below $230M

Camping World Holdings said earlier in a regulatory filing that the company now expects full-year 2026 Adjusted EBITDA to be below the low end of its previously communicated guidance range of $230M-$270M. The company's current outlook takes into account a broad range of potential outcomes amid continued uncertainty regarding macroeconomic conditions and RV industry demand. Combined new and used vehicle unit sales softened sequentially in July. These unit trends remained soft through the quarter, contributing to a more promotional environment for new vehicles across the RV industry as competing dealers worked to align inventory levels with weaker demand. Although the company has seen unit sales declines progressively moderate to a degree during August and September, new vehicle front-end margins have remained under greater pressure than previously expected. In addition, certain macroeconomic factors impacting the guidance, including movements in energy prices and interest rates, have become less favorable, further pressuring the company's near-term demand and vehicle margin outlook. In response to these conditions, the company has accelerated certain elements of its previously announced $100M of SG&A savings and operating efficiency initiatives. Further, the company has identified and implemented additional headcount reductions expected to generate at least $50M in incremental annualized savings, intended to improve operating leverage, support margins and strengthen cash flow. These actions include the closure of four dealerships, two of which the company currently intends to reopen at a later date. The company expects to enter the fourth quarter with a more streamlined cost structure and ongoing initiatives intended to enhance profitability and cash generation. The company is exploring the refinancing of its existing term loan facility with the goal of increasing the company's financial flexibility. The company is considering a range of possible refinancing alternatives, which are expected to include new term loans and other senior secured debt. Shares of Camping World are down nearly 18% to $4.15 in late morning trading. Meanwhile, shares of Thor Industries (THO) are down 4% and Winnebago Industries (WGO) are down 5.3%.

CWH Reports Q1 Revenue of $1.35B, Below Expectations

Reports Q1 revenue $1.35B, consensus $1.41B. Matthew Wagner, Chief Executive Officer and President of CWH stated, "We are pleased with our first quarter performance against the current RV industry backdrop. While used RV sales underperformed expectations in January and February, the year-over-year trajectory of our new and used unit volume continued to improve as we progressed through March and into late April. In the quarter, we realized SG&A efficiencies and gained market share in our exclusive brand units."