CWH Camping World Holdings Inc - Ordinary Shares - Class A

$CWH, the top US RV dealer, said Oct 5 its 2026 adjusted EBITDA will be below $230M, its second outlook cut this year (it began at $275M-$325M). It expects job cuts to save at least $50M a year and is closing 4 dealerships (2 to reopen); it has not given job numbers or costs. It wants to refinance a $1.29B term loan due June 2028; until then its $2.15B RV inventory line is due March 2028. Net debt, excluding $1.32B of RV inventory loans, was 6.3x past-year adjusted EBITDA at June 30 vs 6.4x a year earlier, despite falling $222.3M. Stock -9.4% Oct 5.

$CWH How has this not been priced it yet. It literally dropped by $7 to 5.5 this past month?!

$CWH bought it today at 5.71 lets see what happens but it feels cheap as dog crap here!!

$CWH I understand this has been hammered shit for awhile! It’s amazing that 5 analysts have buy rating and targets at least 50% higher. So I looked at the technicals and it does seem to be coiled up and very oversold, so keep those stops tight, but I went in for a shot on it! Be careful and good luck everyone!!