Foren & Soziale Netzwerke zur CAMPING WORLD Aktie

 

Kursziel: 19.9456 €

Kursziel: 17.502 €

Kursziel: 15.9048 €

Kursziel: 20.174 €

Thesis: Marcus Lemonis, CEO, is taking full advantage of the RV cycle to acquire market share via a well executed and accretive M&A strategy. Market share for new units has expanded from 15% to 20% in less than five years and combined new and used stands at 11%. Scale matters in this business creating several durable advantages: pricing power, private label product, geographic and price point diversification, and cost of capital. 1H2025 is lining up to be a pivotal in terms of both revenue growth and the return of positive earnings. Pro's: 1. Strong CEO and management team that knows the business and is executing well 2. Market share growth via accretive M&A 3. Revenue and earnings will scale with recovery 4. Strong and growing institutional ownership Con's: 1. Increase in debt (for M&A) puts stress on liquidity and debt ratios 2. Interest rate environment, stagnant housing market, and consumer recession risks continue until further notice 3. PMI risk of operational disruption or management distraction due

Kursziel: 27.1376 €

Kursziel: 28.839 €

Kursziel: 24.8589 €

Kursziel: 25.1244 €

Kursziel: 23.634 €