Retail

Breaking Down the Camping World IPO

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Camping World Holdings Inc. (NYSE: CWH) entered the market on a positive note for its initial public offering. The company priced its 11.4 million shares at $22 per share, which was the mid-point in its expected price range of $21 to $23 per share. At this price, the entire offering, including an overallotment option for an additional 1.7 million shares, is valued up to $288.2 million.

The underwriters for the offering are Goldman Sachs, JPMorgan, Merrill Lynch, Credit Suisse, Baird, KeyBanc Capital Markets, Wells Fargo and Stephens.

This company is the only provider of a comprehensive portfolio of services, protection plans, products and resources for recreational vehicle (RV) enthusiasts. Roughly 9 million households in the United States own an RV, and of that installed base, Camping World has approximately 3.3 million active customers. The company generates recurring revenue by providing RV owners and enthusiasts the full spectrum of services, protection plans, products and resources that it believes are essential to operate, maintain and protect their RV and to enjoy the RV lifestyle.

Camping World has 120 locations around the United States in key national RV markets. In 2015, the network generated roughly 3.5 million unique transactions, continuing to build its active customer database.

The company highlighted a few key points related to its financial performance:

  • Active Customer database had approximately 3.1 million customers on December 31, 2015, representing a 4.9% five-year compound annual growth rate (CAGR).
  • Total revenue was $3,333.3 million for the fiscal year ended December 31, 2015, representing a 21.3% five-year CAGR.
  • Net income was $178.5 million for the fiscal year ended December 31, 2015, representing a 139.8% five-year CAGR.

The company expects to use the net proceeds from this offering to repay its indebtedness, with the remainder being put toward working capital and general corporate purposes. CEO Marcus Lemonis said in a CNBC interview that the proceeds from this offering would be used to deleverage the company, which historically operates at three-times leverage.

Shares of Camping World were last seen at $23.95, with a range of $23.62 to $24.35 on the day thus far. As of 10:30 a.m. Eastern, roughly 3 million shares have moved.

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