Camping World Holdings, Inc. (NYSE:CWH) Q3 2023 Earnings Conference Call November 2, 2023 8:30 AM ET

Company Participants

Lindsey Christen - Chief Administrative & Legal Officer, Secretary

Marcus Lemonis - Chairman and Chief Executive Officer

Matthew Wagner - Chief Operating Officer

Tom Curran - Chief Accounting Officer

Conference Call Participants

Joe Altobello - Raymond James

Tristan Thomas-Martin - BMO

Noah Zatzkin - KeyBanc Capital Markets

Brandon Rolle - D.A. Davidson

Craig Kennison - Baird

Daniel Imbro - Stephens Inc.

Sean Wagner - Citigroup

Patrick Buckley - Jefferies

Operator

Good morning, and welcome to Camping World Holdings Conference Call to discuss Financial Results for the Third Quarter of Fiscal Year 2023. At this time, all participants are in a listen-only mode. Later, we will conduct a question-and-answer session and instructions will follow at that time. Please be advised that this call is being recorded and that the reproduction of the call in whole or in part is not permitted without a written authorization from the company.

Joining on the call today are Marcus Lemonis, Chairman and Chief Executive Officer; Brent Moody, President; Karin Bell, Chief Financial Officer; Matthew Wagner, Chief Operating Officer; Lindsey Christen, Chief Administrative and Legal Officer; Tom Curran, Chief Accounting Officer; Will Colling, Executive Vice President, Good Sam and Brett Andress, Senior Vice President, Investor Relations. I will turn the call over to Ms. Christen to get us started.

Lindsey Christen

Thank you, and good morning, everyone. A press release covering the company's third quarter 2023 financial results was issued yesterday afternoon and a copy of that press release can be found in the Investor Relations section on the company's website.

Management's remarks on this call may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These remarks may include statements regarding our business plans and goals, industry and customer trends, inventory expectations, the expected impact of inflation, interest rates and market conditions, acquisition pipeline and plan, future dividend payments, and capital allocation, and anticipated financial performance. Actual results may differ materially from those indicated by these remarks as a result of various important factors, including those discussed in the Risk Factor section in our Form 10-K, our Form 10-Q, and other reports on file with the SEC. Any forward-looking statements represent our views only as of today, and we undertake no obligation to update them.

Please also note that we will be referring to certain non-GAAP financial measures on today's call, such as EBITDA, adjusted EBITDA, and adjusted earnings per share diluted, which we believe may be important to investors to assess our operating performance. Reconciliations of these non-GAAP financial measures to the most directly comparable GAAP financial statements are included in our earnings release and on our website. All comparisons of our 2023 third quarter results are made against the 2022 third quarter results unless otherwise noted.