Camping World Holdings, Inc. (NYSE:CWH) Q3 2024 Earnings Conference Call October 29, 2024 8:30 AM ET

Company Participants

Lindsey Christen - Chief Administrative and Legal Officer, Secretary
Marcus Lemonis - Chairman and Chief Executive Officer
Matthew Wagner - President
Tom Kern - Chief Financial Officer

Conference Call Participants

Joe Altobello - Raymond James
Michael Swartz - Truist
James Hardiman - Citi
Noah Zuckin - KeyBanc Capital Markets
Scott Stember - ROTH
John Kelley - Northcoast Research
Tristan Thomas-Martin - BMO Capital Markets
Brandon Rollé - DA Davidson
Bret Jordan - Jefferies
Alice Wycklendt - Baird

Operator

Good morning and welcome to Camping World Holdings Conference Call to discuss Financial Results for the Third Quarter of Fiscal Year 2024. At this time all participants are in 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 the reproduction of the call in whole or in part is not permitted without written authorization from the company.

Joining on the call today are Marcus Lemonis, Chairman and Chief Executive Officer, Matthew Wagner, President, Tom Kern, Chief Financial Officer, Lindsey Christen, Chief Administrative and Legal Officer, and Brett Andres, 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 2024 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 plans, future dividend payments and capital allocation and anticipated financial performance. Actual results may differ materially from those indicated by these statements as a result of various important factors, including those discussed in the Risk Factors 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. Reconciliation 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 2024 third quarter results are made against the 2023 third quarter, unless otherwise noted.