Every material Form 8-K Camping World Holdings, Inc. has filed with the SEC since August 31, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Camping World reported third quarter 2026 revenue of $1.58 billion, down 12.4%, and a net loss of $320.1 million that includes a $286.7 million noncash goodwill impairment. The company said full-year 2026 Adjusted EBITDA will be below the low end of its previously communicated $230 million to $270 million range, and it is not giving further full-year guidance until it discusses its 2027 framework with fourth quarter results.
Third quarter revenue was $1.58 billion, down 12.4%, with new vehicle unit sales down 25.4%.
Net loss was $320.1 million, or $(3.09) per diluted Class A share, versus $(0.64) a year earlier.
Adjusted EBITDA was $36.0 million, down 62.4%, and full-year 2026 Adjusted EBITDA is expected below the $230 million low end of the prior range.
The efficiency program now totals over $150 million of anticipated annualized savings, and Q4 2026 SG&A is expected to decline by more than $50 million year over year.
Camping World now expects full-year 2026 Adjusted EBITDA to fall below the low end of its previously communicated $230 million to $270 million range, citing soft RV unit sales and pressured new vehicle front-end margins. The company is accelerating cost cuts, including at least $50 million in incremental annualized headcount savings and the closure of four dealerships, and is exploring a refinancing of its term loan facility. Shareholders face a lower profit outlook, though management says the company expects a more streamlined cost structure entering the fourth quarter.
Full-year 2026 Adjusted EBITDA now expected below the low end of the prior $230 million to $270 million guidance range
New vehicle front-end margins remain under greater pressure than previously expected; unit sales declines moderated in August and September
At least $50 million in incremental annualized savings from headcount reductions; four dealerships to close, two of which may reopen later
Company is exploring a term loan refinancing with new term loans and senior secured debt; no assurance of terms or completion
Camping World Holdings' subsidiaries entered into an amended and restated senior secured mortgage credit agreement with M&T on August 25, 2026, totaling $175.0 million in aggregate principal. The new facility replaces the prior facility and extends its maturity from October 27, 2027 to August 25, 2031, adding borrowing capacity and new loan terms for shareholders to track.
Facility totals $175.0 million: $132.8 million funded at closing and $42.2 million of delayed draw commitments available through February 25, 2031.
About $20.8 million was drawn at closing, net of fees and lender holdbacks, and the borrowers may request up to an additional $100.0 million.
Maturity extended to August 25, 2031, from October 27, 2027; amortization of 5.0% of original principal annually begins September 30, 2026.
Loans bear interest at term SOFR plus 2.30% or a base rate plus 1.30%, and require a debt service coverage ratio of at least 1.10 to 1.00.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Camping World Holdings, Inc. filing is on SEC EDGAR ↗. 8-K briefs of other companies →