The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how vehicle retailer stocks fared in Q4, starting with Camping World (NYSE: CWH).
Buying a vehicle is a big decision and usually the second-largest purchase behind a home for many people, so retailers that sell new and used cars try to offer selection, convenience, and customer service to shoppers. While there is online competition, especially for research and discovery, the vehicle sales market is still very fragmented and localized given the magnitude of the purchase and the logistical costs associated with moving cars over long distances. At the end of the day, a large swath of the population relies on cars to get from point A to point B, and vehicle sellers are acutely aware of this need.
The 4 vehicle retailer stocks we track reported a stunning Q4. As a group, revenues beat analysts’ consensus estimates by 6.7%.
Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 9.1% since the latest earnings results.
Camping World (NYSE: CWH)
Founded in 1966 as a single recreational vehicle (RV) dealership, Camping World (NYSE: CWH) still sells RVs along with boats and general merchandise for outdoor activities.
Camping World reported revenues of $1.20 billion, up 8.6% year on year. This print exceeded analysts’ expectations by 6.6%. Overall, it was a stunning quarter for the company with a solid beat of analysts’ EBITDA estimates and an impressive beat of analysts’ gross margin estimates.
Marcus Lemonis, Chairman and Chief Executive Officer of CWH stated, “Our combined new and used same store unit sales grew for the second quarter in a row, with increased revenue, increased gross profit and improved adjusted EBITDA, a testament to our unwavering focus on product development, affordability, and used inventory procurement. We see green shoots unfolding across the broader RV landscape, supporting our expectation for more stable industry trends throughout 2025.”
The stock is down 20.6% since reporting and currently trades at $16.49.
Is now the time to buy Camping World? Access our full analysis of the earnings results here, it’s free.
Best Q4: America's Car-Mart (NASDAQ: CRMT)
With a strong presence in the Southern and Central US, America’s Car-Mart (NASDAQ: CRMT) sells used cars to budget-conscious consumers.
America's Car-Mart reported revenues of $325.7 million, up 8.7% year on year, outperforming analysts’ expectations by 15.2%. The business had an incredible quarter with a solid beat of analysts’ EPS estimates and an impressive beat of analysts’ gross margin estimates.
America's Car-Mart achieved the biggest analyst estimates beat among its peers. The market seems happy with the results as the stock is up 18.8% since reporting. It currently trades at $45.63.
Is now the time to buy America's Car-Mart? Access our full analysis of the earnings results here, it’s free.
CarMax (NYSE: KMX)
Known for its transparent, customer-centric approach and wide selection of vehicles, Carmax (NYSE: KMX) is the largest automotive retailer in the United States.
CarMax reported revenues of $6.22 billion, up 1.2% year on year. This result beat analysts’ expectations by 3%. It was a stunning quarter as it also produced an impressive beat of analysts’ EPS estimates and a solid beat of analysts’ EBITDA estimates.
CarMax had the slowest revenue growth among its peers. The stock is down 14.2% since reporting and currently trades at $69.78.
Read our full, actionable report on CarMax here, it’s free.
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