Lazydays Holdings, Inc.(LAZY)

$5.34—Stale · unknown old

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Lazydays Holdings, Inc.(LAZY)

NASDAQ • Last print unknown ago

$5.34—Stale · unknown old

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LAZY(LAZY)

LAZY

9/17/26

Lazydays (LAZY)

Thursday

6:49 AM

ThesisThe company's ongoing operational losses and negative margins are raising concerns among investors about its long-term viability.

Revenue Outlook

Metric	FY2024	FY2025E
Revenue	$872M	$1.2B
Rev. Growth	-19.5%	+36.0%
EPS	$-8.90	$-0.61
EPS Growth	-5.8%	+93.1%
P/E	—	—

★ Analysts see FY2025 revenue reaching $1.2B — +36.0% growth in a single year.

Why Revenue Could Explode

01A recent uptick in RV rental demand could lead to increased sales of new RVs as consumers transition from rentals to ownership.
02Operational restructuring initiatives aimed at reducing costs have the potential to improve margins by 5% over the next year.
03Potential partnerships with financing companies could enhance consumer access to credit, driving sales growth.
04Increased consumer interest in outdoor activities post-pandemic may sustain demand for RVs beyond traditional peak seasons.
05Increased consumer interest in outdoor recreation
06Shift towards sustainable and electric RV options
07Changes in consumer discretionary spending, particularly on RVs
08Seasonal demand fluctuations, especially during summer months

FY2024 Snapshot

Revenue: $872M
Rev. Growth: -19.5%
Gross Margin: 18.5%
Op. Margin: -11.4%
Net Margin: -20.6%
Net Income: $-180M
NI Growth: -63.2%
EPS: $-8.90
1Y Return: +0.0%

LAZY Chart

My Notes

"Management acknowledged the need for significant operational improvements to return to profitability."
Moat: Lazydays has a moderate moat due to its brand recognition and customer loyalty, but faces significant competition.
value - Investors may be drawn to the stock due to its low valuation metrics despite operational challenges.
Higher interest rates can reduce consumer financing options, leading to decreased demand for RV purchases…
Watch on earnings: Consumer Sentiment (UMCSENT), Retail Sales (ex Auto) (RSXFS), Interest rates (FEDFUNDS).

One Sentence Summary:

The bull case: Lazydays is positioned for +36.0% growth on the back of a recent uptick in rv rental demand could lead to increased sales of new rvs as consumers transition from rentals.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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FY2024

FY2025E

P/E

—

Why Revenue Could Explode

01A recent uptick in RV rental demand could lead to increased sales of new RVs as consumers transition from rentals to ownership.

02Operational restructuring initiatives aimed at reducing costs have the potential to improve margins by 5% over the next year.

03Potential partnerships with financing companies could enhance consumer access to credit, driving sales growth.

04Increased consumer interest in outdoor activities post-pandemic may sustain demand for RVs beyond traditional peak seasons.

05Increased consumer interest in outdoor recreation

06Shift towards sustainable and electric RV options

07Changes in consumer discretionary spending, particularly on RVs

08Seasonal demand fluctuations, especially during summer months

My Notes

"Management acknowledged the need for significant operational improvements to return to profitability."

Moat: Lazydays has a moderate moat due to its brand recognition and customer loyalty, but faces significant competition.

value - Investors may be drawn to the stock due to its low valuation metrics despite operational challenges.

Higher interest rates can reduce consumer financing options, leading to decreased demand for RV purchases…

Watch on earnings: Consumer Sentiment (UMCSENT), Retail Sales (ex Auto) (RSXFS), Interest rates (FEDFUNDS).