Professional
Added to YB: 2025-05-21
Pitch date: 2025-05-20
RH [bullish]
RH
-19.65%
current return
Author Info
No bio for this author
Company Info
RH, together with its subsidiaries, operates as a retailer and lifestyle brand in the home furnishings market in the United States, Canada, the United Kingdom, Germany, Belgium, and Spain.
Market Cap
$3.7B
Pitch Price
$201.62
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.92
P/E
37.22
EV/Sales
2.28
Sector
Specialty Retail
Category
turnaround
TMR Capital Portfolio new position: RH
RH (new position): Luxury furniture leader (65% of rev) down from $451 to $205 amid housing slump. Stock compounded 18% CAGR since 2012 IPO. Executing largest-ever product refresh (80% vs typical 15-20%). Aggressive share buybacks (1/3 of shares 2022-23). Recovery + transformation should drive 15-20% rev growth, 50%+ EPS growth next 2-3 years.
Read full article (2 min)