Added to YB: 2025-09-19
Pitch date: 2025-09-17
RH [neutral]
RH
-29.69%
current return
Author Info
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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
$230.41
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.92
P/E
37.22
EV/Sales
2.28
Sector
Specialty Retail
Category
turnaround
RH: 2Q25 Business Update
RH (earnings update): Q2 rev +8% y/y (vs +12% prior Q) due to tariffs. China exposure cut to 2% from 16%, India tariffs hit 7% of products. Gross margins improved 180bps q/q to 45.5%, op margins 14.3%. Paris Gallery strong reception, England $37-39M demand 2025. Guides 9-11% FY rev growth, 13-14% op margins, $250-300M FCF. Tariff headwinds delaying brand extensions.
Read full article (3 min)