Professional
Added to YB: 2025-10-13
Pitch date: 2025-10-09
RH [neutral]
RH
-11.76%
current return
Author Info
M Squared Capital is a former sell-side analyst in the Retail/Consumer industry sharing analysis on retail/consumer stocks. Sign up for the newsletter.
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
$185.48
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.92
P/E
37.22
EV/Sales
2.28
Sector
Specialty Retail
Category
N/A
RH: A EuroTrip That 'Gary Doesn't Know'
RH (update): Paris store struggling after grand opening hype - empty restaurant reservations, poor French reviews, staff can't speak French. CEO's bold 'double company in 5-7yr' guidance based on inflated 6-day opening traffic during major Paris design events. Heavy promotions continue, email open rates declining. EPS range $7.25-$9.50 vs Street $9.