RH Website

RH

NYSE-RH

Company Overview

RH, together with its subsidiaries, operates as a retailer in the home furnishings. It offers products in various categories, including furniture, lighting, textiles, bathware, decor, outdoor and garden, and child and teen furnishings. The company provides its products through its retail galleries; and Source Books, a series of catalogs, as well as online through rh.com, rhbabyandchild.com, rhteen.com, and rhmodern.com, as well as waterworks.com. As of January 29, 2022, it operated a total of 67 RH Galleries and 38 RH outlet stores in 30 states in the District of Columbia and Canada, as well as 14 Waterworks showrooms throughout the United States and the United Kingdom. The company was formerly known as Restoration Hardware Holdings, Inc. and changed its name to RH in January 2017. RH was incorporated in 2011 and is headquartered in Corte Madera, California.

  • Name

    RH

  • CEO

    Gary G. Friedman

  • Website

    www.rh.com

  • Sector

    Specialty Retail

  • Year Founded

    1980

Company Statistics

Profile

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Bulls Say

  • RH continues to transform its retail footprint in North America. As new product lines are introduced (couture and upholstery, for example) into an evolving footprint, sales to a broader addressable market could rise faster than we anticipate.

  • With locations primarily in the US and Canada and few locations abroad, international opportunities could offer significant location and revenue growth and rising global brand awareness.

  • Longer-term vectors for growth, including RH Hospitality and RH Residences, could elevate the total addressable market faster than we expect.

Bears Say

  • Low customer switching costs, along with the proliferation of e-commerce and mass-merchant competitors, could pressure operating margin expansion. High-end discounters could affect RH's market share.

  • Weakness in the equity and housing markets could weigh on profit growth as consumers pare back discretionary spending during periods of economic uncertainty.

  • Intermittent promotional activity has created a challenging environment for many retailers, including home furnishing retailers, and could heighten competition for sales.

Source: Morningstar Analysis - Dec 12, 2025

What's happening

Nov 13, 2025 - Dec 13, 2025

RH Navigates Mixed Earnings Results Amid Economic Pressures

  • RH's stock saw a modest increase of 0.6% over the past month, outperforming the S&P 500 by 0.9%.
  • The company's third-quarter fiscal results revealed revenue of $883.8 million but fell short on adjusted earnings per share (EPS).
  • Sentiment among investors was mixed following the earnings announcement, reflecting both optimism and concern regarding future growth prospects.

Over the last month, RH's stock experienced a modest increase of 0.6%, while the S&P 500 declined by 0.2%. This performance indicates that RH outperformed the broader market by 0.9%. A significant event during this period was its third-quarter fiscal results announced on December 12, where revenue reached $883.8 million, slightly exceeding expectations; however, adjusted EPS came in at $1.71 against an anticipated $2.16.

Investor sentiment post-announcement reflected a blend of optimism and skepticism regarding RH’s outlook. Some investors expressed concerns about what they described as an "ugly outlook," despite acknowledging positive developments such as increased square footage and recovery efforts led by CEO Gary Friedman’s communication style. Others criticized management for providing poor guidance and highlighted issues related to delayed financial reporting that could undermine investor confidence.

Prior to its earnings report on December 11, bearish sentiment had been prevalent due to prior underperformance in EPS estimates and declining share prices over recent quarters—evidenced by a drop of approximately four percent following earlier misses in projections. This backdrop contributed to cautious trading behavior among long-term shareholders who were skeptical about future growth prospects amid ongoing economic pressures like rising interest rates and substantial debt levels.

Overall, fluctuations in sentiment throughout December were influenced by various factors including macroeconomic conditions and company-specific developments; nevertheless, RH managed relative stability compared to broader indices like the S&P 500 while significantly outperforming within its sector—exceeding Consumer Discretionary (XLY) sector performance by nearly half with an outperformance rate of 49.9%.

NYSE:RH