MILAN — “Imagine what our performance will look like in a robust housing market,” was the notion RH chief executive officer Gary Friedman pondered during the third-quarter conference call on Thursday. Despite inflationary and tariff pressures and a decline in the purchase of new homes to furnish and decorate, top U.S. home brands persevered this year. Home and furniture giants like RH, Williams Sonoma and Arhaus posted positive third-quarter results. Williams Sonoma saw its third-quarter revenues hit a rec ...

Last night, we got this confusing set of numbers from RH, the high-end homegoods retailer that used to be known as Restoration Hardware. This story's been a bit of a roller coaster for years. Four or five years ago, CEO Gary Freeman laid out some grandio sooie generous expansion plans.He wanted to turn RH into a fun, full lifestyle brand with restaurants, hotels, yachts, and even a utopian real estate development. In Aspen, the stock soared to the mid700s at its peak in August of 2021 as its feet became fas ...

Last night, we got this confusing set of numbers from RH, the high-end homegoods retailer that used to be known as Restoration Hardware. This story's been a bit of a roller coaster for years. [groaning] Four or five years ago, CEO Gary Freeman laid out some grandio sooie generous expansion plans.He wanted to turn RH into a fun, full lifestyle brand with restaurants, hotels, yachts, and even a utopian real estate development in Aspen. The stock soared to the mid700s at its peak in August of 2021 as the stree ...

核心观点 - 尽管公司描述运营环境为近五十年来最疲弱的房地产市场，但RH第三季度营收超预期，推动其股价当日盘中大涨超6% [1] 财务业绩 - 第三季度营收为8.84亿美元，略高于市场预期的8.8326亿美元，同比增长9% [2] - 第三季度调整后每股收益为1.71美元，低于分析师预期的2.16美元 [2] - 第三季度自由现金流为8300万美元，使年初至今的自由现金流达到1.98亿美元 [2] - 公司重申全年自由现金流指引为2.5亿至3亿美元 [2] 盈利能力与成本 - 第三季度调整后营业利润率为11.6%，低于管理层指引中点12.5% [3] - 利润率未达目标主要归因于与早期订单相关的关税成本高于预期，以及其巴黎门店开业的相关费用 [3] 业绩指引 - 公司预计第四季度营收增长7%至8%，调整后营业利润率在12.5%至13.5%之间 [3] - 公司收窄了2025财年营收增长展望至9.0%至9.2% [3] 库存管理 - 库存同比下降11%，较第二季度减少8200万美元，显示出在减少过剩库存方面取得进展 [4] - 管理层此前估计过剩库存约为3亿美元 [4]

RH (NYSE:RH) shares rose Friday even after the luxury retailer missed Q3 earnings estimates and cut full-year guidance. Investors appeared to focus on long-term expansion plans rather than immediate headwinds.Q3 Miss & Guidance Cuts RH reported earnings of $1.71 per share, missing the $2.16 analyst estimate by 20.87%. Following the print, Telsey Advisory Group analyst Cristina Fernández reiterated a Market Perform rating but lowered her price target from $220 to $185.Fernández cited tariff pressures on back ...

RH (NYSE:RH) shares rose Friday even after the luxury retailer missed Q3 earnings estimates and cut full-year guidance. Investors appeared to focus on long-term expansion plans rather than immediate headwinds.Q3 Miss & Guidance Cuts RH reported earnings of $1.71 per share, missing the $2.16 analyst estimate by 20.87%. Following the print, Telsey Advisory Group analyst Cristina Fernández reiterated a Market Perform rating but lowered her price target from $220 to $185.Fernández cited tariff pressures on back ...

Key Takeaways RH posted mixed Q3 results with earnings falling short of estimates, while revenues rose YoY.Revenue growth was supported by strength in Galleries, hospitality gains and early international traction.Tariffs, housing-market weakness and rising global expansion costs continued to pressure RH's margins.RH (RH) reported mixed third-quarter fiscal 2025 (ended Nov. 1, 2025) results, with adjusted earnings missing the Zacks Consensus Estimate and declining on a year-over-year basis. Meanwhile, net re ...

Gary Friedman last night uh guiding lower on margins takes us to a mad dash. >> No, it was not a call that if you're looking for upside. I think that in some ways and I went over this with Ben Stos, my research director, that RH is to housing as strategy is to Bitcoin.I mean, you just they're linked. >> You mean like a leverage play. >> Yeah.And and I feel like that if you're really sure that housing's going to come back, really really sure because if you're just kind of sure that's Home Depot, if you're re ...

RH (NYSE:RH) posted mixed results for the third quarter after the closing bell on Thursday.RH reported quarterly earnings of $1.71 per share, which missed the analyst estimate of $2.16 by 20.87%, according to data from Benzinga Pro. Quarterly revenue came in at $883.81 million, which beat the Street estimate of $883.69 million."We continued to generate industry-leading growth with revenue increasing 9% in the third quarter, and up 18% on a two-year basis, demonstrating the disruptive nature of our brand des ...

U.S. stock futures swung between gains and losses on Friday after Thursday’s mixed close. Futures of major benchmark indices were mixed.Thursday experienced a rotation out of expensive tech names, which helped U.S. stocks settle mostly higher, with the Dow Jones surging over 600 points. Overall risk appetite remained resilient following the Federal Reserve's third consecutive interest-rate cut delivered a day earlier. Meanwhile, President Donald Trump signed a sweeping executive order aimed at creating a si ...