TickerTalks
Browse all tickers →
TickerTalks›$RH
RHRH

Rh

$RH·$2.1B·Specialty Retail·Consumer Cyclical
$114.03+0.9%YTD-39.5%1Y-36.5%
Price updated 16h ago·X counts updated 9d ago
RHRH
$RHRh
$114.03+0.92%131 posts1×
AI analysisFundamentalsVoices on X
Loading…

On X

The complete picture of $RH on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

131X posts · last 7 days
Oct 2Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $RH's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 70% of tracked names.

Mixed sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-15

RH heads into what posters describe as a 'put-up-or-shut-up quarter' given high-end housing signals and peer commentary, with cyclical-turnaround narrative and -23% YTD lows setting a make-or-break stage. Directional tone is genuinely balanced ahead of the print.

Read what X is saying about $RH

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $RH — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Luxury furniture at multi-year lows into a put-up-or-shut-up quarter — the setup is cheap, the catalyst is binary.

RH (Restoration Hardware) is a high-end furniture brand whose stock has been in a two-year drawdown while the housing cycle grinds through peak rates. The business still earns money, the brand hasn't broken — but the top line has gone flat and the market has stopped giving CEO Gary Friedman the benefit of the doubt.

  • The core is intact but barely moving: last quarter revenue grew only 3.7% YoY with an 11.5% operating margin and $1.53 EPS, so this is a company still making real money at scale, not one losing cash into a cycle bottom.
  • The chart has the exact shape of a cyclical turnaround setup: sitting at just 11% of its 52-week range and 25% below the 200-day while high-end-housing commentary is firming — the kind of coil that either resolves up on a decent print or breaks lower on another soft quarter.

The Dec 10 earnings call is the test. A revenue reacceleration back into the mid-single digits with Estates galleries contributing is what restarts the move; another flat quarter at this valuation confirms the retail buyer isn't coming back.

Agrees with X sentimentThe 'put-up-or-shut-up quarter' framing captures it well — this isn't a thesis crack, it's a cyclical that needs one quarter of evidence. The mixed sentiment is honest; forcing a direction here would be guessing.

What to watch: Dec 10 Q3 earnings — same-store revenue growth, operating margin direction, and any color on the Estates gallery rollout. A reacceleration above 5% YoY with margin stable restarts the move; a flat-to-down print confirms the bear case.

On the calendar: 2026-12-10 — Q3 earnings

event ahead 30dcyclical low

Read the AI verdict on $RH

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Luxury home furnishings retailer selling high-end furniture and décor through large gallery-style stores.

Industry overviewAI analysisGenerated by AI from underlying data

Where Specialty Retail sits in its cycle right now — and what that implies for $RH.

Specialty Retail · Consumer Cyclical

No material change from last week — Consumer discretionary bifurcation deepens as XRT falls -7.

What this means for $RH

Neutral — Luxury home furnishings retailer selling high-end furniture and décor through large gallery-style stores.

Top industry ETF

$XRTSPDR S&P Retail ETF
-4.3%YTD
+2.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
22.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
6.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
11.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
9.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-5.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
44.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
65.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Sep 10, 2026$2.70$0.38+612.4%
Q1 2026Jun 11, 2026$-1.97$-2.12+7.1%
Q4 2025Mar 31, 2026$1.53$2.21-30.8%
Q3 2025Dec 11, 2025$1.71$2.12-19.3%
Next earningsThu, Dec 10·consensus EPS $0.67

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY25$842.6M+3.7%42.9%11.5%$1.53$51.8M
Q3 FY25$883.8M+8.9%44.1%11.9%$1.93$83.0M
Q2 FY25$899.2M+8.4%45.5%15.0%$2.76$72.8M
Q1 FY25$814.0M+12.0%43.7%6.7%$0.43$42.0M

Forward consensus

6-year forecast · up to 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.5B$3.4B – $3.6B$6.91$6.61 – $7.2115
FY27$3.6B$3.6B – $3.7B$5.05$4.23 – $6.8315
FY28$4.0B$3.9B – $4.1B$8.71$5.78 – $11.1415
FY29$4.3B$4.1B – $4.5B$12.66$6.28 – $16.0710
FY30$4.8B$4.7B – $5.0B$18.95$18.33 – $19.725
FY31$5.2B$5.1B – $5.4B$24.60$23.80 – $25.604

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.6%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-17.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-27.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 13.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.915-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 22Mark S DemilioDirector1.0K sh$132KSellJul 10Mark S DemilioDirector2.4K sh$412KSellJul 8Gary G FriedmanCEO48.2K sh$7.7MSellJul 7Gary G FriedmanCEO7.7K sh$1.3MSellJul 6Gary G FriedmanCEO69.1K sh$11.7MBuyJun 29Carlos AlberiniDirector11.4K sh$1.8MSellJun 18Mark S DemilioDirector3.1K sh$447KSellJun 16Mark S DemilioDirector2.2K sh$330K
+ 7 other (7 awards) in window

See when $RH insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsOct 153
3New insider — initial holdingsJul 233
AI summary

Hassanein Ryan George filed an initial Form 3 as a 10%+ owner of RH, disclosing initial beneficial ownership of securities as of the event date. This is a standard Section 16 reporting obligation triggered by the relationship with the issuer. Routine administrative filing with no indication of open-market transactions.

8-KPress release / Reg FDJul 238-K — Item 7.01: Press release / Reg FD
AI summary

RH filed an 8-K under Reg FD (Item 7.01), disclosing material non-public information simultaneously to all investors. This is typically an investor presentation, conference slides, or press release furnished as an exhibit. Reg FD filings ensure equal access to information for all investors; the substantive data is in the attached exhibit.

SC 13D/AActivist amendmentJul 9SC 13D/A
AI summary

RH (RH) — SC 13D/A (Amendment 11) by Gary G. Friedman (Chairman & CEO) reporting 4,926,337 shares representing approximately 23.88% of RH shares outstanding, held with sole voting and dispositive power. Material — Friedman's continued accumulation or maintenance of a 23.88% insider stake is a significant concentration of control in the hands of the founder/CEO.

8-KPress release / Reg FDJul 88-K — Item 7.01: Press release / Reg FD
AI summary

RH (RH) — 8-K (Item 7.01) furnishing a Reg FD disclosure on July 8, 2026. Body excerpt does not detail the specific information disclosed. Administrative — Reg FD compliance filing; refer to the exhibit for the underlying investor communication or data disclosed.

8-KShareholder voteJun 258-K — Item 5.07: Shareholder vote
AI summary

RH held its 2026 Annual Meeting on June 18, 2026, with shareholders voting on four proposals. Three Class II directors were elected: Hilary Krane (12.85M for), Katie Mitic (12.54M for), and Ali Rowghani (12.30M for), each to serve until 2029. Shareholders approved executive compensation on a non-binding basis (12.43M for, 568K against) and chose annual say-on-pay frequency (12.78M for annual vs. 207K for triennial). PricewaterhouseCoopers LLP was ratified as auditor. All routine governance — no material business changes.

+ 11 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Why RH (RH) Dipped More Than Broader Market Todayzacks.com·4d agoRH (NYSE:RH) Stock Has Consensus Price Target of $164.86 According to Brokeragesdefenseworld.net·10d agoRH creative chief Michael Brown leaves to join Vesta Homeproactiveinvestors.com·14d agoRH (NYSE:RH) Stock Crosses Below 200 Day Moving Average – Here’s Whydefenseworld.net·14d agoPrediction: These 3 Stocks Will 10x in the Next 10 Yearsfool.com·30d ago

More in Specialty Retail

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$AMZN$GME$WOOF$BABA$W$MELI$JD$PDD
Voices on X · last 7 days

No standout posts about $RH on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport