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RHRH

Rh

$RH·$3.7B·Specialty Retail·Consumer Cyclical
$148.06+1.0%YTD-1.7%1Y-33.7%
Mentions · last 7 days
2026-08-28: 6 posts2026-08-29: 5 posts2026-08-30: 4 posts2026-08-31: 9 posts2026-09-01: 15 posts2026-09-02: 13 posts2026-09-03: 29 posts81
Price updated 7m ago·X counts updated 21h ago
RHRH
$RHRh
$148.06+0.99%81 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $RH, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersCooling offAI verdict · as of 2026-09-03

Catching its breath after a run — could pick back up or fade from here.

Luxury home-furnishings retailer with heavy leverage, promotional pricing that is now a running joke on X, and the tape stuck below both key moving averages.

RH is a high-brand luxury home-furnishings operator whose promotional pricing has become the story rather than the underlying design franchise, and the tape has cooled from prior highs into an already-quiet housing backdrop.

  • Market cap is about $3.7B with the stock at $147.68, down 1.7% year-to-date and 33.4% over the last twelve months, so the equity has meaningfully underperformed the specialty-retail sector.
  • Price-to-earnings is around 22.1 with operating margin near 11% and free cash flow yield about 9.0%, cash-generative but weighed down by a very high 65x debt-to-equity ratio from prior recapitalizations.
  • Recent quarterly revenue was $843M up about 3.7% year-over-year, with the last four earnings prints missing consensus in three of four quarters, so the operational cadence is not helping the multiple.
  • The stock sits at only 27% of its 52-week range, roughly 13% below the 50-day and 9% below the 200-day moving averages on normal volume, a cooling profile rather than a decisive breakdown.

The extended promotional cadence and comparisons to peers like Williams-Sonoma printing 50%-plus gross margins define the market's current concern, and into Q2 earnings on 2026-09-10 the important question is whether membership program growth and gallery openings can pull margins away from Sonoma-comparison risk or the cooling trend extends further.

Agrees with X sentimentX captures the promotional-cadence critique and the WSM gross-margin comparison accurately, and the reported numbers and the tape support that skepticism.

What to watch: Q2 earnings on 2026-09-10 for gross margin trajectory, membership program economics, gallery opening cadence, and any commentary on the housing backdrop and interest-rate sensitivity of the luxury home cycle.

On the calendar: 2026-09-10 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bearish sentiment⚠7 posts analyzed · as of 2026-09-03 · top-engagement diverged

Restoration Hardware — 3-year anniversary of the 'perpetual 70% off sale' being roasted. Called out for direct-sourcing thesis stress and Gary Friedman's continued promotional dependence. Nobody-seems-to-care-about-it framing. Not a favored setup. Overall bearish.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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

Consumer discretionary spending patterns drive same-store sales; AI-enabled inventory management and personalization are differentiating omnichannel leaders. Back-to-school and holiday cadence are the near-term seasonality anchors.

What this means for $RH

Partial — consumer discretionary / retail performance tracks consumer spending trends; RH, along with its various associated businesses, functions as a prominent retai.

Top industry ETF

$XRTSPDR S&P Retail ETF
+7.7%YTD
+2.3%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
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%
Q2 2025Sep 11, 2025$2.93$3.19-8.2%
Next earningsThu, Sep 10·consensus EPS $0.38

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$4.88$3.84 – $6.0114
FY28$3.9B$3.9B – $4.0B$9.44$7.75 – $11.0515
FY29$4.3B$4.1B – $4.4B$13.34$7.60 – $19.098
FY30$4.9B$4.8B – $5.0B$21.02$20.38 – $21.624
FY31$5.3B$5.2B – $5.4B$28.20$27.34 – $29.003

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.0.8×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.27%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.-13.2%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.-9.8%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 today4.2% 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.β1.875-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

SellJul 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$330KSellMar 31Eri ChayaSEE REMARKS11.0K sh$1.5MSellMar 24Eri ChayaSEE REMARKS7.0K sh$906KSellMar 17Eri ChayaSEE REMARKS2.7K sh$363K
+ 18 other (13 awards · 5 exempts) 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
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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 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.

+ 13 other (5 13Gs · 2 earnings 8-Ks · 2 proxys · 1 10-Q) in window

Recent news

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

RH to Report Second Quarter Fiscal 2026 Financial Results on September 10, 2026businesswire.com·1d agoRH (RH) Expected to Beat Earnings Estimates: Can the Stock Move Higher?zacks.com·1d agoHere's Why RH (RH) Fell More Than Broader Marketzacks.com·3d agoRH (RH) Registers a Bigger Fall Than the Market: Important Facts to Notezacks.com·11d agoRH (RH) Sees a More Significant Dip Than Broader Market: Some Facts to Knowzacks.com·17d ago

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Voices on X · top 12 · 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.

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