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NYSE:RH Community
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RH
AN
AnalystLowTarget
Consensus Narrative from 17 Analysts
Debt Pressures Will Test Margins As Luxury Shifts Promise Recovery
Key Takeaways Significant debt from stock repurchases could pressure earnings, impacting net margins as debt repayment takes priority over strategic investments. International expansion costs may negatively impact operating margins, while economic conditions may require markdowns, impacting revenue and gross margins.
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US$179
FV
25.5% overvalued
intrinsic discount
8.50%
Revenue growth p.a.
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11 days ago
author updated this narrative
RH
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Platform Expansion And Sourcebooks Will Open European Markets
Key Takeaways Platform expansion and product differentiation through new galleries and sourcebooks could drive revenue growth and enhance brand exposure. Asset monetization, including real estate and inventory, aims to boost cash flow, reduce debt, and strengthen net margins.
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US$262.25
FV
14.3% undervalued
intrinsic discount
9.60%
Revenue growth p.a.
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11 days ago
author updated this narrative