RH

NYSE:RH Rapport sur les actions

Capitalisation boursière : US$3.1b

RH Gestion

Gestion contrôle des critères 4/4

Le PDG RH est Gary Friedman, nommé en Jan2014, a un mandat de 12.5 ans. La rémunération annuelle totale est $ 1.26M, composée du salaire de 99% et des bonus 1%, y compris les actions et options de la société. détient directement 17.49% des actions de la société, d'une valeur de $ 537.37M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.5 ans et 12.8 ans.

Informations clés

Gary Friedman

Directeur général

US$1.3m

Rémunération totale

Pourcentage du salaire du PDG99.05%
Durée du mandat du directeur général12.5yrs
Propriété du PDG17.5%
Durée moyenne d'occupation des postes de direction2.5yrs
Durée moyenne du mandat des membres du conseil d'administration12.8yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit Jul 06

RH: Future Returns Will Depend On Ultra Luxury Expansion And Execution

Analysts have lifted their RH fair value estimate from about $158.59 to $165.41, reflecting updated views on revenue growth, profit margin potential, and valuation multiples following Q1 results and revised longer term guidance. Analyst Commentary Recent research on RH gives you a mixed but directionally useful picture, with several firms updating price targets after Q1 results and refreshed guidance.
Mise à jour du récit Jun 22

RH: Future Upside Relies On Q1 Execution And Premium Brand Expansion

Analysts have inched up their RH fair value estimate to $264.39 from $263.90, citing recent Q1 outperformance, slightly higher long term revenue growth and profit margin assumptions, and a shift to lower future P/E multiples, as reflected in refreshed price targets ranging from $130 to $175. Analyst Commentary Recent commentary on RH points to a more constructive tone among several bullish analysts, who are leaning on Q1 execution, updated long term guidance and refreshed valuation work to support higher fair value ranges.
Article d’analyse Jun 18

RH (RH) Stock Could Be 14.5% Undervalued As Asset Sales Support The Narrative

RH (RH) shares have been volatile recently, with the stock down 7.7% over the past day and 8.8% over the past week, while revenue and net income figures indicate ongoing business activity in home furnishings. See our latest analysis for RH. At a share price of $135.67, RH has seen sharp short term weakness, with the 1 day share price return down 7.65% and the 7 day share price return down 8.76%. The 30 day share price return of 12.38% contrasts with a year to date share price return that is...
Seeking Alpha Jun 13

RH: The Recovery Bridge Still Needs Proof

Summary RH remains a hold as Q1 revenue declined 1.7% and margins compressed, despite management’s upgraded FY 2026 guidance. The H2 recovery thesis hinges on backlog normalization, new store growth, and RH Estates, but execution risk remains high. Margin pressures persist due to rising occupancy, international expansion costs, and declining product margins in the core business. With RH trading at ~25x NTM P/E and a premium to comps, further upside requires clear evidence of H2 growth and margin recovery. Read the full article on Seeking Alpha
Mise à jour du récit Jun 05

RH: Asymmetric Upside Hinges On Execution And Premium Brand Expansion

RH's updated analyst price target edges down by about $2 to $263.90. This reflects analysts' more cautious stance as discretionary stocks face softer checks and a series of lowered Street targets, even as assumptions for revenue growth, profit margins and future P/E are adjusted slightly.
Mise à jour du récit May 06

RH: Future Returns Will Depend On Execution Against Higher P E Expectations

RH's updated fair value estimate has been reduced from about $210 to about $159 as analysts lower price targets across the Street. This reflects adjusted assumptions for revenue growth, profit margins, discount rate and future P/E multiples.
Mise à jour du récit Apr 21

RH: Premium Brand And Outdoor Focus Will Support Future Profitability

RH's updated fair value estimate moves from $295.00 to $265.61 as analysts incorporate lower price targets and reset expectations around growth, margins, and the P/E multiple following a broad wave of target cuts across the Street. Analyst Commentary The recent reset in RH's fair value estimate aligns with a cluster of updated price targets across Wall Street, as analysts factor in revised assumptions on growth, margins, and the P/E multiple.
Mise à jour du récit Apr 07

RH: Clustered Price Cuts And Leadership Turnover Will Pressure Future Share Performance

RH's analyst price target is revised lower from $130 to $88, as analysts factor in updated assumptions for slower revenue growth, reduced profit margins, a higher discount rate, and a higher future P/E multiple. Analyst Commentary Recent Street research on RH leans cautious, with a cluster of firms cutting price targets across the board.
Mise à jour du récit Mar 24

RH: Outdoor Expansion And Brand Strength Will Support Future Profitability Potential

RH's updated analyst price target framework reflects mixed Street views, with some firms trimming targets, such as UBS cutting its target to $160 from $188, while others are raising their targets by $25 to $65 increments, as analysts reassess discount rates, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent commentary around RH highlights a split view, with some firms trimming price targets and others lifting them by meaningful increments.
Mise à jour du récit Mar 10

RH: Fine Tuned Expectations And Leadership Change Will Shape Future Share Performance

Analysts have raised their RH price targets by $25 to $65, citing updated views on the company's discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent Street research continues to focus on RH's valuation framework, tying price target adjustments to assumptions around discount rates, revenue growth, profit margins and future P/E multiples.
Mise à jour du récit Feb 24

RH: Raised Expectations And Leadership Turnover Will Pressure Future Share Performance

Analysts have nudged RH's long term outlook higher, with recent price target increases of $25, $65 and $25 indicating slightly stronger confidence in its revenue growth, profit margins and P/E assumptions, despite some leadership changes. Analyst Commentary Recent research updates on RH point to a mixed backdrop where higher price targets sit alongside a more cautious tone on execution, leadership stability and growth expectations.
Mise à jour du récit Feb 10

RH: Lower Earnings Multiple Will Pressure Shares Despite Upbeat Guidance

Analysts have reduced their RH fair value estimate from $179.00 to $130.00, citing a higher discount rate, a lower assumed future P/E multiple of 7.90, and updated views on revenue growth and profit margins informed by recent target hikes from several firms and leadership changes. Analyst Commentary Recent Street research on RH has combined higher price targets with a more conservative framework for valuation and execution, which helps explain why some analysts are trimming fair value estimates even as individual targets move up.
Mise à jour du récit Jan 25

RH: Future Returns Will Balance Higher P/E Expectations And Execution Risks

Narrative Update Analysts have raised their price expectations for RH, reflected in a higher fair value estimate from about US$200.65 to US$210.35. This change incorporates updated targets and supporting research on growth, discount rates and future P/E assumptions.
Mise à jour du récit Jan 11

RH: New Detroit Gallery Expansion Will Support Future Profitability Potential

Analysts now see lower upside for RH, cutting their average price target from US$364.99 to US$295.00 as they factor in more moderate assumptions for revenue growth, profit margins and fair value, despite a similar forward P/E outlook. What's in the News RH issued earnings guidance for the fourth quarter, with expected revenue growth of 7% to 8% for that period.
Article d’analyse Jan 07

RH (NYSE:RH) Looks Just Right With A 31% Price Jump

RH ( NYSE:RH ) shareholders would be excited to see that the share price has had a great month, posting a 31% gain and...
Mise à jour du récit Dec 26

RH: Future Returns Will Reflect Higher Risk And Moderating Profit Outlook

Analysts have lowered their price target on RH from approximately $262 to $201 per share, citing more conservative assumptions for revenue growth, profit margins, and valuation multiples to reflect a higher perceived risk profile. What's in the News RH opened RH Detroit, The Gallery in Birmingham, a four level, 60,000 square foot immersive retail space that combines residential design with hospitality elements (company announcement).
Mise à jour du récit Dec 12

RH: New Gallery Openings Will Support Stronger Profitability Ahead

Analysts have reduced their price target on RH to approximately $365 from about $412, citing slightly slower expected revenue growth, a higher discount rate, and a modestly lower future earnings multiple, partially offset by a small improvement in projected profit margins. What's in the News Opened RH Detroit, The Gallery in Birmingham, a four level, 60,000 square foot immersive space that combines residential design, retail, indoor and outdoor areas, and hospitality elements (company announcement) Launched RH Manhasset, The Gallery at Americana, a three level, 19,000 square foot gallery that integrates luxury home furnishings with curated art, antiques, and artifacts from around the world (company announcement) Valuation Changes The fair value estimate has fallen moderately to approximately $365 from about $412, reflecting a more conservative outlook.
Article d’analyse Aug 04

Investors Still Waiting For A Pull Back In RH (NYSE:RH)

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
Article d’analyse May 14

Calculating The Fair Value Of RH (NYSE:RH)

Key Insights RH's estimated fair value is US$190 based on 2 Stage Free Cash Flow to Equity Current share price of...
Article d’analyse Apr 18

RH (NYSE:RH) Shares Slammed 27% But Getting In Cheap Might Be Difficult Regardless

To the annoyance of some shareholders, RH ( NYSE:RH ) shares are down a considerable 27% in the last month, which...
Article d’analyse Mar 04

RH (NYSE:RH) Shares Slammed 27% But Getting In Cheap Might Be Difficult Regardless

RH ( NYSE:RH ) shares have had a horrible month, losing 27% after a relatively good period beforehand. Looking back...
Article d’analyse Dec 18

Why Investors Shouldn't Be Surprised By RH's (NYSE:RH) 30% Share Price Surge

RH ( NYSE:RH ) shares have had a really impressive month, gaining 30% after a shaky period beforehand. Looking back a...

Analyse de la rémunération des PDG

Comment la rémunération de Gary Friedman a-t-elle évolué par rapport aux bénéfices de RH?
DateRémunération totaleSalaireBénéfices de l'entreprise
May 02 2026n/an/a

US$103m

Jan 31 2026US$1mUS$1m

US$125m

Nov 01 2025n/an/a

US$110m

Aug 02 2025n/an/a

US$107m

May 03 2025n/an/a

US$84m

Feb 01 2025US$1mUS$1m

US$72m

Nov 02 2024n/an/a

US$70m

Aug 03 2024n/an/a

US$35m

May 04 2024n/an/a

US$82m

Feb 03 2024US$1mUS$1m

US$128m

Oct 28 2023n/an/a

US$223m

Jul 29 2023n/an/a

US$324m

Apr 29 2023n/an/a

US$370m

Jan 28 2023US$3mUS$1m

US$529m

Oct 29 2022n/an/a

US$569m

Jul 30 2022n/an/a

US$654m

Apr 30 2022n/an/a

US$759m

Jan 29 2022US$5mUS$1m

US$689m

Oct 30 2021n/an/a

US$672m

Jul 31 2021n/an/a

US$534m

May 01 2021n/an/a

US$406m

Jan 30 2021US$178mUS$1m

US$272m

Oct 31 2020n/an/a

US$210m

Aug 01 2020n/an/a

US$216m

May 02 2020n/an/a

US$181m

Feb 01 2020US$4mUS$1m

US$220m

Rémunération vs marché: La rémunération totale de Gary ($USD 1.26M ) est inférieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 6.98M ).

Rémunération et revenus: La rémunération de Gary a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.


PDG

Gary Friedman (68 yo)

12.5yrs
Titularisation
US$1,262,000
Compensation

Mr. Gary G. Friedman has been the Chairman and Chief Executive Officer of Restoration Hardware Holdings, Inc. (now RH) since July 2, 2013 and January 31, 2014 respectively. He is a Founder of the RH brand...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Gary Friedman
Chairman & CEO12.5yrsUS$1.26m17.49%
$ 537.4m
Eri Chaya
President1.2yrsUS$5.44m0.26%
$ 7.9m
Lisa Chi
President1.2yrsUS$11.00m0.032%
$ 975.4k
Jack Preston
Chief Financial Officer7.3yrsUS$3.89m0.015%
$ 453.3k
Veronica Schnitzius
President and Chief Manufacturing & Sourcing Officerless than a yearpas de donnéespas de données
Christina Hargarten
Chief Accounting Officer4.8yrspas de données0.012%
$ 383.5k
Sandy Pilon
Chief People & Values Officerno datapas de donnéespas de données
David Stanchak
Chief Real Estate & Transformation Officerless than a yearUS$801.84kpas de données
Fernando Garcia
President of Furniture Operations & Home Delivery and Chief Supply Chain Officer7.5yrspas de donnéespas de données
Jarrett Stuhl
Chief Real Estate & Development Officer2.5yrspas de donnéespas de données
Peter Sallick
CEO & Creative Director of Waterworksno datapas de donnéespas de données
2.5yrs
Durée moyenne de l'emploi
52yo
Âge moyen

Gestion expérimentée: L'équipe de direction de RH est considérée comme expérimentée (ancienneté moyenne 2.5 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Gary Friedman
Chairman & CEO13yrsUS$1.26m17.49%
$ 537.4m
Eri Chaya
President13.7yrsUS$5.44m0.26%
$ 7.9m
Keith Belling
Director10.3yrsUS$264.34k0.034%
$ 1.1m
Leonard Schlesinger
Independent Director12.3yrsUS$339.34k0.085%
$ 2.6m
Mark Demilio
Lead Independent Director16.8yrsUS$419.34k0.32%
$ 9.8m
Carlos Alberini
Independent Director16.1yrsUS$264.34k0.19%
$ 5.7m
Hilary Krane
Independent Director10.1yrsUS$289.34k0.045%
$ 1.4m
Kathleen Mitic
Independent Director12.8yrsUS$289.34k0.068%
$ 2.1m
Ali Rowghani
Independent Director11.5yrsUS$279.34k0.061%
$ 1.9m
12.8yrs
Durée moyenne de l'emploi
68yo
Âge moyen

Conseil d'administration expérimenté: Le conseil d'administration de la RH est chevronné et expérimenté ( 12.8 années d'ancienneté moyenne).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/07/09 12:51
Cours de l'action en fin de journée2026/07/09 00:00
Les revenus2026/05/02
Revenus annuels2026/01/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

RH est couverte par 31 analystes. 19 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Peter BenedictBaird
Adrienne Yih-TennantBarclays
Seth SigmanBarclays