RH Gestione
Criteri Gestione verificati 4/4
RH Il CEO è Gary Friedman, nominato in Jan2014, e ha un mandato di 12.33 anni. la retribuzione annua totale è $ 1.26M, composta da 99% di stipendio e 1% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 17.55% delle azioni della società, per un valore di $ 435.38M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.5 anni e 12.6 anni.
Informazioni chiave
Gary Friedman
Amministratore delegato
US$1.3m
Compenso totale
| Percentuale dello stipendio del CEO | 99.05% |
| Mandato del CEO | 12.3yrs |
| Proprietà del CEO | 17.5% |
| Durata media del management | 3.5yrs |
| Durata media del Consiglio di amministrazione | 12.6yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento dell'analisi • 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.Seeking Alpha • May 01
Restoration Hardware: Sales Slowdown Is Concerning, Despite Cheap FCF Multiple (Downgrade)
Summary Restoration Hardware is downgraded to "Neutral" as consumer weakness drives a sharp slowdown in revenue growth and a ~30% YTD share price decline. RH maintains strong gross margins in the mid-40s and leverages upscale branding but faces a steep Q1 sales decline and rising leverage concerns. Management's FY26 guidance implies 4%-8% revenue growth, but near-term headwinds include a -2% to -4% Q1 revenue decline and heavy capex-funded debt. The company's outlook banks heavily on a successful launch of the high-end RH Estates brand, which may flop in a tough macroeconomy. Valuation is fair at ~9x EBITDA and ~14x FCF, but the chance for an upward re-rating is low as sales trends sour. Read the full article on Seeking Alpha
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Aggiornamento dell'analisi • 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).Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Seeking Alpha • Dec 13
RH: Demand Growth Is Accelerating, Initiate With 'Buy' Rating
Summary RH is well-positioned in the high-end furniture market, reporting 8.1% revenue growth and 120.9% adjusted operating income growth, with a 'Buy' rating and $482 target price. Strong demand and market share gains are driven by product transformations and unique targeted marketing via sourcebooks, with 80% of products selling at full price. RH forecasts 9.9%-10.4% demand growth for FY24, with expected benefits from price growth and new product categories, despite a weak housing market. Key risks include potential tariff increases, economic downturns in the housing market, fluctuating raw material costs, and high debt levels, but strong demand supports the 'Buy' rating. Read the full article on Seeking AlphaArticolo di analisi • Dec 02
Returns On Capital Signal Tricky Times Ahead For RH (NYSE:RH)
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Seeking Alpha • Oct 29
RH: Ambitious Luxury Vision Meets Liquidity Issues - Why I Sold
Summary I sold my RH shares at $340 due to liquidity risks from questionable capital allocation, despite a 17% profit and long-term confidence in CEO Gary Friedman. RH's aggressive debt-funded buybacks weakened its balance sheet, reducing cash reserves and increasing net debt, creating significant financial strain. Rising interest rates and a slowing housing market have severely impacted RH's cash flow, leading to negative free cash flow and heightened debt servicing obligations. While RH's long-term potential remains compelling, current liquidity challenges and financial instability make reinvestment speculative until the balance sheet strengthens. Read the full article on Seeking AlphaSeeking Alpha • Oct 16
RH's Transformation And Footprint Expansion Continue Amid Challenges
Summary RH demonstrates resilience with Q2 2024 net revenues of $830 million, a 3.6% YoY increase, and an 11.7% adjusted operating margin. RH's strategic investments in product transformation and Gallery expansion are paying off, despite margin pressures and a challenging housing market. Consolidating RH Contemporary into RH Interiors and RH Modern collections streamlines offerings, optimizing marketing strategies and maintaining high standards. Long-term growth hinges on global expansion and scaling Waterworks, but adapting to local preferences and managing startup costs are critical challenges. Read the full article on Seeking AlphaSeeking Alpha • Oct 01
RH: Demand Should Improve In FY25
Summary I reiterate my buy rating for RH, expecting a surge in demand and earnings growth acceleration in FY25 due to an improved macro situation. The recent rate cuts and anticipated further reductions should enhance home affordability, driving more home purchases and consequently, more furniture sales for RH. RH's new product strategy and upcoming design gallery openings will capitalize on the expected demand surge, positioning the company for significant growth. Read the full article on Seeking AlphaArticolo di analisi • Sep 28
After Leaping 27% RH (NYSE:RH) Shares Are Not Flying Under The Radar
Despite an already strong run, RH ( NYSE:RH ) shares have been powering on, with a gain of 27% in the last thirty days...
Nuova analisi • Sep 24
Innovation, Expansion, And Elevated Experiences Propel Growth
Strategic investments in product transformation and international expansion position RH for long-term growth and increased market share.Articolo di analisi • Aug 29
RH's (NYSE:RH) Returns On Capital Not Reflecting Well On The Business
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...Seeking Alpha • Aug 28
The RH Comeback Story: Why I'm Staying Long, Ignoring The Noise
Summary I invested in RH stock in March 2020 and has remained long despite substantial volatility in stock prices. RH has entered a difficult operating period, with growth proving to be hard to come by. RH is focused on reviving growth through product innovation, platform expansion, enhanced digital presence, and international expansion. Despite short-term challenges such as the housing market slowdown and delayed project execution, RH’s unique positioning in the luxury market and strategic initiatives position it for long-term success. Read the full article on Seeking AlphaArticolo di analisi • Jul 21
RH's (NYSE:RH) P/E Is Still On The Mark Following 26% Share Price Bounce
RH ( NYSE:RH ) shareholders would be excited to see that the share price has had a great month, posting a 26% gain and...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Jan 31 2026 | n/a | n/a | US$125m |
| Nov 01 2025 | n/a | n/a | US$110m |
| Aug 02 2025 | n/a | n/a | US$107m |
| May 03 2025 | n/a | n/a | US$84m |
| Feb 01 2025 | US$1m | US$1m | US$72m |
| Nov 02 2024 | n/a | n/a | US$70m |
| Aug 03 2024 | n/a | n/a | US$35m |
| May 04 2024 | n/a | n/a | US$82m |
| Feb 03 2024 | US$1m | US$1m | US$128m |
| Oct 28 2023 | n/a | n/a | US$223m |
| Jul 29 2023 | n/a | n/a | US$324m |
| Apr 29 2023 | n/a | n/a | US$370m |
| Jan 28 2023 | US$3m | US$1m | US$529m |
| Oct 29 2022 | n/a | n/a | US$569m |
| Jul 30 2022 | n/a | n/a | US$654m |
| Apr 30 2022 | n/a | n/a | US$759m |
| Jan 29 2022 | US$5m | US$1m | US$689m |
| Oct 30 2021 | n/a | n/a | US$672m |
| Jul 31 2021 | n/a | n/a | US$534m |
| May 01 2021 | n/a | n/a | US$406m |
| Jan 30 2021 | US$178m | US$1m | US$272m |
| Oct 31 2020 | n/a | n/a | US$210m |
| Aug 01 2020 | n/a | n/a | US$216m |
| May 02 2020 | n/a | n/a | US$181m |
| Feb 01 2020 | US$4m | US$1m | US$220m |
Compensazione vs Mercato: La retribuzione totale di Gary ($USD 1.26M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 7.13M ).
Compensazione vs guadagni: La retribuzione di Gary è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Gary Friedman (67 yo)
12.3yrs
Mandato
US$1,262,000
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Chairman & CEO | 12.3yrs | US$1.26m | 17.55% $ 435.4m | |
| President | no data | US$4.69m | 0.26% $ 6.4m | |
| Chief Financial Officer | 7.2yrs | US$3.48m | 0.015% $ 367.2k | |
| President | 1yr | Nessun dato | 0.032% $ 790.5k | |
| President and Chief Manufacturing & Sourcing Officer | less than a year | Nessun dato | Nessun dato | |
| Chief Accounting Officer | 4.7yrs | Nessun dato | 0.013% $ 310.6k | |
| Chief People & Values Officer | no data | Nessun dato | Nessun dato | |
| Chief Real Estate & Transformation Officer | less than a year | US$801.84k | Nessun dato | |
| President of Furniture Operations & Home Delivery and Chief Supply Chain Officer | 7.3yrs | Nessun dato | Nessun dato | |
| Chief Real Estate & Development Officer | 2.3yrs | Nessun dato | Nessun dato | |
| CEO & Creative Director of Waterworks | no data | Nessun dato | Nessun dato |
3.5yrs
Durata media
51yo
Età media
Gestione esperta: Il team dirigenziale di RH è considerato esperto (durata media dell'incarico 3.5 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Chairman & CEO | 12.8yrs | US$1.26m | 17.55% $ 435.4m | |
| President | 13.5yrs | US$4.69m | 0.26% $ 6.4m | |
| Director | 10.1yrs | US$238.40k | 0.030% $ 742.8k | |
| Independent Director | 12.1yrs | US$313.40k | 0.081% $ 2.0m | |
| Lead Independent Director | 16.7yrs | US$10.10m | 0.34% $ 8.5m | |
| Independent Director | 15.9yrs | US$238.40k | 0.12% $ 3.0m | |
| Independent Director | 9.9yrs | US$263.40k | 0.041% $ 1.0m | |
| Independent Director | 12.6yrs | US$263.40k | 0.064% $ 1.6m | |
| Independent Director | 11.3yrs | US$253.40k | 0.057% $ 1.4m |
12.6yrs
Durata media
67yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di RH è composto da personale esperto e esperto (durata media dell'incarico 12.6 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/07 19:03 |
| Prezzo dell'azione a fine giornata | 2026/05/07 00:00 |
| Utili | 2026/01/31 |
| Utili annuali | 2026/01/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
RH è coperta da 30 analisti. 19 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Peter Benedict | Baird |
| Adrienne Yih-Tennant | Barclays |
| Seth Sigman | Barclays |