RH（1RH）株式概要RHはその子会社とともに、米国、カナダ、英国、ドイツ、ベルギー、スペインの家庭用家具市場で小売業およびライフスタイル・ブランドとして事業を展開している。 詳細1RH ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長5/6過去の実績3/6財務の健全性1/6配当金0/6報酬収益は年間31.52%増加すると予測されています 過去1年間で収益は22.8%増加しました リスク分析利払いは収益で十分にカバーされない Italian市場と比較して、過去 3 か月間の株価の変動が非常に大きい過去3か月間に大規模なインサイダー売却が発生 財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見る1RH Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW479,582 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA479,582 investors already sharing narrativesYour Fair Value€Current Price€148.0012.1% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture05b2016201920222025202620282031Revenue US$5.1bEarnings US$153.3mAdvancedSet Fair ValueView all narrativesRH 競合他社Gens AureaSymbol: BIT:OROXMarket cap: €1.0bDunelm GroupSymbol: LSE:DNLMMarket cap: UK£1.7bBob's Discount FurnitureSymbol: NYSE:BOBSMarket cap: US$2.0bNitori HoldingsSymbol: TSE:9843Market cap: JP¥1.4t価格と性能株価の高値、安値、推移の概要RH過去の株価現在の株価US$148.0052週高値US$204.9052週安値US$92.10ベータ1.881ヶ月の変化12.12%3ヶ月変化26.50%1年変化-20.67%3年間の変化n/a5年間の変化n/aIPOからの変化-7.08%最新ニュースBuy Or Sell Opportunity • Jul 15Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 49% to €165. The fair value is estimated to be €130, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Earnings per share has declined by 38%. For the next 3 years, revenue is forecast to grow by 8.3% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.Valuation Update With 7 Day Price Move • Jul 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €159, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 13x in the Specialty Retail industry in Europe. Total loss to shareholders of 9.0% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €140 per share.Recent Insider Transactions • Jul 02Independent Director recently bought €1.6m worth of stockOn the 29th of June, Carlos Alberini bought around 11k shares on-market at roughly €141 per share. This transaction amounted to 47% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €418k more in shares than they bought in the last 12 months.お知らせ • Jul 01RH Unveils RH Estates Making Work of Legendary Designers and Ateliers Accessible to ConsumersRH announced the unveiling of RH Estates, making the work of the world’s most legendary designers and ateliers accessible to consumers for the first time. The collection is inclusive of: The iconic designs of Michael Taylor, recognized globally as the godfather of the California look and called “One of the 20 greatest interior designers of all time” by Architectural Digest, the meticulous reproductions of Formations and the classical grandeur of Dennis & Leen, both highly regarded by the design community for decades and revered for their masterful finishes, and the hand-tailored couture upholstery of Dmitriy & Co., all recently acquired by RH.お知らせ • Jun 29+ 10 more updatesRH(NYSE:RH) dropped from Russell 2500 Value BenchmarkRH(NYSE:RH) dropped from Russell 2500 Value BenchmarkNew Risk • Jun 12New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.5x net interest cover). Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risk Large one-off items impacting financial results.最新情報をもっと見るRecent updatesBuy Or Sell Opportunity • Jul 15Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 49% to €165. The fair value is estimated to be €130, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Earnings per share has declined by 38%. For the next 3 years, revenue is forecast to grow by 8.3% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.Valuation Update With 7 Day Price Move • Jul 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €159, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 13x in the Specialty Retail industry in Europe. Total loss to shareholders of 9.0% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €140 per share.Recent Insider Transactions • Jul 02Independent Director recently bought €1.6m worth of stockOn the 29th of June, Carlos Alberini bought around 11k shares on-market at roughly €141 per share. This transaction amounted to 47% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €418k more in shares than they bought in the last 12 months.お知らせ • Jul 01RH Unveils RH Estates Making Work of Legendary Designers and Ateliers Accessible to ConsumersRH announced the unveiling of RH Estates, making the work of the world’s most legendary designers and ateliers accessible to consumers for the first time. The collection is inclusive of: The iconic designs of Michael Taylor, recognized globally as the godfather of the California look and called “One of the 20 greatest interior designers of all time” by Architectural Digest, the meticulous reproductions of Formations and the classical grandeur of Dennis & Leen, both highly regarded by the design community for decades and revered for their masterful finishes, and the hand-tailored couture upholstery of Dmitriy & Co., all recently acquired by RH.お知らせ • Jun 29+ 10 more updatesRH(NYSE:RH) dropped from Russell 2500 Value BenchmarkRH(NYSE:RH) dropped from Russell 2500 Value BenchmarkNew Risk • Jun 12New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.5x net interest cover). Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risk Large one-off items impacting financial results.Reported Earnings • Jun 12First quarter 2027 earnings released: US$0.73 loss per share (vs US$0.43 profit in 1Q 2026)First quarter 2027 results: US$0.73 loss per share (down from US$0.43 profit in 1Q 2026). Revenue: US$800.3m (down 1.7% from 1Q 2026). Net loss: US$13.7m (down 270% from profit in 1Q 2026). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Specialty Retail industry in Europe.お知らせ • Jun 05RH to Report Q1, 2027 Results on Jun 11, 2026RH announced that they will report Q1, 2027 results After-Market on Jun 11, 2026Buy Or Sell Opportunity • Jun 02Now 31% overvalued after recent price riseOver the last 90 days, the stock has risen 1.4% to €136. The fair value is estimated to be €104, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 54%. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.Valuation Update With 7 Day Price Move • May 25Investor sentiment improves as stock rises 26%After last week's 26% share price gain to €130, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 12x in the Specialty Retail industry in Europe. Total loss to shareholders of 20% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €110 per share.Buy Or Sell Opportunity • May 07Now 21% overvaluedOver the last 90 days, the stock has fallen 32% to €112. The fair value is estimated to be €92.69, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 54%. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.お知らせ • May 05RH, Annual General Meeting, Jun 18, 2026RH, Annual General Meeting, Jun 18, 2026. Location: rh, 15 koch road, corte madera, ca 94925, United Statesお知らせ • Apr 14Synchrony Announces Launch Of RH Credit CardSynchrony announced the launch of the RH Credit Card, a new financing solution designed for RH, a luxury home furnishings brand, to complement the RH experience and support clients as they furnish and complete thoughtfully-curated, design-driven spaces. The new RH Credit Card program offers cardholders a range of promotional financing options for purchases made at RH Galleries and Outlets across the U.S. and online at RH.com. The new credit card is also fully integrated with the RH Members Program which offers Members a variety of benefits, including 30% savings on everything RH* and exclusive interior design services. RH Members enjoy Preferred Financing offers with exceptional rates online and in galleries. The credit application process is fully integrated across channels into the customer journey from prequalification to application with decisions in minutes. RH will also have access to Synchrony PRISM, an industry-leading credit decisioning system that evaluates more than 9,000 data attributes to give a more holistic view of a consumer's creditworthiness, helping to ensure responsible lending and credit access.Buy Or Sell Opportunity • Apr 07Now 22% overvaluedOver the last 90 days, the stock has fallen 45% to €98.16. The fair value is estimated to be €80.15, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 54%. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.Reported Earnings • Apr 01Full year 2026 earnings released: EPS: US$6.65 (vs US$3.92 in FY 2025)Full year 2026 results: EPS: US$6.65 (up from US$3.92 in FY 2025). Revenue: US$3.44b (up 8.1% from FY 2025). Net income: US$124.8m (up 72% from FY 2025). Profit margin: 3.6% (up from 2.3% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Specialty Retail industry in Italy.お知らせ • Mar 27+ 2 more updatesRH Announces the Appointment of Veronica Schnitzius as President, Chief Manufacturing & Sourcing OfficerRH announced that Veronica Schnitzius is joining the Company as President, Chief Manufacturing & Sourcing Officer. Mrs. Schnitzius joins RH after a distinguished 24-year career at American Leather, a leading U.S. brand and manufacturer of high-quality upholstered furniture, and an important manufacturing partner of RH since 2014. She began her career at American Leather in 2002 and has led the company as its President since 2017. Mrs. Schnitzius began her career at American Leather as a Plant Engineer in 2002 and has held the positions of Plant Manager, Vice President of Operations, Chief Operating Officer, and most recently President. Veronica holds an MBA from the University of Texas at Arlington and a BS in Production Engineering from EAFIT University in Medellin, Colombia. Veronica will report to Chairman & Chief Executive Officer Gary Friedman and serve as a member of the Company’s Executive Leadership Team.Board Change • Mar 18Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 9 highly experienced directors. Independent Director Hilary Krane was the last director to join the board, commencing their role in 2016. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Feb 12Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 9 highly experienced directors. Independent Director Hilary Krane was the last director to join the board, commencing their role in 2016. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Feb 10RH Unveils 2026 Outdoor SourcebookRH announced the release of the 2026 RH Outdoor Sourcebook, featuring over 420 pages of inspired outdoor collections crafted from the finest materials and reflecting the brand's commitment to unparalleled design, uncompromising quality and unrivaled value.お知らせ • Jan 27RH Announces Departure of Chief Gallery & Customer Officer Stefan Duban, Effective January 26, 2026RH reached a mutual understanding with Stefan Duban, Chief Gallery & Customer Officer, regarding his departure from the company as of January 26, 2026 in accordance with his existing employment arrangements. His responsibilities have been assigned to other company leaders effective immediately.Recent Insider Transactions • Jan 17Lead Independent Director recently sold €803k worth of stockOn the 14th of January, Mark Demilio sold around 4k shares on-market at roughly €189 per share. This transaction amounted to 7.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.3m more than they bought in the last 12 months.Board Change • Jan 08Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 9 highly experienced directors. Independent Director Hilary Krane was the last director to join the board, commencing their role in 2016. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Jan 08Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €187, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 13x in the Specialty Retail industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €355 per share.お知らせ • Dec 05RH to Report Q3, 2026 Results on Dec 11, 2025RH announced that they will report Q3, 2026 results After-Market on Dec 11, 2025Board Change • Oct 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 9 highly experienced directors. Independent Director Hilary Krane was the last director to join the board, commencing their role in 2016. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Sep 25Lead Independent Director recently sold €402k worth of stockOn the 19th of September, Mark Demilio sold around 2k shares on-market at roughly €201 per share. This transaction amounted to 3.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.0m more than they bought in the last 12 months.Board Change • Sep 17Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 9 highly experienced directors. Independent Director Hilary Krane was the last director to join the board, commencing their role in 2016. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Sep 12RH Revises Earnings Guidance for the Fiscal Year 2025 and Provides Earnings Guidance for the Third Quarter of 2025RH revised earnings guidance for the fiscal year 2025 and provided earnings guidance for the third quarter of 2025. Due to the dislocation and continued uncertainty related to tariffs, the company believe it is prudent to revise guidance for fiscal 2025 due to the following factors: while the company continue negotiations with manufacturing partners, updated outlook reflects a $30 million cost of incremental tariffs, net of mitigation in the second half. As communicated, due to the uncertainty related to tariffs, the company delayed the launch of the new brand extension that was planned for the second half of 2025 to the spring of 2026. Fiscal year 2025 outlook: revenue growth of 9% to 11%. Third quarter 2025. Revenue growth of 8% to 10%.お知らせ • Sep 07RH to Report Q2, 2026 Results on Sep 11, 2025RH announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Sep 11, 2025Board Change • Aug 13Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 9 highly experienced directors. Independent Director Hilary Krane was the last director to join the board, commencing their role in 2016. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Jul 21Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 9 highly experienced directors. Independent Director Hilary Krane was the last director to join the board, commencing their role in 2016. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Jun 24Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 9 highly experienced directors. Independent Director Hilary Krane was the last director to join the board, commencing their role in 2016. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 14RH Provides Earnings Guidance for the Second Quarter of 2025 and Fiscal Year 2025RH provided earnings guidance for the second quarter of 2025 and fiscal year 2025. For the second quarter, the company expects Revenue Growth of 8% to 10%. For the year, the company expects Revenue Growth of 10% to 13%.お知らせ • Jun 06RH to Report Q1, 2026 Results on Jun 12, 2025RH announced that they will report Q1, 2026 results After-Market on Jun 12, 2025お知らせ • Jun 02RH, Annual General Meeting, Jun 26, 2025RH, Annual General Meeting, Jun 26, 2025. Location: rh, 15 koch road, corte madera, ca 94925, United States株主還元1RHIT Specialty RetailIT 市場7D-10.3%-2.4%0.7%1Y-20.7%-15.5%24.1%株主還元を見る業界別リターン: 1RH過去 1 年間で-15.5 % の収益を上げたItalian Specialty Retail業界を下回りました。リターン対市場: 1RHは、過去 1 年間で24.1 % のリターンを上げたItalian市場を下回りました。価格変動Is 1RH's price volatile compared to industry and market?1RH volatility1RH Average Weekly Movement10.7%Specialty Retail Industry Average Movement4.3%Market Average Movement4.5%10% most volatile stocks in IT Market8.0%10% least volatile stocks in IT Market2.9%安定した株価: 1RHの株価は、 Italian市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 1RHの weekly volatility ( 11% ) は過去 1 年間安定していますが、依然としてItalianの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19806,870Gary Friedmanwww.rh.comRHは子会社とともに、米国、カナダ、英国、ドイツ、ベルギー、スペインのホームファニシング市場で小売業およびライフスタイルブランドとして事業を展開している。RHは3つのセグメントで運営されている：RHセグメント、ウォーターワークス、不動産。家具、照明、テキスタイル、バス用品、インテリア、アウトドア＆ガーデン、ベビー＆キッズ、ティーン向け家具など、様々なカテゴリーの商品を提供している。ホスピタリティ、ウェブサイト、ソースブック、貿易・契約チャネルを通じて製品を販売するほか、RHギャラリー、RHアウトレットストア、RHゲストハウス、RHインテリアデザイン事務所、水道工事ショールームを運営している。同社は以前はRestoration Hardware Holdings, Inc.として知られていたが、2017年1月に社名をRHに変更した。RHは1980年に設立され、カリフォルニア州コルテ・マデラに本社を置いている。もっと見るRH 基礎のまとめRH の収益と売上を時価総額と比較するとどうか。1RH 基礎統計学時価総額€2.99b収益（TTM）€90.31m売上高(TTM)€3.00b32.2xPER（株価収益率1.0xP/Sレシオ1RH は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計1RH 損益計算書（TTM）収益US$3.43b売上原価US$1.93b売上総利益US$1.49bその他の費用US$1.39b収益US$103.05m直近の収益報告May 02, 2026次回決算日該当なし一株当たり利益（EPS）5.44グロス・マージン43.54%純利益率3.01%有利子負債／自己資本比率4,250.0%1RH の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/22 22:12終値2026/07/22 00:00収益2026/05/02年間収益2026/01/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋RH 19 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。31 アナリスト機関Peter BenedictBairdAdrienne Yih-TennantBarclaysSeth SigmanBarclays28 その他のアナリストを表示
Buy Or Sell Opportunity • Jul 15Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 49% to €165. The fair value is estimated to be €130, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Earnings per share has declined by 38%. For the next 3 years, revenue is forecast to grow by 8.3% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.
Valuation Update With 7 Day Price Move • Jul 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €159, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 13x in the Specialty Retail industry in Europe. Total loss to shareholders of 9.0% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €140 per share.
Recent Insider Transactions • Jul 02Independent Director recently bought €1.6m worth of stockOn the 29th of June, Carlos Alberini bought around 11k shares on-market at roughly €141 per share. This transaction amounted to 47% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €418k more in shares than they bought in the last 12 months.
お知らせ • Jul 01RH Unveils RH Estates Making Work of Legendary Designers and Ateliers Accessible to ConsumersRH announced the unveiling of RH Estates, making the work of the world’s most legendary designers and ateliers accessible to consumers for the first time. The collection is inclusive of: The iconic designs of Michael Taylor, recognized globally as the godfather of the California look and called “One of the 20 greatest interior designers of all time” by Architectural Digest, the meticulous reproductions of Formations and the classical grandeur of Dennis & Leen, both highly regarded by the design community for decades and revered for their masterful finishes, and the hand-tailored couture upholstery of Dmitriy & Co., all recently acquired by RH.
お知らせ • Jun 29+ 10 more updatesRH(NYSE:RH) dropped from Russell 2500 Value BenchmarkRH(NYSE:RH) dropped from Russell 2500 Value Benchmark
New Risk • Jun 12New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.5x net interest cover). Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risk Large one-off items impacting financial results.
Buy Or Sell Opportunity • Jul 15Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 49% to €165. The fair value is estimated to be €130, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Earnings per share has declined by 38%. For the next 3 years, revenue is forecast to grow by 8.3% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.
Valuation Update With 7 Day Price Move • Jul 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €159, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 13x in the Specialty Retail industry in Europe. Total loss to shareholders of 9.0% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €140 per share.
Recent Insider Transactions • Jul 02Independent Director recently bought €1.6m worth of stockOn the 29th of June, Carlos Alberini bought around 11k shares on-market at roughly €141 per share. This transaction amounted to 47% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €418k more in shares than they bought in the last 12 months.
お知らせ • Jul 01RH Unveils RH Estates Making Work of Legendary Designers and Ateliers Accessible to ConsumersRH announced the unveiling of RH Estates, making the work of the world’s most legendary designers and ateliers accessible to consumers for the first time. The collection is inclusive of: The iconic designs of Michael Taylor, recognized globally as the godfather of the California look and called “One of the 20 greatest interior designers of all time” by Architectural Digest, the meticulous reproductions of Formations and the classical grandeur of Dennis & Leen, both highly regarded by the design community for decades and revered for their masterful finishes, and the hand-tailored couture upholstery of Dmitriy & Co., all recently acquired by RH.
お知らせ • Jun 29+ 10 more updatesRH(NYSE:RH) dropped from Russell 2500 Value BenchmarkRH(NYSE:RH) dropped from Russell 2500 Value Benchmark
New Risk • Jun 12New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.5x net interest cover). Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risk Large one-off items impacting financial results.
Reported Earnings • Jun 12First quarter 2027 earnings released: US$0.73 loss per share (vs US$0.43 profit in 1Q 2026)First quarter 2027 results: US$0.73 loss per share (down from US$0.43 profit in 1Q 2026). Revenue: US$800.3m (down 1.7% from 1Q 2026). Net loss: US$13.7m (down 270% from profit in 1Q 2026). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Specialty Retail industry in Europe.
お知らせ • Jun 05RH to Report Q1, 2027 Results on Jun 11, 2026RH announced that they will report Q1, 2027 results After-Market on Jun 11, 2026
Buy Or Sell Opportunity • Jun 02Now 31% overvalued after recent price riseOver the last 90 days, the stock has risen 1.4% to €136. The fair value is estimated to be €104, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 54%. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
Valuation Update With 7 Day Price Move • May 25Investor sentiment improves as stock rises 26%After last week's 26% share price gain to €130, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 12x in the Specialty Retail industry in Europe. Total loss to shareholders of 20% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €110 per share.
Buy Or Sell Opportunity • May 07Now 21% overvaluedOver the last 90 days, the stock has fallen 32% to €112. The fair value is estimated to be €92.69, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 54%. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
お知らせ • May 05RH, Annual General Meeting, Jun 18, 2026RH, Annual General Meeting, Jun 18, 2026. Location: rh, 15 koch road, corte madera, ca 94925, United States
お知らせ • Apr 14Synchrony Announces Launch Of RH Credit CardSynchrony announced the launch of the RH Credit Card, a new financing solution designed for RH, a luxury home furnishings brand, to complement the RH experience and support clients as they furnish and complete thoughtfully-curated, design-driven spaces. The new RH Credit Card program offers cardholders a range of promotional financing options for purchases made at RH Galleries and Outlets across the U.S. and online at RH.com. The new credit card is also fully integrated with the RH Members Program which offers Members a variety of benefits, including 30% savings on everything RH* and exclusive interior design services. RH Members enjoy Preferred Financing offers with exceptional rates online and in galleries. The credit application process is fully integrated across channels into the customer journey from prequalification to application with decisions in minutes. RH will also have access to Synchrony PRISM, an industry-leading credit decisioning system that evaluates more than 9,000 data attributes to give a more holistic view of a consumer's creditworthiness, helping to ensure responsible lending and credit access.
Buy Or Sell Opportunity • Apr 07Now 22% overvaluedOver the last 90 days, the stock has fallen 45% to €98.16. The fair value is estimated to be €80.15, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 54%. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
Reported Earnings • Apr 01Full year 2026 earnings released: EPS: US$6.65 (vs US$3.92 in FY 2025)Full year 2026 results: EPS: US$6.65 (up from US$3.92 in FY 2025). Revenue: US$3.44b (up 8.1% from FY 2025). Net income: US$124.8m (up 72% from FY 2025). Profit margin: 3.6% (up from 2.3% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Specialty Retail industry in Italy.
お知らせ • Mar 27+ 2 more updatesRH Announces the Appointment of Veronica Schnitzius as President, Chief Manufacturing & Sourcing OfficerRH announced that Veronica Schnitzius is joining the Company as President, Chief Manufacturing & Sourcing Officer. Mrs. Schnitzius joins RH after a distinguished 24-year career at American Leather, a leading U.S. brand and manufacturer of high-quality upholstered furniture, and an important manufacturing partner of RH since 2014. She began her career at American Leather in 2002 and has led the company as its President since 2017. Mrs. Schnitzius began her career at American Leather as a Plant Engineer in 2002 and has held the positions of Plant Manager, Vice President of Operations, Chief Operating Officer, and most recently President. Veronica holds an MBA from the University of Texas at Arlington and a BS in Production Engineering from EAFIT University in Medellin, Colombia. Veronica will report to Chairman & Chief Executive Officer Gary Friedman and serve as a member of the Company’s Executive Leadership Team.
Board Change • Mar 18Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 9 highly experienced directors. Independent Director Hilary Krane was the last director to join the board, commencing their role in 2016. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Feb 12Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 9 highly experienced directors. Independent Director Hilary Krane was the last director to join the board, commencing their role in 2016. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 10RH Unveils 2026 Outdoor SourcebookRH announced the release of the 2026 RH Outdoor Sourcebook, featuring over 420 pages of inspired outdoor collections crafted from the finest materials and reflecting the brand's commitment to unparalleled design, uncompromising quality and unrivaled value.
お知らせ • Jan 27RH Announces Departure of Chief Gallery & Customer Officer Stefan Duban, Effective January 26, 2026RH reached a mutual understanding with Stefan Duban, Chief Gallery & Customer Officer, regarding his departure from the company as of January 26, 2026 in accordance with his existing employment arrangements. His responsibilities have been assigned to other company leaders effective immediately.
Recent Insider Transactions • Jan 17Lead Independent Director recently sold €803k worth of stockOn the 14th of January, Mark Demilio sold around 4k shares on-market at roughly €189 per share. This transaction amounted to 7.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.3m more than they bought in the last 12 months.
Board Change • Jan 08Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 9 highly experienced directors. Independent Director Hilary Krane was the last director to join the board, commencing their role in 2016. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Jan 08Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €187, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 13x in the Specialty Retail industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €355 per share.
お知らせ • Dec 05RH to Report Q3, 2026 Results on Dec 11, 2025RH announced that they will report Q3, 2026 results After-Market on Dec 11, 2025
Board Change • Oct 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 9 highly experienced directors. Independent Director Hilary Krane was the last director to join the board, commencing their role in 2016. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Sep 25Lead Independent Director recently sold €402k worth of stockOn the 19th of September, Mark Demilio sold around 2k shares on-market at roughly €201 per share. This transaction amounted to 3.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.0m more than they bought in the last 12 months.
Board Change • Sep 17Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 9 highly experienced directors. Independent Director Hilary Krane was the last director to join the board, commencing their role in 2016. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 12RH Revises Earnings Guidance for the Fiscal Year 2025 and Provides Earnings Guidance for the Third Quarter of 2025RH revised earnings guidance for the fiscal year 2025 and provided earnings guidance for the third quarter of 2025. Due to the dislocation and continued uncertainty related to tariffs, the company believe it is prudent to revise guidance for fiscal 2025 due to the following factors: while the company continue negotiations with manufacturing partners, updated outlook reflects a $30 million cost of incremental tariffs, net of mitigation in the second half. As communicated, due to the uncertainty related to tariffs, the company delayed the launch of the new brand extension that was planned for the second half of 2025 to the spring of 2026. Fiscal year 2025 outlook: revenue growth of 9% to 11%. Third quarter 2025. Revenue growth of 8% to 10%.
お知らせ • Sep 07RH to Report Q2, 2026 Results on Sep 11, 2025RH announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Sep 11, 2025
Board Change • Aug 13Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 9 highly experienced directors. Independent Director Hilary Krane was the last director to join the board, commencing their role in 2016. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Jul 21Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 9 highly experienced directors. Independent Director Hilary Krane was the last director to join the board, commencing their role in 2016. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Jun 24Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 9 highly experienced directors. Independent Director Hilary Krane was the last director to join the board, commencing their role in 2016. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 14RH Provides Earnings Guidance for the Second Quarter of 2025 and Fiscal Year 2025RH provided earnings guidance for the second quarter of 2025 and fiscal year 2025. For the second quarter, the company expects Revenue Growth of 8% to 10%. For the year, the company expects Revenue Growth of 10% to 13%.
お知らせ • Jun 06RH to Report Q1, 2026 Results on Jun 12, 2025RH announced that they will report Q1, 2026 results After-Market on Jun 12, 2025
お知らせ • Jun 02RH, Annual General Meeting, Jun 26, 2025RH, Annual General Meeting, Jun 26, 2025. Location: rh, 15 koch road, corte madera, ca 94925, United States
