RH

NYSE:RH 株式レポート

時価総額:US$3.2b

RH マネジメント

マネジメント 基準チェック /44

RHの CEO はGary Friedmanで、 Jan2014年に任命され、 の在任期間は 12.5年です。 の年間総報酬は$ 1.26Mで、 99%給与と1%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の17.07%を直接所有しており、その価値は$ 543.81M 。経営陣と取締役会の平均在任期間はそれぞれ2.5年と12.8年です。

主要情報

Gary Friedman

最高経営責任者

US$1.3m

報酬総額

CEO給与比率99.05%
CEO在任期間12.5yrs
CEOの所有権17.1%
経営陣の平均在職期間2.5yrs
取締役会の平均在任期間12.8yrs

経営陣の近況

Recent updates

ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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).
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...

CEO報酬分析

RH の収益と比較して、Gary Friedman の報酬はどのように変化したか?
日付総報酬給与会社業績
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

報酬と市場: Garyの 総報酬 ($USD 1.26M ) は、 US市場 ($USD 6.90M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Garyの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Gary Friedman (68 yo)

12.5yrs
在職期間
US$1,262,000
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Gary Friedman
Chairman & CEO12.5yrsUS$1.26m17.07%
$ 543.8m
Eri Chaya
President1.2yrsUS$5.44m0.26%
$ 8.2m
Lisa Chi
President1.2yrsUS$11.00m0.032%
$ 1.0m
Jack Preston
Chief Financial Officer7.3yrsUS$3.89m0.015%
$ 469.9k
Veronica Schnitzius
President and Chief Manufacturing & Sourcing Officerless than a yearデータなしデータなし
Christina Hargarten
Chief Accounting Officer4.8yrsデータなし0.012%
$ 397.6k
Sandy Pilon
Chief People & Values Officerno dataデータなしデータなし
David Stanchak
Chief Real Estate & Transformation Officerless than a yearUS$801.84kデータなし
Fernando Garcia
President of Furniture Operations & Home Delivery and Chief Supply Chain Officer7.5yrsデータなしデータなし
Jarrett Stuhl
Chief Real Estate & Development Officer2.5yrsデータなしデータなし
Peter Sallick
CEO & Creative Director of Waterworksno dataデータなしデータなし
2.5yrs
平均在職期間
52yo
平均年齢

経験豊富な経営陣: RHの経営陣は 経験豊富 であると考えられます ( 2.5年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Gary Friedman
Chairman & CEO13yrsUS$1.26m17.07%
$ 543.8m
Eri Chaya
President13.7yrsUS$5.44m0.26%
$ 8.2m
Keith Belling
Director10.3yrsUS$264.34k0.034%
$ 1.1m
Leonard Schlesinger
Independent Director12.3yrsUS$339.34k0.085%
$ 2.7m
Mark Demilio
Lead Independent Director16.8yrsUS$419.34k0.32%
$ 10.1m
Carlos Alberini
Independent Director16.1yrsUS$264.34k0.19%
$ 6.0m
Hilary Krane
Independent Director10.1yrsUS$289.34k0.045%
$ 1.4m
Kathleen Mitic
Independent Director12.8yrsUS$289.34k0.068%
$ 2.2m
Ali Rowghani
Independent Director11.5yrsUS$279.34k0.061%
$ 2.0m
12.8yrs
平均在職期間
68yo
平均年齢

経験豊富なボード: RHの 取締役会 は経験豊富で 経験豊富 です ( 12.8年の平均在任期間)。


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2026/07/10 05:47
終値2026/07/10 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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
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Adrienne Yih-TennantBarclays
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