Buy Or Sell Opportunity • May 07
Now 21% overvalued Over 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. Announcement • May 06
RH, Annual General Meeting, Jun 18, 2026 RH, Annual General Meeting, Jun 18, 2026. Location: rh, 15 koch road, corte madera, ca 94925, United States Announcement • Apr 14
Synchrony Announces Launch Of RH Credit Card Synchrony 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 07
Now 22% overvalued Over 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 01
Full 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. Board Change • Mar 18
Insufficient new directors No 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 12
Insufficient new directors No 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. Announcement • Feb 10
RH Unveils 2026 Outdoor Sourcebook RH 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. Announcement • Jan 27
RH Announces Departure of Chief Gallery & Customer Officer Stefan Duban, Effective January 26, 2026 RH 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 17
Lead Independent Director recently sold €803k worth of stock On 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 08
Insufficient new directors No 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 08
Investor 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. Announcement • Dec 05
RH to Report Q3, 2026 Results on Dec 11, 2025 RH announced that they will report Q3, 2026 results After-Market on Dec 11, 2025 Board Change • Oct 27
Insufficient new directors No 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 25
Lead Independent Director recently sold €402k worth of stock On 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 17
Insufficient new directors No 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. Announcement • Sep 12
RH Revises Earnings Guidance for the Fiscal Year 2025 and Provides Earnings Guidance for the Third Quarter of 2025 RH 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%. Announcement • Sep 07
RH to Report Q2, 2026 Results on Sep 11, 2025 RH announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Sep 11, 2025 Board Change • Aug 13
Insufficient new directors No 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 21
Insufficient new directors No 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 24
Insufficient new directors No 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. Announcement • Jun 14
RH Provides Earnings Guidance for the Second Quarter of 2025 and Fiscal Year 2025 RH 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%. Announcement • Jun 06
RH to Report Q1, 2026 Results on Jun 12, 2025 RH announced that they will report Q1, 2026 results After-Market on Jun 12, 2025 Announcement • Jun 02
RH, Annual General Meeting, Jun 26, 2025 RH, Annual General Meeting, Jun 26, 2025. Location: rh, 15 koch road, corte madera, ca 94925, United States