RH (RH)

• Market cap: $4.3B
• 1 day: -0.52%
• 5 days: -0.7%
• 1 month: 0.13%
• 3 months: 25.63%
• 6 months: 1.86%
• Year to date: -41.91%
• 1 year: -30.61%
• 5 years: -39.53%
• 10 years: 126.81%
• Sector: Consumer Discretionary
• Industry: Specialty Retail

About: RH is a luxury furniture and lifestyle retailer operating in the $136 billion domestic furniture and home furnishing industry. The firm offers merchandise across many categories including furniture, lighting, textiles, bath, decor, and children and is growing the presence of its hospitality business with 22 restaurant locations, including RH Guesthouse. RH innovates, curates, and integrates products, categories, services, and businesses across channels and brand extensions (RH Modern and Waterworks, for example). RH is fully integrated across channels and is positioned to broaden its addressable market over the next decade via expanding abroad, its World of RH digital platform (highlighting offerings outside of home furnishings), and offerings in architecture, media, and more.

Employees: 6,990

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

34% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 109

33% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 85

6% more funds holding

Funds holding: 388 [Q1] → 413 (+25) [Q2]

4% less call options, than puts

Call options by funds: $638M | Put options by funds: $664M

3.61% less ownership

Funds ownership: 91.46% [Q1] → 87.85% (-3.61%) [Q2]

22% less capital invested

Capital invested by funds: $3.99B [Q1] → $3.11B (-$877M) [Q2]

33% less funds holding in top 10

Funds holding in top 10: 9 [Q1] → 6 (-3) [Q2]

Research analyst outlook

9 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $179
• Avg. target: $272
• High target: $385

9 analyst ratings

• positive: 6 67%
• neutral: 2 22%
• negative: 1 11%

Stifel W. Andrew Carter	$320	Buy Maintained	12 Sep 2025
TD Cowen Max Rakhlenko	$265	Buy Maintained	12 Sep 2025
Guggenheim Steven Forbes	$300	Buy Reiterated	12 Sep 2025
Barclays Seth Sigman	$385	Overweight Maintained	12 Sep 2025
Telsey Advisory Group Cristina Fernandez	$220	Market Perform Downgraded	12 Sep 2025