RH
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 by expanding abroad, with its World of RH digital platform (highlighting offerings outside of home furnishings), and with offerings in architecture, media, and more.
Employees: 6,990
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
28% more repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 113
4.6% more ownership
Funds ownership: 86.84% [Q4 2024] → 91.44% (+4.6%) [Q1 2025]
2% more call options, than puts
Call options by funds: $618M | Put options by funds: $605M
8% less funds holding
Funds holding: 422 [Q4 2024] → 387 (-35) [Q1 2025]
25% less funds holding in top 10
Funds holding in top 10: 12 [Q4 2024] → 9 (-3) [Q1 2025]
28% less first-time investments, than exits
New positions opened: 76 | Existing positions closed: 105
39% less capital invested
Capital invested by funds: $6.59B [Q4 2024] → $3.99B (-$2.6B) [Q1 2025]
Research analyst outlook
14 Wall Street Analysts provided 1 year price targets over the past 3 months
14 analyst ratings
Wells Fargo Zachary Fadem | 45%upside $275 | Overweight Maintained | 13 Jun 2025 |
Telsey Advisory Group Cristina Fernandez | 35%upside $255 | Outperform Maintained | 13 Jun 2025 |
UBS Michael Lasser | 14%upside $215 | Neutral Maintained | 5 Jun 2025 |
B of A Securities Curtis Nagle | 9%downside $172 | Underperform Maintained | 14 May 2025 |
Goldman Sachs Kate McShane | 3%upside $194 | Neutral Maintained | 5 May 2025 |
Financial journalist opinion
Based on 27 articles about RH published over the past 30 days









