RH

RH

Market cap $3.31B

I'm initiating Restoration Hardware at a "Buy" rating, despite new tariffs impacting the furniture industry and RH's supply chain. RH's robust demand, strong gross margins, and significant supply chain mitigation efforts position it to withstand further tariff pressures. Even under aggressive tariff scenarios, RH remains undervalued at single-digit EV/EBITDA multiples, offering a compelling value opportunity.

CORTE MADERA, Calif.--(BUSINESS WIRE)--RH (NYSE: RH) announced today the opening of RH Manhasset, The Gallery at Americana, an immersive retail experience spanning three levels and 19,000 square feet, seamlessly integrating luxury home furnishings collections with rare art, antiques and artifacts from across the globe. To view the full announcement, please click here. ABOUT RH RH (NYSE: RH) is a curator of design, taste and style in the luxury lifestyle market. The Company offers collections th.

The Tariff Man announced his return last week after a brief absence, and the new levies are set to impact some very notable companies within the coming weeks. The Trump Administration released a new tariff schedule on furniture, such as upholstery, cabinets, and bathroom vanities.

RH (RH -2.30%), the company formerly known as Restoration Hardware, is no stranger to the trade war, but things might be set to go from bad to worse.

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President Donald Trump's latest tariffs have led to some early winners and losers among furniture stocks.

Shares of Wayfair Inc (NYSE:W) and RH (NYSE:RH) are reacting to President Donald Trump's tariff updates and  inflation data  that was in line with estimates.

President Donald Trump on Thursday announced tariffs hitting three major industries, with duties ranging from 25% to 100%.

The U.S. will impose 50% tariffs on kitchen cabinets and bathroom vanities and a 30% levy on upholstered furniture, Trump said.

RH remains a Hold as near-term catalysts are lacking amid a challenging consumer and housing backdrop, despite solid execution and international momentum. 2Q25 results showed resilient demand and margin expansion, with strong UK and Paris openings supporting long-term international growth potential for RH. Promotional intensity and execution delays cloud the near-term outlook, risking RH's premium brand and pushing key growth drivers further out.