Restoration Hardware: Attractive Multiples Amid Potential Housing Rebound
Restoration Hardware has declined ~55% YTD, presenting a compelling bargain after a sharp sector selloff. I am rotating from large-cap growth winners into beaten-down consumer and retail names like RH for 2026 positioning. The company has outgrown peers in a flatlining furniture industry, thanks to its heavy investments in beautiful retail experiences and dining.
RH Q3 Earnings Miss Estimates, Revenues Beat, FY25 Guidance Lowered
RH posts mixed Q3 results as earnings slip but revenues rise YoY, with lowered FY25 guidance highlighting tariff and housing pressures.
RH shares rise as retailer posts mixed Q3 results, maintains full-year outlook
Shares of RH (NYSE:RH) rose about 6% at Friday's open after the upscale home furnishings retailer posted third-quarter revenue slightly ahead of expectations but reported earnings that fell short of Wall Street forecasts. The company reported quarterly revenue of $884 million, roughly in line with estimates of $883.26 million, while earnings per share of $1.71 missed expectations of $2.16.
RH (RH) Q3 2026 Earnings Call Transcript
RH ( RH ) Q3 2026 Earnings Call December 11, 2025 5:00 PM EST Company Participants Gary Friedman - Chairman & CEO Jack Preston - Chief Financial Officer Conference Call Participants Allison Malkin - ICR Inc. Steven Forbes - Guggenheim Securities, LLC, Research Division Maksim Rakhlenko - TD Cowen, Research Division Michael Lasser - UBS Investment Bank, Research Division Simeon Gutman - Morgan Stanley, Research Division Jonathan Matuszewski - Jefferies LLC, Research Division Presentation Operator Good day, everyone, and welcome to the RH Third Quarter 2025 Earnings Call. As a reminder, this call is being recorded.
Compared to Estimates, RH (RH) Q3 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for RH (RH) give a sense of how the business performed in the quarter ended October 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
RH (RH) Misses Q3 Earnings Estimates
RH (RH) came out with quarterly earnings of $1.71 per share, missing the Zacks Consensus Estimate of $2.13 per share. This compares to earnings of $2.48 per share a year ago.
Should You Buy, Hold or Fold RH Stock Ahead of Q3 Earnings Release?
RH RH, previously known as Restoration Hardware, is scheduled to report its third-quarter fiscal 2025 (ended Nov. 1) results on Dec. 11, after market close. In the last reported quarter, the company's adjusted earnings per share (EPS) and net revenues missed the Zacks Consensus Estimate by 8.2% and 0.7%, respectively.
RH: A Luxury Ecosystem With Pricing Power - Growth Story Intact
RH aka Restoration Hardware is down 57% over 12 months, now trading at a multi-year low valuation. RH trades at 18x forward P/E, a 28% discount to the S&P 500 and near sector median multiples. I project a 34% upside with a $216 price target, expecting recovery as interest rates decline and housing rebounds.
RH (RH) Advances While Market Declines: Some Information for Investors
RH (RH) closed at $160.68 in the latest trading session, marking a +1.96% move from the prior day.
RH: 3 Catalysts Could Drive The Stock Higher By Spring 2026
RH stock has shed another 18% since June, driven by tariff shocks and a self-inflicted Sourcebook delay, but this sell-off ignores a super-cycle forming for Spring 2026. Management is preparing a new brand extension, a potential $2 billion revenue engine that is not currently priced into the 16x forward earnings multiple. Early data from the international expansion validates the global thesis, with foot traffic at the new RH Paris gallery already outpacing the company's historic flagship in New York.
RH (RH) Stock Falls Amid Market Uptick: What Investors Need to Know
RH (RH) closed at $149.48 in the latest trading session, marking a -2.35% move from the prior day.
RH (RH) Sees a More Significant Dip Than Broader Market: Some Facts to Know
In the latest trading session, RH (RH) closed at $142.5, marking a -4.62% move from the previous day.
