Sees Revenue Reach $5.4B-$5.8B by 2030
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 hours ago
0mins
Should l Buy RH?
Sees revenue reach $5.4B-$5.8B by 2030. Sees adjusted EBITDA reaching 25%-28% by 2030. Sees FY27 free cash flow $500M-$600M. Says expect to be debt free by 2029.
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Analyst Views on RH
Wall Street analysts forecast RH stock price to rise
13 Analyst Rating
5 Buy
6 Hold
2 Sell
Hold
Current: 132.020
Low
144.00
Averages
214.00
High
283.00
Current: 132.020
Low
144.00
Averages
214.00
High
283.00
About RH
RH is a retailer and luxury lifestyle brand operating primarily in the home furnishings market. The Company offers collections through its retail galleries, sourcebooks, and online at RH.com, RHModern.RH.com, RHBabyandChild.RH.com, RHTEEN.RH.com and Waterworks.com. The Company offers merchandise assortments across a number of categories, including furniture, lighting, textiles, bathware, decor, outdoor and garden, and baby, child and teen furnishings. Its segments include RH Segment, Waterworks and Real Estate. The RH Segment and Waterworks segments include all sales channels accessed by its customers, including sales through retail locations and outlets, including hospitality, websites, sourcebooks, and the trade and contract channels. The Real Estate segment represents operations associated with certain of its equity method investments and consolidated variable interest entities that are non-wholly owned subsidiaries and have operations that are not directly related to its segments.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
RH to Announce Q4 Earnings on March 31
- Earnings Announcement Schedule: RH is set to release its Q4 2023 earnings report on March 31 after market close, with consensus EPS estimates at $2.20, reflecting a 39.2% year-over-year increase, and revenue estimates at $873.25 million, up 7.5% year-over-year, which could significantly impact the company's stock performance.
- Historical Performance Review: Over the past two years, RH has only beaten EPS estimates 25% of the time and revenue estimates 38% of the time, indicating considerable volatility in its earnings reports, which may affect investor confidence.
- Expectation Revision Dynamics: In the last three months, EPS estimates have seen one upward revision and two downward revisions, while revenue estimates experienced no upward revisions and one downward revision, reflecting a cautious market outlook on RH's future performance, potentially putting pressure on its stock price.
- Executive Appointment: RH has appointed David Stanchak as Chief Real Estate and Transformation Officer, aiming to strengthen the company's strategic positioning in the real estate sector, which may support future business transformation and growth.
See More
Wall Street Major Indices Rise Amid Iran Conflict Resolution Hints
- Market Rally: Wall Street's major indices rose on Tuesday as hints of a resolution to the Iran conflict emerged, with the Nasdaq Composite up 3.8%, the S&P 500 gaining 2.9%, and the Dow Jones Industrial Average increasing by 2.5%, reflecting investor optimism about future developments.
- RH Stock Plunge: High-end furniture retailer RH saw its stock plummet nearly 20% in after-hours trading after reporting fourth-quarter results that disappointed investors, with revenue of $842.6 million falling short of the $873.25 million estimate and adjusted earnings of $1.53 per share missing the $2.20 consensus.
- Nike Earnings Decline: Nike's stock dipped 1.3% in post-market trading after a 3.1% gain during regular hours, as its fiscal third-quarter revenue edged up 0.1% year-over-year to $11.3 billion but fell 3% on a constant currency basis, with GAAP EPS of $0.35 below last year's $0.54.
- Teladoc Health Momentum: Teladoc Health's shares rose 6% amid activist pressure and a board shakeup, as Pineal Capital Management urged the telehealth company to adopt a share buyback program exceeding $200 million and conduct a strategic review, arguing that the current stock price is heavily disconnected from its true embedded value.
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Nike's Earnings Beat Expectations Despite Revenue Decline
- Nike Earnings Highlights: Nike reported fiscal third-quarter earnings of $0.35 per share and revenue of $11.28 billion, exceeding analyst expectations of $0.28 and $11.24 billion, indicating strong profitability despite revenue challenges.
- North America Revenue Decline: Despite the overall revenue beat, Nike's North America revenue came in at $5.03 billion, slightly below the expected $5.04 billion, reflecting pressure on sales in that region.
- Dave & Buster's Positive Outlook: Shares of Dave & Buster's rose about 1% as management projected increases in same-store sales, revenue, and adjusted EBITDA for 2026, showcasing confidence in future growth.
- PVH Surpasses Expectations: PVH reported fourth-quarter adjusted earnings of $3.82 per share and revenue of $2.51 billion, both exceeding analyst forecasts of $3.31 and $2.43 billion, indicating strong brand performance.
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RH Reports Q4 Earnings Miss with Weak Guidance
- Disappointing Earnings: RH's Q4 non-GAAP EPS of $1.53 missed expectations by $0.67, with revenue of $842.62 million reflecting a 3.7% year-over-year increase but falling short by $30.63 million, indicating pressure in a competitive market.
- Fiscal Year 2026 Outlook: The company projects revenue growth of 4% to 8% for FY 2026, with an adjusted EBITDA margin of 14% to 16%, but anticipates a negative impact of approximately 270 basis points on EBITDA margin due to preopening and startup costs associated with international expansion, highlighting the short-term costs of its growth strategy.
- First Quarter Outlook: RH expects a revenue decline of 2% to 4% for Q1 2026, with an adjusted EBITDA margin of 5.5% to 6.5%, indicating greater challenges ahead, particularly with startup costs impacting margins by 420 basis points, which could hinder profitability.
- Stock Price Reaction: Following the earnings report and outlook, RH shares fell by 12.48%, reflecting diminished investor confidence in future growth and potentially prompting a reassessment of the company's long-term strategy.
See More
RH's Q4 Results Disappoint Investors Amid Housing Market Challenges
- Lackluster Performance: RH reported Q4 revenue of $842.6 million, falling short of the $873.25 million estimate despite a 3.7% year-over-year growth, indicating challenges faced by the high-end furniture retailer in a dire housing market.
- Net Income Volatility: While unadjusted net income surged 107% to $28.8 million, adjusted net income fell to $30.1 million from $31.7 million a year ago, reflecting volatility in the company's profitability.
- Pessimistic Outlook: RH anticipates a revenue decline of 2% to 4% in Q1, projecting between $781.4 million and $797.7 million, significantly below the $876.7 million estimate, highlighting cost pressures from international expansion.
- Severe Stock Reaction: RH shares plummeted nearly 20% in after-hours trading, reflecting market concerns over the company's future performance and growth prospects, particularly amid high pre-opening and startup costs.
See More
Multiple Companies Set to Report Earnings
- Nike Earnings Forecast: Nike (NKE) is expected to report an earnings per share of $0.29 for the quarter ending February 28, 2026, representing a 46.30% decrease compared to the same quarter last year, indicating increased competitive pressure despite beating expectations consistently over the past year.
- PVH Earnings Outlook: PVH is forecasting an earnings per share of $3.30 for the quarter ending January 31, 2026, reflecting a modest 0.92% increase year-over-year, demonstrating its stable market position as it has consistently exceeded market expectations in the past year.
- RH Earnings Growth: RH anticipates an earnings per share of $2.21 for the quarter ending January 31, 2026, marking a significant 39.87% year-over-year increase, showcasing strong business growth potential that may attract more investor interest.
- nCino Earnings Prediction: nCino expects an earnings per share of $0.06 for the quarter ending January 31, 2026, representing a remarkable 250.00% increase compared to the same quarter last year, which could help restore market confidence after previous underperformance.
See More
RH to Announce Q4 Earnings on March 31
- Earnings Announcement Schedule: RH is set to release its Q4 2023 earnings report on March 31 after market close, with consensus EPS estimates at $2.20, reflecting a 39.2% year-over-year increase, and revenue estimates at $873.25 million, up 7.5% year-over-year, which could significantly impact the company's stock performance.
- Historical Performance Review: Over the past two years, RH has only beaten EPS estimates 25% of the time and revenue estimates 38% of the time, indicating considerable volatility in its earnings reports, which may affect investor confidence.
- Expectation Revision Dynamics: In the last three months, EPS estimates have seen one upward revision and two downward revisions, while revenue estimates experienced no upward revisions and one downward revision, reflecting a cautious market outlook on RH's future performance, potentially putting pressure on its stock price.
- Executive Appointment: RH has appointed David Stanchak as Chief Real Estate and Transformation Officer, aiming to strengthen the company's strategic positioning in the real estate sector, which may support future business transformation and growth.
See More
Wall Street Major Indices Rise Amid Iran Conflict Resolution Hints
- Market Rally: Wall Street's major indices rose on Tuesday as hints of a resolution to the Iran conflict emerged, with the Nasdaq Composite up 3.8%, the S&P 500 gaining 2.9%, and the Dow Jones Industrial Average increasing by 2.5%, reflecting investor optimism about future developments.
- RH Stock Plunge: High-end furniture retailer RH saw its stock plummet nearly 20% in after-hours trading after reporting fourth-quarter results that disappointed investors, with revenue of $842.6 million falling short of the $873.25 million estimate and adjusted earnings of $1.53 per share missing the $2.20 consensus.
- Nike Earnings Decline: Nike's stock dipped 1.3% in post-market trading after a 3.1% gain during regular hours, as its fiscal third-quarter revenue edged up 0.1% year-over-year to $11.3 billion but fell 3% on a constant currency basis, with GAAP EPS of $0.35 below last year's $0.54.
- Teladoc Health Momentum: Teladoc Health's shares rose 6% amid activist pressure and a board shakeup, as Pineal Capital Management urged the telehealth company to adopt a share buyback program exceeding $200 million and conduct a strategic review, arguing that the current stock price is heavily disconnected from its true embedded value.
See More
Nike's Earnings Beat Expectations Despite Revenue Decline
- Nike Earnings Highlights: Nike reported fiscal third-quarter earnings of $0.35 per share and revenue of $11.28 billion, exceeding analyst expectations of $0.28 and $11.24 billion, indicating strong profitability despite revenue challenges.
- North America Revenue Decline: Despite the overall revenue beat, Nike's North America revenue came in at $5.03 billion, slightly below the expected $5.04 billion, reflecting pressure on sales in that region.
- Dave & Buster's Positive Outlook: Shares of Dave & Buster's rose about 1% as management projected increases in same-store sales, revenue, and adjusted EBITDA for 2026, showcasing confidence in future growth.
- PVH Surpasses Expectations: PVH reported fourth-quarter adjusted earnings of $3.82 per share and revenue of $2.51 billion, both exceeding analyst forecasts of $3.31 and $2.43 billion, indicating strong brand performance.
See More
RH Reports Q4 Earnings Miss with Weak Guidance
- Disappointing Earnings: RH's Q4 non-GAAP EPS of $1.53 missed expectations by $0.67, with revenue of $842.62 million reflecting a 3.7% year-over-year increase but falling short by $30.63 million, indicating pressure in a competitive market.
- Fiscal Year 2026 Outlook: The company projects revenue growth of 4% to 8% for FY 2026, with an adjusted EBITDA margin of 14% to 16%, but anticipates a negative impact of approximately 270 basis points on EBITDA margin due to preopening and startup costs associated with international expansion, highlighting the short-term costs of its growth strategy.
- First Quarter Outlook: RH expects a revenue decline of 2% to 4% for Q1 2026, with an adjusted EBITDA margin of 5.5% to 6.5%, indicating greater challenges ahead, particularly with startup costs impacting margins by 420 basis points, which could hinder profitability.
- Stock Price Reaction: Following the earnings report and outlook, RH shares fell by 12.48%, reflecting diminished investor confidence in future growth and potentially prompting a reassessment of the company's long-term strategy.
See More
RH's Q4 Results Disappoint Investors Amid Housing Market Challenges
- Lackluster Performance: RH reported Q4 revenue of $842.6 million, falling short of the $873.25 million estimate despite a 3.7% year-over-year growth, indicating challenges faced by the high-end furniture retailer in a dire housing market.
- Net Income Volatility: While unadjusted net income surged 107% to $28.8 million, adjusted net income fell to $30.1 million from $31.7 million a year ago, reflecting volatility in the company's profitability.
- Pessimistic Outlook: RH anticipates a revenue decline of 2% to 4% in Q1, projecting between $781.4 million and $797.7 million, significantly below the $876.7 million estimate, highlighting cost pressures from international expansion.
- Severe Stock Reaction: RH shares plummeted nearly 20% in after-hours trading, reflecting market concerns over the company's future performance and growth prospects, particularly amid high pre-opening and startup costs.
See More
Multiple Companies Set to Report Earnings
- Nike Earnings Forecast: Nike (NKE) is expected to report an earnings per share of $0.29 for the quarter ending February 28, 2026, representing a 46.30% decrease compared to the same quarter last year, indicating increased competitive pressure despite beating expectations consistently over the past year.
- PVH Earnings Outlook: PVH is forecasting an earnings per share of $3.30 for the quarter ending January 31, 2026, reflecting a modest 0.92% increase year-over-year, demonstrating its stable market position as it has consistently exceeded market expectations in the past year.
- RH Earnings Growth: RH anticipates an earnings per share of $2.21 for the quarter ending January 31, 2026, marking a significant 39.87% year-over-year increase, showcasing strong business growth potential that may attract more investor interest.
- nCino Earnings Prediction: nCino expects an earnings per share of $0.06 for the quarter ending January 31, 2026, representing a remarkable 250.00% increase compared to the same quarter last year, which could help restore market confidence after previous underperformance.
See More
