RH (RH)
NYSEConsumer DiscretionarySpecialty RetailSnapshot 2026-09-04
$147.99+0.94%
Close 2026-09-04 · 1-day change
NYSEConsumer DiscretionarySpecialty RetailSnapshot 2026-09-04
QuarterlyIQ Insights · RH
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Focus on growing revenue with an outlook of 4% to 8% growth for fiscal year 2026 and a revenue pick up of approximately $75 million in H2 2026.
Stated as a priority in 2 of last 2 quarters. Fiscal year 2025 revenue grew about 9% and management raised fiscal year 2026 revenue growth outlook to 4% to 8%, expecting a $75 million revenue pick up in H2 2026. The trajectory shows continued focus on revenue growth with a moderate outlook.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated neutral grew net income 45% of the time over the next year (vs 59% for the rest of the cohort, n=6943).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“FISCAL YEAR 2026 OUTLOOK Revenue Growth of 4% to 8%”
“Fiscal Year 2025 Revenue Growth of 9.0% to 9.2%”
Target adjusted operating margin expansion with guidance of 11.5% to 13.0% for Q2 2026 and 14% to 16% for fiscal year 2026.
Stated as a priority in 2 of last 2 quarters. Adjusted EBITDA margin guidance declined from about 18% in fiscal 2025 to 14% to 16% for fiscal 2026 and 11.5% to 13.0% for Q2 2026. The trajectory shows margin pressure despite management focus on improvement.
“Adjusted EBITDA Margin of 11.5% to 13.0%”
“Adjusted EBITDA Margin of 17.6% to 18.0%”
Maintain adjusted free cash flow guidance of $300 million to $400 million for fiscal year 2026, consistent with prior guidance.
Stated as a priority in 2 of last 2 quarters. Management maintained adjusted free cash flow guidance of $300M to $400M for fiscal 2026, consistent with prior year guidance of $250M to $300M. The trajectory shows stable focus on cash flow enhancement.
“Adjusted Free Cash Flow of $300M to $400M”
“Free Cash Flow of $250M to $300M”
Promote leadership to strengthen customer experience, values, and brand across all touchpoints globally.
Newly stated in 2026-07-23 press release. Management promoted Sandy Pilon to lead customer experience and brand values globally. No financial metrics yet to assess delivery; this is a recent strategic leadership priority.
Over the trailing year it converted 2.69x of net income into operating cash flow. Historically, Consumer Discretionary names rated robust grew net income 58% of the time over the next year (vs 45% for the rest of the cohort, n=3652).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
6 material management or governance events in the past 24 months, led by executive changes. Historically, Consumer Discretionary names rated stable grew net income 47% of the time over the next year (vs 53% for the rest of the cohort, n=1906).
Not investment advice. As of 2026-09-04.