Financial Performance And GrowthRH is outperforming expectations, and if the current accelerating pace of demand growth continues, there is potential for both EBITDA and valuation upside.
Market Position And StrategyManagement is prioritizing moving units and coming to the market with disruptive prices to take market share from struggling peers.
New Collections And DemandNew collection launches are resonating with customers, as RH generates its own demand with a stepped-up cadence of product innovation and sourcebook mailings.