Demand GrowthRH is outperforming expectations, and if the current accelerating pace of demand growth continues, there is potential for both EBITDA and valuation upside.
International ExpansionStrong returns on U.S. galleries provide encouragement, and there is optimism about the success of RH Paris, England, and Milan given significant investments made.
New Product LaunchesNew collection launches are resonating with customers, as RH generates its own demand with a stepped-up cadence of product innovation and sourcebook mailings.