CORTE MADERA, Calif.--(BUSINESS WIRE)--RH (NYSE: RH) has released its financial results for the second quarter ended August 2, 2025, in a shareholder letter from Chairman and Chief Executive Officer Gary Friedman, available on the Investor Relations section of its website at ir.rh.com. As previously announced, RH leadership will host a live conference call and audio webcast at 2:00 pm Pacific Time (5:00 pm Eastern Time) today. The live conference call may be accessed by dialing 800.715.9871 or. ...

公司业绩预期 - 预计每股收益为3.20美元 营收为9551万美元 同比增长9% [2] - 每股收益预期在过去7天内下调近3% 但较去年同期仍增长近90% [2][3] - 公司预计营收将增长8%-10% 主要得益于产品与平台升级投资带来的效益 [3] 增长驱动因素 - 家具和家居装饰行业 favorable market trends 推动本季度增长 [3] - 国际市场特别是欧洲对家居装饰需求增加 贡献额外收入来源 [4] - 公司计划通过数字化重塑品牌和商业模式 并升级网站至2025年 [4][5] 行业表现与同行对比 - 家居零售商板块投资者 sentiment generally positive 过去一个月股价平均上涨8% [10] - RH股价上涨9% 略高于行业平均水平 [10] - 同行Williams Sonoma营收增长16%超预期 Wayfair一年内股价上涨110% [9][12] 关税与成本影响 - 关税问题可能导致讨论 近期下调预期部分源于关税影响担忧 [7] - 公司积极将采购从中国转移以 mitigate tariff impacts [7][13] - Wells Fargo因潜在关税影响下调 estimates [7] 交易策略与市场观点 - 采用iron condor策略 卖出230美元看涨期权和215美元看跌期权 最大风险1.50美元 [15][16] - 市场整体表现强劲 纳斯达克100和标普500创新高 11个板块中10个上涨 [17][18] - 长期看好市场但保持 cautious skepticism 利用低波动率环境布局保护性策略 [22][23]

核心财务数据与预期 - 公司将于9月11日盘后发布第二季度财报 [1] - 预计季度每股收益为3.22美元 较去年同期1.69美元增长91% [1] - 预计季度营收为9.0536亿美元 较去年同期8.2965亿美元增长9.1% [1] 近期业绩表现与展望 - 第一季调整后每股收益超预期 公司维持2025财年指引不变 [2] - 股价周三下跌1.7% 收报228.93美元 [2] 分析师评级与目标价调整 - Wells Fargo维持超配评级 目标价从275美元上调至295美元 准确率82% [5] - Telsey Advisory维持跑赢大盘评级 目标价255美元 准确率65% [5] - Citigroup维持中性评级 目标价从200美元上调至233美元 准确率62% [5] - Guggenheim维持买入评级 目标价300美元 准确率67% [5] - Goldman Sachs从中性下调至卖出 目标价从199美元下调至179美元 准确率66% [5]

RH RH will release earnings results for the second quarter, after the closing bell on Thursday, Sept. 11.Analysts expect the Corte Madera, California-based company to report quarterly earnings at $3.22 per share, up from $1.69 per share in the year-ago period. RH is projected to report quarterly revenue of $905.36 million, compared to $829.65 million a year earlier, according to data from Benzinga Pro.On June 12, RH reported better-than-expected first-quarter adjusted EPS results and announced it is maintai ...

With U.S. stock futures trading slightly higher this morning on Thursday, some of the stocks that may grab investor focus today are as follows:Wall Street expects Kroger Co. KR to report quarterly earnings at 99 cents per share on revenue of $34.10 billion before the opening bell, according to data from Benzinga Pro. Kroger shares gained 0.7% to $67.51 in after-hours trading.Aviat Networks Inc. AVNW posted upbeat results for its fourth quarter on Wednesday. Aviat Networks reported quarterly earnings of 83 c ...

Key Takeaways RH's Q2 EPS estimate is $3.19, up 88.8% year over year, while revenues are seen rising 9.1% to $905.5M.Investments in new products and European demand are expected to fuel top-line growth this quarter for RH.Margin expansion is projected, with operating margin at 15-16% and EBITDA margin at 20.5-21.5%.RH (RH) , formerly Restoration Hardware, is scheduled to report its second-quarter fiscal 2025 (ended Aug. 2) results on Sept. 11, after market close.In the last reported quarter, the company’s e ...

VIENNA, Va., Sept. 08, 2025 (GLOBE NEWSWIRE) -- With fraud pressures rising across the retail and hospitality sectors, the Retail & Hospitality Information Sharing and Analysis Center (RH-ISAC), in collaboration with Target, convened cybersecurity teams on August 27 for the Fraud Defense Forum. The event brought together major retailers and hospitality brands to advance a coordinated defense against one of the industry’s most persistent challenges.A key outcome of the forum was the decision to create a Frau ...

RH leadership will host a live conference call and audio webcast at 2:00 pm Pacific Time (5:00 pm Eastern Time) on September 11, 2025. The live conference call may be accessed by dialing 800.715.9871 or 646.307.1963 for international callers (conference ID: 8284432). The call and replay can also be accessed via audio webcast at ir.rh.com. ABOUT RH RH (NYSE: RH) is a curator of design, taste and style in the luxury lifestyle market. The Company offers collections through its retail galleries, sourcebooks, an ...

行业整体客流量表现 - 8月花旗评级零售商平均客流量增长2.0%，较7月的3.3%放缓129个基点 [1][3] - 两年累计增长率保持稳定，8月为5.9%，7月为5.8% [1][3] - 8月增长率低于前12个月2.8%的平均趋势 [1][3] 头部与尾部企业表现 - Ollie's Bargain Outlet以19.8%绝对增长率领先，Boot Barn（10.9%）和RH（5.9%）紧随其后 [1][3] - Advance Auto Parts出现最大降幅（-7.9%），Williams-Sonoma（-6.9%）和劳氏（-3.2%）表现疲弱 [3] - Ollie's Bargain Outlet自3月起持续保持最高客流量增长，且两年累计数据最强劲 [3] 环比变化特征 - 百思买（+120基点）和RH（+62基点）实现环比加速增长，开市客与BJ批发俱乐部同样逆势改善 [1][4] - Ollie's Bargain Outlet虽保持高增长但环比减速450基点，拖拉机供应公司减速436基点 [4] - 消费电子和仓储超市类别延续改善趋势，汽车零部件零售商全线环比下滑 [4] 跨月份基数效应分析 - 9月行业整体基数对比难度降低21基点，Advance Auto Parts、Boot Barn和RH将受益于最有利基数效应 [1][5] - BJ批发俱乐部因去年10月东海岸港口罢工带来的高基数，面临更严峻的同比挑战 [5]

合作概况 - OMass Therapeutics与罗氏集团成员基因泰克达成独家合作与许可协议 授权后者开发和商业化针对炎症性肠病的临床前口服小分子项目 [1] - OMass是一家针对膜蛋白或细胞内复合物等经过高度验证的靶点生态系统开发药物的生物技术公司 [1] 财务条款 - OMass获得2000万美元首付款 [3] - 可能获得超过4亿美元的潜在临床前、开发、商业和净销售额里程碑付款 [3] - 有资格根据净销售额获得分层特许权使用费 [3] 责任分工 - OMass主导项目的初步临床前开发直至候选化合物选定 [3] - 基因泰克负责临床开发、注册申报、生产及商业化活动 [3]