#$RH is an active hashtag on Bluesky. In the last 30 days, 9 people shared 16 posts with it โ around 1 a day. Activity is down 83% versus the previous week, peaking on Aug 26 with 4 posts.
Rahul Sharma @retailguru.bsky.social
This quote from Alber at Williams Sonoma really resonates. $WSM does not get credit it should - a compounding machine despite everything thrown at it. Q1 sales +45% vs 2019 & margin transformed from 7% to 16%. Yet whole way, sceptics have said collapse is around corner. $RH $ARHS
intickers.com
RH (RH) Stock Analysis | InTickers
RH has a differentiated luxury-design brand with real upside if RH Estates and global expansion restore earningsโฆ
Rahul Sharma @retailguru.bsky.social
Torturous $RH call, where Friedman only wants to talk transformational London & Estates. Meanwhile guides down yet again (what does Estates uplift imply about underlying biz...). Nada about Paris other than folks being away in August ๐. And remember gamechanger hospitality? $WSM
Rahul Sharma @retailguru.bsky.social
Despite selling to 'very affluent' base, Arhaus sales very sensitive to promos. With that dose of scepticism, $ARHS remains very positive on high-end furniture. Doing much better than DIY as high-end less tied to housing turnover & willing to spend. $WSM $RH $HD $LOW $XLF $XLY
Rahul Sharma @retailguru.bsky.social
All three major Sonoma brands comped at 5% or more with comp accelerating on 2 & 3 year stacks, showing significant brand heat. Guide confidence also evident in gift card revenue +7%, yet inventory well-managed only +1%, helping Q2 operating cash flow +34%. $WSM $RH $ARHS $XRT
Rahul Sharma @retailguru.bsky.social
Given Sonoma strong run, almost no print would be strong enough but another phenom 'compounding on compounding 'Q by $WSM. Comps on fire at all brands despite tariffs, housing. Lifts sales & margin guide above street despite higher tax drag. Alber just fantastic. $XRT $RH
Rahul Sharma @retailguru.bsky.social
We've already heard from card issuers. Here's Mastercard saying US spend remains healthy & steady (deceleration is due to Capital One Debit Migration) including January. International even accelerating a bit. Cross-border especially online but also travel strong. $MA $V $JPM $COF $BAC $XLY $XLF
intickers.com
RH (RH) Stock Analysis | InTickers
RH has a differentiated luxury-design brand with real upside if RH Estates and global expansion restore earningsโฆ
Julianthelemur @julianthelemur.bsky.social
www.investorsunderground.com/watchlist-fo... $SPY $QQQ $ORCL $ADBE $AAPL $TSLA $NVDA $AMD $INTC $META $PLTR $LULU $RH
www.investorsunderground.com
Rahul Sharma @retailguru.bsky.social
Torturous $RH call, where Friedman only wants to talk transformational London & Estates. Meanwhile guides down yet again (what does Estates uplift imply about underlying biz...). Nada about Paris other than folks being away in August ๐. And remember gamechanger hospitality? $WSM
v1s1on_3ndl3ss_ @v1s1on-3ndl3ss.bsky.social
Key Events This Week: โ#US #LaborDay Stock market closed -Mon โ-NFIB Index-Tue -NY Fed Inflation Exp.-Tue โ-ADP Employment Change, EIA #Crude #Oil Inventories-Wed โ- #TSMC Aug Sales, #ECB Rate Decision, US #PPI, Existing Home Sales-Thu โUS Aug #CPI ,Mich Consumer Sentiment -Fri
Rahul Sharma @retailguru.bsky.social
All three major Sonoma brands comped at 5% or more with comp accelerating on 2 & 3 year stacks, showing significant brand heat. Guide confidence also evident in gift card revenue +7%, yet inventory well-managed only +1%, helping Q2 operating cash flow +34%. $WSM $RH $ARHS $XRT
Rahul Sharma @retailguru.bsky.social
Given Sonoma strong run, almost no print would be strong enough but another phenom 'compounding on compounding 'Q by $WSM. Comps on fire at all brands despite tariffs, housing. Lifts sales & margin guide above street despite higher tax drag. Alber just fantastic. $XRT $RH
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