RH (formerly Restoration Hardware Holdings Inc)

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    Company & Industry Overviews

    How Does Lowe’s E-Commerce Performance Compare to Rivals?

    Lowe’s (LOW) derived about 2.5% of its sales from the e-commerce channel, or an estimated $1.4 billion, in fiscal 2015.

    By Phalguni Soni
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    Company & Industry Overviews

    Restoration Hardware’s New Luxury Retail Mantra: Bigger Is Better

    On its 1Q16 earnings call, Restoration Hardware unveiled RH Modern, a new luxury retail concept store. It will be six to eight times the size of its other stores.

    By Phalguni Soni
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    Company & Industry Overviews

    Lowe’s Retail and Pro Customers: Who Accounts for More Sales?

    The retail customer accounts for about 70% of Lowe’s sales. However, retail customers account for about two-thirds of Home Depot’s (HD) customer base.

    By Phalguni Soni
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    Earnings Report

    Analyzing Lowe’s and Home Depot’s Returns and Cash Deployment Plans

    The Home Depot’s returns have risen. According to HD’s CFO, Carol Tomé, HD expanded its return on invested capital (or ROIC) by 400 basis points to 26.2%.

    By Phalguni Soni
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    Consumer

    Will the Do-It-Yourself Customer Bring Home the Bacon for HD?

    The DIY customer accounts for about 60% of Home Depot’s sales.

    By Phalguni Soni
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    Consumer

    Did Home Depot Beat Wall Street Expectations for Fiscal 2016?

    Home Depot reported record results for both the quarter and the fiscal year. The company also beat market expectations for both revenue and adjusted EPS in the fourth quarter.

    By Phalguni Soni
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    Consumer

    Wells Fargo Initiates Coverage on Williams-Sonoma with ‘Hold’ Rating

    Today, Wells Fargo initiated its coverage on Williams-Sonoma (NYSE:WSM) with a “hold” rating. The firm gave a target price of $90 for the stock.

    By Rajiv Nanjapla
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    Consumer

    Will Williams-Sonoma’s Q1 Earnings Boost Its Stock?

    For the first quarter, analysts expect Williams-Sonoma to report revenue of $1.08 billion—a fall of 13.2% from $1.24 billion in the first quarter of 2019.

    By Rajiv Nanjapla
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    Consumer

    Telsey Upgrades Williams-Sonoma before Its Q1 Earnings

    Today, Telsey Advisory Group upgraded Williams-Sonoma (NYSE:WSM) from “market perform” to “outperform” before its first-quarter earnings.

    By Rajiv Nanjapla
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    Consumer

    RH Reported Its Q4 Earnings, Stock Fell Close to 11%

    RH stock fell close to 11% in extended trading on Monday. The stock fell after the company reported its earnings results for the fourth quarter of fiscal 2019.

    By Ambrish Shah
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    Consumer

    Lowe’s Tops Earnings Estimates, Misses on Sales

    Today, Lowe’s reported its fourth-quarter earnings. For the quarter, the company reported an adjusted EPS of $0.94, which beat analysts’ estimates of $0.91.

    By Rajiv Nanjapla
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    Consumer

    Home Depot Stock Jumps after Impressive Q4 Earnings

    Today, Home Depot reported its earnings results for the fourth quarter of fiscal 2019. For the quarter, the company posted revenue of $25.78 billion.

    By Rajiv Nanjapla
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    Consumer

    What to Expect from Lowe’s Q4 Earnings

    Lowe’s will likely report its fourth-quarter earnings before the market opens on February 26. Analysts expect the company’s revenue and EPS to rise.

    By Rajiv Nanjapla
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    Consumer

    Can Home Depot’s Q4 Earnings Continue Its Upward Momentum?

    Home Depot will likely report its fourth-quarter earnings on February 25. Analysts expect the company’s revenue and EPS to decline.

    By Rajiv Nanjapla
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    Consumer

    Is There More Upside to Home Depot’s Stock Price?

    Home Depot’s management expects its revenue to rise by 1.8% in fiscal 2019. They expect the company’s revenue to rise by 3.5%–4.0% in fiscal 2020.

    By Rajiv Nanjapla
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    Consumer

    These Consumer Stocks Rose More than 65% in 2019

    Consumer stocks had a truly phenomenal 2019. Let’s take a look at five consumer stocks that delivered more than 65% growth in the year.

    By Amit Singh
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    Consumer

    Why Is Home Depot Stock Losing Steam?

    Home Depot stock has declined by nearly 9% since it posted third-quarter earnings. We’ll take a look at why this might be.

    By Amit Singh
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    Consumer

    How to Trade a Broken (looking) Market (Hint: Carefully)

    It’s easy to be early after a correction I always get pretty excited during a stock market correction, assuming I have positioned correctly with cash on hand.  This market showed so many signs of toppiness, extreme optimism, and high valuations that hopefully many investors at least were selling the highly valued names they owned.  My […]

    By JP Gravitt
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    Consumer

    Why RH Stock Has Nearly Doubled This Year

    RH stock continues to create a significant amount of wealth for its shareholders. It’s nearly doubled so far this year as of December 9.

    By Amit Singh
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    Consumer

    At Home Stock Plunges after Slashed Earnings Outlook

    At Home stock (HOME) tanked 33.3% as of 2:43 PM ET today as the company slashed its earnings outlook for fiscal 2020.

    By Sirisha Bhogaraju
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    Consumer

    RH Earnings: Q3 Better than Home Depot and Lowe’s

    For the third quarter, RH earnings were stronger-than-expected when the markets closed on December 4. Analysts expected RH’s growth rate to decline.

    By Amit Singh
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    Earnings Report

    RH Earnings: Will Slower Growth Hurt Its Stock?

    RH will announce its third-quarter earnings after the markets close on December 4. We expect the top and bottom-line growth to mark a sequential decline.

    By Amit Singh
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    Company & Industry Overviews

    What’s Driving Sequential Same-Store Sales Growth for Lowe’s?

    Lowe’s (LOW) has reported a positive trend in comparable store sales (XRT) for the past ten quarters.

    By Phalguni Soni
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    Company & Industry Overviews

    Why Lowe’s Store Productivity Is Growing Faster than Home Depot’s

    One of the ways retailers can track their store performance is via productivity measures like sales and profitability per retail square foot.

    By Phalguni Soni
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    Company & Industry Overviews

    How Lowe’s Is Leveraging Its Omni-Channel Opportunity

    Going omni-channel makes natural sense for both Lowe’s and Home Depot. Both retailers have a massive store network in the US, which can double as strategic fulfillment centers.

    By Phalguni Soni
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    Company & Industry Overviews

    How Lowe’s Is Allocating Its Capital Expenditure Budget

    Historically, a large percentage of Lowe’s (LOW) capital expenditure (or capex) has been spent on new store rollouts.

    By Phalguni Soni
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    Consumer

    Supply Chain Sync: HD’s New Tool to Optimize Inventory Flow

    Supply chain sync aims to optimize the logistics of moving products along the supply chain in the shortest and most cost-effective manner.

    By Phalguni Soni
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    Consumer

    Productivity Enhancements: How Home Depot Is Trimming the Fat

    Productivity enhancements resulted in improved profitability margins for the world’s number one retailer.

    By Phalguni Soni
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    Consumer

    Market Share Play: Lowe’s Bid to Gain Scale in Canada with Rona

    The Rona (RON.TO) acquisition should give Lowe’s (LOW) a market-leading position in Canada’s home improvement market, estimated at over $45 billion Canadian.

    By Phalguni Soni
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    Consumer

    Has Home Depot Been Making the Right Omni-Channel Moves?

    Home Depot is trying to enhance its digital and omni-channel sales. It launched a new website in Mexico and re-platformed its Canadian portal in fiscal 2016.

    By Phalguni Soni
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    Company & Industry Overviews

    Why Home Depot Is Enhancing Omni-Channel Options for Customers

    While digital remains Home Depot’s fastest-growing business, about 40% of its digital sales are fulfilled via its store network.

    By Phalguni Soni
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    Consumer

    How Berkshire Hathaway’s Holdings Changed in Q3

    On Thursday, Berkshire Hathaway (BRK.B) (BRK.A) released its third-quarter 13F. There were some surprises in the filing. The company took a new stake in RH.

    By Mohit Oberoi, CFA
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    Company & Industry Overviews

    RH Stock Climbs 7% as Buffett Discloses Stake

    In after-hours trading yesterday, RH (RH) stock was up about 7%, thanks to news of Warren Buffett’s new stake in the company.

    By Amit Singh
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    Consumer

    Eminence Capital ups position in Allscripts Healthcare Solutions

    Allscripts provides clinical, financial, and population health management solutions to physicians, health systems, hospitals, and post-acute organizations.

    By Samantha Nielson
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    Consumer

    Why Eminence opens new position in Cadence Design Systems

    San Jose, California-based Cadence Design Systems develops solutions for its customers to design increasingly small and complex integrated circuits (or ICs) and electronic devices.

    By Samantha Nielson
  • uploads///RH Stock
    Consumer

    Why RH Stock Fell after Q2 Beat, Upbeat Guidance

    RH posted stronger-than-expected second-quarter results after the markets closed on Tuesday. The company also increased its fiscal EPS outlook.

    By Amit Singh
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    Consumer

    How Does RH’s Valuation Compare to Its Peers’?

    RH’s (RH) strong first-quarter earnings and investors’ optimism about its sales initiatives appear to have led to a rise in its stock price, which in turn has raised its valuation multiple.

    By Rajiv Nanjapla
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    Consumer

    Bed Bath & Beyond Refreshes Its Board, Co-Founders Step Down

    On April 22, Bed Bath & Beyond (BBBY) announced that it’s refreshing its board. The company is replacing its five independent directors.

    By Rajiv Nanjapla
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    Consumer

    How Did Bed Bath & Beyond Fare in the Fourth Quarter?

    Bed Bath & Beyond (BBBY) posted fourth-quarter earnings after the market closed on April 10.

    By Rajiv Nanjapla
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    Consumer

    What Could Drive Williams-Sonoma’s EPS This Year

    This year, Williams-Sonoma (WSM) expects adjusted EPS of $4.50-$4.70, while analysts expect the company’s adjusted EPS to rise 2.9% YoY (year-over-year) to $4.59 from $4.46.

    By Rajiv Nanjapla
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    Consumer

    Could Williams-Sonoma Stock Continue to Rise?

    Yesterday, Williams-Sonoma (WSM) was trading at $57.18, 27.0% higher than its 52-week low of $45.01 and 22.7% lower than its 52-week high of $73.99.

    By Rajiv Nanjapla
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    Consumer

    How Bed Bath & Beyond’s Valuation Stacks Up with Peers

    Bed Bath & Beyond (BBBY) posted its third-quarter earnings on January 9, 2019.

    By Rajiv Nanjapla
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    Consumer

    Why Investors Are Optimistic about RH’s Q4 Earnings

    RH (RH) is scheduled to post its fiscal 2018 fourth-quarter earnings results after the market closes on March 28.

    By Rajiv Nanjapla
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    Consumer

    Williams-Sonoma Beats Analysts’ Fourth-Quarter Estimates

    Williams-Sonoma (WSM) released its fourth-quarter results after the market closed yesterday.

    By Rajiv Nanjapla
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    Consumer

    What Drove Bed Bath & Beyond’s Revenue in Q3?

    Bed Bath & Beyond (BBBY) posted Q3 revenue of $3.03 billion, which represents a rise of 2.6% from $2.95 billion in the third quarter of fiscal 2017.

    By Rajiv Nanjapla
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    Consumer

    At Home: Analysts Maintained a ‘Buy’ Rating

    As of December 28, among the nine analysts covering At Home (HOME), all of the analysts maintained a “buy” rating on the stock.

    By Victoria Dean
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    Consumer

    Why Most Analysts Rate Wayfair Stock a ‘Hold’

    The majority of Wall Street analysts covering Wayfair (W) have maintained a “hold” rating on the stock. Here’s what you need to know.

    By Victoria Dean
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    Consumer

    At Home Stock Plunges 14.6% on Lowered Comps Outlook

    On December 6, At Home Group (HOME) reported strong results for the third quarter of fiscal 2019.

    By Victoria Dean
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    Consumer

    RH Raises Its EPS Guidance after Its Strong Q3 Earnings

    In the third quarter, RH (RH) posted EPS of $0.81. However, removing special items, the company’s adjusted EPS stood at $1.73.

    By Rajiv Nanjapla
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    Consumer

    Will RH’s Third-Quarter Earnings Boost Its Stock Price?

    RH (RH) is scheduled to post its third-quarter earnings results after the market closes on December 4.

    By Rajiv Nanjapla
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    Consumer

    Comparing the Valuation Multiples of Home Improvement Companies

    Home Depot (HD) is trading at a premium compared to its peers. It’s trading at a forward PE multiple of 20.3x as of October 3.

    By Rajiv Nanjapla
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    Consumer

    BBBY’s Weak Q2 Fiscal 2018 Earnings Lower Its Valuation Multiple

    Valuation multiples help investors in compare companies with similar business models. Of all the valuation multiples, we’ve opted for the forward PE multiple due to the high visibility in Bed Bath and Beyond’s (BBBY) earnings.

    By Rajiv Nanjapla
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    Consumer

    BBBY Failed to Meet Wall Street’s Same-Store Sales Expectations

    In fiscal 2018’s second quarter, Bed Bath & Beyond’s (BBBY) SSS (same-store sales) declined 0.6%, versus analysts’ expectation of an increase of 0.3%.

    By Rajiv Nanjapla
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    Consumer

    Has RH Stock Bottomed Out?

    As of September 27, RH (RH) was trading at $132.99, which represents a fall of 12.1% since its fiscal Q2 2018 earnings release on September 4.

    By Rajiv Nanjapla
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    Consumer

    Why Did RH Stock Decline on July 11?

    On June 11, RH stock declined ~4.4%, while Williams-Sonoma and Bed Bath & Beyond’s stock prices declined 1.8% and 2.1%, respectively.

    By Rajiv Nanjapla
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    Consumer

    Will RH’s 2Q17 Earnings Boost Its Stock Price?

    Luxury home furnishings retailer RH (RH) will announce its 2Q17 earnings after the market closes on September 6, 2017.

    By Rajiv Nanjapla
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    Company & Industry Overviews

    Investing in Lowe’s: The 2nd Largest Home Improvement Retailer

    Lowe’s is a dividend aristocrat that has raised its dividend each year since 1961. The company has posted total annualized returns of 25.2% over the past five years.

    By Phalguni Soni
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    Earnings Report

    How Does Restoration Hardware Holdings Compare to Its Peers?

    The PBV ratios of Restoration Hardware Holdings, Macy’s, Bed Bath & Beyond, Williams-Sonoma, and Mattress Firm Holding Corporation are 4.4x, 3.1x, 3.5x, 5.1x, and 3.8x, respectively.

    By Gabriel Kane
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    Earnings Report

    Restoration Hardware Expects Fiscal 3Q15 Growth to Continue

    After Restoration Hardware Holdings’ (RH) fiscal 3Q15 earnings report, RH fell by 0.69% to close at $87.59 per share in yesterday’s trade.

    By Gabriel Kane
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    Earnings Report

    How Home Depot and Lowe’s Stepped Up Omni-Channel Initiatives

    Home Depot’s key omni-channel initiatives in 3Q included the launch of its e-commerce site in Mexico and the re-platforming of its Canada site.

    By Phalguni Soni
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    Earnings Report

    Why Same-Store Sales Surged for Home Depot and Lowe’s

    Home Depot’s same-store sales grew 5.1% overall, marking the 18th straight quarter of positive comps for the retailer.

    By Phalguni Soni
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    Earnings Report

    How Does Williams-Sonoma Compare to Its Peers?

    The respective PE ratios of Williams-Sonoma and peers Bed Bath & Beyond, Restoration Hardware, and Mattress Firm were 20.0x, 10.4x, 38.4x, and 32.6x.

    By Gabriel Kane
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    Earnings Report

    How Does Bed Bath & Beyond Compare to Its Peers?

    The peers are way ahead based on the gross profit margin and PE ratio. Based on EPS, the current ratio, and the PBV ratio, Bed Bath & Beyond is ahead.

    By Gabriel Kane
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    Earnings Report

    Home Depot’s E-Commerce Business Grows 25% in 2Q16

    Web sales for The Home Depot (HD) rose 25% year-over-year in 2Q16. E-commerce sales made up 5% of total sales, or $1.2 billion.

    By Phalguni Soni
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    Company & Industry Overviews

    Multichannel Retailing Drives Growth for Restoration Hardware

    Restoration Hardware, the luxury furniture retailer, is one of the most successful adapters of omnichannel retailing in the industry. It uses its stores as brand showrooms.

    By Phalguni Soni
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    Macroeconomic Analysis

    IKEA Tests the Small-Store Format in Select Markets

    Earlier this year, privately-held big box furnishing chain IKEA announced that it may open small-format stores in Canada. These will be a place for customers to pick up online orders.

    By Phalguni Soni
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    Macroeconomic Analysis

    Home Depot Shares Multichannel Strategy at dotCommerce Day 2015

    Home Depot’s omnichannel initiatives are playing a vital role in its financial results. The company’s online sales in fiscal 2015 were $3.8 billion, or 4.5% of revenue.

    By Phalguni Soni
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    Company & Industry Overviews

    Home Improvement Retail: A Two-Horse Race for Supremacy

    The home improvement industry is highly concentrated, particularly in the consumer market. The degree of concentration is growing.

    By Phalguni Soni
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