RH (RH)

Company Profile

RH is a curator of design, taste and style in the luxury lifestyle market. The Company offers its collections through its retail galleries across North America, the Company’s multiple Source Books, and online at RH.com, RHModern.com, RHBabyandChild.com, RHTeen.com and Waterworks.com.

Company profile

Ticker

Exchange

NYSE

Website

rh.com

CEO

Gary Friedman

Incorporated

Delaware

Location

California

Fiscal year end

Feb 03

Sector

Retail Trade > Furniture Stores

Industry (SIC)

Retail - Furniture Stores

Haverty Furniture Cos. • Arhaus • Lovesac • Restoration Hardware • Naples Soap • Mattress Firm ...

Former names

Restoration Hardware Holdings Inc

SEC CIK

0001528849

Corporate docs

Articles of Incorporation & Bylaws

Underwriting Agreements

Indentures

Material Contracts & Credit Agreements

Subsidiaries Lists

Subsidiaries

RH Belgium BV • Restoration Hardware Canada, Inc. • RH F&B Operations Canada, Inc. • RH CA Hospitality, LLC • RH Corte Madera F&B, LLC • RH Palo Alto F&B, LLC • RH San Francisco F&B, LLC • RH Soda Canyon F&B, LLC • RH Yountville F&B, LLC • The Michaels Furniture Company, Inc. ...

IRS number

453052669

RH stock data

1M 1Y 5Y

Analyst ratings and price targets

Last 3 months

Average target

$258.50

Low target

$176.00

High target

$330.00

Telsey Advisory Group

Latest filings (excl ownership)

View all

10-Q

2023 Q1

Quarterly report

26 May 23

Conflict minerals disclosure

26 May 23

8-K

RH Reports First Quarter 2023 Results

25 May 23

ARS

2023 FY

Annual report to shareholders

24 May 23

Registration of securities for employees

24 Apr 23

8-K

Departure of Directors or Certain Officers

RH Reports Fourth Quarter and Fiscal Year 2022 Results

29 Mar 23

8-K

Supplemental Information for Fiscal 2022 Q1, Q2 and Q3 Results

27 Mar 23

Transcripts

View all

Earnings call transcript

2023 Q1

25 May 23

Earnings call transcript

2022 Q4

29 Mar 23

Earnings call transcript

2022 Q3

8 Dec 22

Earnings call transcript

2022 Q2

9 Sep 22

Earnings call transcript

2022 Q1

2 Jun 22

Earnings call transcript

2021 Q4

29 Mar 22

Earnings call transcript

2021 Q3

9 Dec 21

Earnings call transcript

2021 Q2

9 Sep 21

Earnings call transcript

2021 Q1

10 Jun 21

Earnings call transcript

2020 Q4

25 Mar 21

Latest ownership filings

View all

LONE PINE CAPITAL LLC

14 Feb 23

SC 13G/A

D1 Capital Partners L.P.

14 Feb 23

SC 13G/A

BERKSHIRE HATHAWAY INC

Financial summary

Financial statements Chart RH financial data

Quarter (USD)	Apr 23	Jan 23	Oct 22	Jul 22
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Jan 23	Jan 22	Jan 21	Jan 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	1.52 bn	1.52 bn	1.52 bn	1.52 bn	1.52 bn	1.52 bn
Cash burn (monthly)	(no burn)	60.37 mm	(no burn)	(no burn)	(no burn)	(no burn)
Cash used (since last report)	n/a	68.81 mm	n/a	n/a	n/a	n/a
Cash remaining	n/a	1.45 bn	n/a	n/a	n/a	n/a
Runway (months of cash)	n/a	24.0	n/a	n/a	n/a	n/a

Beta Read what these cash burn values mean

Financial data from RH earnings reports.

Institutional ownership, Q1 2023

RH institutional ownership history Ownership history

88.1% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	393	15	+2520.0%
Opened positions	383	3	+12666.7%
Closed positions	5	394	-98.7%
Increased positions	0	1	EXIT
Reduced positions	1	0	NEW

13F shares	Current	Prev Q	Change
Total value	4.54 tn	828.00 k	+548143888.8%
Total shares	19.43 mm	6.66 mm	+191.7%
Total puts	2.29 mm	772.40 k	+197.0%
Total calls	2.35 mm	844.30 k	+178.1%
Total put/call ratio	1.0	0.9	+6.8%

Largest owners	Shares	Value	Change
FMR	1.98 mm	$482.65 bn	NEW
Lone Pine Capital	1.77 mm	$431.83 bn	0.0%
Vanguard	1.67 mm	$406.57 bn	NEW
BLK Blackrock	1.62 mm	$394.40 bn	NEW
Atreides Management	698.55 k	$170.13 bn	NEW
D1 Capital Partners	649.64 k	$158.22 bn	-63.3%
D. E. Shaw & Co	615.90 k	$0.00	0.0%
MS Morgan Stanley	525.98 k	$128.10 bn	NEW
STT State Street	520.34 k	$126.73 bn	NEW
Darsana Capital Partners	500.00 k	$121.78 bn	NEW

Largest transactions	Shares	Bought/sold	Change
BRK.A Berkshire Hathaway	0.00	-2.36 mm	EXIT
FMR	1.98 mm	+1.98 mm	NEW
Vanguard	1.67 mm	+1.67 mm	NEW
BLK Blackrock	1.62 mm	+1.62 mm	NEW
D1 Capital Partners	649.64 k	-1.12 mm	-63.3%
Atreides Management	698.55 k	+698.55 k	NEW
MS Morgan Stanley	525.98 k	+525.98 k	NEW
STT State Street	520.34 k	+520.34 k	NEW
Darsana Capital Partners	500.00 k	+500.00 k	NEW
Anomaly Capital Management	401.94 k	+401.94 k	NEW

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

RH insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
30 Mar 23	Christina Hargarten	Common Stock	Payment of exercise	Dispose F	No	No	237.63	269	63.92 k	482
30 Mar 23	Christina Hargarten	Common Stock	Option exercise	Acquire M	No	No	0	750	0.00	751
30 Mar 23	Christina Hargarten	RSU Common Stock	Option exercise	Dispose M	No	No	0	750	0.00	6,750
27 Feb 23	Krane Hilary K	Common Stock	Sell	Dispose S	No	Yes	306.54	137	42.00 k	6,115
25 Jan 23	Krane Hilary K	Common Stock	Sell	Dispose S	No	Yes	301.51	137	41.31 k	6,252
11 Jan 23	Preston Jack M	Common Stock	Sell	Dispose S	No	No	315.8148	5,621	1.78 mm	1
11 Jan 23	Preston Jack M	Common Stock	Sell	Dispose S	No	No	316.3	1,453	459.58 k	5,622
11 Jan 23	Preston Jack M	Common Stock	Sell	Dispose S	No	No	315.3587	2,926	922.74 k	7,075
11 Jan 23	Preston Jack M	Common Stock	Option exercise	Acquire M	No	No	61.3	4,379	268.43 k	10,001
11 Jan 23	Preston Jack M	Employee Stock Option Common Stock	Option exercise	Dispose M	No	No	61.3	4,379	268.43 k	33,399