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RH
CNBC
138 days

'Oh, sh—': RH CEO reacts live to stock tanking on tariffs, poor earnings

1. RH's stock dropped 28% after poor earnings and tariff announcements. 2. Tariffs of 46% on Vietnam and 32% on Taiwan impact RH's import costs. 3. Friedman noted this as RH's worst quarter since 2020 amid a challenging housing market. 4. Revenue growth expectations were below analyst forecasts for the upcoming quarters. 5. RH plans a 'big and bold' long-term sourcing strategy to mitigate tariff impacts.

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FAQ

Why Bearish?

The significant stock drop indicates investor concerns over earnings and tariffs, akin to past downturns seen in other retail sectors affected by tariffs.

How important is it?

The article directly discusses RH's stock performance in light of new tariffs and earnings reports, significantly influencing investor perception and future price.

Why Short Term?

The immediate reaction to tariff news is severe, but RH's long-term strategy may stabilize the impact over time, reflecting past examples like furniture retailers recovering from similar shocks.

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