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RH
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RH CEO: ‘Significant inflation’ to hit this year, and gather speed in 2026 and beyond

1. RH's CEO warns of significant inflation accelerating into 2026. 2. Tariffs are impacting the furniture industry, with potential additional tariffs under investigation. 3. Guidance lowered due to tariff uncertainty, predicting $30 million in additional costs. 4. Quarterly results missed expectations, with shares down 4.6% in after-hours trading. 5. RH forecasts revenue growth between 9% and 11% for 2025, down from 10%-13%.

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FAQ

Why Bearish?

Missed earnings expectations and lowered guidance indicate weakening financial health.

How important is it?

The article addresses ongoing inflation and tariff issues directly affecting RH’s future growth and margins.

Why Short Term?

Investor sentiment likely to remain negative in response to ongoing inflation and tariffs.

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