RH Demand Soars In December: Analyst Predicts Big Moves In 2025
RH Demand Soars In December: Analyst Predicts Big Moves In 2025
Last week, RH (NYSE:RH) reported an earnings miss for the third quarter, but raised its guidance.
上週，RH（紐交所：RH）公佈了第三季度業績不及預期，但提高了指導指引。
Despite overall furniture demand remaining soft, the company witnessed better-than-expected demand trends in the third quarter and so far in the fourth quarter, which suggests market share gains, according to Telsey Advisory Group.
儘管整體傢具需求依然疲軟，但據Telsey諮詢集團稱，該公司在第三季度和第四季度迄今觀察到了好於預期的需求趨勢，這表明市場份額有所增長。
Analyst Cristina Fernández upgraded the rating for RH from Market Perform to Outperform, while raising the price target from $485 to $500.
分析師Cristina Fernández將RH的評級從市場表現上調至跑贏大盤，同時將目標價從485美元提高至500美元。
The RH Thesis: While the company had reported a 13% increase in total demand in the third quarter and 18% in November, December trends have accelerated further, Fernández said in the upgrade note.
RH的觀點：雖然該公司在第三季度報告總需求增長了13%，11月份增長了18%，但Fernández在升級說明中表示，12月份的趨勢進一步加速。
Check out other analyst stock ratings.
查看其他分析師的股票評級。
"RH accelerated the pace of product introductions in 2024," some of which are at more accessible prices, allowing price-sensitive consumers to return, the analyst stated. The company has additional product introductions scheduled for 2025, which could "meaningfully expand the market size and share of RH in 2026," she added.
"RH在2024年加快了產品推出的步伐，"分析師表示，其中一些產品定價更爲親民，讓價格敏感的消費者得以回歸。她補充道，該公司計劃在2025年推出更多產品，這可能會"顯著擴大RH在2026年的市場規模和份額。"
RH's strong demand trend is likely to continue in 2025, with more products introduced, the housing market beginning to recover, and new store openings in key European markets, Fernández further stated.
RH強勁的需求趨勢在2025年可能會持續，隨着更多產品推出，房地產市場開始復甦，以及在主要歐洲市場的新店開張，Fernández進一步表示。
RH Price Action: Shares of RH were down 2.7% to $385.99 at the time of publication Thursday.
RH股價走勢：截至週四出版時，RH股價下跌2.7%，至385.99美元。
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Photo: Shutterstock
Photo: Shutterstock
譯文內容由第三人軟體翻譯。
