RH xa cov nyiaj tau los sib xyaw, tshaj tawm 3-rau-1 Tshuag Split

Ntawv loj

RH

Tshuag yog kev lag luam qis dua hnub Wednesday thaum sawv ntxov tom qab cov khw muag khoom vaj tse hauv tsev tau tshaj tawm cov nyiaj txiag sib xyaw hauv peb lub hlis twg, thiab hais tias nws npaj rau 3-rau-1 cov khoom sib faib. Tsawg kawg yog ib tus kws tshuaj ntsuam xyuas qhov kev yuav khoom.

RH (ticker: RH) tau hais tias nws khwv tau $ 5.66 ib feem ntawm cov nyiaj tau los uas nce 11% xyoo dhau los rau $ 902.74 lab. Cov kws tshuaj ntsuam tau nrhiav EPS ntawm $ 5.59 ntawm cov nyiaj tau los ntawm $ 931.3 lab.

Rau tag nrho lub xyoo, RH hais tias nws cia siab tias cov nyiaj tau los loj hlob ntawm 5% mus rau 7%. Lub tuam txhab tau txais nyiaj tau los ntawm $ 3.76 nphom hauv 2021; nce 6% sib npaug ntawm tag nrho kwv yees li $ 4 billion, piv nrog $ 4.14 billion kev pom zoo kwv yees.  

Hais tias, lub tuam txhab tau tso lub qhov rooj qhib kom nce kev taw qhia. RH tau sau tseg hauv nws cov xov xwm tshaj tawm tias nws tau "muaj kev xav tau softening nyob rau hauv thawj peb lub hlis twg uas tau tshwm sim nrog Russia kev ntxeem tau ntawm Ukraine thaum lub Ob Hlis lig thiab kev lag luam tsis hloov pauv uas tau ua raws ... nws yog qhov ua kom ceev faj kom nyob twj ywm kom txog thaum cov kev xav tau rov qab mus rau qhov qub."

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Cov ntawv xov xwm sau npe

Lub Barron Hnub

Kev sib tham thaum sawv ntxov txog qhov koj yuav tsum paub nyob hauv hnub ua ntej, suav nrog kev tawm tswv yim tshwj xeeb los ntawm Barron thiab MarketWatch cov kws sau ntawv.

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Tsis tas li ntawd, RH tau hais tias nws npaj 3-rau-1 cais ntawm nws cov khoom lag luam hauv lub caij nplooj ntoo hlav no. Nws kuj tau hais tias Thawj Tswj Hwm thiab CEO Gary Friedman npaj siab yuav muag 1.7 lab feem cuam tshuam txog 2.9 lab kev xaiv uas yuav tas sijhawm sai. Cov kev xaiv tau raug khi rau lub tuam txhab lub Kaum Ib Hlis 2012 thawj zaug muab rau pej xeem. Tom qab qhov kev sib pauv, Friedman tseem yuav muaj 5.7 lab shares, lossis 21% ntawm cov khoom lag luam zoo.

Cov xov xwm ua raws li cov txiaj ntsig zoo los ntawm lwm tus neeg muag khoom vaj khoom tsev

Williams-Sonoma

nyuam qhuav pib lub hlis no.

RH tau pib poob qis qee qhov 10% ntawm cov xov xwm, tab sis rov qab cov chav kawm thiab yog hais txog kev ncaj ncees hauv kev lag luam lig hnub Tuesday; Hnub Wednesday sawv ntxov nws tawm 6.4% rau $ 361.17. RH cov khoom lag luam tseem ua si ib xyoos rau hnub poob ntawm kwv yees li 28%.

Tseem, Jefferies tus kws tshuaj ntsuam xyuas Jonathan Matuszewski tau hais tias nws yog lub sijhawm kom tau txais kev txhawb nqa ntau dua ntawm RH, sau tias nws pom "tsis tshua muaj qhov nkag nkag" rau qhov sib koom. Nws tau txhawb nws qhov kev ntaus nqi ntawm lub tuam txhab kom Yuav los ntawm Hold rau hnub Wednesday, txawm hais tias nws txo nws lub hom phiaj rau $ 560 los ntawm $ 634.

RH tus nqi-rau-nyiaj tau ntau yam tau poob ib nrab txij li lub Yim Hli, qhov kev txav mus los uas Matuszewski hu ua "ntau dhau" rau "kev lag luam zoo, muaj npe lag luam." Txawm hais tias qee qhov kev sib haum xeeb hauv vaj tse khoom kim heev zoo li yuav zoo li, uas twb tau xav txog hauv Tshuag, thaum cov ntaub ntawv tsis ntev los no qhia tau tias kev muag khoom hauv tsev siab dua tsis tau qeeb sai li qee qhov kev ntshai.

"Nrog RH ua lag luam los ze zog rau cov hom phiaj xav tau thiab cov khoom kim heev tiag tiag, peb pom qhov kev poob qis tsawg, thiab cov tub ua lag luam yuav tsum tau txais kev nplij siab los ntawm nws cov nqi tsis sib xws," nws sau.

Sau ntawv rau Teresa Rivas ntawm [email tiv thaiv]