异动解读 | RH盘后大涨21.07%,Q1业绩超预期,全球化布局加速

异动解读
13 Jun

豪华家具零售商RH(前身为Restoration Hardware)在发布第一季度财报后,股价盘后大涨21.07%,引起市场广泛关注。

财报显示,RH第一季度业绩表现亮眼,远超市场预期。公司实现营收8.14亿美元,同比增长12%;每股收益为0.13美元,扭亏为盈,而分析师此前预期为每股亏损0.09美元。这一业绩反映了RH在当前复杂经济环境下的经营韧性和市场竞争力。

除了强劲的财务表现,RH还公布了一系列战略举措,进一步提振了投资者信心。公司计划在2025年开设多家新的设计画廊,包括在巴黎、底特律等地的扩张计划。同时,RH正积极推进供应链本地化,预计到年底将有48%的软垫家具在美国生产,这不仅有助于降低关税影响,还能提高生产效率。此外,公司持续推进产品创新,推出了新的户外和室内系列产品,进一步巩固其在奢侈家居市场的领导地位。尽管面临短期挑战,分析师仍普遍看好RH的长期增长前景,认为其独特的商业模式和高端市场定位将持续为公司带来竞争优势。

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