New RH Galleries Will Drive Long-Term Growth Despite Near-Term Tariff Struggles -- Market Talk
Dow Jones
Sep 12, 2025
1054 GMT - Tariffs will continue to be a significant challenge for RH in the near-term, but down the road the company's new galleries should drive significant revenue gains, say KeyBanc analysts. The company has 30 newer galleries today and the potential for 70 more, which could allow it to pass $6 billion in revenue. "New galleries increase market-level sales 50%-300%, boost margins, and are increasingly more capital efficient," the analysts say. The company's new Paris gallery is off to a strong start and could eventually perform comparably to top U.S. galleries despite the significant investment required for international expansion, the analysts say. (nicholas.miller@wsj.com)
(END) Dow Jones Newswires
September 12, 2025 06:54 ET (10:54 GMT)
Copyright (c) 2025 Dow Jones & Company, Inc.
At the request of the copyright holder, you need to log in to view this content
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.