{"filings":[{"id":1528638,"accession_number":"0001104659-26-081857","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2026-07-08T21:21:33+00:00","items":["7.01","9.01"],"status":"ready","headline":"RH CEO Gary Friedman sells 125,000 shares, retains 23.88% stake","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO Gary Friedman sold 125,000 shares of RH common stock from July 6-8, 2026.","After sale, Friedman retains 4,926,337 shares, representing ~23.88% beneficial ownership.","Sale proceeds used for personal residence improvements and repayment of line of credit borrowings.","Friedman stated the sale is to satisfy financial obligations; he remains committed to RH and its strategy.","Friedman has been a net buyer historically; last sale in 2022 was for option exercise and tax obligations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1258160,"accession_number":"0001104659-26-077404","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2026-06-24T23:04:07+00:00","items":["5.07"],"status":"ready","headline":"RH shareholders elect Krane, Mitic, Rowghani as directors; approve say-on-pay","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Elected Hilary Krane (12.85M for), Katie Mitic (12.54M for), Ali Rowghani (12.30M for) as Class II directors; broker non-votes 3.01M.","Advisory say-on-pay vote approved with 12.43M for, 567.7K against, 11.8K abstain.","Shareholders chose one-year frequency for future say-on-pay votes (12.78M for 1 year).","Ratified PricewaterhouseCoopers as independent auditor for FY2027 with 15.98M for, 30K against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1000120,"accession_number":"0001104659-26-072941","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2026-06-11T20:10:23+00:00","items":["2.02","9.01"],"status":"ready","headline":"RH posts Q1 revenue $800.3M (down 1.7% YoY), net loss $13.7M, raises FY2026 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net revenues $800.3M (-1.7% YoY); GAAP net loss $13.7M; adjusted EBITDA $56.9M (margin 7.1%).","Backorder/special order balances ~$75M above prior year due to tariff resourcing, impacting Q1 revenue by ~$45M.","FY2026 outlook raised: revenue growth 4.5%-8.0%, adjusted EBITDA margin 14.2%-16.0%, adj. free cash flow $300M-$400M.","Q2 outlook: revenue growth 0.5%-2.5%, adjusted EBITDA margin 11.5%-13.0% (includes ~380bps pre-opening costs).","Launches RH Estates, offering formerly trade-only luxury home furnishings; introduces RH Bespoke and Couture Upholstery."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105080,"accession_number":"0001104659-26-037775","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2026-03-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RH Q4 rev +3.7% to $843M, net income +107%; guides Q1 rev -2% to -4%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP net revenues $843M (+3.7% YoY); net income $29M (+107%); operating margin 11.5%.","FY2025 revenues $3.44B (+8.1%); net income $125M (+72%); free cash flow $252M.","Q4 revenue hit by ~$30M tariff resourcing backorders and ~$10M adverse weather.","FY2026 guidance: revenue +4-8%, adjusted EBITDA margin 14-16%, adj. FCF $300-400M.","Q1 FY2026 outlook: revenue -2% to -4%, adjusted EBITDA margin 5.5-6.5% including startup costs."],"consensus_eps_estimate":null,"consensus_eps_actual":6.31,"consensus_revenue_estimate":null,"consensus_revenue_actual":3439536000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105079,"accession_number":"0001104659-26-006620","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2026-01-26T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"RH Chief Gallery & Customer Officer Stefan Duban departs Jan 26","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Stefan Duban, Chief Gallery & Customer Officer, will leave RH on January 26, 2026.","Departure is by mutual understanding with the company.","Duban's responsibilities have been reassigned to other leaders effective immediately."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121327,"accession_number":"0001104659-25-120343","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2025-12-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RH Q3 revenue up 9% to $884M, net income up 9%, free cash flow $83M; Q4 guidance 7-8% revenue growth","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 GAAP revenue $884M (+9% YoY), net income $36M (+9%), adjusted operating margin 11.6% (below 12.5% midpoint due to tariffs and Paris costs).","Free cash flow $83M in Q3; YTD $198M; on track for $250M-$300M full-year outlook.","Q4 outlook: revenue growth 7-8%, adjusted operating margin 12.5%-13.5%, adjusted EBITDA margin 18.7%-19.6%.","FY2025 outlook: revenue growth 9.0%-9.2%, adjusted operating margin 11.6%-11.9%, free cash flow $250M-$300M.","Net debt down $85M to $2.427B; inventory down 11% YoY; real estate assets with ~$500M equity value to be monetized."],"consensus_eps_estimate":null,"consensus_eps_actual":4.84,"consensus_revenue_estimate":null,"consensus_revenue_actual":2596913000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137986,"accession_number":"0001558370-25-012006","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2025-09-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RH Q2 revenue +8.4% to $899M, net income +79%; FY25 guidance revised lower on tariffs","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $51.7M, adjusted operating margin 15.1%, adjusted EBITDA margin 20.6%.","Demand up 13.7%; free cash flow $80.7M in Q2.","FY25 outlook: revenue growth 9-11%, adj. EBITDA margin 19-20%, free cash flow $250-300M.","Tariff impact: $30M net cost in H2; Fall Interiors Sourcebook delayed 8 weeks, brand extension pushed to Spring 2026.","RH Paris opened Sept 5; design pipeline first 6 days exceeded prior 5 European galleries combined."],"consensus_eps_estimate":null,"consensus_eps_actual":3.01,"consensus_revenue_estimate":null,"consensus_revenue_actual":1713103000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137985,"accession_number":"0001558370-25-010517","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2025-08-06T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"RH extends credit facility maturity by four years; revolver capacity remains $600M with $300M accordion","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Credit facility maturity extended by four years; revolver capacity unchanged at $600M with $300M accordion to $900M.","Fixed charge coverage ratio covenant (1.0x) applies only when availability drops below greater of $40M or 10% of borrowing base.","First-Citizens Bank & Trust Company joined as a new lender under the amended facility.","Amendment also covers Canadian and Swiss borrowing subsidiaries and includes post-closing requirements."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137984,"accession_number":"0001558370-25-009058","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2025-07-02T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"RH shareholders elect 3 Class I directors, approve say-on-pay and auditor ratification","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Eri Chaya elected with 11,869,051 for, 2,527,973 withheld; Mark Demilio with 10,302,759 for, 4,094,265 withheld.","Leonard Schlesinger elected with 13,735,061 for, 661,963 withheld.","Non-binding advisory vote on executive compensation passed: 14,009,020 for, 353,648 against, 34,356 abstain.","Ratification of PricewaterhouseCoopers as auditor approved: 16,264,934 for, 73,552 against, 29,563 abstain."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":155379,"accession_number":"0001558370-25-008566","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2025-06-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RH Q1 revenues $814M (+12% YoY); maintains FY 2025 guidance amid tariff uncertainty","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP operating margin 6.9%; adjusted operating margin 7.0%; adjusted EBITDA margin 13.1%.","Positive free cash flow of $34M in Q1; FY 2025 free cash flow forecast $250-350M.","Q2 outlook: rev growth 8-10%, adj operating margin 15-16%, adj EBITDA margin 20.5-21.5%.","Lisa Chi returns as President, Co-Chief Merchandising & Creative Officer.","Tariff disruption expected to cut Q2 rev by 6 points; China sourcing to drop from 16% to 2% by Q4."],"consensus_eps_estimate":null,"consensus_eps_actual":0.4,"consensus_revenue_estimate":null,"consensus_revenue_actual":813952000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":155378,"accession_number":"0001558370-25-008163","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2025-05-27T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"RH appoints Lisa Chi as President, Co-Chief Merchandising & Creative Officer","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Lisa Chi appointed President, Co-Chief Merchandising & Creative Officer, reporting to CEO Gary Friedman, co-leading with Eri Chaya.","Annual base salary $1M, guaranteed $100K raises in each of next two years.","Receives RSU grant of 20,000 shares vesting over three fiscal years, and options for 50,000 shares vesting over five years.","Previously served as Chief Merchandising Officer at Arhaus (2021-2025) and SVP of Merchandising at RH (2017-2020).","Participates in Leadership Incentive Program with 50% target payout, guaranteed for first three years."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":155377,"accession_number":"0001558370-25-005681","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2025-04-28T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"RH Chief Legal & Compliance Officer Edward Lee resigns effective June 20, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Edward Lee, CHIEF LEGAL & COMPLIANCE OFFICER of RH (ticker: RH), will resign effective June 20, 2025.","Lee is leaving to assume a Chief Legal Officer role at another company; departure is not due to any disagreement with RH.","RH has commenced a search for Lee's replacement; no successor named yet."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":155376,"accession_number":"0001558370-25-004573","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2025-04-08T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"RH provides tariff impact update; QTD total demand up 17%; FY25 FCF outlook $250M-$350M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Q4 net revenues up 18% YoY; quarter-to-date total demand up 17%, RH Brand demand up 20%.","Majority of China production resourced to Vietnam at better-than-pre-tariff pricing.","Vietnam indicated desire to cut tariffs to zero; if US reciprocates, Vietnam sourcing accretive to margins.","Introduces FY2025 free cash flow outlook of $250M to $350M.","Believes no major furniture retailer has material sourcing advantages; RH's reporting more transparent."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":155375,"accession_number":"0001558370-25-004324","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2025-04-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RH Q4 revenue $812M (+18% comparable); adj op inc +57%; guides FY25 rev +10-13%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP rev $812M (+18% comparable); adj op inc $92M (+57% comparable); GAAP net income $14M.","FY2024 rev $3.181B (+5%; +6.8% comparable); adj EBITDA margin 16.9%; adj op margin 11.3%.","FY2025 guide: rev +10-13%, adj op margin 14-15%, adj EBITDA margin 20-21%; Q1 rev +12.5-13.5%.","RH Brand demand +21% in Q4 (comparable); product transformation and platform expansion cited as drivers.","Plans to monetize ~$500M real estate equity and $200-300M inventory; 7 Design Galleries in 2025 incl Paris."],"consensus_eps_estimate":null,"consensus_eps_actual":3.62,"consensus_revenue_estimate":null,"consensus_revenue_actual":3180753000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":190858,"accession_number":"0001558370-24-016181","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2024-12-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RH Q3 revenue $812M (+8.1%), GAAP net income $33M; raises Q4 guidance on accelerating demand","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net revenues $812M (+8.1% YoY); GAAP net income $33M; adjusted net income $49M.","Adjusted operating margin 15.0% (vs 7.3% last year); adjusted EBITDA margin 20.8% (vs 12.4%).","Q3 total demand +13%, RH brand demand +14%; November demand accelerated to +18% total, +24% RH brand.","Q4 guidance raised: demand growth 20-22%, revenue growth 18-20%; FY demand growth 9.9-10.4%.","Proactively exiting China sourcing by Q2 2025; no material tariff impact expected."],"consensus_eps_estimate":null,"consensus_eps_actual":2.93,"consensus_revenue_estimate":null,"consensus_revenue_actual":2368347000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":207335,"accession_number":"0001558370-24-012764","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2024-09-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RH Q2 rev $830M (+3.6%), adj op margin 11.7%; demand accelerates, guides FY24 rev +5-7%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $29M; adjusted net income $33M; adjusted EBITDA margin 17.2%.","Demand grew 7% in Q2, accelerating to 12% in August; FY24 demand growth guided 8-10%.","FY24 outlook: revenue +5-7%, adj operating margin 11-12%, adj EBITDA margin 17-18%.","Q3 guidance: demand +12-14%, revenue +7-9%, adj EBITDA margin 21-22%.","International expansion drag ~230 bps; backlog expected to increase $80-100M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.27,"consensus_revenue_estimate":null,"consensus_revenue_actual":1556615000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":224743,"accession_number":"0001558370-24-009627","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2024-06-28T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"RH shareholders elect three Class III directors and approve say-on-pay at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Gary Friedman (14.4M for), Carlos Alberini (13.5M for), Keith Belling (13.2M for) elected as Class III directors; broker non-votes 1.37M each.","Non-binding advisory say-on-pay approved: 14,369,159 for, 523,282 against, 18,104 abstain, 1,368,215 broker non-votes.","Ratification of PricewaterhouseCoopers LLP as auditor for FY2024: 16,182,583 for, 83,897 against, 12,280 abstain.","All three proposals passed with majority support at June 27, 2024 annual meeting of shareholders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":224742,"accession_number":"0001558370-24-009144","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2024-06-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RH Q1 revenue $727M, adjusted op margin 6.5%; maintains FY demand growth guidance 12-14%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 net revenues $727M; GAAP operating margin 7.5%, adjusted 6.5%; adjusted EBITDA margin 12.3%.","Demand up 3% in Q1; FY demand growth guided 12-14%, revenue growth 8-10% (52-wk basis).","Q2 demand growth guided 9-10%, revenue growth 3-4%; adjusted op margin 11-12%.","Backlog expected to increase ~$110-130M by year-end; international expansion a ~200bp margin drag.","CEO cites challenging housing market but sees momentum from product transformation and new galleries."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.2,"consensus_revenue_estimate":null,"consensus_revenue_actual":726960000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":244015,"accession_number":"0001558370-24-004085","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2024-03-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RH reports FY2023 revenue $3.029B, adjusted EBITDA margin 18.2%; guides FY2024 demand growth 12-14%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net revenue $3.029B in FY2023; GAAP net income $128M; adjusted net income $147M; adjusted EBITDA margin 18.2%.","Q4 revenue $738M, GAAP net income $11M, adjusted net income $14M; adjusted EBITDA margin 15.3%.","Repurchased 7.6M shares (~35% of shares outstanding) during FY2022-2023.","FY2024 guidance: demand growth 12-14%, revenue growth 8-10%; adjusted operating margin 13-14%, adjusted EBITDA margin 18-19%.","Q1 FY2024: demand growth mid-single digits, revenue decline low-single digits; adjusted operating margin 6-7%."],"consensus_eps_estimate":null,"consensus_eps_actual":5.91,"consensus_revenue_estimate":null,"consensus_revenue_actual":3029126000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":244014,"accession_number":"0001558370-24-003511","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2024-03-18T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"RH adopts amended bylaws with enhanced advance notice and exclusive federal forum provisions","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Enhanced procedural and disclosure requirements for shareholder director nominations and other business at meetings.","Requires universal proxy rule compliance; proposing stockholder must use non-white proxy card.","Establishes exclusive federal district court jurisdiction for Securities Act claims.","Updates conform with Delaware law changes; eliminates stockholder list inspection requirement.","Includes technical and administrative changes; effective March 13, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":261420,"accession_number":"0001558370-23-019626","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2023-12-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RH Q3 net revenues $751M, GAAP net loss $2M, narrows FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 net revenues $751M vs $869M LY; GAAP diluted EPS loss $(0.12) vs $3.78 LY; adjusted diluted EPS loss $(0.42) vs $4.26 LY.","Guidance narrowed: FY revenue $3.06B-$3.08B; adjusted operating margin 13.6%-14.0%.","GAAP gross margin 45.3% vs 48.4% LY; adjusted gross margin 45.3% vs 49.7% LY.","In contract to acquire New York Guesthouse for ~$58M (appraised at $85M); Q4 close expected.","Delaying RH Modern Sourcebook mailing to Q1 2024; cites mortgage rates >8% and geopolitical headwinds."],"consensus_eps_estimate":null,"consensus_eps_actual":5.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":2290866000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":278656,"accession_number":"0001558370-23-016051","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2023-09-26T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"RH's proposal not recommended for One Ocean Drive Miami Beach RFP","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["RH proposed $150-$170M site improvements, $50M public benefits, $333M minimum rent to the City.","Proposal was not recommended for selection; RH remains willing to engage further.","RH notes ongoing litigation, upcoming elections, and 2.5-year lease left for current operator.","RH's $6M upfront payment was only true upfront payment not credited to future rent.","Annual tax revenues estimated at $1.65M in year one, net positive economic impact near $500M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":278652,"accession_number":"0001558370-23-015615","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K/A","filed_at":"2023-09-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RH corrects Q2 diluted share count; revenue down 19% to $800M, adj. EPS $3.93","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Corrected fiscal 2023 estimated adjusted diluted shares: 21.61M–21.91M across stock prices $318–$418.","Q2 GAAP net revenue $800M vs $992M LY; GAAP diluted EPS $3.36 vs $4.54 LY.","Q2 adjusted operating margin 20.2% (down from 24.7%); adjusted diluted EPS $3.93 vs $6.12 LY.","FY2023 revenue guidance raised to $3.04–$3.1B; adj. op. margin maintained at 14.5%–15.5%.","Repurchased 3.7M shares in Q2 at avg $325.65 (~17% of shares outstanding)."],"consensus_eps_estimate":null,"consensus_eps_actual":5.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":1539641000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":278655,"accession_number":"0001558370-23-015550","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2023-09-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RH reports Q2 revenue $800M (-19% YoY), EPS $3.36 vs $4.54; repurchases 17% of shares","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 GAAP net revenue $800M vs $992M prior year; GAAP diluted EPS $3.36 vs $4.54.","Adjusted diluted EPS $3.93 vs $6.12; adjusted operating margin 20.2% exceeded guidance.","Raised low-end of FY2023 revenue guidance to $3.04B-$3.1B; maintains adjusted op margin 14.5%-15.5%.","Repurchased 3.7M shares in Q2 at avg $325.65, representing ~17% of shares outstanding at start of Q2.","Q3 revenue forecast $740M-$760M; expects inflection in H2 2023 with new sourcebooks and gallery openings."],"consensus_eps_estimate":null,"consensus_eps_actual":5.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":1539641000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":278654,"accession_number":"0001558370-23-015502","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2023-09-06T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"RH proposes $150-170M redevelopment of One Ocean Drive, Miami Beach","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Proposal includes 30-year lease; starting base rent $7M escalating 3% annually, avg. $11M.","Total public benefits estimated at $465M over lease term; $5M upfront payment to City.","Company reports FY2022 revenue $3.6B, adj. EBITDA $930M, market cap ~$7B.","Plan replaces surface parking with public park, sculpture garden, beach club, and 15-room guesthouse."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":278653,"accession_number":"0001558370-23-011723","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2023-07-06T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"RH shareholders elect directors, approve executive compensation, ratify auditor, reject feather sourcing proposal","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Elected Hilary Krane, Katie Mitic, Ali Rowghani as Class II directors for three-year terms.","Approved non-binding advisory vote on named executive officer compensation (16.4M for vs 377K against).","Ratified PricewaterhouseCoopers LLP as independent auditor for fiscal 2023 (18.1M for vs 421K against).","Rejected shareholder proposal on down feather supplier reporting (15.8M against vs 857K for)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":296878,"accession_number":"0001558370-23-010460","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2023-05-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RH Q1 revenue $739M vs $957M YoY; GAAP EPS $1.76 vs $7.22; FY outlook raised revenue, lowered margins","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 GAAP revenue $739M (-23% YoY); GAAP net income $42M vs $201M; GAAP diluted EPS $1.76.","Adjusted diluted EPS $2.21 vs $6.63; adjusted operating margin 14.9% vs 24.7%.","FY2023 revenue outlook raised to $3.0-3.1B; adjusted op margin lowered to 14.5-15.5%.","Q2 forecast: revenue $765-775M, adjusted op margin 14-14.5%, includes $18M incremental ad spend.","Plans to open RH England June 9; global expansion into Brussels, Dusseldorf, Munich, Madrid over 18 months."],"consensus_eps_estimate":null,"consensus_eps_actual":1.76,"consensus_revenue_estimate":null,"consensus_revenue_actual":739162000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":296877,"accession_number":"0001558370-23-005485","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2023-04-05T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"RH shareholders approve 2023 Stock Incentive Plan authorizing 3M shares","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved the 2023 Stock Incentive Ownership Plan at special meeting on April 4, 2023.","Plan authorizes up to 3,000,000 shares of common stock for equity awards.","Vote was close: 9,260,037 for, 8,299,485 against, 1,074,387 abstentions.","Plan became effective immediately upon shareholder approval."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":317241,"accession_number":"0001558370-23-004922","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2023-03-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RH FY2022 revenue $3.59B (-4.5% YoY); guides FY2023 revenue $2.9-3.1B, cuts 440 roles","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY2022 GAAP diluted EPS $19.90 vs $22.13 prior year; adjusted diluted EPS $20.06 vs $26.12.","Q4 GAAP net revenue $772M (-14.5% YoY); Q4 adjusted diluted EPS $2.88 vs $5.66.","FY2023 revenue guidance $2.9-3.1B (down from $3.59B); adjusted operating margin 15%-17% (down from 22%).","Eliminated ~440 roles; expects ~$50M annual cost savings.","Raised $2.5B long-term debt to capitalize on market dislocation."],"consensus_eps_estimate":null,"consensus_eps_actual":19.9,"consensus_revenue_estimate":null,"consensus_revenue_actual":3590477000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":317240,"accession_number":"0001558370-23-004729","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2023-03-27T23:59:59+00:00","items":["4.02","2.02","7.01","9.01"],"status":"ready","headline":"RH restates FY22 Q1-Q3 EPS on share count error; adjusted EPS also revised after SEC review","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Q1 FY22 basic EPS restated to $8.88 from $15.34; diluted EPS to $7.22 from $12.16.","Q2 basic EPS restated to $5.00 from $5.95; Q3 diluted EPS unchanged at $3.78 but share count adjusted.","Non-GAAP adjusted tax rate changed from 0% to projected rates (Q1 14.8%, Q2 24.3%, Q3 24.9%), reducing adjusted net income by $120.8M over nine months.","Restatements stem from SEC comment letter review; no changes to revenue, gross profit, operating income, or cash flows."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":317238,"accession_number":"0001558370-23-004726","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K/A","filed_at":"2023-03-27T23:59:59+00:00","items":["4.02","2.02","9.01"],"status":"ready","headline":"RH restates Q3 2022 GAAP EPS to $3.78 diluted; non-GAAP tax rate modified","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Restatement limited to GAAP basic/diluted EPS calculation; revenue, gross profit, and operating income unchanged.","Corrected diluted EPS for Q3 2022: $3.78; basic EPS: $4.17; net income $98.8M.","Modified non-GAAP adjusted tax rate changes adjusted net income and adjusted EPS for Q3 and nine months 2022.","Restatement also affects Q1 and Q2 2022 interim periods; amended 10-Qs filed March 27, 2023.","Weighted-average diluted shares for Q3 2022 restated to 26.1 million (vs. prior period?)"],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":317237,"accession_number":"0001558370-23-004721","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K/A","filed_at":"2023-03-27T23:59:59+00:00","items":["4.02","2.02","9.01"],"status":"ready","headline":"RH restates Q2 2022 EPS to $4.54 diluted; updates non-GAAP tax rate to 24.3%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Restated Q2 2022 diluted EPS to $4.54 from $7.09, using corrected weighted-average diluted shares of 26.9M.","Updated non-GAAP adjusted tax rate for Q2 2022 to 24.3% (previously 0.0%), raising adjusted net income to $164.1M.","Correction limited to EPS calculation; revenue remained $991.6M and GAAP net income $122.3M for Q2 2022.","Restatement also covers Q1 and Q3 2022; corresponding 10-Q/As filed March 27, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":317236,"accession_number":"0001558370-23-004718","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K/A","filed_at":"2023-03-27T23:59:59+00:00","items":["4.02","2.02","9.01"],"status":"ready","headline":"RH restates Q1 FY22 EPS; revenue $957M, diluted EPS $7.22","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $200.7M on revenue $957.3M (+11% YoY); GAAP diluted EPS $7.22 (restated).","Restatements correct EPS calculation errors and modify non-GAAP adjusted tax rate to 14.8% from 0.0%.","Adjusted net income $181.3M, adjusted diluted EPS $6.63; free cash flow $106.6M.","Items: $146M loss on debt extinguishment, $11.7M payroll taxes on option exercise, $7.2M professional fees.","Restatements limited to GAAP EPS and non-GAAP methodology; no change to cash flow or balance sheet."],"consensus_eps_estimate":null,"consensus_eps_actual":19.9,"consensus_revenue_estimate":null,"consensus_revenue_actual":3590477000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":317239,"accession_number":"0001558370-23-000847","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2023-02-03T23:59:59+00:00","items":["2.02","4.02"],"status":"ready","headline":"RH restates prior quarterly EPS due to debt extinguishment accounting error; updates FY2022 guidance","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Restating Q1-Q3 FY2022 EPS: basic EPS corrected from $15.34 to $8.88 (Q1), $5.95 to $5.00 (Q2), $25.07 to $17.88 (Q3).","Diluted EPS corrected from $12.16 to $7.22 (Q1), $5.37 to $4.54 (Q2), $21.70 to $15.65 (Q3). Net income unchanged.","Identified material weakness in internal controls over financial reporting; disclosure controls also ineffective.","FY2022 guidance: revenue growth at lower end of prior (3.5%-4.5%) decline; adjusted operating margin toward high end of 21.5%-22.0%.","Non-GAAP adjusted effective tax rate to increase above 0%, reducing previously reported adjusted diluted EPS."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":335514,"accession_number":"0001558370-22-018485","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2022-12-08T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"RH CEO Gary Friedman to exercise 1.0M expiring options, sell ~0.7M shares for taxes","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Options granted July 2013 expire at ten-year anniversary; Friedman holds 1.0M shares.","Plans to sell ~0.7M shares to fund exercise price and satisfy tax obligations.","After sale, retains ~5.0M shares, representing ~19% of RH common stock outstanding."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":335513,"accession_number":"0001558370-22-018482","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2022-12-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RH Q3 revenue $869M (-14% YoY); adj. EPS $5.67 vs $7.03; FY22 outlook improved","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 GAAP net revenue $869M (vs $1,006M LY); GAAP net income $99M vs $184M LY.","Q3 adjusted diluted EPS $5.67 (vs $7.03 LY); adjusted operating margin 20.8% (down from 27.7%).","FY2022 revenue growth outlook improved to -3.5% to -4.5%; adjusted operating margin raised to 21.5%-22.0%.","Acquired Dmitriy & Co (custom upholstery) and Jeup Inc. (bespoke furniture); hired Margaret Russell for RH Media.","Generated $102M adjusted free cash flow; cash $2.15B, net debt $375M."],"consensus_eps_estimate":null,"consensus_eps_actual":21.7,"consensus_revenue_estimate":null,"consensus_revenue_actual":2817978000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":352934,"accession_number":"0001558370-22-014280","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2022-09-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RH Q2 revenue $992M flat YoY, adj EPS $8.08; Q3 revenue outlook -15% to -18%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $122M ($5.37 diluted EPS) vs $227M ($7.09) last year; adjusted net income $217M ($8.08) vs $252M ($8.48).","Adjusted operating margin 24.7% (down 190 bps); gross margin expanded 350 bps to 52.8% on pricing discipline.","Q3 net revenue guidance -15% to -18%; FY 2022 revenue -3.5% to -5.5%, adjusted operating margin 21-21.5%.","Repurchased 1M shares at ~$255 and $57M convertible notes for $82M cash in Q2.","RH England delayed to Spring 2023; RH Palo Alto to Q1 2023 amid macro headwinds."],"consensus_eps_estimate":null,"consensus_eps_actual":17.7,"consensus_revenue_estimate":null,"consensus_revenue_actual":1948912000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":352933,"accession_number":"0001558370-22-010518","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2022-07-05T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"RH shareholders elect directors, approve say-on-pay, ratify auditor at 2022 meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Eri Chaya, Mark Demilio, Leonard Schlesinger elected as Class I directors with ~18.5M, ~18.8M, ~19.2M votes for.","Non-binding say-on-pay proposal approved: 18.9M for, 440k against.","PricewaterhouseCoopers LLP ratified as auditor for 2022: 21.5M for, 63k against.","Shareholder proposal on down feather procurement rejected: 16.9M against, 2.4M for."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":370557,"accession_number":"0001104659-22-075797","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2022-06-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RH cuts FY2022 guidance: expects net revenue decline of 2-5%, adjusted operating margin 21-22%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY2022 net revenue growth guidance revised to (2%) to (5%) vs. prior; adjusted operating margin forecast 21.0%-22.0%.","Q2 net revenue growth expected (1%) to (3%); adjusted operating margin 23.0%-23.5% unchanged from prior.","CEO cites deteriorating macro: mortgage rates double, luxury home sales down 18% in Q1, demand expected to slow.","No share repurchases executed since stock buyback authorization expansion on June 2, 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":12.16,"consensus_revenue_estimate":null,"consensus_revenue_actual":957292000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":370556,"accession_number":"0001558370-22-009666","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2022-06-02T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"RH reports record Q1 revenue $957M (+11% YoY); guides FY22 rev growth 0-2% amid demand softening","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 GAAP net income $201M (up 54% YoY); GAAP diluted EPS $12.16 vs $4.19; adjusted diluted EPS $7.78 vs $4.89.","Q1 gross margin 52.1% (+480bps); adjusted operating margin 24.7% (+210bps).","FY22 guidance: revenue 0-2% growth (vs +32% in FY21); Q2 rev down 1-3%; adj operating margin 23-24% (vs 25.6%).","Demand softening since Ukraine invasion; company cites macro uncertainty and will shed less valuable market share.","Board authorized additional $2.0B share repurchase (plus $450M remaining); CEO says shares undervalued."],"consensus_eps_estimate":null,"consensus_eps_actual":12.16,"consensus_revenue_estimate":null,"consensus_revenue_actual":957292000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":370555,"accession_number":"0001558370-22-009063","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2022-05-17T23:59:59+00:00","items":["1.01","2.03","7.01","8.01","9.01"],"status":"ready","headline":"RH closes $500M incremental term loan; completes $480M convertible note and warrant unwind","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["RHI subsidiary incurred $500M incremental term debt due Oct 2028 at SOFR+3.35% (incl. 0.10% CS adj.), issued at 5% discount.","After-tax interest on new debt ~$4.5M/quarter; aggregate $2.5B term debt interest estimated ~$17M/quarter at current rates.","Completed repurchase of $180M convertible notes and termination of all note warrants and convertible hedges for net cash outlay ~$480M.","Proceeds from new debt for general corporate purposes; debt rated Ba3/BB (Moody's/S&P).","Approximately $101M of convertible notes remain outstanding after the repurchases."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":370554,"accession_number":"0001104659-22-046630","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2022-04-18T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"RH terminates all warrants and hedges, repurchases $180M in convertible notes","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Terminates all outstanding note warrants (2.19M total) and all convertible note hedges for cash.","Repurchases $45M of 0% 2023 notes and $135M of 0% 2024 notes via private negotiations.","Total estimated net cash outlay for all transactions is approximately $490 million.","Settlement prices linked to RH common stock trading price over measurement periods; counterparties may adjust hedges."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":370553,"accession_number":"0001104659-22-045663","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2022-04-14T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"RH to repurchase $175M of convertible notes in privately negotiated transactions","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Approximately $175M cash to repurchase $45M of 2023 convertible notes and $130M of 2024 convertible notes.","After repurchases, $20M in 2023 notes and $86M in 2024 notes remain outstanding.","Company expects to unwind a portion of related bond hedges and outstanding warrants."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":370552,"accession_number":"0001558370-22-005387","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2022-04-13T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"RH repurchases 1.2M warrants for ~$137M, terminating related hedge positions","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Terminated 1,200,000 warrants (600,000 of 2023 Note Warrants and 600,000 of 2024 Note Warrants).","Aggregate cash purchase price ~$137M; settlement based on VWAP over measurement period.","Counterparties include Goldman Sachs, UBS, JPMorgan, Citibank and affiliates.","Notes and corresponding bond hedges for these warrants were previously repaid after early conversions.","Company may pursue additional early terminations of remaining outstanding warrants."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":389635,"accession_number":"0001558370-22-004895","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2022-03-31T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"RH announces 3-for-1 stock split; CEO Friedman plans to exercise IPO options and sell 1.7M shares","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO Gary Friedman to exercise 2.9M expiring IPO options and sell ~1.7M shares to fund exercise and tax obligations.","After sale, Friedman retains ~5.7M shares, representing ~21% of RH common stock outstanding.","RH announces intention to execute a 3-for-1 stock split, citing share price appreciation since 2012 IPO.","Stock split expected to be executed in spring 2022; aimed at recruitment and retention of talent."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":389634,"accession_number":"0001558370-22-004616","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2022-03-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RH reports record FY2021: rev $3.76B (+32%), adj EPS $26.12; guides FY22 rev growth 5-7%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY GAAP net revenue $3.759B (+32% YoY); GAAP diluted EPS $22.13 (+122%), adj diluted EPS $26.12 (+46%).","Q4 GAAP net revenue $903M (+11% YoY), adj diluted EPS $5.66 (+12%).","Free cash flow $477M for year; net debt $90M; ROIC 73%.","FY2022 guidance: net revenue growth 5-7%, adj operating margin 25-26% (vs 25.6% in 2021).","Demand softened in Q1 coinciding with Russia-Ukraine invasion; backlog ~$200M."],"consensus_eps_estimate":null,"consensus_eps_actual":22.13,"consensus_revenue_estimate":null,"consensus_revenue_actual":3758820000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":389633,"accession_number":"0001558370-22-000809","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2022-02-04T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"RH appoints Christina Hargarten as Chief Accounting Officer effective Jan 31, 2022","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Ms. Hargarten had served as Interim CAO since September 2021 and has been with RH since July 2010.","She has over 20 years of accounting/finance experience, previously at Thomas Weisel, Starbucks, and Deloitte & Touche.","No family relationships exist with directors or executive officers; no related-party transactions requiring disclosure.","Appointment is effective January 31, 2022; she is also Principal Accounting Officer."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":407581,"accession_number":"0001558370-21-016616","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2021-12-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"RH Q3 revenue up 19% to $1.006B, raises FY2021 guidance; adjusted EPS $7.03","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 GAAP revenue $1.006B (+19% YoY), GAAP net income $184M (+297% YoY).","Adjusted diluted EPS $7.03 (vs $6.20 last year); adjusted operating margin 27.7%.","Free cash flow $145M; total net debt $178M; trailing 12-month adj. EBITDA $1.054B.","FY2021 revenue growth guidance raised to 32-33% (from 31-33%); adj. operating margin 25.3-25.5% (from 24.9-25.5%)."],"consensus_eps_estimate":null,"consensus_eps_actual":17.19,"consensus_revenue_estimate":null,"consensus_revenue_actual":2856079000.0,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":407580,"accession_number":"0001558370-21-015060","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2021-11-08T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"RH President & COO DeMonty Price to retire; three executives promoted","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["DeMonty Price, President & COO, to retire effective Jan 29, 2022 (end of fiscal year) after ~19 years at RH.","Stefan Duban promoted to Chief Gallery & Customer Officer; Fernando Garcia promoted to Chief Supply Chain Officer and President of Home Delivery.","Sandy Pilon named Chief People & Values Officer, adding Customer Delight oversight.","All three new appointees report directly to Chairman & CEO Gary Friedman.","Price's retirement is voluntary for family time; no disagreement cited."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":407579,"accession_number":"0001558370-21-013420","cik":1528849,"company_name":"RH","ticker":"RH","form_type":"8-K","filed_at":"2021-10-25T23:59:59+00:00","items":["1.01","2.03","7.01","9.01"],"status":"ready","headline":"RH completes $2B term loan financing; funds conversion of $380M in convertible notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Term Loan $2.0B, matures Oct 2028, LIBOR + 2.50% (0.50% floor), issued at 0.50% discount.","Proceeds to redeem $256M of 2023 convertible notes and $124M of 2024 convertible notes that elected early conversion.","Accordion feature allows up to $1.0B additional commitments; rated Ba2/BB.","Expected after-tax interest expense impact of ~$11M in fiscal Q4 2021 per CFO Jack Preston.","CEO Gary Friedman says financing creates substantial optionality for global luxury brand investments."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2818293878.4648285,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2021-10-25T23:59:59+00:00|407579"}