{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-26-072941","form_type":"8-K","ticker":"RH","cik":"0001528849","company_name":"RH","filed_at":"2026-06-11T20:10:23+00:00","discovered_at":"2026-06-11T20:11:00.261522+00:00","generated_at":"2026-06-11T20:17:53.905902+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"RH posts Q1 revenue $800.3M (down 1.7% YoY), net loss $13.7M, raises FY2026 outlook","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-072941","json":"https://secwatch.observer/filing/0001104659-26-072941.json","markdown":"https://secwatch.observer/filing/0001104659-26-072941.md","text":"https://secwatch.observer/filing/0001104659-26-072941.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1528849/000110465926072941/0001104659-26-072941-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1528849/000110465926072941/rh-20260611x8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-11T20:17:53.905902+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"7129bfaeb5e788415414245a3996e66174a91ed4","claim":"RH updated its first quarter ended May 2, 2026 guidance (raised).","evidence_excerpt":"On June 11, 2026, RH released its financial results for the first quarter ended May 2, 2026 in a letter to shareholders that is available on the investor relations section of its website.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1528849/000110465926072941/0001104659-26-072941-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended May 2, 2026"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}