Highest-materiality recent filing
RH CEO Gary Friedman sells 125,000 shares, retains 23.88% stake
CEO Gary Friedman sold 125,000 shares of RH common stock from July 6-8, 2026.
RH shareholders elect Krane, Mitic, Rowghani as directors; approve say-on-pay
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.
RH posts Q1 revenue $800.3M (down 1.7% YoY), net loss $13.7M, raises FY2026 outlook
GAAP net revenues $800.3M (-1.7% YoY); GAAP net loss $13.7M; adjusted EBITDA $56.9M (margin 7.1%).
RH Q4 rev +3.7% to $843M, net income +107%; guides Q1 rev -2% to -4%
Q4 GAAP net revenues $843M (+3.7% YoY); net income $29M (+107%); operating margin 11.5%.
RH Chief Gallery & Customer Officer Stefan Duban departs Jan 26
Stefan Duban, Chief Gallery & Customer Officer, will leave RH on January 26, 2026.
RH Q3 revenue up 9% to $884M, net income up 9%, free cash flow $83M; Q4 guidance 7-8% revenue growth
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).
RH Q2 revenue +8.4% to $899M, net income +79%; FY25 guidance revised lower on tariffs
GAAP net income $51.7M, adjusted operating margin 15.1%, adjusted EBITDA margin 20.6%.
Credit facility maturity extended by four years; revolver capacity unchanged at $600M with $300M accordion to $900M.
RH shareholders elect 3 Class I directors, approve say-on-pay and auditor ratification
Eri Chaya elected with 11,869,051 for, 2,527,973 withheld; Mark Demilio with 10,302,759 for, 4,094,265 withheld.
RH Q1 revenues $814M (+12% YoY); maintains FY 2025 guidance amid tariff uncertainty
GAAP operating margin 6.9%; adjusted operating margin 7.0%; adjusted EBITDA margin 13.1%.
RH appoints Lisa Chi as President, Co-Chief Merchandising & Creative Officer
Lisa Chi appointed President, Co-Chief Merchandising & Creative Officer, reporting to CEO Gary Friedman, co-leading with Eri Chaya.
RH Chief Legal & Compliance Officer Edward Lee resigns effective June 20, 2025
Edward Lee, CHIEF LEGAL & COMPLIANCE OFFICER of RH (ticker: RH), will resign effective June 20, 2025.
RH provides tariff impact update; QTD total demand up 17%; FY25 FCF outlook $250M-$350M
Q4 net revenues up 18% YoY; quarter-to-date total demand up 17%, RH Brand demand up 20%.
RH Q4 revenue $812M (+18% comparable); adj op inc +57%; guides FY25 rev +10-13%
Q4 GAAP rev $812M (+18% comparable); adj op inc $92M (+57% comparable); GAAP net income $14M.
RH Q3 revenue $812M (+8.1%), GAAP net income $33M; raises Q4 guidance on accelerating demand
GAAP net revenues $812M (+8.1% YoY); GAAP net income $33M; adjusted net income $49M.
RH Q2 rev $830M (+3.6%), adj op margin 11.7%; demand accelerates, guides FY24 rev +5-7%
GAAP net income $29M; adjusted net income $33M; adjusted EBITDA margin 17.2%.
RH shareholders elect three Class III directors and approve say-on-pay at annual meeting
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.
RH Q1 revenue $727M, adjusted op margin 6.5%; maintains FY demand growth guidance 12-14%
Q1 net revenues $727M; GAAP operating margin 7.5%, adjusted 6.5%; adjusted EBITDA margin 12.3%.
RH reports FY2023 revenue $3.029B, adjusted EBITDA margin 18.2%; guides FY2024 demand growth 12-14%
GAAP net revenue $3.029B in FY2023; GAAP net income $128M; adjusted net income $147M; adjusted EBITDA margin 18.2%.
RH adopts amended bylaws with enhanced advance notice and exclusive federal forum provisions
Enhanced procedural and disclosure requirements for shareholder director nominations and other business at meetings.
RH Q3 net revenues $751M, GAAP net loss $2M, narrows FY guidance
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.
RH's proposal not recommended for One Ocean Drive Miami Beach RFP
RH proposed $150-$170M site improvements, $50M public benefits, $333M minimum rent to the City.
RH corrects Q2 diluted share count; revenue down 19% to $800M, adj. EPS $3.93
Corrected fiscal 2023 estimated adjusted diluted shares: 21.61M–21.91M across stock prices $318–$418.
RH reports Q2 revenue $800M (-19% YoY), EPS $3.36 vs $4.54; repurchases 17% of shares
Q2 GAAP net revenue $800M vs $992M prior year; GAAP diluted EPS $3.36 vs $4.54.
RH proposes $150-170M redevelopment of One Ocean Drive, Miami Beach
Proposal includes 30-year lease; starting base rent $7M escalating 3% annually, avg. $11M.
Elected Hilary Krane, Katie Mitic, Ali Rowghani as Class II directors for three-year terms.
Q1 GAAP revenue $739M (-23% YoY); GAAP net income $42M vs $201M; GAAP diluted EPS $1.76.
RH shareholders approve 2023 Stock Incentive Plan authorizing 3M shares
Shareholders approved the 2023 Stock Incentive Ownership Plan at special meeting on April 4, 2023.
RH FY2022 revenue $3.59B (-4.5% YoY); guides FY2023 revenue $2.9-3.1B, cuts 440 roles
FY2022 GAAP diluted EPS $19.90 vs $22.13 prior year; adjusted diluted EPS $20.06 vs $26.12.
RH restates Q1 FY22 EPS; revenue $957M, diluted EPS $7.22
Net income $200.7M on revenue $957.3M (+11% YoY); GAAP diluted EPS $7.22 (restated).
RH restates Q2 2022 EPS to $4.54 diluted; updates non-GAAP tax rate to 24.3%
Restated Q2 2022 diluted EPS to $4.54 from $7.09, using corrected weighted-average diluted shares of 26.9M.
RH restates Q3 2022 GAAP EPS to $3.78 diluted; non-GAAP tax rate modified
Restatement limited to GAAP basic/diluted EPS calculation; revenue, gross profit, and operating income unchanged.
RH restates FY22 Q1-Q3 EPS on share count error; adjusted EPS also revised after SEC review
Q1 FY22 basic EPS restated to $8.88 from $15.34; diluted EPS to $7.22 from $12.16.
RH restates prior quarterly EPS due to debt extinguishment accounting error; updates FY2022 guidance
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).
RH Q3 revenue $869M (-14% YoY); adj. EPS $5.67 vs $7.03; FY22 outlook improved
Q3 GAAP net revenue $869M (vs $1,006M LY); GAAP net income $99M vs $184M LY.
RH CEO Gary Friedman to exercise 1.0M expiring options, sell ~0.7M shares for taxes
Options granted July 2013 expire at ten-year anniversary; Friedman holds 1.0M shares.
RH Q2 revenue $992M flat YoY, adj EPS $8.08; Q3 revenue outlook -15% to -18%
GAAP net income $122M ($5.37 diluted EPS) vs $227M ($7.09) last year; adjusted net income $217M ($8.08) vs $252M ($8.48).
RH shareholders elect directors, approve say-on-pay, ratify auditor at 2022 meeting
Eri Chaya, Mark Demilio, Leonard Schlesinger elected as Class I directors with ~18.5M, ~18.8M, ~19.2M votes for.
RH cuts FY2022 guidance: expects net revenue decline of 2-5%, adjusted operating margin 21-22%
FY2022 net revenue growth guidance revised to (2%) to (5%) vs. prior; adjusted operating margin forecast 21.0%-22.0%.
RH reports record Q1 revenue $957M (+11% YoY); guides FY22 rev growth 0-2% amid demand softening
Q1 GAAP net income $201M (up 54% YoY); GAAP diluted EPS $12.16 vs $4.19; adjusted diluted EPS $7.78 vs $4.89.
RH closes $500M incremental term loan; completes $480M convertible note and warrant unwind
RHI subsidiary incurred $500M incremental term debt due Oct 2028 at SOFR+3.35% (incl. 0.10% CS adj.), issued at 5% discount.
RH terminates all warrants and hedges, repurchases $180M in convertible notes
Terminates all outstanding note warrants (2.19M total) and all convertible note hedges for cash.
RH to repurchase $175M of convertible notes in privately negotiated transactions
Approximately $175M cash to repurchase $45M of 2023 convertible notes and $130M of 2024 convertible notes.
RH repurchases 1.2M warrants for ~$137M, terminating related hedge positions
Terminated 1,200,000 warrants (600,000 of 2023 Note Warrants and 600,000 of 2024 Note Warrants).
RH announces 3-for-1 stock split; CEO Friedman plans to exercise IPO options and sell 1.7M shares
CEO Gary Friedman to exercise 2.9M expiring IPO options and sell ~1.7M shares to fund exercise and tax obligations.
RH reports record FY2021: rev $3.76B (+32%), adj EPS $26.12; guides FY22 rev growth 5-7%
FY GAAP net revenue $3.759B (+32% YoY); GAAP diluted EPS $22.13 (+122%), adj diluted EPS $26.12 (+46%).
RH appoints Christina Hargarten as Chief Accounting Officer effective Jan 31, 2022
Ms. Hargarten had served as Interim CAO since September 2021 and has been with RH since July 2010.
RH Q3 revenue up 19% to $1.006B, raises FY2021 guidance; adjusted EPS $7.03
Q3 GAAP revenue $1.006B (+19% YoY), GAAP net income $184M (+297% YoY).
RH President & COO DeMonty Price to retire; three executives promoted
DeMonty Price, President & COO, to retire effective Jan 29, 2022 (end of fiscal year) after ~19 years at RH.
RH completes $2B term loan financing; funds conversion of $380M in convertible notes
Term Loan $2.0B, matures Oct 2028, LIBOR + 2.50% (0.50% floor), issued at 0.50% discount.
the Board of Directors of RH (“RH” or the “Company”) approved the appointment of Lisa Chi to the position of President, Co-Chief Creative & Merchandising Officer of the Company.
Edward Lee, Chief Legal & Compliance Officer of RH (the “Company”), has communicated to the Company his intention to resign his position on June 20, 2025 (the “Effective Date”).
The Board of Directors of RH (“RH” or the “Company”) has appointed Christina Hargarten as Chief Accounting Officer and Principal Accounting Officer of the Company, effective January 31, 2022.
Sandy Pilon, Chief People Officer will continue in her current role while reassuming responsibility for the Global Operations of the Company’s Customer Delight Centers and will be responsible for leading our Company’s values. Sandy’s new title will now be Chief People & Values Officer of RH.
Stefan Duban, Senior Vice President & Chief Gallery Officer is being promoted to Chief Gallery & Customer Officer of RH
On November 2, 2021, DeMonty Price, President, Chief Operating, Service and Values Officer of RH, provided notice of his intention to retire from RH (the “Company”) effective January 29, 2022
Fernando Garcia, who joined RH as President of Home Delivery in the Spring of 2019 and assumed responsibility for the Company’s Distribution Centers, Logistics and Transportation in November of that year, is being promoted to Chief Supply Chain Officer and President of Home Delivery.
In connection with Ms. Citragno’s decision to step down, the Board of Directors of RH has appointed Christina Hargarten as Interim Chief Accounting Officer and Principal Accounting Officer of the Company, effective September 2, 2021.
Max materiality 0.85 · Median 0.68 · Most common event earnings