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Company research26 Jan 2024
The 13 Largest Luxury Companies in the World
Explore the largest luxury companies in the world. Also, we list and visualize the 13 largest luxury companies globally by market cap.
RH (RH) investor relations material
RH Q2 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2027 earnings summary10 Sep, 2026
Executive summary
GAAP net revenues reached $922.2 million in Q2 2026, up 2.6% year-over-year, exceeding guidance and driven by new Gallery openings and product transformation initiatives.
Gross profit rose 8.7% to $445 million, with gross margin expanding 270 basis points to 48.2%, aided by $55 million in tariff refunds.
Normalized adjusted EBITDA margin was 13.4%, above guidance, with $72.3 million in cash generated, including a $42 million Aspen JV distribution and excluding $69.2 million in tariff refunds.
RH Estates, a new brand extension, launched with a 268-page source book, aims to double the brand's total addressable market by targeting traditional/classic luxury homes, which represent over 60% of the North American luxury market.
International expansion continues with new global flagships in Paris, Milan, and London, with London showing strong early demand and expected to amplify brand recognition across Europe and the Middle East.
Financial highlights
Q2 2026 net revenues: $922.2 million (+2.6% YoY); six months: $1.72 billion (+0.5% YoY).
Q2 2026 gross margin: 48.2% (up from 45.5% YoY); six months: 45.1% (up from 44.6%).
Q2 2026 net income: $60 million; six months: $46 million.
Adjusted EBITDA for Q2: $179 million; six months: $235 million.
Recognized $55.1 million in tariff benefits in Q2, with $13.9 million more expected in H2 to offset $50 million in unplanned supply chain costs from oil price spikes.
Outlook and guidance
FY26 revenue growth expected at 5.5%-7%, adjusted EBITDA margin 15%-16.2%, and free cash flow, asset sales, and equity method investment distributions of $300-$400 million.
Q3 FY26: Revenue growth 5%-6%, adjusted EBITDA margin 12.5%-13.5%.
Q4 FY26: Revenue growth 16.1%-21.2%, adjusted EBITDA margin 19.7%-22.9%.
International expansion pre-opening/start-up costs to impact adjusted EBITDA margin by -340 bps for FY26, -310 bps in Q3, and -190 bps in Q4.
Management expects continued variability in financial performance due to macroeconomic uncertainty, including high interest rates, inflation, and luxury housing trends.
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Latest events from RH
- Quarterly revenue hit $800M, net loss $13.7M, outlook raised amid global expansion.RH
Q1 2027 - Key votes include director elections, executive pay, and auditor ratification for 2026.RHProxy filing
- Proxy details 2026 meeting proposals, strong 2025 results, and enhanced governance and ESG.RHProxy filing
- Strong revenue, margin, and cash flow growth amid heavy investment and global expansion.RHQ4 2026
- Net revenues rose 8.9% to $884M, with strong cash flow and continued global expansion focus.RHQ3 2026
- Q2 delivered strong growth and margins, with global expansion and tariff risks shaping the outlook.RHQ2 2026
- Accelerating demand and revenue growth, with strong margins and major expansion underway.RHQ2 2025
- Q1 revenue of $727M and net loss of $3.6M reflect macro headwinds and ongoing investment.RHQ1 2025
- Q1 revenue up 12% to $814 million, net income $8 million, and guidance remains strong.RHQ1 2026
Next RH earnings date
Q3 202710 Dec, 2026
Next RH earnings date
Q3 202710 Dec, 2026
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Frequently asked questions
A leading brand in the high-end home decor market
RH, formerly known as Restoration Hardware, is a luxury home furnishings company based in Corte Madera, California. The company was founded in 1980 and has since become a leading brand in the high-end home decor market, with a focus on classic, timeless designs and high-quality materials.
The main business segments
RH operates through three main business segments: RH Core Business, RH Hospitality, and RH Real Estate. The RH Core Business includes the company's retail and ecommerce operations, which offer a wide range of products across various categories, including furniture, lighting, textiles, and decor. The RH Hospitality segment includes the company's luxury hospitality operations, which include a collection of boutique hotels, restaurants, and cafes. The RH Real Estate segment includes the company's real estate development and investment operations, which focus on creating unique and innovative living spaces.
A focus on a unique and elevated shopping experience
One of RH's key competitive advantages is its focus on delivering a unique and elevated shopping experience to its customers. The company's retail stores are known for their grand, spacious layouts and meticulously designed interiors, which showcase the company's products in a visually stunning way. In addition, RH has invested heavily in its ecommerce platform, offering a seamless and user-friendly online shopping experience to its customers.
RH also differentiates itself from its competitors through its emphasis on quality and craftsmanship. The company sources its materials from the finest producers around the world and works with skilled artisans and craftsmen to create products that are built to last. This focus on quality has helped RH to cultivate a loyal following of customers who appreciate the company's commitment to excellence.
Other public home decor companies
RH faces competition from a number of other high-end home decor brands, including Home24, Ethan Allen Interiors, and Williams-Sonoma. However, the company's unique approach to retail and its emphasis on quality and craftsmanship have helped it to maintain its leadership position in the luxury home furnishings market.