RH
RH (Restoration Hardware)$130.64live · 9h agoTotal predictions
10
Hit rate
100%
1 hits, 0 misses, 0 partial
Pending
4
Bull / Bear
7 / 3
direction split
YouTubers covered
2
Predictions over time
Not plotted: 5 w/o target or video date · 3 long-horizon (>1 yr out). All are still listed below.
Predictions (10)
Financial Education9 callsBullish
Jeremy views RH as a compelling multi-year turnaround opportunity after the stock fell over 80% in five years, though he defers detailed reasoning to other videos.
Earlier theses (5)
Jeremy calls RH the stock that will see the most severe rally once oil and rates officially peak, projecting a major move higher from current levels.
The YouTuber spent $150,000 buying RH across accounts, calling it a high-conviction cyclical bet after a 10+ year following of the stock. He believes new lower-cost 'RH Compound' store formats (single-story buildings, ~50% cheaper to build) and RH Estates could be major margin and expansion catalysts once real estate recovers between 2027 and 2030.
He sees RH as a contrarian buy given its improved balance sheet (around $125 million in cash) despite the beaten-down real estate/mortgage environment, and plans to build out a position over the coming months. He notes the stock has fallen sharply from $700 five years ago to around $100 today.
Jeremy views RH as a beaten-down cyclical stock that reported a mixed quarter but is showing early signs of financial discipline (falling CapEx, rebuilding cash balance). He plans to start and scale a position over the next 6-9 months, believing the stock offers an attractive long-term return after an 80% five-year decline.
Jeremy started a new starter position in RH ahead of earnings, citing significant upside from newly-opened flagship locations (Paris, Milan, London) turning profitable and strong ancillary revenue from memberships and restaurants. He acknowledges a weak balance sheet and meaningful downside/bankruptcy risk but sees the stock as a rare potential triple-up opportunity over the next three years.
Meet Kevin1 callBearish
Kevin views Restoration Hardware as still struggling despite an earnings beat, citing collapsing operating income, rising SG&A costs, and reliance on drawing down inventory to protect margins. He believes the company hasn't yet reached peak pain and it may be too early to be bullish.