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RH
SHORTINSIDER SELLRH
Funds
3
Score
3.00
vs SPY
-10.1%
Stock return (since Q-end)
+6.2%
SPY return (since Q-end)
+16.3%
Current price
$148.49
News Summary
Neutral{ "summary": "RH reported a significant Q4 earnings miss (EPS 30.6% below consensus, revenue 3.6% miss) amid tariff headwinds (~$40M impact) and weakening housing demand, with stock down 19.5%. FY2026 guidance of 4-8% revenue growth is underwhelming, and Q1 2026 revenue guidance of $789.5M came in 10.2% below analyst estimates, reflecting heavy pre-opening costs from international expansion. Management changes and long-term strategic initiatives (European expansion, product transformation, deb
Funds Reducing / Exiting (3)
| Fund | Manager | Shares Held | ∆ Shares | Position Value | QoQ | Status |
|---|---|---|---|---|---|---|
| Glenview Capital | Larry Robbins | 0 | — | — | -100% | EXITED |
| Duquesne Family Office | Stanley Druckenmiller | 0 | — | — | -100% | EXITED |
| Maverick Capital | Lee Ainslie | 0 | — | — | -100% | EXITED |
Shares Held reflects quarter-end positions for partial reductions. Funds that fully exited show 0 shares held. ∆ Shares is the change from the prior quarter.
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed |
|---|---|---|---|---|---|---|
| Chaya Eri | SEE REMARKS | SELL | 1K | $135.27 | $0.15M | 2026-03-31 |
| Chaya Eri | SEE REMARKS | SELL | 2K | $135.93 | $0.27M | 2026-03-31 |
| Chaya Eri | SEE REMARKS | SELL | 2K | $137.04 | $0.22M | 2026-03-31 |
| Chaya Eri | SEE REMARKS | SELL | 2K | $138.21 | $0.23M | 2026-03-31 |
| Chaya Eri | SEE REMARKS | SELL | 3K | $139.38 | $0.41M | 2026-03-31 |
| Chaya Eri | SEE REMARKS | SELL | 2K | $140.02 | $0.24M | 2026-03-31 |