Market Watch
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September 12, 2025
RH posts gains while Gary Friedman sounds the alarm on tariffs
A week into the afterglow of the RH Paris Gallery debut, the CEO broke down the company’s second-quarter earnings on an investor call—reporting solid numbers, but so-so forecasts amid the ongoing storm cloud of tariffs.
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September 12, 2024
Has RH turned a corner?
After a handful of disappointing quarters, the company formerly known as Restoration Hardware had some good news to share on its second-quarter earnings call—including a Florida compound, the expansion of Waterworks, and a series of stand-alone design offices.
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June 11, 2024
Hooker announces major cuts
During its first-quarter earnings call last week, the company reported that consolidated net sales fell to $93.6 million, down 23.2 percent from the same period last year.
retail watch
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February 23, 2024
Beyond Inc.’s rosy outlook belies a dismal earnings report
The saga of Beyond Inc. continues, with recently promoted executive chairman Marcus Lemonis promising a U-turn into profitability even as he announced grim numbers for Q4 2023. Warren Shoulberg unpacks the latest.
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September 8, 2023
RH stock dips, but Gary Friedman isn’t skipping a beat
RH is the latest company to report lackluster earnings for the second quarter. But on a call with analysts, CEO Gary Friedman remained upbeat, saying his team will “fight for and die for” its vision and values.
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May 31, 2023
After a disappointing quarter, RH is making these 5 big moves
In RH’s recent first-quarter earnings calls, Gary Friedman reported disappointing results in line with the brand’s previous quarter—and the slowing home sector at large. Warren Shoulberg breaks down RH’s plan to get back on its upward trajectory.
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April 2, 2023
RH had a disappointing quarter. Now what?
For the first time in a long time, the company formerly known as Restoration Hardware missed its numbers. BOH columnist Warren Shoulberg takes a close look.
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January 5, 2023
Bankruptcy looms for Bed Bath & Beyond
With today’s grim third-quarter earnings report, Bed Bath & Beyond announced that it’s exploring bankruptcy, causing its stock to plunge even further.
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