RH

Restoration Hardware Holdings Inc.

Consumer


Presented:09/10/2014
Price:$82.05
Cap:$3.23B
Current Price:$335.32
Cap:$6.20B

Presented

Date09/10/2014
Price$82.05
Market Cap$3.23B
Ent Value$3.33B
P/E Ratio51.45x
Book Value$16.15
Div YieldN/A
Shares O/S39.37M
Ave Daily Vol1,200,000
Short Int23.72%

Current

Price$335.32
Market Cap$6.20B
Restoration Hardware Holdings, Inc., together with its subsidiaries, is engaged in the retail of home furnishings. Its product categories include furniture, lighting, textiles, bathware, décor, outdoor and garden, tableware, and children’s furnishings. The company sells its products through its stores and catalogs, as well as through its Websites, such as restorationhardware.com, rh.com, and rhbabyandchild.com. As of February 1, 2014, it operated 70 retail stores consisting of 62 Galleries, 5 full line Design Galleries, and 3 Baby & Child Galleries, as well as 17 outlet stores in the United States and Canada. The company was founded in 1979 and is headquartered in Corte Madera, California.

Publicly traded companies mentioned herein: Restoration Hardware Holdings Inc.(RH), Williams-Sonoma Inc. (WSM)

Highlights

On the heels of the recent disappointing Williams-Sonoma (WSM) results, the presenter believes investors are currently getting an attractive entry point on shares of Restoration Hardware. Further, he does not read a whole lot into the implications of those results for RH. He regards the company as a unique retailer with tremendous potential upside, with the story continuing to hinge on the company’s merchandising strategy and related real estate transformation.

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Idea Discussion

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