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Stock impact report

RH (RH): A Bull Case Theory [Yahoo! Finance]

Arhaus, Inc. (ARHS) 
Company Research Source: Yahoo! Finance
RH's share was trading at $197.84 as of September 29th. RH's trailing and forward P/E were 37.78 and 22.27 respectively according to Yahoo Finance. furniture, room WorldWide/Shutterstock.com RH reported 2Q25 revenues grew 8% year-over-year, a deceleration from 12% last quarter, reflecting the first full quarter of tariff impacts. Despite this, the company noted demand remains ahead of revenue, signaling potential re-acceleration in the second half of the year. Competitor Arhaus also posted strong results, with 15% revenue growth on a smaller base, underscoring healthy sector demand. RH England is off to a strong start, with $37–39 million in expected 2025 demand, meeting or slightly exceeding expectations, highlighting successful brand introduction even if sales are modest in absolute terms. The opening of the Paris Gallery on the Champs Elysees in September further illustrates RH's strategy of delivering elevated consumer experiences, aiming to strengthen brand perception and Show less Read more
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