Dec 12, 2025 • Morningstar
SOMEWHAT-BULLISH
RH Well Positioned for Housing Market Rebound, but Duration of Duress Remains an Overhang
RH has effectively gained market share in the furniture and home furnishing sector through curated offerings and expansion into underserved categories like modern, teen, and hospitality. Despite challenges in the housing market, product launches are resonating with consumers, leading to sales growth. While investments in new locations impact near-term profits, they are expected to elevate the brand's long-term potential and support an 8% top-line growth.
Apr 27, 2025 • GlobeNewswire
BEARISH
RH SHAREHOLDER REVIEW: RH (NYSE:RH) is being Investigated
Bleichmar Fonti & Auld LLP is investigating RH (NYSE: RH) for potential violations of federal securities laws after the company's stock dropped 40%. The investigation follows RH's announcement of disappointing FY 2024 earnings, citing softening demand, an uncertain macroeconomic environment, and excess inventory, which contradicted prior statements about accelerated demand and new collections. Investors who purchased RH stock are encouraged to contact BFA Law to explore their legal options.
Apr 25, 2025 • GlobeNewswire
BEARISH
RH SHAREHOLDERS: RH (NYSE:RH) 40% Stock Drop Triggers Investigation – Contact BFA Law if You Lost Money
Bleichmar Fonti & Auld LLP has launched an investigation into RH (NYSE: RH) for potential federal securities law violations after the company's stock dropped 40% following disappointing Q4 2024 earnings. The investigation focuses on whether RH, a luxury home furnishings retailer, misrepresented its demand and inventory levels, leading to the significant stock decline. Investors who lost money are encouraged to contact BFA Law to explore their legal options.
Apr 20, 2025 • Newsfile
BEARISH
RH INVESTORS: Investors that Suffered Losses on RH Stock are Alerted to Contact BFA Law
Bleichmar Fonti & Auld LLP has initiated an investigation into RH (NYSE: RH) for potential violations of federal securities laws after the company reported disappointing earnings and a significant stock price drop. The investigation focuses on whether RH misrepresented its demand and inventory levels. Investors who suffered losses on RH stock are encouraged to contact BFA Law for information on their legal options.
Apr 03, 2025 • Yahoo Finance
NEUTRAL
RH, BJ's, Russell 2000 enters bear market: Market Minute
The Russell 2000 has entered a bear market, falling over 20% from its peak, despite small-cap stocks initially being expected to benefit from the "Trump trade." RH saw its largest single-day drop due to disappointing earnings and a downgrade from Citi amidst tariff concerns. Conversely, BJ's stock rose following a Citi upgrade, as its low import exposure and potential to benefit from consumers trading down make it a perceived winner in the current economic climate.
Mar 23, 2025 • Morningstar Australia
NEUTRAL
Digging into Berkshire Hathaway’s portfolio
This article analyzes Berkshire Hathaway's equity portfolio using Morningstar's Global Risk Model, uncovering its concentrated and evolving nature. Despite Buffett's historical aversion to tech, the portfolio is now notably technology-focused, primarily due to its significant Apple holding. The analysis highlights how Berkshire's investment strategy, though idiosyncratic, shows unique characteristics in liquidity, momentum, moat, value-growth, and volatility compared to the S&P 500.