Description

Sign up or Log In

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report.

Log in to read the full report.

show sort by

You are not eligible to view 6 messages. To gain access to more recent message posts signup free for membership.

#	AUTHOR DATE SUBJECT
16	member 10/30/23 8:30AM Massively Over-earning?
I see you exited, but isn't this company obviously vastly over-earning and still not cheap when you normalize earnings? Appreciate any thoughts. view available tags
15	member 3/23/23 9:14PM Re: Re: Re: Re: key question 12
Can you please elaborate on your comments regarding the weak demand for RH Contemporary? What are your sources for this data? The product has been rolled out to very few design galleries at this point, so -1 view available tags
12	member 12/12/22 9:22AM Re: Re: Re: key question 11
Vendor and supply chain chain check commentary on ARHS and RH as emblematic - see below. Note also ARHS's business has definitely accelerated since their EPS report in early November based on both our various... login to read the rest view available tags
11	member 11/21/22 7:30AM Re: Re: key question 10
Responding to some of these items. On the WSM pricing and promotions, agreed they’re tricky to assess accurately. We web scrape all of their banners (Pottery Bran, West Elm, WSM itself) on a 1 and... login to read the rest 1 view available tags
8	member 11/17/22 8:40PM Re: Re: Re: Re: Re: ARHS vs WSM/RH 7
FWIW, the West Elm "70% off" is pretty misleading. It drives traffic and clicks, but then when you look for what is marked down 70% it might be one color of one specific type of... login to read the rest view available tags
7	member 11/17/22 8:21PM Re: Re: Re: Re: ARHS vs WSM/RH 6
to the question you raised, punchard/undecided, the WSM print is very bullish for ARHS and further corroborates the somewhat staggering amount of share they're taking from incumbents; WSM written business slightly negative in the Q... login to read the rest view available tags
6	member 11/14/22 12:18PM Re: Re: Re: ARHS vs WSM/RH 5
*1/3rd to 1/2 view available tags
5	member 11/14/22 9:01AM Re: Re: ARHS vs WSM/RH 4
apologies all for brevity of the initial blurb. as is maybe too common on VIC, we've kind of used this handle as a firm account, and won't be doing so any longer. I like that... login to read the rest 2 view available tags
3	member 11/10/22 8:54PM ARHS vs WSM/RH
Market’s been negative on all three for most of this year. Curious how the price/cost dynamics compare vs the other two, and bigger picture why ARHS is the best R/R in the space thanks! 1 view available tags
2	member 11/10/22 12:42PM Re: Yikes! 1
they're just being conservative on 4Q guide, as they have been in every Q since coming public, for a moment folks interpreted that as 4Q trends possibly slowing. We think they're steady on a 3-year... login to read the rest 1 view available tags

load more messages

			2018	2019
Price:	28.09	EPS	2.69	0
Shares Out. (in M):	279	P/E	10.4	0
Market Cap (in $M):	7,827	P/FCF	9.8	0
Net Debt (in $M):	4,742	EBIT	1,384	0
TEV (in $M):	12,579	TEV/EBIT	9.1	0

Description

Sign up or Log In

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report. Log in to read the full report.

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report.

Log in to read the full report.