“EARNINGS as Stocks Slip! ORCL and Adobe!”
RHI margins are pressured by tariffs; stabilization in earnings would signal deep value opportunity.
Restoration Hardware going into the earnings. The big test honestly for for Restoration Hardware is going to be they basically acquired about a year worth of inventory to get ahead of the tariffs because the thought is the tariffs would be gone by now [laughter] and they're not.
They're like worse than ever before. So, you know, here we are with Restoration Hardware and they're going to have to start acquiring inventory at tariff values. I would bet they're going to end up seeing uh a real big hit to margins, which is kind of the opposite of what we're seeing at our Apple.