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Meet KevinPublished 2026-09-10
“EARNINGS as Stocks Slip! ORCL and Adobe!”
$RHINo side taken
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.

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