Meet Kevin 对 $RHS 的判断变化

频道资料 →本频道有 3 位标注的说话人:Adam Jonas、Goldman Sachs、Wells Fargo共 2 条
2026-09-10看跌
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由于营业利润崩塌且销售及管理费用上升,RHS 仍是一项持续亏损的业务;入场时机很可能为时过早。

非常简短地看一下 Restoration Hardware,因为我们看过它,而且我得,你知道,我们得在某个地方提一下它。简单提一下 Restoration Hardware。

Very briefly to look at Restoration Hardware, because we looked at it and I got to you know, we got to mention it somewhere. Small mention on Restoration Hardware.

一开始,我们看它的时候会觉得,哦,他们盈利超预期了。这不错。但我想让你看看营业利润发生了什么。营业利润同比大幅下滑。我们从 1.41 亿美元降到了 1.07 亿美元。

Initially, we look at it's like, oh, they beat earnings. This is cool. But I want you to see what's happening on operating income. Operating income has collapsed year over year. We went from $141 million to $107 million.

2026-09-10看跌
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RHS 基本面疲弱(营业收入/利润率下滑、SG&A 增长高企、大额账单到期),现在买入为时尚早。

Restoration Hardware 的销售跳涨,或者说股价在发布财报后跳涨了 15%。为什么我看不到财报?我老实说,我不知道是不是系统就是没有在报告 Restoration Hardware 的财报,但我确实看不到 Restoration Hardware 的财报。所以我得去把它们找出来,但我们稍后就做这件事。

Restoration hardware sales jump or shares jumped 15% after reporting earnings. Why don't I see the earnings? I I I honestly I don't know if the system is just not reporting restoration hardware earnings, but I don't I don't see restoration hardware earnings. So I'll have to go get them, but we'll do that in a second.