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Takeaway: We will be hosting a call today on Restoration Hardware (RH) at 11am EST highlighting our view on the recent IPO.

The Hedgeye Retail Team led by Brian McGough and Casey Flavin, will be releasing a black book on Restoration Hardware (RH) and hosting a Conference Call at 11:00am EST on Monday, November 12th. The team will dissect this recent IPO, outlining both the highlights and low lights objectively. This presentation will provide great company specific insight and on how the IPO could impact the rest of the sector.    


Key Topics Will Include: 

  • Is this a story worth doing the work on today? Short answer is 'Yes'
  • Detailed critique of drivers of demand (demographics, mix shift, square footage, E-commerce, catalogue) and cost levers
  • Competitive landscape
  • Expense leverage

Please contact if you would like to trial our research or obtain access to this conference call and receive a copy of the presentation. Current subscribers of our Retail vertical will receive the dial-in information automatically.    

HEDGEYE RETAIL: Restoration Hardware IPO (RH) Call  - RH Post Cover