RH (Formerly Restoration Hardware, Ticker: RH) with Paul Cerro

Dec 14, 2023

The podcast discusses RH (formerly Restoration Hardware), a luxury home furnishings retailer, and its challenges in the retail sector. They explore its business model, valuation, and potential for growth. They also analyze the impact of economic fluctuations on consumer spending in the home decor market. The speakers discuss RH's ambitious growth strategy and its potential to become a scaled luxury company. They also delve into the definition of luxury goods and the perception associated with them.

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Episode notes

Introduction

00:00 • 2min

Running a Small Business and RH's Luxury Strategy

02:23 • 12min

Analyzing the Impact of the Housing Cycle on the Home Goods Industry

14:42 • 4min

Analyzing the Current State of RH (Formerly Restoration Hardware) and the Challenges Faced

18:38 • 3min

Ambitious Growth Strategy Towards $5-6 Billion Revenue

21:10 • 17min

The Potential for RH to Become a Scaled Luxury Company

38:24 • 3min

Defining Luxury Goods and Perception

41:33 • 19min