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The Synopsis

Dialogue. Constellation Software AGM and RH 1Q25 Update

Jul 9, 2024
Explore updates on Constellation Software and RH, including revenue growth, debt in business investments, book discussions, and company growth trajectory. Dive into design galleries expansion, brand introductions in international markets, and Waterworks brand evolution.
53:39

Podcast summary created with Snipd AI

Quick takeaways

  • RH introduces new offerings like the RH Modern collection to showcase potential growth opportunities.
  • Market skepticism persists over RH's short-term revenue growth amid transformative operational changes.

Deep dives

Gary advocates for RH's modern collection and stresses importance of reintroducing the Waterworks brand

RH introduces new offerings like the RH Modern collection, highlighting its potential as the most exciting collection. Gary emphasizes the significance of reinvigorating the Waterworks brand, aiming to integrate it more prominently into their showrooms and publications.

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