RH to Report First Quarter Fiscal 2025 Financial Results on June 12, 2025
CORTE MADERA, Calif.--(BUSINESS WIRE)--RH (NYSE: RH) today announced that it will report financial results for the first quarter ended May 3, 2025, on Thursday, June 12, 2025, after market close. RH's first quarter fiscal 2025 financial results press release will include a shareholder letter from Chairman and Chief Executive Officer, Gary Friedman, highlighting the Company's continued evolution and recent performance. The shareholder letter and financial results will be posted to the Company's investor relations website at ir.rh.com.
RH leadership will host a live conference call and audio webcast at 2:00 pm Pacific Time (5:00 pm Eastern Time) on June 12, 2025. The live conference call may be accessed by dialing 800.715.9871 or 646.307.1963 for international callers (conference ID: 8284432). The call and replay can also be accessed via audio webcast at ir.rh.com.
ABOUT RH
RH (NYSE: RH) is a curator of design, taste and style in the luxury lifestyle market. The Company offers collections through its retail galleries, sourcebooks, and online at RH.com, RHModern.RH.com, RHBabyandChild.RH.com, RHTEEN.RH.com and Waterworks.com.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
40 minutes ago
- Yahoo
United Healthcare: Earnings, A $200 Billion Overreaction
One of the most dramatic reactions from the Q1 2025 earnings season came from United Healthcare (NYSE:UNH), which shed over $200 billion in market cap and cratered 23% intra-day post-earnings along with continued decline upon the resignation of its CEO and a potential DOJ inquiry. At first glance, that kind of move suggests something catastrophic although the actual results paint a very different picture. Warning! GuruFocus has detected 4 Warning Sign with UNH. The selloff was driven by a 2% increase in Medicare Advantage costs and higher utilization trends (greater related medical expenses), which led to a reduction in 2025 earnings guidance from $29 to $26 per share initially and later with guidance lifted. That's collectively a $3 hit to EPS which is material from initial guidance, but not earth-shattering especially considering UNH is stil projected to have 20.65 billion in 2024 full year net income based on revisions of major investment banks aggregated by Refinitiv along with 25-30 billion for FY26. That level of profit implies a P/E of roughly 12 and a forward P/E of less than 10 (representing a forward cash flow yield of 10%, a truly absurd financial metric for a company of this size), which is deeply discounted for a business of this scale, profitability, and consistency. The increase in utilization is also expected within the earnings call to normalize to historical averages in the near future and this isn't the first time a Medicare Advantage utilization has caused the share price to decline. In June 2023 a similar utilization increase was seen and the effects were short lived, negligible to profitability and the share price quickly was achieving new highs just a six weeks later. Given how the insurance operation works, premiums can also be raised to offset additional care expenses encountered to maintain similar margins and levels of profitability. The CEO also stepped down due to stated personal reasons, while for investors having a CEO step down is typically seen as something negative, the successor for the position is the long term prior CEO Steven J Hemsley, an executive that oversaw exceptional increases in financial operations, efficiency, and stewardship of the company through industry opportunities. While the stock declined rather significantly upon his appointment, this would seem to be dramatic given the prior CEO executed incredible shareholder returns and growth of operations. The last contributor to major negative sentiment is the "announcement/accusation" by journalists a DOJ probe into medicare advantage billing escalating from civil to criminal (uncorroborated by the DOJ or any legal agency), the company explicitly denied any knowledge or informational requests related to such a probe or its supposed existence and given a prior legal ruling in the civil case that there was no apparent incorrect coding for billing, the legitimacy of this seems to be in question. While if the probe is found to be legitimate in the future, as incredible as it sounds, the company would also likely not have any difficulty financing a fine/outlay of significant size. UNH generates profits from a few large business segments albeit diversified due to the massive scale, the insurance operation in which premiums are received and invested/used to pay out claims respectfully and represents the largest health insurer in the US. The other major component of business operations is Optum, which consists of its pharmacy benefit manager operations, Optum Health which directs healthcare directly, and Optum Insights which provides data analytics and consulting. The hit to guidance was within the legacy insurance segment, which remains wildly profitable although the real driver of earnings growth (a greater than 50% share of net income) is seen within Optum which would seem to be unaffected. UNH's capital allocation strategy has historically been a masterclass in shareholder returns. The company has averaged 2-4 billion in quarterly stock buybacks, while simultaneously paying out close to $8 billion in annual dividends all without compromising operations or balance sheet strength. The most recent buyback spike in Q4 2024 was nearly $5 billion, the largest in the past three years. Based on the outlandish profitability of UNH and the businesses clear willingness and ability to reward shareholders, once you throw in the fact that there is a significant discount being placed on the business by the market, it becomes clear this is a sizable overreaction and not reflective of the operations or strength of the company. *historically repurchases accelerate for UNH under market declines This level of profitability and shareholder alignment is rare, and it's even more compelling now that the market has mispriced the stock on short-term guidance noise. The biggest opportunities in investing often come when price temporarily detaches from financial reality and that's exactly what this looks like. With the regime of a current market built on fear and facing macroeconomic struggles, health insurance is generally considered a defensive, non-cyclical industry because demand for healthcare remains relatively stable regardless of economic conditions. People don't stop needing medical care during a recession and if anything, economic stress can drive higher Medicaid enrollment or subsidized marketplace coverage. For insurers like UNH, revenue is largely tied to premiums and government reimbursements, which are contractual or regulated and don't fluctuate with consumer sentiment or discretionary spending trends. Even during downturns, enrollment can remain stable or even grow as individuals shift from employer-sponsored plans to government-backed options. Unlike cyclical sectors like consumer discretionary or industrials, healthcare spending is inelastic and people prioritize it no matter what. Moreover, Medicare Advantage and Medicaid, which are a large part of UNH's book, are government-funded and relatively insulated from short-term economic cycles. As for the broader industry landscape, there are no meaningful moves underway to undercut or dismantle the private health insurance model. The regulatory outlook remains stable, and there are no current legislative pressures that would structurally alter the business model of companies like UNH. Importantly, this volatility in premiums is limited to the UnitedHealthcare segment. Optum UNH's faster-growing, higher margin division which continues to deliver strong performance across health services, pharmacy benefits, and data analytics. Together, this structure gives UNH a diversified revenue model that can weather temporary shocks in one segment without compromising overall earnings power and represents a significantly undervalued equity at current market prices. * TipRanks. (n.d.). UnitedHealth (NYSE:UNH) stock buybacks. Retrieved May 3, 2025, from This article first appeared on GuruFocus.
Business Wire
an hour ago
- Business Wire
KBRA Releases Global ABS 2025: Day 1 Recap
LONDON--(BUSINESS WIRE)--The Global ABS 2025 conference, held in Barcelona on 10-12 June, opened to a record 5,000+ registered attendees, including over 2,000 issuers and investors, as well as a full programme. The conference celebrated its 29th anniversary as the largest annual European structured finance conference and is hosted by the Association for Financial Markets in Europe (AFME). This year marks the first time the event is being organised by FT Live, following its takeover of the previous organiser, Invisso. Judging by the strong attendance and KBRA's very active meeting calendar, the industry event reflects the growth momentum experienced by European securitisation markets. New transaction issuance started the year on a strong note and, despite a temporary pause, continued to build a robust and positive pipeline of transactions across all product types. Day 1 panels featured market updates on asset-backed securities (ABS), collateralised loan obligations (CLO), commercial mortgage-backed securities (CMBS), nonperforming loans (NPL), and more. Other discussions included broader topics such as regulation and synthetic risk transfer (SRT) securities, including several plenary sessions. KBRA speakers featured on a number of important panels covering solar panel loans, CLOs, and residential mortgage-backed securities (RMBS) markets. Click here to view a recap of some of the day's panel discussions. Recent Publications About KBRA KBRA, one of the major credit rating agencies, is registered in the U.S., EU, and the UK. KBRA is recognized as a Qualified Rating Agency in Taiwan, and is also a Designated Rating Organization for structured finance ratings in Canada. As a full-service credit rating agency, investors can use KBRA ratings for regulatory capital purposes in multiple jurisdictions. Doc ID: 1009819
Business Wire
2 hours ago
- Business Wire
New Logitech Flip Folio Keeps Up with Your Every Move
LAUSANNE, Switzerland & SAN JOSE, Calif.--(BUSINESS WIRE)--Logitech (SIX: LOGN) (NASDAQ: LOGI) today announced the Flip Folio, a protective case with a magnetically-storable keyboard for iPad Pro and iPad Air, designed to keep up with your lifestyle, whether you're enjoying videos, creative projects, or just collaborating. Unlike existing keyboard cases for iPad, this full-size Bluetooth keyboard, with a compact design, allows for flexibility, letting you position your set-up exactly how you like. 'We've designed Flip Folio to make the iPad experience both fun and functional, helping you stay focused on what matters,' said Joseph Mingori, GM of mobile and audio solutions at Logitech. 'Flip Folio enhances everyday experiences–from binge watching to checking your social media or emails– by delivering portability and connectivity, setting people free so they can do what they love from anywhere.' When not in use, the keyboard magnetically snaps to the back of the case for hassle-free storage. It also provides front and back protection for your iPad–perfect when you're on the move, tucking it under your arm, or slipping it into your bag. With the ability to pair multiple devices, you can easily switch between your iPad, phone, or other Bluetooth -enabled devices, ensuring seamless connectivity across your ecosystem with Flip Folio. Designed for Sustainability Flip Folio is designed with sustainability in mind, featuring a minimum of 37% certified post-consumer recycled plastic for the Graphite and Midnight Black models, giving a second life to end-of-use plastics. The aluminum is produced using low-carbon processes, and all paper packaging is responsibly sourced from FSC™-certified and controlled sources. Tech Specs Stowable Keyboard: Bluetooth keyboard with magnetic attachment for storage Protection: Front and back iPad protection Adjustability: Multi-angle kickstand (with a compact footprint) Connectivity: Multi-device pairing, Easy-switch between 3 devices iPad Orientation: Landscape and portrait Compatibility: iPad Pro (11-inch M4, 13-inch M4) and iPad Air (11-inch M2 & M3, 13-inch M2 & M3, and 5th Gen) Pricing and availability Flip Folio is priced at $179.99/€199 for 13-inch iPad Pro and iPad Air models, and $159.99/€179 for 11-inch iPad Pro and iPad Air models. Available in a range of stylish colors, outlined below: For more details, please visit or check with your local or online retailer About Logitech Logitech designs software-enabled hardware solutions that help businesses thrive and bring people together when working, creating, gaming and streaming. As the point of connection between people and the digital world, our mission is to extend human potential in work and play, in a way that is good for people and the planet. Founded in 1981, Logitech International is a Swiss public company listed on the SIX Swiss Exchange (LOGN) and on the Nasdaq Global Select Market (LOGI). Find Logitech and its other brands, including Logitech G, at or company blog. Logitech and other Logitech marks are trademarks or registered trademarks of Logitech Europe S.A. and/or its affiliates in the U.S. and other countries. All other trademarks are the property of their respective owners. For more information about Logitech and its products, visit the company's website at
