Market Watch
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March 29, 2022
RH projects a bright future amid an uncertain present
Announcing his company’s quarterly earnings, RH chairman and CEO Gary Friedman projected confidence about his company’s grander-than-grand vision while acknowledging present-day challenges.
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March 17, 2022
Williams-Sonoma had a record-breaking 2021. What’s next?
With a barn-burning fourth quarter capping off an already fantastic year, Williams-Sonoma is enjoying one of the hottest streaks in recent home furnishings retail history. BOH’s columnist looks at what lies ahead.
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November 18, 2021
The big boxes in home have a big quarter
In third-quarter earnings posted this week, Walmart, Target, Home Depot and Lowe’s all announced outstanding results, forecasting a rosy financial outlook for the home furnishings and remodeling category in spite of an economy plagued by supply chain, inflationary and workforce challenges.
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November 5, 2021
Wayfair’s bad quarter calls for a big strategy shift
Wayfair reported disappointing third-quarter results, with sales and customer growth down significantly. While company leadership says it’s focused on long-term plans, Warren Shoulberg explains why adding a brick-and-mortar component may be a necessity for the brand.
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October 7, 2021
Arhaus is going public
This morning the Ohio-based home furnishings retailer filed documents with the SEC outlining its plans for an IPO.
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July 1, 2021
For Bed Bath & Beyond, the stores are still key
Bed Bath & Beyond is halfway through its three-year plan to close 200 stores, part of a massive brand reinvention. But brick-and-mortar shopping remains integral to the company’s strategy, explains Retail Watch columnist Warren Shoulberg.
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March 29, 2021
RH has ‘outperformed everyone but Tesla’
In RH’s Q4 earnings call, company chairman and CEO Gary Friedman laid out all the reasons for the brand’s banner year—and why he expects its positive prospects to continue into 2021 and beyond.
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December 29, 2020
Will Wall Street wait for Herman Miller to conquer Main Street?
Wall Street can’t quite make up its mind about Herman Miller these days. Is it a work-from-home play like Zoom or DocuSign, or should we think of it more as a reopening trade like airline and hotel stocks? Is it a retailer or an office furniture maker? As Market Watch columnist Dennis Scully explains, the answer is all of the above.
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