RH, together with its subsidiaries, operates as a retailer in the home furnishings and operates under RH Galleries and RH brand names in the District of Columbia and Canada, as well as Waterworks showrooms throughout the United States and the United Kingdom. It offers products in various categories, including furniture, lighting, textiles, bathware, décor, outdoor and garden, and child and teen furnishings. The company provides its products through its retail galleries; online through rh.com, rhbabyandchild.com, rhteen.com, and rhmodern.com, as well as waterworks.com, and Source Books, a series of catalogs. The company was formerly known as Restoration Hardware Holdings, Inc. and changed its name to RH in January 2017. RH was incorporated in 2011 and is headquartered in Corte Madera, California.

Компания RH демонстрирует смешанную фундаментальную картину. С одной стороны, мультипликаторы P/E и P/S значительно превышают медианные значения по отрасли, что указывает на потенциальную переоценённость. С другой стороны, показатели EPS и EPS-прогнозов значительно выше медианы, что может свидетельствовать о сильных перспективах роста прибыли. Однако, уровень задолженности компании (долг к капиталу) и финансовые результаты, такие как чистая прибыль и операционная прибыль, значительно ниже средних показателей по сектору, что создаёт риски. Показатели рентабельности (ROE, ROA) также находятся ниже медианы, что указывает на слабую эффективность использования капитала. Кроме того, отсутствие дивидендных выплат делает компанию менее привлекательной для инвесторов, ориентирующихся на доходность. Несмотря на высокий уровень активов, отрицательная собственная капитализация указывает на потенциальные проблемы с финансовой устойчивостью. В совокупности эти факторы требуют осторожности при оценке компании, особенно с точки зрения её текущей рыночной стоимости.

Key Points
Union Square sold 40,000 shares of Mohawk Industries in the fourth quarter.
The quarter-end position value decreased by $5.1 million, reflecting both the sale and share price change during the quarter.
Following the sale, Union Square reported holding zero shares at the end of the fourth quarter.
The position was previously 1.8% of the fund's assets under management (AUM) as of the prior quarter.
On Feb. 17, 2026, Union Square Park Capital Management, LLC disclosed in an SEC filing that it sold its entire 40,000-share position in Mohawk Industries (NYSE:MHK) in the fourth quarter.
What happened
According to a February 17, 2026, SEC filing, Union Square Park Capital Management, LLC sold its entire 40,000-share position in Mohawk Industries during the fourth quarter. In the prior quarter, the firm’s stake was valued at $5.1 million, representing 1.8% of the fund’s reported assets.
What else to know
After selling out, Union Square reported holding no Mohawk Industries shares in its fourth-quarter 13F.
Top holdings after the filing:
NYSE:RH: $9.8 million (4.7% of AUM)
NASDAQ:RDNW: $8.7 million (4.2% of AUM)
NASDAQ:CZR: $7.9 million (3.8% of AUM)
NYSE:COMP: $7.0 million (3.4% of AUM)
NYSE:TDOC: $7.0 million (3.4% of AUM)
As of Feb. 16, 2026, shares were priced at $132.60, up 9.6% over the last year, trailing the S&P 500 by 2.2 percentage points
Company overview
Revenue (TTM)
$10.8 billion
Net income (TTM)
$369.9 million
Market capitalization
$8.2 billion
Price (as of market close February 13, 2026)
$132.60
Company snapshot
Designs, manufactures, and distributes flooring products, including ceramic tile, carpet, hardwood, laminate, vinyl, and related accessories, marketed under multiple global brands.
Operates a vertically integrated business model, generating revenue through product sales to residential and commercial construction, remodeling, and renovation markets worldwide.
Serves a diverse customer base comprising homebuilders, contractors, retailers, distributors, and commercial property developers across North America, Europe, and international markets.
Mohawk Industries, Inc. offers a broad portfolio of flooring products under multiple brands to address both residential and commercial markets globally.
Mohawk Industries, Inc. distributes flooring products to customers in the United States, Europe, Russia, and other international markets, serving both residential and commercial markets.
What this transaction means for investors
Union Square Park Capital Management looks for stocks that are undervalued by the market. The liquidation of its entire stake comes after Mohawk shares have struggled to find growth in a weak housing market. The stock is currently 62% off its previous peak.
Mohawk is one of the leading flooring brands with a great record of growth. It’s also dependent on the housing cycle, which has pressured its revenue over the past several years. Its adjusted revenue was down 3% year over year last quarter, and management noted that first-quarter market conditions are similar to the fourth quarter. However, management anticipates that the economies in most markets where it operates will improve this year.
Given that Union Square Park looks for situations that are underappreciated by the market, it may see better return prospects elsewhere. While it sold out of MHK, it was adding to its largest U.S.-listed stock holding, RH, in the quarter.
Should you buy stock in Mohawk Industries right now?
Before you buy stock in Mohawk Industries, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Mohawk Industries wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $530,233!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,119,682!*
Now, it’s worth noting Stock Advisor’s total average return is 955% — a market-crushing outperformance compared to 191% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of March 10, 2026.
John Ballard has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Teladoc Health. The Motley Fool recommends RH. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Union Square Park Sells Mohawk Industries Stock

Key Points
Kettle Hill Capital Management, LLC acquired 161,122 shares of RH; estimated trade size was $28.87 million based on quarterly average pricing.
The quarter-end position value increased by $28.87 million, reflecting both share purchases and price changes.
Position accounts for a 6.4% change in reportable assets under management.
Post-trade stake: 161,122 shares valued at $28.87 million.
On February 13, 2026, Kettle Hill Capital Management, LLC disclosed a new position in RH (NYSE:RH).
What happened
According to an SEC filing dated February 13, 2026, Kettle Hill Capital Management, LLC reported acquiring 161,122 shares of RH as a new position. The estimated transaction value for the quarter was $28.87 million, based on the average share price over the period. The quarter-end value of the position was also $28.87 million, reflecting both the new shares and any price movement during the fourth quarter.
What else to know
This new position represents 6.4% of Kettle Hill Capital Management’s reportable U.S. equity assets as of December 31, 2025.
Top holdings after the filing include:
NYSE: ESTC: $29.69 million (6.6% of AUM)
NYSE: U: $29.06 million (6.5% of AUM)
NYSE: RH: $28.87 million (6.4% of AUM)
NASDAQ:PENN: $26.16 million (5.8% of AUM)
NASDAQ:WYNN: $25.89 million (5.8% of AUM)
As of February 13, 2026, RH shares were priced at $205.06, down 46.1% over the past year and underperforming the S&P 500 by 57.9 percentage points.
Company overview
Price (as of market close February 13, 2026)
$205.06
Market capitalization
$3.85 billion
Revenue (TTM)
$3.41 billion
Net income (TTM)
$109.93 million
Company snapshot
Offers a broad range of home furnishings, including furniture, lighting, textiles, bathware, décor, outdoor and garden products, and specialty lines for children and teens.
Generates revenue primarily through direct-to-consumer sales via retail galleries, catalogs (Source Books), and multiple branded e-commerce platforms.
Targets affluent residential customers seeking premium home furnishings and design-driven products in the United States, Canada, and the United Kingdom.
RH is a leading specialty retailer in the home furnishings sector, operating a multi-channel platform that combines luxury retail galleries, curated catalogs, and digital commerce. The company leverages a differentiated product assortment and immersive showroom experiences to drive customer engagement and brand loyalty.
What this transaction means for investors
Kettle Hill took a relatively aggressive position when it bought RH. The fund did not hold a position in the upscale home furnishing retailer in Q3, making it notable that it is now the fund’s third-largest position.
However, the company, formerly known as Restoration Hardware, experienced a sharp decline in its stock price after the 2021 bear market ended. Also, rather than bottoming in 2022, it traded in a range until it took another sharp turn downward in early 2025 before resuming its range-bound trading.
Fortunately for Kettle Hill, conditions are such that this stock may have become a buying opportunity. In the first nine months of fiscal 2025 (ended Nov. 1), its revenue rose by 10%. Moreover, the net income of $96 million increased by 64% yearly as it kept its cost and expense growth in check.
Additionally, while its P/E ratio of 37 might still seem high, its forward P/E of 20 increases the likelihood that the declines will stop soon, possibly pointing to a long-awaited recovery in this retail stock.
Should you buy stock in RH right now?
Before you buy stock in RH, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and RH wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $532,066!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,122,072!*
Now, it’s worth noting Stock Advisor’s total average return is 959% — a market-crushing outperformance compared to 193% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of March 5, 2026.
Will Healy has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Unity Software. The Motley Fool recommends Elastic and RH. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Kettle Hill Loads Up With 161,000 Shares of RH Worth $28.9 Million

Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which measures momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30.
In trading on Monday, shares of RH (Symbol: RH) entered into oversold territory, hitting an RSI reading of 29.1, after changing hands as low as $155.13 per share. By comparison, the current RSI reading of the S&P 500 ETF (SPY) is 47.0. A bullish investor could look at RH's 29.1 RSI reading today as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. The chart below shows the one year performance of RH shares:
Looking at the chart above, RH's low point in its 52 week range is $123.03 per share, with $326 as the 52 week high point — that compares with a last trade of $159.95.
Also see:
Investment Brokerages Dividend Stocks
SHIP Split History
Institutional Holders of SJIV
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

RH Enters Oversold Territory

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in RH (Symbol: RH), where a total volume of 5,498 contracts has been traded thus far today, a contract volume which is representative of approximately 549,800 underlying shares (given that every 1 contract represents 100 underlying shares). That number works out to 58.9% of RH's average daily trading volume over the past month, of 932,735 shares. Particularly high volume was seen for the $160 strike call option expiring December 18, 2026, with 300 contracts trading so far today, representing approximately 30,000 underlying shares of RH. Below is a chart showing RH's trailing twelve month trading history, with the $160 strike highlighted in orange:
United Airlines Holdings Inc (Symbol: UAL) options are showing a volume of 32,010 contracts thus far today. That number of contracts represents approximately 3.2 million underlying shares, working out to a sizeable 55.3% of UAL's average daily trading volume over the past month, of 5.8 million shares. Especially high volume was seen for the $125 strike call option expiring March 20, 2026, with 1,966 contracts trading so far today, representing approximately 196,600 underlying shares of UAL. Below is a chart showing UAL's trailing twelve month trading history, with the $125 strike highlighted in orange:
And Clover Health Investments Corp (Symbol: CLOV) saw options trading volume of 31,299 contracts, representing approximately 3.1 million underlying shares or approximately 53.7% of CLOV's average daily trading volume over the past month, of 5.8 million shares. Particularly high volume was seen for the $2.50 strike call option expiring March 06, 2026, with 6,629 contracts trading so far today, representing approximately 662,900 underlying shares of CLOV. Below is a chart showing CLOV's trailing twelve month trading history, with the $2.50 strike highlighted in orange:
For the various different available expirations for RH options, UAL options, or CLOV options, visit StockOptionsChannel.com.
Also see:
FORG Historical Stock Prices
Top Ten Hedge Funds Holding RNN
IRIS Videos
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Noteworthy Friday Option Activity: RH, UAL, CLOV

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in RH (Symbol: RH), where a total of 6,285 contracts have traded so far, representing approximately 628,500 underlying shares. That amounts to about 72.2% of RH's average daily trading volume over the past month of 870,355 shares. Particularly high volume was seen for the $210 strike call option expiring March 20, 2026, with 1,094 contracts trading so far today, representing approximately 109,400 underlying shares of RH. Below is a chart showing RH's trailing twelve month trading history, with the $210 strike highlighted in orange:
First Solar Inc (Symbol: FSLR) saw options trading volume of 16,527 contracts, representing approximately 1.7 million underlying shares or approximately 68.5% of FSLR's average daily trading volume over the past month, of 2.4 million shares. Particularly high volume was seen for the $270 strike call option expiring June 18, 2026, with 2,867 contracts trading so far today, representing approximately 286,700 underlying shares of FSLR. Below is a chart showing FSLR's trailing twelve month trading history, with the $270 strike highlighted in orange:
And Maplebear Inc (Symbol: CART) saw options trading volume of 36,382 contracts, representing approximately 3.6 million underlying shares or approximately 62.9% of CART's average daily trading volume over the past month, of 5.8 million shares. Especially high volume was seen for the $37.50 strike call option expiring February 13, 2026, with 9,801 contracts trading so far today, representing approximately 980,100 underlying shares of CART. Below is a chart showing CART's trailing twelve month trading history, with the $37.50 strike highlighted in orange:
For the various different available expirations for RH options, FSLR options, or CART options, visit StockOptionsChannel.com.
Also see:
NYNY Insider Buying
Institutional Holders of RCPT
Funds Holding ZTO
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Noteworthy Friday Option Activity: RH, FSLR, CART

In trading on Thursday, shares of RH (Symbol: RH) crossed below their 200 day moving average of $274.70, changing hands as low as $274.16 per share. RH shares are currently trading off about 1.5% on the day. The chart below shows the one year performance of RH shares, versus its 200 day moving average:
Looking at the chart above, RH's low point in its 52 week range is $207.37 per share, with $390.85 as the 52 week high point — that compares with a last trade of $276.00.
Click here to find out which 9 other stocks recently crossed below their 200 day moving average »
Also see:
Cheap Financial Stocks
ETFs Holding JCS
Funds Holding MOBL
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

RH Makes Notable Cross Below Critical Moving Average

Key Points
Greatmark Investment Partners acquired 16,560 RH shares, for an estimated trade size $2.83 million (based on average prices in the fourth quarter of 2025).
Greatmark now holds 97,575 RH shares worth $17.48 million
RH now accounts for 2.07% of the fund's AUM, placing it outside the fund's top five holdings.
On Jan. 27, 2026, Greatmark Investment Partners reported buying 16,560 shares of RH (NYSE:RH), an estimated $2.83 million trade based on quarterly average pricing.
What happened
According to a SEC filing dated Jan. 27, 2026, Greatmark Investment Partners increased its position in RH by 16,560 shares during the fourth quarter of 2025. The estimated value of the shares acquired, calculated using the quarterly average closing price, was $2.83 million. The value of the RH position at quarter-end increased by $1.02 million, a figure that incorporates both trading activity and price movements.
What else to know
The fund’s RH stake now represents 2.07% of reported AUM after this buy.
Top holdings after the filing:
NYSE:AFL: $64.90 million (7.7% of AUM)
NYSE:AXP: $40.54 million (4.8% of AUM)
NASDAQ:AAPL: $38.71 million (4.6% of AUM)
NASDAQ:MSFT: $34.06 million (4.0% of AUM)
NYSE:AN: $33.45 million (4.0% of AUM)
As of Jan. 26, 2026, RH shares were priced at $219.09, down 46.7% over the past year and underperforming the S&P 500 by 61.6 percentage points.
Company overview
Revenue (TTM)
$3.41 billion
Net income (TTM)
$109.93 million
Price (as of market close 1/26/26)
$219.09
One-year price change
(46.67%)
Company snapshot
RH offers a broad portfolio of home furnishings, including furniture, lighting, textiles, bathware, décor, outdoor and garden products, and child and teen furnishings.
The company generates revenue through direct-to-consumer retail channels, including physical galleries, outlet stores, catalogs, and e-commerce platforms.
It targets affluent residential customers seeking premium home furnishings and design-driven products across the United States, Canada, and the United Kingdom.
RH is a leading specialty retailer in the home furnishings sector, operating a multi-channel platform that integrates physical retail galleries, digital commerce, and curated catalogs. The company’s strategy emphasizes differentiated design, premium product assortments, and immersive retail experiences to capture share in the high-end home market. RH’s competitive edge lies in its brand positioning, distinctive merchandising, and ability to serve design-oriented consumers seeking luxury home solutions.
What this transaction means for investors
One reason for the poor performance of RH stock over the past year has been added costs due to tariffs. Yet management has done a good job navigating a tough environment. Third-quarter revenue rose 9% despite what the company called “the worst housing market in almost 50 years, and the polarizing impact of tariffs.”
Investors have begun to recognize the strength of the business, even with the overhang of sluggish operating margins from higher tariff effects than anticipated. Shares have jumped 13.5% to start off 2026. That is likely due to the belief that the tariff picture is becoming more clear.
Earlier this month, President Trump paused a previously announced increase on tariffs for upholstered furniture. That gave investors a reason to buy the dip in RH shares.
With the additional shares, RH now accounts for 2.07% of Greatmark’s AUM, still leaving it outside the fund's top five holdings. There does seem to be more potential upside for RH, too. Signs of a housing recovery would likely cause the stock to jump again. Those who want a stake in housing and furniture stocks may want to start a position before that occurs.
Where to invest $1,000 right now
When our analyst team has a stock tip, it can pay to listen. After all, Stock Advisor’s total average return is 946%* — a market-crushing outperformance compared to 196% for the S&P 500.
They just revealed what they believe are the 10 best stocks for investors to buy right now, available when you join Stock Advisor.
*Stock Advisor returns as of January 27, 2026.
American Express is an advertising partner of Motley Fool Money. Howard Smith has positions in Apple and Microsoft. The Motley Fool has positions in and recommends Apple and Microsoft. The Motley Fool recommends RH. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Why 1 Fund Is Loading Up on RH Stock

Key Points
The recently announced November retail report showed that consumers continue to spend.
There were a number of strong categories in the report, which could help drive the stocks of companies in those areas.
Home furnishings and home improvement remain weak, which would stall the recent rallies these stocks have seen.
Retail and consumer stocks got some good news when the U.S. Census Bureau recently reported retail sales numbers for November. Retail sales grew 0.6% month over month and 3.1% year over year, while core retail sales, which exclude auto-related sales and gasoline, increased 0.4% month over month and 4.4% versus a year ago.
Let's look at some potential winners and losers from the report, starting with the winners.
Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue »
Amazon
Nonstore retailers, which include e-commerce companies like Amazon (NASDAQ: AMZN), saw their sales rise 7.2% in November. As the largest company in the e-commerce space, this likely bodes well for Amazon, with its recent sales momentum continuing.
On top of that, the company has been seeing growth in its sponsored ad business, as well as strong operating leverage in its retail operations due to efficiencies from its use of robots and artificial intelligence (AI). Throw in accelerating growth from its cloud computing unit, Amazon Web Services (AWS), and Amazon's stock looks well positioned to bounce back in 2026.
Nike and Dick's Sporting Goods
Two of the best performing categories in the November retail report were sporting goods stores, which saw a 7.8% increase in November sales. Clothing stores were up 7.5%. Combine that with strong insider buying at the company in late December, and that could be a good sign that Nike's (NYSE: NKE) turnaround is starting to take hold.
On the inside buying front, CEO Elliot Hill bought more than $1 million in shares, while Nike director and Apple CEO Tim Cook purchased nearly $3 million in Nike stock.
Nike has started to see sales turn around in North America and Europe this fiscal year, but it still needs to improve its business in China and recover lost gross margins caused by discounting and tariffs. However, its turnaround seems headed in the right direction.
Dick's Sporting Goods (NYSE: DKS) also looks like a solid potential winner from the November sales report. The company's core business has been solid, as it's leaned into more experiential experiences to draw in customers.
However, it's currently absorbing its recent acquisition of Foot Locker and working to improve that business by shuttering underperforming stores and clearing out stale inventory. The company has set a low bar with guidance, so the setup could be solid moving forward.
E.l.f Beauty
Another potential winner from the November retail report is e.l.f. Beauty (NYSE: ELF). Health and personal care stores, which include both pharmacies and beauty retailers, saw sales rise a robust 6.7% year over year in November. That bodes well for e.l.f. since its products are sold through both these outlets.
E.l.f.'s namesake brand has long been taking market share in this space, while it recently acquired Rhode, which had a strong debut at LVMH's Sephora stores in September. With mass cosmetic sales rebounding and a long runway of growth with Rhode, the setup for e.l.f. looks solid in 2026.
Toast
Another strong category from the November retail report was food services and drinking places, which saw their sales rise 4.9% year over year. This should benefit restaurant software-as-a-service (SaaS) provider Toast (NYSE: TOST), which also benefits from its customers' increasing sales through its payment processing solutions. The company is growing quickly by adding new locations, and rising restaurant sales should be another tailwind for the company.
Potential losers
While the November retail report was strong overall, not every category was a winner. Furniture stores and building material and garden supply dealers both saw negative sales growth, with sales down 1.4% and 2.8%, respectively.
This likely will continue to weigh on furniture sales of companies like RH (NYSE: RH), which is trying to navigate an expensive European expansion during a difficult home furnishings market.
RH stock is off to a blistering start in 2026 after the White House announced it was delaying some increased furniture tariffs until 2027, but the market remains difficult.
Meanwhile, Home Depot (NYSE: HD) and Lowe's (NYSE: LOW) have both struggled with same-store sales growth the past few years. Both stocks have also had strong starts to 2026, but time will tell if that will continue, given the ongoing pressures in the industry.
Should you buy stock in Amazon right now?
Before you buy stock in Amazon, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Amazon wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $474,578!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,141,628!*
Now, it’s worth noting Stock Advisor’s total average return is 955% — a market-crushing outperformance compared to 196% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of January 18, 2026.
Geoffrey Seiler has positions in Amazon, LVMH Moët Hennessy-Louis Vuitton, Toast, and e.l.f. Beauty. The Motley Fool has positions in and recommends Amazon, Apple, Home Depot, Nike, Toast, and e.l.f. Beauty. The Motley Fool recommends Lowe's Companies and RH. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Retail Sales Climb: A Look at Some Potential Stock Winners and Losers

Berkshire Hathaway’s BRK.B Service and Retailing operations are a vital pillar of its long-term growth strategy, contributing significantly to revenues, earnings stability and diversification. Spanning service, retaining, Pilot and McLane, these businesses operate in cyclical yet essential sectors, providing dependable cash flows that help offset fluctuations in financial markets and insurance results.
Among these, the retail group includes Berkshire Hathaway Automotive, contributing about 69% to retail revenues. Others include furnishings businesses (Nebraska Furniture Mart, R.C. Willey, Star Furniture and Jordan’s), contributing about 17% to retail revenues, jewelry, confectionery, high-quality kitchen tools, party supplies, school supplies, toys and motorcycle accessories.
The retail sub-segment contributes approximately 13-21% to revenues and about 28-34% to earnings. Given a mixed bag, this sub-segment witnesses fluctuation in both earnings and revenues.
Scale and brand strength underpin strong retail performance. While furnishings businesses’ purchasing power enables competitive pricing, confectionery products deliver premium margins and pricing power. Supported by scale, operational autonomy and countercyclical demand, these businesses generate steady cash flows and long-term value.
At Berkshire, such consistency funds reinvestment and disciplined acquisitions, strengthening competitive advantages and positioning the Service and Retailing segment as a resilient, long-term compounding engine.
What About BRK.B Peers?
Williams-Sonoma’s WSM prospects are aided by an effective operating model, diversified brand portfolios, a robust e-commerce channel and global expansion efforts. Also, the launch of a new AI culinary and shopping companion, Olive, with AI integration across all brands, bodes well for Williams-Sonoma.
RH (RH) is redefining luxury retail by merging residential, retail and hospitality experiences. Its immersive design galleries, featuring courtyards, rooftop restaurants and interior design studios, create destinations that cannot be replicated online. RH’s international expansion is gaining traction. Also, RH’s strategy is to digitally reimagine the brand and business model both internally and externally.
BRK.B’s Price Performance
Shares of BRK.B have gained 12% in a year, outperforming the industry.
Image Source: Zacks Investment Research
BRK.B’s Expensive Valuation
BRK.B trades at a price-to-book value ratio of 1.54, above the industry average of 1.47. It carries a Value Score of C.
Image Source: Zacks Investment Research
No Estimate Movement for BRK.B
The Zacks Consensus Estimate for BRK.B’s fourth-quarter 2025 and first-quarter 2026 EPS witnessed no movement in the past seven days. The same holds true for 2025 and 2026 EPS estimates.
Image Source: Zacks Investment Research
The consensus estimates for BRK.B’s 2025 and 2026 revenues indicate year-over-year increases, while the same for 2025 and 2026 EPS indicate a decline.
BRK.B stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
5 Stocks Set to Double
Each was handpicked by a Zacks expert as the favorite stock to gain +100% or more in the months ahead. They include
Stock #1: A Disruptive Force with Notable Growth and Resilience
Stock #2: Bullish Signs Signaling to Buy the Dip
Stock #3: One of the Most Compelling Investments in the Market
Stock #4: Leader In a Red-Hot Industry Poised for Growth
Stock #5: Modern Omni-Channel Platform Coiled to Spring
Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor. While not all picks can be winners, previous recommendations have soared +171%, +209% and +232%.
Download Atomic Opportunity: Nuclear Energy's Comeback free today.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
RH (RH) : Free Stock Analysis Report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

How Berkshire's Retail Arm Drives Its Service and Retailing Business

Key Points
Furniture retailers will benefit from Trump's decision to delay further increasing tariffs on imported furniture.
The housing market looks set for a modest rebound, which would drive higher spending on home furnishings.
A recovery in consumer discretionary spending would also be good for RH and Wayfair.
Two stocks surged Monday in the wake of President Donald Trump's latest tariff announcement, and both now may be positioned for a great 2026.
I'm talking about online home furnishings retailer Wayfair (NYSE: W) and luxury furniture retailer RH (NYSE: RH).
Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks »
On the last day of 2025, the White House announced it was delaying the previously announced tariff increases for upholstered furniture, kitchen cabinets, and vanities for another year.
In September, Trump announced 25% tariffs on furniture and cabinets, and said he would increase those taxes to 50% on cabinets and 30% on furniture this year. His reversal, delaying those tax hikes, was good news for furniture retailers, and investors expressed their enthusiasm Monday by sending Wayfair 6.5% higher and RH up 9.3%.
Rising consumer spending this year could help these stocks
With those higher tariffs on hold and consumer discretionary spending potentially poised for a boost this spring due to the higher expected tax refunds stemming from the "big, beautiful bill," stocks of retailers like Wayfair and RH could have more upside in 2026. The Tax Foundation estimates that legislation, which cut 2025's taxes retroactively, could reduce individual taxes by $144 billion and lift the average refund by between $300 and $1,000.
Due to intensifying concerns about higher prices, the stocks of Wayfair and RH went in different directions in 2025. The share price of upscale home furnishings chain RH (formerly known as Restoration Hardware) fell by about 50% during the year as consumers generally favored bargains over luxury goods. By contrast, shares of Wayfair, which sells discount furniture and has frequent sales and clearance events, soared by more than 130% during the year.
Both, however, rely heavily on imports -- and particularly imports from Asia -- to source their offerings. In general, Asian exporters dominate U.S. furniture imports.
Of course, much will also depend on the state of the U.S. housing market, which has been moribund in recent years due to higher mortgage rates, high prices, and limited supply. The two factors have combined to render a $300,000 home purchase unaffordable for the majority of U.S. households, while the median-priced new home was around $460,000 in 2025.
Things could change, however, in 2026. New home construction has picked up, leading to a growing supply of homes after several years of more limited inventory. And the Federal Reserve remains in easing mode, which should bring mortgage rates down, albeit gradually.
A delay on tariff hikes, coupled with rising affordability and some new life in the housing industry, could send shares of these two furniture retailers higher this year.
Should you buy stock in RH right now?
Before you buy stock in RH, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and RH wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $490,703!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,157,689!*
Now, it’s worth noting Stock Advisor’s total average return is 966% — a market-crushing outperformance compared to 194% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of January 6, 2026.
Matthew Benjamin has no position in any of the stocks mentioned. The Motley Fool recommends RH and Wayfair. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

RH

Market sentiment

Overall assessment

Share of longs and shorts

Long

Short

Index	Bulls	Bears
Confidence		—
Support		—
Cash flows		—