RH Facing Near-Term Challenges From Execution, Supply Chain Issues, Morgan Stanley Says

MT Newswires Live04-01

RH (RH) is facing near-term challenges related to execution missteps and supply chain disruptions, Morgan Stanley said in a note Wednesday.

The company posted "relatively weak" fiscal Q4 results, with sales growth slowing to 4% year over year, according to the note. Fiscal Q1 revenue outlook of 2% to 4% decline reflects the delayed launch of the company's Modern Sourcebook, backorder and supply chain issues, and ongoing macro headwinds, the brokerage said.

The company, however, is expected to see improving revenue momentum through 2026 amid recovering demand, Morgan Stanley said.

RH also continues to boost cash generation and normalized execution could boost its H2 performance, the brokerage added.

Morgan Stanley lowered its price target on RH to $240 from $275, while maintaining an overweight rating.

Shares of RH were down more than 23% in Wednesday morning trading.

Price: 107.40, Change: -32.42, Percent Change: -23.19

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