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Gary Friedman’s RH Earnings Calls Are a Lesson in How To Think Differently about Retail

Quarter-after-quarter RH keeps delivering incredible results. It could almost get boring, but it never is.Gary Friedman’s earnings call should be required listening for every leader or aspiring leader in retail today, not so much to learn about RH but to sit at the feet of an inspiring, retail visionary. More than a brand, more than […]

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Traeger Grills Catch Fire, Using Community to Spread its Message

Traeger opened on the NYSE a little over a week ago. An opening trade for over 3 million shares at $22 per share was well above its planned IPO price between $16 to $18. It’s now trading over $30 per share. It has well exceeded its projected ~$2 billion valuation.In an interview shortly before the […]

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Luxury Home Boom Continues For RH

For the first quarter ending May 1, RH just announced record results, with net revenues increasing 78% from $482.9 million last year to $860.8 million this. Looking out over the rest of the year, CEO Gary Friedman expects fiscal 2021 to end up 25% to 30%, raising its previous outlook in the 15% to 20% […]

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5 Challenges Every Home Brand Must Overcome To Grow in the U.S. Market

Everyone has heard the adage, “The bigger the challenges, the greater the opportunity,” but often the reverse is true too:  The bigger the opportunity, the greater the challenges. Both apply for home brands that aim to grow in the U.S. consumer market.“A modicum of success in the U.S. is the most common and ultimately the […]

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The Home Boom Is Going Bust for Independent Furniture and Furnishings Retailers

By all accounts, the pandemic year was a great one for home furnishings brands and retailers. Cooped up at home, Americans invested in improving their living spaces.Home improvement retailers, like Home Depot and Lowe’s that serve the DIY-inclined, rose 14% year-over-year. These retailers were aided by being classified as essential retailers during the shutdown, but […]

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