要点二：绝对增长由Ollie"s Bargain Outlet、Boot Barn和 RH 引领 Ollie"s Bargain Outlet在花旗所评级的范围内迄今为止实现了最大的绝对增长，增长率为 +19.8%，其次 是Boot Barn 和 RH，分别为 +10.9% 和 +5.9%。自 3 月以来，Ollie"s Bargain Outlet在花旗的评级范围内 一直有最高的客流量增长，并且在 8 月花旗所评级的公司中，其 2 年累计数据也是迄今为止最强劲的。 Advance Auto Parts在 1 年度范围内出现了最大的下降，为 -7.9%，其次是Williams-Sonoma的 -6.9% 和劳 氏的 -3.2%。 要点三：百思买、RH、开市客和 BJ批发俱乐部实现环比增长 百思买(+120 个基点)是花旗评级范围内增长最快的，其次是 RH(+62 个基点)。尽管保持了 +20% 的绝对 增长，Ollie"s Bargain Outlet仍出现了最大的减速(-450 个基点)，随后是 拖拉机供应公司(-436 个基点)。 按类别划分，消费电子产品(百思买)和仓储式超市(BJ批发俱乐部、开市客)的 ...

智通财经APP获悉，9月2日，OMass Therapeutics宣布，已与罗氏集团(RHHBY.US)成员基因泰克(Genentech)达成一项独家合作与许可协 议，授权后者开发和商业化OMass针对炎症性肠病(IBD)的临床前口服小分子项目。OMass是一家针对膜蛋白或细胞内复合物等经过高度验 证的靶点生态系统开发药物的生物技术公司。 根据协议条款，OMass将获得2000万美元的首付款，此外还有可能获得超过4亿美元的潜在临床前、开发、商业和净销售额里程碑付款。 OMass也有资格根据净销售额获得分层特许权使用费。在此合作下，OMass将主导该项目的初步临床前开发，直至候选化合物选定。基因 泰克将负责临床开发、注册申报、生产及商业化活动。 ...

Group 1: Apple Inc. (AAPL) - Apple shares have increased by 40% over the past three years but are currently trading below their 52-week high of $260, presenting a buying opportunity [3] - The company has over 2.35 billion active devices, contributing to steady growth in services, which now account for more than 25% of its revenue [4] - Despite missing out on developing proprietary AI models, Apple generates $96 billion in free cash flow, allowing for potential acquisitions to enhance its AI capabilities [5] - The strong ecosystem and profitability of Apple provide a solid investment case, allowing time to develop its AI strategy [6] Group 2: Airbnb (ABNB) - Airbnb's stock has not reflected its growth, but the company continues to expand and increase sales, indicating potential for stock price appreciation [7] - The platform has diversified its offerings beyond short-term rentals, including longer-term stays and various services, enhancing its market presence [8][9] - Revenue growth remains in double digits, with a 13% year-over-year increase in the second quarter, and the company has generated $1 billion in free cash flow at a 31% margin [10][11] - Despite market concerns over decelerating growth and regulatory hurdles, Airbnb's business continues to thrive, suggesting that stock performance will eventually align with business success [12] Group 3: RH (formerly Restoration Hardware) - RH is positioned to benefit from potential Federal Reserve interest rate cuts, which could positively impact the housing market and related purchases [13] - The company has returned to growth with a 12% revenue increase in the first quarter, despite challenges in the housing market [14] - RH is expanding geographically and into new business verticals, including guesthouses and restaurants, which could significantly broaden its market [15] - The stock is currently trading at around 15 times next year's expected earnings, indicating it may be undervalued, with potential for a surge following upcoming earnings reports [16]

America’s furniture sellers could soon face additional tariffs on imports.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.Last week, President Donald Trump announced on social media that the government was probing ...

Core Viewpoint - The luxury furniture brand RH experienced a decline in stock prices due to President Trump's announcement of potential furniture-specific tariffs, overshadowing previous gains from favorable economic signals [1][2]. Group 1: Stock Performance - RH's shares fell as much as 10% before recovering to a 5% loss on Monday following Trump's tariff announcement [1]. - The stock had previously gained after Federal Reserve Chair Jay Powell hinted at possible interest rate cuts [1]. Group 2: Tariff Implications - Trump announced a major tariff investigation on furniture imports, with results expected in 50 days, potentially leading to new tariffs on furniture from various countries [3]. - Current tariffs on China are around 55%, while those on Vietnam are 20%, raising concerns for furniture makers like RH that have significant exposure to these markets [3]. Group 3: Company Operations - In 2024, RH sourced only 10% of its furniture from the U.S., with the remaining 90% coming from Vietnam, China, Europe, Indonesia, and India [4]. - The company had been recovering, with a 12% revenue increase in the recent quarter, but this was from a low base due to a depressed housing market [5]. Group 4: Market Outlook - New tariffs could hinder RH's recovery, although the company may have the ability to raise prices as a premium manufacturer if lower interest rates stimulate housing demand [5]. - However, if demand remains weak, RH may face pressure to cut prices, impacting profit margins [5].

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Group 1 - The U.S. government is launching a significant tariff investigation on imported furniture, which is expected to impact the furniture industry and potentially bring manufacturing back to states like North Carolina, South Carolina, and Michigan [1] - The furniture import value in the U.S. for 2024 is approximately $25.5 billion, reflecting a 7% increase from 2023, with around 60% of imports coming from Vietnam and China [1] - Companies like Wayfair, RH, and Williams-Sonoma saw their stock prices drop following the announcement, while La-Z-Boy, which produces most of its furniture domestically, experienced a stock price increase [1] Group 2 - The new tariffs have already contributed to a 0.7% increase in home goods prices in July, adding further pressure to an industry already affected by previous tariffs [2] - Demand for new furniture has been declining over the past year, partly due to consumers waiting for lower interest rates and a slowdown in the real estate market [2] - Consumers are becoming more selective with discretionary spending due to persistent inflation, impacting sectors like dining, clothing, travel, and home decor [2]

Core Viewpoint - The announcement of a tariff investigation targeting the furniture sector by President Trump has led to a significant decline in shares of Restoration Hardware (RH), reflecting the company's vulnerability to trade-related disruptions [1][3]. Group 1: Stock Performance - RH shares fell over 5% in after-hours trading following the tariff announcement, despite having closed the previous session up more than 11% at $243 [1][2]. - Year-to-date, RH's stock is down almost 40%, indicating a challenging market environment [2]. Group 2: Company Vulnerability - RH is heavily reliant on international supply chains, making it one of the most vulnerable retailers to trade-related disruptions [3]. - The company has faced significant challenges this year, including a 40% drop in stock price after issuing a bleak earnings outlook in April due to higher costs and housing market weakness [4]. Group 3: Financial Performance and Adjustments - In June, RH reported an unexpected profit of $0.13 per share on revenue of $814 million, which exceeded Wall Street expectations, leading to a brief stock rebound of over 20% [5]. - Despite the positive earnings report, RH lowered its near-term revenue growth guidance by six percentage points, highlighting ongoing challenges from tariffs and supply chain adjustments [6].

Core Viewpoint - The Trump administration is investigating imported furniture for potential tariffs, which has led to significant stock declines for companies reliant on foreign manufacturing, while some domestic manufacturers have seen stock increases [1][2][5]. Company Impact - Major home goods companies such as Wayfair, RH, and Williams-Sonoma experienced stock declines of over 6% following the announcement [2][4]. - In contrast, La-Z-Boy's shares rose nearly 2.5% as the company primarily manufactures within the United States [5]. Industry Context - The furniture industry is facing challenges, including a year-long decline in demand for big-ticket items due to a sluggish housing market and persistent inflation affecting consumer spending [9][10]. - The investigation into furniture tariffs is part of a broader trade agenda aimed at reducing reliance on foreign manufacturing and encouraging domestic production, particularly in traditional furniture-making states like North Carolina and South Carolina [11][12]. Trade Relations - The timing of the potential tariffs comes amidst ongoing trade negotiations with global partners, which have provided some market stability, although many disputes remain unresolved [8]. - It is unclear whether the new furniture tariffs would be in addition to existing country-specific duty rates negotiated through bilateral trade deals [7][13].

Company Performance - RH's stock closed at $213.02, down 2.28% from the previous session, underperforming the S&P 500's gain of 0.73% [1] - The stock has increased by 9.2% over the past month, outperforming the Consumer Staples sector, which declined by 4.07% [1] Earnings Projections - Upcoming EPS for RH is projected at $3.19, reflecting an 88.76% increase year-over-year [2] - Revenue is estimated at $907.28 million, indicating a 9.36% growth compared to the same quarter last year [2] Full-Year Estimates - Full-year earnings are expected to be $10.76 per share, representing a year-over-year increase of 99.63 [3] - Revenue for the full year is projected at $3.53 billion, showing an 11.01% increase year-over-year [3] Analyst Revisions - Recent revisions to analyst forecasts for RH are important as they indicate evolving short-term business trends [3] - Positive estimate revisions are viewed as a sign of optimism regarding the business outlook [3] Valuation Metrics - RH has a Forward P/E ratio of 20.27, which is slightly below the industry average of 20.37 [6] - The company has a PEG ratio of 0.61, significantly lower than the industry average PEG ratio of 3.43 [6] Industry Context - The Consumer Products - Staples industry, to which RH belongs, ranks in the bottom 33% of all industries according to the Zacks Industry Rank [7] - The Zacks Industry Rank indicates that top-rated industries outperform the bottom half by a factor of 2 to 1 [7]