RH(US:RH) Zhi Tong Cai Jing·2025-09-05 09:33Group 1 - The core point of the article is that Citigroup's report indicates a 2.0% average increase in store traffic for the rated retailers in August, which is a slowdown from July's 3.3% growth, while the two-year cumulative growth rate remains stable at +5.9% for August compared to +5.8% for July [1][3][5] Group 2 - In August, the absolute growth was led by Ollie's Bargain Outlet (+19.8%), Boot Barn (+10.9%), and RH (+5.9%), while Advance Auto Parts experienced the largest decline at -7.9% [3][4] - Best Buy (+120 basis points), RH (+62 basis points), Costco, and BJ's Wholesale Club showed month-over-month growth, while Ollie's Bargain Outlet experienced the largest deceleration despite maintaining a +20% absolute growth [4] - Looking ahead to September, the performance comparisons will generally be easier than in August, except for BJ's Wholesale Club, which faces a tougher comparison due to last year's traffic advantage from a strike at East Coast ports [5]