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Market Watch

How 25 years of HGTV has transformed the home industry

market watch | January 2, 2019
As HGTV celebrates its 25th anniversary, it reaches close to 100 million homes, or more than eight of ten American households. Warren Shoulberg traces the origins of the network’s monumental success and its far-reaching impact on the home industry and culture at large. By Warren Shoulberg

RH stock on the rise after third-quarter earnings outperform estimates

market watch | December 11, 2018
On an earnings call last week, RH's chairman and CEO Gary Friedman reported that his company’s fiscal third quarter net income leapt 92 percent to $46.8 million, or $1.73 a share, trouncing the street’s consensus estimate for earnings of $1.27 a share. Then, citing “exceptional” third quarter results and the “continued evolution of our new business model,” Friedman announced that the company was raising its revenue and earnings guidance for the fourth quarter. By Dennis Scully

The carpet and rug business doesn’t have to return—it never left in the first place

market watch | November 20, 2018
While there are certainly a fair number of area and bath rugs produced overseas in China, India, Pakistan, Turkey and other pockets around the world, most of the carpeting and a large percentage of the rugs sold in the U.S. are, and have always been, made in the U.S. It’s one of the more curious anomalies of the home business, one that owes its existence to both a very unique product development story and the realities of global transportation. By Warren Shoulberg

Is Wayfair’s $9 billion valuation justifiable?

market watch | November 13, 2018
Even after losing more than $5 billion in market capitalization in recent weeks, Wayfair is still valued at nearly $9 billion dollars—more than the valuation of Knoll, Herman Miller, RH, Ethan Allen and La-Z-Boy combined. The question is why. By Dennis Scully

Do furniture brands still matter?

market watch | October 25, 2018
When Authentic Brands Group bought some of the best names in the furniture business earlier this month for what amounts to a rounding error for many big corporations, it said a lot about the furniture business. Namely, that one more company will try to solve the furniture business’s branding conundrum. By Warren Shoulberg

Mattress turnover: Acquisitions, bankruptcy and disruption

market watch | October 23, 2018
You’re supposed to turn your mattress over every six months—but nobody said the entire mattress industry should be turned over that frequently. Once one of the most stable categories in the home business, mattresses have now become a hotbed of disruption. By Warren Shoulberg

Does Gary Friedman want to take RH private?

market watch | October 16, 2018
After spending much of this year stressing that 2018 would be dedicated to rebuilding the company’s balance sheet and replenishing its cash position, RH announced last week that it would launch a $700 million repurchase program, or roughly 25 percent of its shares. By Dennis Scully

Services are the secret to big-box retailers’ recent successes

market watch | September 25, 2018
Remember back in Economics 101 when we all learned the economy is made up of both goods and services? The answer for home retailers looking to increase sales may lie beyond the products they sell, and top brands are relearning this lesson with impressive results. Big-box players in the home spac... By Warren Shoulberg

As RH arrives in the Meatpacking District, Wall Street sends its shares packing

market watch | September 18, 2018
There’s an old adage on Wall Street: Buy the rumor, sell the news. Savvy traders love nothing more than bidding up the shares of a company that is rumored to be coming out with a strong earnings report and then selling their position for a fast profit once the news hits the wires—usually well be... By Dennis Scully

Target’s home department returns to its roots

market watch | September 11, 2018
Editor's note: Warren Shoulberg is former editor in chief for several leading B2B publications. He has guest lectured at the Columbia University Graduate School of Business and has been honored by the International Furnishings and Design Association and the Fashion Institute of Technology and ci... By Warren Shoulberg
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