Greatmark Investment Partners acquired 16,560 RH shares, for an estimated trade size $2.83 million (based on average prices in the fourth quarter of 2025). Greatmark now holds 97,575 RH shares worth $17.48 million RH now accounts for 2.07% of the fund's AUM, placing it outside the fund's top five holdings.
The recently announced November retail report showed that consumers continue to spend. There were a number of strong categories in the report, which could help drive the stocks of companies in those areas.
Furniture retailers will benefit from Trump's decision to delay further increasing tariffs on imported furniture. The housing market looks set for a modest rebound, which would drive higher spending on home furnishings.
The Trump administration rolled out a delay for a scheduled tariff increase on certain furniture-related imports. RH has been generating substantial free cash flow.
The White House said it was delaying the higher tariffs until Jan. 1, 2027, due to ongoing trade talks, not because it was retreating from its tariff agenda.
The Trump Administration delayed new tariff increases on certain furniture items that were supposed to go into effect January 1. Still, the initial industry-specific rates imposed in September will remain.
aktien.guide ist das Tool zum einfachen Finden, Analysieren und Beobachten von Aktien. Lerne von erfolgreichen Investoren und triff fundierte Anlageentscheidungen. Wir machen Dich zum selbstbestimmten Investor.