RH as of Oct 31 · 01:26 ET

RHNYSERetail-Furniture Stores

RH · Brief

Next report

40 days

Dec 10 · after closeest.Q3 FY26

Earnings

Expected move

Inputs

±8.1%implied · report alone

134.72158.60

straddle ±16.7%

spot 146.66exp Dec 11ATM strike 147ATM straddle 28.85IV 73%

Oct 30 closereport share · term structure

Expected move

Inputs

Implied vs realized

8 reportsHistory

—≥ implied

Dec 12 '24—▲+16.95%—

Apr 2 '25—▼−40.09%—

Jun 12 '25—▲+6.93%—

Q2 FY26—▼−4.60%—

Q3 FY26—▲+5.67%—

Q4 FY25—▼−19.29%—

Jun 11 '26—▼−3.94%—

Sep 10 '26±11.1%▲+0.04%×0.00

quarterimplied−45%0+45%realized×

Sep '26±11.1%▲+0.04%×0.00

Jun '26—▼−3.94%—

Q4 FY25—▼−19.29%—

Q3 FY26—▲+5.67%—

Q2 FY26—▼−4.60%—

Jun '25—▲+6.93%—

2 older reports

Apr '25—▼−40.09%—

Dec '24—▲+16.95%—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Bull & bear

Dec 10 report · est.

Bull2 of 3

377managers reporting a position in the latest quarterly filings13F · Jun 30 '26

14disclosed supplier and customer ties in SEC filingsSEC filings

Bear1

8 of 25largest reporting managers that cut their stake in the latest quarter13F · Jun 30 '26

AI captions · Oct 26 '26once per report · top 2 per case

Linked exposure

RH report session

Suppliers 1

ILPTIndustrial Logistics Properties Trust×0.23

× = co-movement · max 500dSource: SEC filings · market data

Latest changes

30 daysAll changes

No changes.

Your note

privateThesis 0 · Decisions 0 · Observations 0

No thesis.