Why Dan Loeb's Third Point Is Bullish On Restoration Hardware Stock

Benzinga2021-08-09

Daniel Loeb, the CEO and founder of New York-based hedge fund Third Point,on Friday revealed a new position in luxury furniture and home furnishings chain Restoration Hardware Holdings(NYSE:RH). What ...

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精彩评论

Heidit
2021-08-09
Heidit
Oh
Eugoon
2021-08-09
Eugoon
Yes agree
- Robinshk:
  Hi
- kevinlaisq:
  hi
junfong
2021-08-09
junfong
Hi
- JimmyT:
  ok

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href=https://www.benzinga.com/trading-ideas/long-ideas/21/08/22392958/why-dan-loebs-third-point-is-bullish-on-restoration-hardware-stock><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Daniel Loeb, the CEO and founder of New York-based hedge fund Third Point,on Friday revealed a new position in luxury furniture and home furnishings chain Restoration Hardware Holdings(NYSE:RH).\nWhat ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/21/08/22392958/why-dan-loebs-third-point-is-bullish-on-restoration-hardware-stock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"RH","symbol_name":"Restoration Hardware 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chain Restoration Hardware Holdings(NYSE:RH).\nWhat Happened:In a letter to investors, Loeb revealed that the hedge fund started building a position in RH in the final quarter of last year as it believes the high-quality underlying business is at a fundamental “inflection point.”\nLoeb said he believes the furniture company is “well-positioned” to yield benefits as it looks to implement its aggressive international expansion strategy and growth should happen “regardless of the political landscape or housing cycle.”\nAs per Loeb, RH is not a traditional furniture company and any comparison with other furniture companies is not fair to the brand just like one cannot compare Ferrari with the rest of the automakers.\n“Furniture companies are not known for theirhigh returns on invested capital, and a common bear thesis on RH was that furniture companies had never sustainably earned >10% EBIT margins (which RH had recently exceeded),” Loeb said.\nThe hedge fund, which holds stake in SentinelOne Inc(NYSE:S),Intuit Inc(NASDAQ:INTU) and Danaher Corp(NYSE:DHR) among others, noted that RH CEO Gary Friedman is a once-in-a-generation leader who is both an innovator and effective capital allocator.\nAccording to Loeb, RH commands higher product gross margins, better leverage on fixed costs, and a unique advantage in retail, where landlords basically pay RH to anchor retail properties, as RH’s stores draw high-income traffic and create a “halo effect.”\nPrice Action:RH shares closed 0.7% lower at $674.99 on 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