RH Price Target Falls 35% to $160 as New Manufacturing Chief Named
Analysts cut RH’s consensus price target from $246.08 a year ago to $160, reflecting caution despite forecasts for strong Q4 2025 revenue and EPS growth. Appointment of Veronica Schnitzius as President, Chief Manufacturing & Sourcing Officer will drive a global manufacturing platform supporting its core furniture segment (80% of revenues).
1. Declining Analyst Price Targets
Analysts have revised down RH’s consensus price target from $246.08 a share a year ago to $160 currently, citing concerns over market conditions, company performance and broader economic factors impacting the home furnishings sector.
2. Q4 2025 Growth Expectations
Despite the downward revision, RH is projected to deliver strong revenue and EPS growth in its fourth quarter of fiscal 2025, driven by continued expansion initiatives and strategic pricing adjustments that aim to bolster top-line results.
3. Strategic Leadership Appointment
Veronica Schnitzius has been appointed President, Chief Manufacturing & Sourcing Officer to spearhead RH’s global manufacturing platform, integrating owned, joint-ventured and outsourced operations to strengthen the company’s core furniture business, which accounts for 80% of its brand revenues.