Home Furnishings on Fire (in a good way)
MarketFoolery
The Motley Fool
4.7 • 1.7K Ratings
🗓️ 25 March 2021
⏱️ 15 minutes
🧾️ Download transcript
Summary
RH sold a lot of luxury furniture in the 4th quarter, wrapping up a great fiscal year. KB Home shares fall despite strong 1st-quarter profits. Bill Barker analyzes those stories, as well as Rite Aid’s updated guidance (which sent the stock down 20%).
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Transcript
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| 0:00.0 | It's Thursday, March 25th. |
| 0:03.8 | Welcome to Marketforig. |
| 0:05.3 | I'm Chris Hill with me today at the one and only Build Barker. |
| 0:07.9 | Thanks for being here. |
| 0:08.9 | Thanks for having me. |
| 0:10.2 | We've got consumer health retail. |
| 0:11.9 | We've got home building, but we're actually going to start inside the home with the latest |
| 0:16.6 | results from restoration hardware holdings. |
| 0:20.6 | The fourth quarter capped an absolutely fantastic year for this company. |
| 0:25.1 | Profits and revenue were both higher than expected. |
| 0:27.9 | Strong demand for the high end furniture and our each management expects revenue for |
| 0:33.3 | the current quarter to grow significantly and not a surprise that shares of our each |
| 0:38.4 | are up a little bit this morning. |
| 0:41.6 | Up a little bit after being up plenty going into today and things other than a little |
| 0:48.7 | blip down for just about everything a year ago. |
| 0:53.8 | It's just been great, although so for the year, revenues were only up 8% and basically |
| 1:02.2 | the stock has doubled from where it was a year ago or a little bit more than a year |
| 1:07.7 | ago. |
| 1:08.7 | If you're trying to charge from exactly a year ago, they all look amazing. |
| 1:12.8 | You have to back up to February to get a fair comparison. |
| 1:17.0 | They're about double where they were in February. |
| 1:21.2 | It's mostly a margin growth story rather than top line, top line only up 8%, but margins |
... |
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