RH $RH beats Q2 revenue guidance with $922.2M in net sales, but supply chain inflation and macro headwinds persist! KEY HIGHLIGHTS: • Q2 net revenues reached $922.2M (+2.6%), using a $55.1M tariff benefit to offset $50M in supply chain costs • Full-year FY2026 revenue guidance set at 5.5%–7.0% growth, relying on a late-year bump from RH Estates • Persistent macroeconomic headwinds and inflationary freight expenses continue to squeeze operating margins THE RATING: Inflationary freight costs, supply chain pressures, and macro headwinds keep the Seeking Alpha Quant score for $RH at a SELL. Can RH Estates drive enough late-year acceleration to offset macro headwinds, or are you staying away from $RH for now? Drop your take below! ▻