{"podcast":{"title":"Charged Alpha Stock Encyclopedia","slug":"charged-alpha-stock-encyclopedia-7819792","podcast_index_feed_id":7819792,"rss_url":"https://feed.podbean.com/chargedalpha/feed.xml","website_url":"https://chargedalpha.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/22241603/charged_alpha_logo_2048.png","author":"Colton Thomas","episode_count":1034,"summary":"Charged Alpha reviews earnings for each stock in the Russel 1000 every quarter. Each podcast gives thorough analysis, along with an in-depth profile in the beginning of the episode of the company, what they do, how they earn money and what to look for.","last_synced_at":"2026-07-18T10:20:29.083898+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792"},"episode":{"title":"RH Stock: The $2 Loss Head Fake — Guide Raised, Shorts Squeezed Q1 FY2026","slug":"rh-stock-the-2-loss-head-fake-guide-raised-shorts-squeezed-q1-fy2026","published_at":"2026-06-11T21:57:05+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/rh-stock-the-2-loss-head-fake-guide-raised-shorts-squeezed-q1-fy2026","show_page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792","url":"https://chargedalpha.podbean.com/e/rh-stock-the-2-loss-head-fake-%e2%80%94-guide-raised-shorts-squeezed-q1-fy2026/","audio_url":"https://mcdn.podbean.com/mf/web/ev5arcrjcjx26m2d/RH-Q1-FY2026-PipelineX-RH_FULL.mp3","summary":"RH (RH) reported Q1 FY2026 earnings on 2026-06-11. Stock jumped 7.5% on the print. Here's the breakdown: Is RH a buy, hold, or sell after this quarter? In this RH (RH) Q1 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a clear price-aware Buy / Hold / Avoid Call and a Wall Street consensus comparison. If you follow Consumer stocks or RH earnings, this is the Q1 FY2026 deep dive. 🎧 Listen on Podbean: https://chargedalpha.podbean.com (also on Apple Podcasts & Spotify) 🔔 Subscribe for daily earnings deep-dives → @ChargedAlpha | Call tracker: chargedalpha.com THE CALL: HOLD (3/5 conviction, MODERATE) - CURRENT @ $159.82 - HOLD - BUY below $135.00 with $115.00 stop - AVOID above $200.00 TRIGGER: September 10 print: backlog release showing up in revenue (+4.5pt component is mechanical and checkable) and RH Estates launching on time WINDOW: 6-12 months - a show-me story with quantified milestones TRACKER: chargedalpha.com WALL STREET CONSENSUS - Ratings: 3 Strong Buy / 5 Buy / 12 Hold / 3 Sell / 0 Strong Sell - MIXED - Median 12-month price target: $190.00 (range $120 - $260) - Charged Alpha vs consensus: IN LINE THESIS A luxury home-furnishings brand mid-transformation into a global lifestyle platform - galleries, hospitality, Europe, and now RH Estates - carrying high leverage through a housing trough on the strength of Friedman's execution record. Bull lever: The raised FY guide is itemized and partly mechanical: $75M of tariff-displaced backlog releases in H2 (+4.5pts) before counting new galleries (+2.5pts) and RH Estates (+5pts) - and the company stayed FCF-positive in its weakest quarter while funding al…","meta_description":"RH (RH) reported Q1 FY2026 earnings on 2026-06-11. Stock jumped 7.5% on the print. Here's the breakdown: Is RH a buy, hold, or sell after this quarter? In…","key_points":[],"chapters":[],"topics":[],"duration_seconds":608,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/charged-alpha-stock-encyclopedia-7819792/episodes/rh-stock-the-2-loss-head-fake-guide-raised-shorts-squeezed-q1-fy2026/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/rh-stock-the-2-loss-head-fake-guide-raised-shorts-squeezed-q1-fy2026.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}