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Show Notes
Eric Clark and Greg Portell give their takeaways from RH’s (RH) earnings and outlook. Greg says that $100 billion in productivity will be destroyed in the U.S. by tariffs taking attention, and says RH is missing out on opportunities as its management is forced to deal with trade issues. Eric is waiting for “wash out signals” before he puts money to work in retail, expecting a farther fall from here.
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