As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the home furnishing and improvement retail industry, including RH (NYSE: RH) and its peers.

Home furnishing and improvement retailers understand that ‘home is where the heart is’ but that a home is only right when it’s in livable condition and furnished just right. These stores therefore focus on providing what is needed for both the upkeep of a house as well as what is desired for the aesthetics of a home. Decades ago, it was thought that furniture and home improvement would resist e-commerce because of the logistical challenges of shipping a sofa or lawn mower, but now you can buy both online; so just like other retailers, these stores need to adapt to new realities and consumer behaviors.

The 6 home furnishing and improvement retail stocks we track reported a mixed Q1. As a group, revenues were in line with analysts’ consensus estimates while next quarter’s revenue guidance was 2.8% below.

Luckily, home furnishing and improvement retail stocks have performed well with share prices up 12.1% on average since the latest earnings results.

Best Q1: RH (NYSE: RH)

Formerly known as Restoration Hardware, RH (NYSE: RH) is a specialty retailer that exclusively sells its own brand of high-end furniture and home decor.

RH reported revenues of $800.3 million, down 1.7% year on year. This print exceeded analysts’ expectations by 1%. Overall, it was a satisfactory quarter for the company with a solid beat of analysts’ EBITDA estimates but revenue guidance for next quarter missing analysts’ expectations.

RH achieved the biggest analyst estimate beat but had the weakest guidance update and slowest revenue growth of the whole group. Unsurprisingly, the stock is up 5.4% since reporting and currently trades at $167.87.

Is now the time to buy RH? Access our full analysis of the earnings results here, it’s free.

Williams-Sonoma (NYSE: WSM)

Started in 1956 as a store specializing in French cookware, Williams-Sonoma (NYSE: WSM) is a specialty retailer of higher-end kitchenware, home goods, and furniture.

Williams-Sonoma reported revenues of $1.81 billion, up 4.4% year on year, in line with analysts’ expectations. The business had a satisfactory quarter with a decent beat of analysts’ gross margin estimates.

The market seems happy with the results as the stock is up 22.4% since reporting. It currently trades at $220.59.

Is now the time to buy Williams-Sonoma? Access our full analysis of the earnings results here, it’s free.

Floor And Decor (NYSE: FND)

Operating large, warehouse-style stores, Floor & Decor (NYSE: FND) is a specialty retailer that specializes in hard flooring surfaces for the home such as tiles, hardwood, stone, and laminates.

Floor And Decor reported revenues of $1.15 billion, flat year on year, falling short of analysts’ expectations by 2.8%. It was a softer quarter as it posted a miss of analysts’ EBITDA estimates and full-year revenue guidance missing analysts’ expectations.

Floor And Decor delivered the weakest performance against analyst estimates and weakest full-year guidance update in the group. Interestingly, the stock is up 18.5% since the results and currently trades at $57.34.

Read our full analysis of Floor And Decor’s results here.

Lowe's (NYSE: LOW)

Founded in North Carolina as Lowe's North Wilkesboro Hardware, the company is a home improvement retailer that sells everything from paint to tools to building materials.

Lowe's reported revenues of $23.08 billion, up 10.3% year on year. This number beat analysts’ expectations by 0.6%. Aside from that, it was a satisfactory quarter as it also produced an impressive beat of analysts’ EBITDA estimates but full-year EPS guidance slightly missing analysts’ expectations.

Lowe's scored the fastest revenue growth among its peers. The stock is up 2.4% since reporting and currently trades at $223.62.

Read our full, actionable report on Lowe's here, it’s free.

Arhaus (NASDAQ: ARHS)

With an aesthetic that features natural materials such as reclaimed wood, Arhaus (NASDAQ: ARHS) is a high-end furniture retailer that sells everything from sofas to rugs to bookcases.

Arhaus reported revenues of $314.3 million, flat year on year. This print met analysts’ expectations. Taking a step back, it was a mixed quarter as it also recorded an impressive beat of analysts’ EBITDA estimates but EBITDA guidance for next quarter missing analysts’ expectations significantly.

Arhaus pulled off the highest guidance raise and highest full-year guidance raise among its peers. The stock is up 7.2% since reporting and currently trades at $8.14.

Read our full, actionable report on Arhaus here, it’s free.

Market Update

Late in 2025 into early 2026, there was hand-wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?

These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.

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