The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how home furniture retailer stocks fared in Q4, starting with RH (NYSE:RH).

Furniture retailers understand that ‘home is where the heart is’ but that no home is complete without that comfy sofa to kick back on or a dreamy bed to rest in. These stores focus on providing not only what is practically needed in a house but also aesthetics, style, and charm in the form of tables, lamps, and mirrors. Decades ago, it was thought that furniture would resist e-commerce because of the logistical challenges of shipping large furniture, but now you can buy a mattress online and get it in a box a few days later; so just like other retailers, furniture stores need to adapt to new realities and consumer behaviors.

The 4 home furniture retailer stocks we track reported a mixed Q4; on average, revenues were in line with analyst consensus estimates. while next quarter's revenue guidance was 9.4% below consensus. Stocks--especially those trading at higher multiples--had a strong end of 2023, but 2024 has seen periods of volatility. Mixed signals about inflation have led to uncertainty around rate cuts, but home furniture retailer stocks have shown resilience, with share prices up 6.1% on average since the previous earnings results.

Slowest Q4: RH (NYSE:RH)

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

RH reported revenues of $738.3 million, down 4.4% year on year, falling short of analyst expectations by 5.1%. It was a weak quarter for the company, with a miss of analysts' revenue estimates. Revenue guidance for the full year was more encouraging. The company stated that they "expect demand trends to accelerate throughout fiscal 2024" despite a challenging backdrop due to a weak US housing market.

RH delivered the weakest performance against analyst estimates of the whole group. The stock is down 17.5% since the results and currently trades at $245.

Read our full report on RH here, it's free.

Best Q4: 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 $2.28 billion, down 7.1% year on year, outperforming analyst expectations by 2.4%. It was a very strong quarter for the company, with a solid beat of analysts' revenue estimates.

The stock is up 15.9% since the results and currently trades at $279.53.

Is now the time to buy Williams-Sonoma? Access our full analysis of the earnings results 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 $344 million, down 3.5% year on year, exceeding analyst expectations by 2.5%. It was a strong quarter for the company, with an impressive beat of analysts' earnings estimates.

Arhaus delivered the biggest analyst estimates beat and fastest revenue growth in the group. The stock is up 9.1% since the results and currently trades at $13.97.

Read our full analysis of Arhaus's results here.

Sleep Number (NASDAQ:SNBR)

Known for mattresses that can be adjusted with regards to firmness, Sleep Number (NASDAQ:SNBR) manufactures and sells its own brand of bedding products such as mattresses, bed frames, and pillows.

Sleep Number reported revenues of $429.5 million, down 13.7% year on year, surpassing analyst expectations by 2.1%. It was a very strong quarter for the company, with an impressive beat of analysts' earnings estimates and a solid beat of analysts' revenue estimates.

Sleep Number had the slowest revenue growth among its peers. The stock is up 16.7% since the results and currently trades at $12.89.

Read our full, actionable report on Sleep Number here, it's free.

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