Secondhand’s Holiday Opportunity, Peloton’s Private Label, Home Spending’s Long Tail

RH Store

RH expects customers to continue spending on their homes. Plus, why the secondhand market could be poised for a major boost during the holiday shopping season, and Peloton will soon offer private-label apparel.

Data:

150: Number of Lululemon stores with Mirror shop-in-shops.

31%-33%: RH’s expected full-year revenue growth.

11x: Projected pace of secondhand market growth compared to retail clothing sector in next five years.

989M: RH’s 2021 Q2 net revenue, up 40% from 2019.

77B: Projected value of the secondhand market by 2025.