Stock Movers Beyond Meat Misses Estimates; Tilray Brands Beats; RH Falls
Apr 1, 2026
Market movers and major misses: a home-furnishing retailer warns of falling Q1 revenue and a steep stock drop. A meat-alternative company shifts branding and issues weak Q1 guidance. A cannabis and beverage company narrows losses and lifts sales with new product launches. Also discussed: inventory and geopolitical impacts on a major apparel supplier.
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RH Cites Tariffs And Weather For Revenue Hit
- RH stock plunged after the company said tariffs cut revenue by about $30 million and bad weather shaved another $10 million from the quarter.
- Alexis Christophorus noted RH now expects Q1 revenue down 2–4% and the stock dropped 22% amid a 40% year decline.
RH Catalog Is Iconic But Not Always Kept
- Alexis Christophorus and guests discussed RH's iconic thick catalog as a notable part of the brand and its pricey products.
- Alexis admitted she recycled the catalog, underscoring consumer attitudes toward high-ticket home furnishings.
Nike Points To War With Iran And Elevated Inventory
- Nike warned the war with Iran and inventory issues will pressure sales, forecasting Q4 revenue could fall as much as 4%.
- Alexis Christophorus said elevated inventory in EMEA and slower-than-expected turnaround plans prompted multiple downgrades.