Restoration Hardware, every mention

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Verbatim, from the transcripts: the passages where Restoration Hardware comes up

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IKEA (Audio) · Acquired Nov 18, 2024 · 6 mentions

  • ▶ 2:42:06 Ben Gilbert It's interesting to see the distribution, like, Crate & Barrel's peak age is 31, West Elm is 33, Williams-Sonoma is 33, then you start to get into, like, Restoration Hardware is 44, Pier One Imports is 45, Home Depot is 48, Lowe's is 54.
  • ▶ 2:43:46 Ben Gilbert Restoration Hardware is 900.
  • ▶ 2:43:57 David Rosenthal I mean, well, Restoration Hardware is huge complexes, but few of them.
  • ▶ 2:44:09 David Rosenthal You would think it's like a tech company headquarters, but no, it's the Restoration Hardware building.
  • ▶ 2:50:21 David Rosenthal Well, an obvious one that pops out to me is, okay, give the low and low medium ends to Ikea and then compete at the top end, like Restoration Hardware is doing.
  • ▶ 2:53:55 Ben Gilbert They're not in the same segment as Williams-Sonoma or Restoration Hardware, any of these other furniture companies.
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