In this Dialogue episode of The Synopsis, we discuss RH and Coupang's 3Q25 business updates.

RH 3Q25 Business Update

Coupang 3Q25 Business Update

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Show Notes

(0:00) — New Newsletter
(4:30) — RH 3Q25 Update
(10:32) — RH Accessory Business
(22:30) — RH Design Studios & International
(34:15) — CPNG 3Q25 Update
(32:14) — CPNG AI & Data Leak
(45:17) — Taiwan
(49:24) — CPNG AlphaSense Webinar Announcement

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For full access to all of our updates and in-depth research reports, become a Speedwell Member here.

Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of publication, one or more contributors to this report has a position in CPNG and RH. Furthermore, accounts one or more contributors advise on may also have a position in CPNG and RH. This may change without notice. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/

Dialogue. Coupang and RH Business Updates, Data Leak, 60% Discounts, Market Share Gainer

The Synopsis