KB Home, Wayfair, Stitch Fix, RH, and Celsius Shares Are Falling, What You Need To Know

What Happened?

A number of stocks fell in the afternoon session after geopolitical tensions spiked following a strict deadline set for Iran. 

President Trump set a high-stakes deadline for Iran to reopen the Strait of Hormuz, a vital oil shipping route. Investors were worried about a potential military strike if deadline passes without a deal. The tension also pushed oil prices to their highest levels in years. This could increase costs for businesses, trigger inflation and slow down global growth.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.

Among others, the following stocks were impacted:

• Home Builders company KB Home (NYSE:KBH) fell 4.9%. Is now the time to buy KB Home? Access our full analysis report here, it’s free.
• Online Retail company Wayfair (NYSE:W) fell 4.9%. Is now the time to buy Wayfair? Access our full analysis report here, it’s free.
• Consumer Discretionary - Apparel and Accessories company Stitch Fix (NASDAQ:SFIX) fell 4.7%. Is now the time to buy Stitch Fix? Access our full analysis report here, it’s free.
• Home Furniture Retailer company RH (NYSE:RH) fell 6.1%. Is now the time to buy RH? Access our full analysis report here, it’s free.
• Beverages, Alcohol, and Tobacco company Celsius (NASDAQ:CELH) fell 4.8%. Is now the time to buy Celsius? Access our full analysis report here, it’s free.

Zooming In On RH (RH)

RH’s shares are extremely volatile and have had 45 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 29 days ago when the stock dropped 6.7% on the news that crude oil prices surged toward $120 a barrel amid escalating geopolitical conflict in the Middle East. 

The spike in crude prices follows an intensification of the Iran war, stoking fears of production and shipping disruptions. These concerns rattled global markets. For the consumer discretionary sector, which includes companies that sell non-essential goods and services, the impact is significant. Higher oil prices can lead to a new wave of inflation, squeezing household budgets and reducing the disposable income available for discretionary spending. This threatens to soften consumer demand, creating headwinds for the sector.

RH is down 41.3% since the beginning of the year, and at $113.41 per share, it is trading 54.8% below its 52-week high of $251 from September 2025. Investors who bought $1,000 worth of RH’s shares 5 years ago would now be looking at only $193.09.

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