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    Julio Marquez • Guggenheim Securities

    Julio Marquez's questions to Arhaus Inc (ARHS) leadership

    Julio Marquez's questions to Arhaus Inc (ARHS) leadership • Q2 2025

    Question

    Julio Marquez of Guggenheim Partners inquired about Arhaus's most significant product opportunities following the new Bath collection launch and asked for key learnings from the three-tier "Buy More, Save More" promotional program.

    Answer

    Founder, Chairman, and CEO John Reed stated the company is focusing on core products, noting a consumer taste shift towards softer, warmer styles, which aligns with Arhaus's identity. He emphasized the strength of the upholstery business and customization options. Regarding the promotion, Reed confirmed its success and the plan to continue it. Chief Marketing & eCommerce Officer Jennifer Porter added that the program has successfully increased orders over $5,000 and $10,000, complementing the growth of their interior designer program.

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    Julio Marquez's questions to Arhaus Inc (ARHS) leadership • Q1 2025

    Question

    Julio Marquez of Guggenheim Partners inquired about Arhaus's strategy for managing its value proposition and protecting margins in 2025, given its strong balance sheet and reduced reliance on China. He also asked about recent shifts in consumer behavior that influenced the updated sales guidance.

    Answer

    Founder, Chairman and CEO John Reed emphasized a long-term focus, stating the company plans to maintain healthy margins and proceed with its strategic plan, leveraging its experience in navigating economic uncertainty. He highlighted the successful diversification away from China, aiming for 1% of receipts by year-end, supported by strong vendor partnerships. Reed attributed the softer April sales to market volatility and stock market fluctuations causing short-term consumer hesitation but expects pent-up demand to return.

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    Julio Marquez's questions to Arhaus Inc (ARHS) leadership • Q4 2024

    Question

    Julio Marquez, on for Steve Forbes, inquired about the product newness pipeline for 2025 compared to previous years and the current inventory status across showrooms.

    Answer

    John Reed, Founder, Chairman and CEO, stated that the 2025 product lineup is extremely solid and will feature as much or more new product than in the past. He noted that consumer tastes have changed post-COVID, and Arhaus is at the forefront of new styles, colors, and designs, with exciting rollouts planned for the year.

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    Julio Marquez's questions to Petco Health and Wellness Company Inc (WOOF) leadership

    Julio Marquez's questions to Petco Health and Wellness Company Inc (WOOF) leadership • Q3 2024

    Question

    Julio Marquez of Guggenheim Securities, on for Steve Forbes, asked for details on efficiency enhancements in vet hospitals, including staffing and merchandising, and the potential end-state margin for the business.

    Answer

    Executive Joel Anderson highlighted significant progress in hospital profitability, staffing, and utilization, which drove 17% growth in hospitals and Vetco. He noted merchandising opportunities in Rx and connecting vet services to retail. He stated that with hospitals still in their infancy, they are 'nowhere close to the peak' on ultimate margins.

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