Earnings summaries and quarterly performance for Arhaus.
Executive leadership at Arhaus.
Board of directors at Arhaus.
AA
Albert Adams
Detailed
Lead Independent Director
AD
Alexis DePree
Detailed
Director
AH
Andrea Hyde
Detailed
Director
BB
Bill Beargie
Detailed
Director
GL
Gary Lewis
Detailed
Director
JK
John Kyees
Detailed
Director
JR
John Roth
Detailed
Director
RD
Rick Doody
Detailed
Director
SD
Samir Desai
Detailed
Director
SB
Stuart Burgdoerfer
Detailed
Director
Research analysts who have asked questions during Arhaus earnings calls.
JM
Jonathan Matuszewski
Jefferies Financial Group Inc.
5 questions for ARHS
Also covers: ASO, BBBY, BBY +12 more
JH
Jeremy Hamblin
Craig-Hallum Capital Group LLC
4 questions for ARHS
Also covers: ASPU, AXON, BOOT +18 more
SS
Seth Sigman
Cantor Fitzgerald
4 questions for ARHS
Also covers: AAP, AZO, BBBY +14 more
Cristina Fernandez
Telsey Advisory Group
3 questions for ARHS
Also covers: ASO, BWMX, DKS +7 more
Julio Marquez
Guggenheim Securities
3 questions for ARHS
Also covers: BYON, WOOF
SF
Steven Forbes
Guggenheim Securities, LLC
3 questions for ARHS
Also covers: AAP, AZO, BBBY +15 more
Pedro Gil
Morgan Stanley
2 questions for ARHS
Also covers: W
PK
Peter Keith
Piper Sandler & Co.
2 questions for ARHS
Also covers: BBY, BOOT, BYON +18 more
RO
Robert Ohmes
Bank of America
2 questions for ARHS
Also covers: ACI, ASO, AZO +17 more
SB
Sabrina Baxamusa
Jefferies
2 questions for ARHS
Also covers: COOK, DRVN
SB
Seth Basham
Wedbush Securities
2 questions for ARHS
Also covers: AAP, ASO, AZO +9 more
SG
Simeon Gutman
Morgan Stanley
2 questions for ARHS
Also covers: AAP, ACI, ASO +33 more
WA
W. Andrew Carter
Stifel
2 questions for ARHS
Also covers: HAYW, HYFM, POOL +5 more
LC
Lauren Cassel
Morgan Stanley
1 question for ARHS
Max Rakhlenko
TD Cowen
1 question for ARHS
Also covers: BOOT, FND, ORLY +4 more
Peter Benedict
Robert W. Baird & Co.
1 question for ARHS
Also covers: BJ, COOK, COST +9 more
Phillip Blee
William Blair
1 question for ARHS
Also covers: COOK, DRVN, FIVE +7 more
RO
Robbie Ohmes
Bank of America
1 question for ARHS
Also covers: DKS, DLTR, DRVN +5 more
ZF
Zac Fadem
Robert W. Baird & Co.
1 question for ARHS
Recent press releases and 8-K filings for ARHS.
Arhaus Reports Q4 and Full Year 2025 Results, Provides 2026 Outlook, and Declares Special Dividend
ARHS
Earnings
Guidance Update
Dividends
- Arhaus achieved record net revenue of $1.38 billion for fiscal year 2025, an 8.5% increase year-over-year, and $365 million for Q4 2025, up 5.1% year-over-year; however, Q4 2025 saw net income decrease 29.1% to $15 million and adjusted EBITDA decline 15.1% to $35 million, primarily attributed to increased inventory reserves, higher showroom occupancy costs, and strategic technology investments.
- The company issued a 2026 outlook forecasting revenue growth between 3.7% and 6.6% and adjusted EBITDA growth between 3.2% and 10.9%, while also declaring a special cash dividend of $0.35 per share and maintaining a debt-free balance sheet with $253 million in cash as of December 31, 2025.
- In 2025, Arhaus completed 13 showroom projects, expanding its footprint to 107 showrooms, and plans for 10-14 projects in 2026, alongside a $12 million cash investment in 2026 for its multiyear digital transformation.
1 day ago
Arhaus Announces Q4 and Full-Year 2025 Results and Provides 2026 Outlook
ARHS
Earnings
Guidance Update
Dividends
- For the full year 2025, Arhaus reported Net Revenue of $1.38 billion, an 8.5% increase year-over-year, Net Income of $67 million, Adjusted EBITDA of $145 million, and Free Cash Flow of $59 million. Comparable Delivered Sales increased by 3.6%.
- The company ended 2025 with a strong balance sheet, including $253 million in Cash & Cash Equivalents and zero long-term debt. Arhaus also declared a special cash dividend of $0.35 per share.
- Operationally, Arhaus concluded 2025 with 107 total showrooms, reflecting 13 total showroom projects completed during the year, including 5 new openings.
- For the full year 2026, Arhaus expects Net Revenue between $1.43 billion and $1.47 billion, Net Income between $66 million and $75 million, and Adjusted EBITDA between $150 million and $161 million. Comparable Delivered Sales are projected to be 0% to 3%, with plans for 4 to 6 new showroom openings.
1 day ago
Arhaus Reports Record 2025 Net Revenue and Provides 2026 Guidance
ARHS
Earnings
Guidance Update
New Projects/Investments
- Arhaus delivered record net revenue of $1.38 billion for full year 2025, an 8.5% increase year-over-year, with adjusted EBITDA reaching $145 million, up 8.9%.
- The company completed 13 total showroom projects in 2025, ending the year with 107 showrooms, and plans for 10-14 total showroom projects in 2026.
- Arhaus maintains a debt-free balance sheet with $253 million in cash and cash equivalents as of December 31, 2025, and declared a special cash dividend of $0.35 per share.
- For full year 2026, Arhaus expects net revenue between $1.43 billion and $1.47 billion and adjusted EBITDA between $150 million and $161 million, with Q1 2026 guidance reflecting anticipated softness due to weather and promotional timing.
1 day ago
Arhaus Reports Record FY 2025 Net Revenue and Provides 2026 Guidance
ARHS
Earnings
Guidance Update
Dividends
- Arhaus reported record net revenue of $1.38 billion for fiscal year 2025, an 8.5% increase year-over-year, with adjusted EBITDA reaching $145 million, up 8.9%.
- For Q4 2025, net revenue was $365 million, up 5.1%, but net income declined 29.1% to $15 million and adjusted EBITDA fell 15.1% to $35 million, primarily due to increased inventory reserves and higher showroom occupancy costs.
- The company provided full-year 2026 guidance with expected net revenue between $1.43 billion and $1.47 billion (growth of +3.7% to +6.6%) and adjusted EBITDA between $150 million and $161 million. Q1 2026 is anticipated to have some softness due to weather and catalog delays.
- Arhaus declared a special cash dividend of $0.35 per share and ended 2025 with a debt-free balance sheet and $253 million in cash and cash equivalents.
- Strategic investments continue, with 13 showroom projects completed in 2025 resulting in 107 showrooms, and a multi-year $30 million digital transformation initiative.
1 day ago
Arhaus Reports Record Full Year 2025 Financial Results and Announces Special Cash Dividend
ARHS
Earnings
Dividends
Guidance Update
- Arhaus reported record net revenue of $1.379 billion for the full year 2025, an 8.5% increase compared to 2024, with Adjusted EBITDA increasing 8.9% to $145 million.
- The company declared a special cash dividend of $0.35 per share, payable on March 31, 2026, to shareholders of record on March 18, 2026, supported by its debt-free balance sheet and $253 million in cash and cash equivalents as of December 31, 2025.
- In 2025, Arhaus expanded its physical footprint by completing 13 Total Showroom Projects, including 5 new Showroom openings, resulting in 107 Showrooms and 3.9% Net Unit Growth by year-end.
- For full-year 2026, Arhaus projects net revenue between $1.43 billion and $1.47 billion and Adjusted EBITDA between $150 million and $161 million, alongside plans for 10 to 14 Total Showroom Projects.
1 day ago
Arhaus Reports Full Year 2025 Results and Announces Special Cash Dividend
ARHS
Earnings
Dividends
Guidance Update
- Arhaus reported record net revenue of $1.38 billion for the full year 2025, an 8.5% increase compared to 2024, while net and comprehensive income decreased 1.9% to $67 million.
- The company announced a special cash dividend of $0.35 per share on its Class A and Class B common stock, payable on March 31, 2026, reflecting strong financial performance and a debt-free balance sheet with $253 million in cash and cash equivalents as of December 31, 2025.
- For the full year 2026, Arhaus expects net revenue between $1.43 billion and $1.47 billion and net income between $66 million and $75 million, with plans for 10 to 14 Total Showroom Projects.
1 day ago
Arhaus Discusses Strong Q3 2025 Demand, $30 Million Digital Transformation, and 2026 Growth Strategies
ARHS
New Projects/Investments
Revenue Acceleration/Inflection
Product Launch
- Arhaus reported strong demand indicators in Q3 2025, with July demand up 15.7% and September marking the biggest month ever, driven by record newness, customization, and trade business, contributing to a 2.8% comparable demand increase through Q3.
- The company is undertaking a $30 million digital transformation investment over 18 months to upgrade its technology stack, including ERP, transportation management, and order management systems, with a target go-live in Q1 2027.
- This digital transformation is expected to generate significant financial benefits, including 50 basis points in annual SG&A savings (approximately $10 million by 2030) and $4-$5 million in annual transportation savings starting in 2027.
- Arhaus views its B2B/trade channel as a "massive opportunity" and a major growth platform for 2026, supported by new investments, and is also preparing for its largest pipeline of new products in company history for 2026.
Dec 2, 2025, 1:00 PM
Arhaus Discusses Q3 2025 Performance, Digital Transformation, and 2026 Growth Initiatives
ARHS
New Projects/Investments
Revenue Acceleration/Inflection
Guidance Update
- Arhaus is a high-end, high-growth home furnishings brand with an affluent client base, designing nearly all products in-house, with over 90% exclusive products sold through an omnichannel platform including over 100 showrooms.
- The company experienced strong Q3 2025 demand, with July up 15.7% and September being its biggest month ever, driven by newness, customization, and trade business. However, October demand was down 14.8% due to seasonality, a modified promotional calendar, and price increases related to tariffs.
- Arhaus is investing $30 million over the next 18 months in a digital transformation, aiming for a Q1 2027 go-live. This initiative is expected to generate 50 basis points in SG&A savings (approximately $10 million annually by 2030) and $4 million-$5 million annually in transportation savings starting in 2027.
- For 2026, Arhaus anticipates its largest pipeline of new products in company history and views the B2B trade channel as a major growth platform, with new investments and programs planned.
Dec 2, 2025, 1:00 PM
Arhaus Reports Strong Q3 2025 Results and Updates Full-Year Guidance
ARHS
Earnings
Guidance Update
New Projects/Investments
- Arhaus reported Q3 2025 net revenue of $345 million, an 8% increase year-over-year, with net income growing 23.1% to $12.2 million and Adjusted EBITDA increasing 35.2% to $31.2 million.
- The company updated its full-year 2025 outlook, raising the low end for net revenue to between $1.35 billion and $1.38 billion, and Adjusted EBITDA to between $135 million and $145 million.
- Demand comparable growth was 7.4% for Q3 2025, with September marking the highest total demand month in company history, driven by a strong fall collection and new product introductions.
- Arhaus is undertaking an 18-month digital transformation project with an incremental investment of approximately $30 million through 2030, expecting $2 million of spend in Q4 2025 and $12 million in 2026, aiming for 50 basis points of SG&A improvement by 2030.
- The estimated tariff impact is $12 million for 2025 and is expected to be $50-$60 million for 2026, which the company plans to mitigate through operational savings, vendor concessions, and pricing actions.
Nov 6, 2025, 1:30 PM
Arhaus Reports Strong Q3 2025 Results and Raises Full-Year Outlook
ARHS
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Arhaus reported strong Q3 2025 financial results, with net revenue increasing 8.0% to $345 million and net and comprehensive income rising 23.1% to $12 million compared to Q3 2024.
- Adjusted EBITDA for Q3 2025 increased 35.2% to $31 million, and comparable growth was 4.1%.
- The company is updating its full-year 2025 outlook, raising the low end of its prior ranges for net revenue (now $1.35 billion to $1.38 billion) and net income (now $58 million to $68 million).
- As of September 30, 2025, Arhaus maintained a strong balance sheet with no long-term debt and $262 million in cash and cash equivalents.
Nov 6, 2025, 11:06 AM
Quarterly earnings call transcripts for Arhaus.
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