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.
JH
Jeremy Hamblin
Craig-Hallum Capital Group LLC
4 questions for ARHS
Also covers: ASPU, AXON, BOOT +17 more
Cristina Fernandez
Telsey Advisory Group
3 questions for ARHS
Also covers: ASO, BWMX, DKS +7 more
JM
Jonathan Matuszewski
Jefferies Financial Group Inc.
3 questions for ARHS
Also covers: ASO, BBBY, BBY +11 more
Julio Marquez
Guggenheim Securities
3 questions for ARHS
Also covers: BYON, WOOF
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
SS
Seth Sigman
Cantor Fitzgerald
2 questions for ARHS
Also covers: AAP, AZO, BBY +13 more
SG
Simeon Gutman
Morgan Stanley
2 questions for ARHS
Also covers: AAP, ACI, ASO +32 more
WA
W. Andrew Carter
Stifel
2 questions for ARHS
Also covers: HAYW, HYFM, POOL +4 more
LC
Lauren Cassel
Morgan Stanley
1 question for ARHS
Max Rakhlenko
TD Cowen
1 question for ARHS
Also covers: BOOT, ORLY, PLNT +2 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
SF
Steven Forbes
Guggenheim Securities, LLC
1 question for ARHS
Also covers: AAP, AZO, BBBY +15 more
ZF
Zac Fadem
Robert W. Baird & Co.
1 question for ARHS
Recent press releases and 8-K filings for ARHS.
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
Arhaus Reports Strong Third Quarter 2025 Financial Results and Updates Full-Year Outlook
ARHS
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Arhaus reported net revenue of $345 million for the third quarter of 2025, an 8.0% increase compared to the third quarter of 2024, marking the highest third-quarter net revenue in the company's history.
- Net and comprehensive income for Q3 2025 increased 23.1% to $12 million, while Adjusted EBITDA rose 35.2% to $31 million compared to the third quarter of 2024.
- The company updated its full-year 2025 outlook, raising the low end of its prior ranges for net revenue to $1.35 billion to $1.38 billion and for Adjusted EBITDA to $135 million to $145 million.
- As of September 30, 2025, Arhaus reported no long-term debt and cash and cash equivalents totaling $262 million.
Nov 6, 2025, 11:00 AM
Arhaus Reports Second Quarter 2025 Financial Results
ARHS
Earnings
Guidance Update
New Projects/Investments
- Arhaus reported record net revenue of $358 million for the second quarter of 2025, representing a 15.7% increase compared to the second quarter of 2024.
- Net and comprehensive income for Q2 2025 increased 57.7% to $35 million, while Adjusted EBITDA increased 51.2% to $60 million.
- As of June 30, 2025, the company maintained a debt-free balance sheet with $235 million in cash and cash equivalents.
- Arhaus reaffirmed its Full-Year 2025 net revenue outlook of $1.29 billion to $1.38 billion and introduced Q3 2025 net revenue guidance of $320 million to $350 million.
Aug 7, 2025, 10:32 AM
Quarterly earnings call transcripts for Arhaus.
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