Q2 2026
Aug 8, 2026
Arhaus shares gained 16.6% following a quarter that delivered record net revenue and a notable 12.5% increase in comparable written sales, driven by broad-based demand and solid execution across all channels.
Key takeaways
- Reported net revenue of $385 million, surpassing the high end of guidance.
- Comparable written sales rose 12.5% in Q2, lifting year-to-date comparable written sales to 2.8%.
- Strength across core customers, interior design, and trade channels, with evidence of larger, higher-value projects and no indication of customer trade-down.
- Inventory availability improved, supporting higher conversion rates and better client experience ahead of the fall selling season.
- Continued investment in product innovation, showroom expansion, and relationship building with design professionals bolsters long-term growth prospects.
Q1 2026
May 8, 2026
Arhaus shares dropped 14.3% following the quarter, reflecting investor disappointment primarily over a meaningful deceleration in comparable written sales driven by weather disruptions, delayed catalog timing, and escalating macro uncertainty, signaling caution on near-term demand and margin pressures.
Key takeaways
- Comparable written sales declined by just over 5%, highlighting notable demand softness despite record first-quarter net revenue.
- Over half of showrooms faced weather-related disruptions including temporary closures in key markets, impacting sales timing and volume.
- The delayed Spring catalog release shifted some demand out of the quarter, further weighing on results.
- Macroeconomic uncertainty stemming from the Iran conflict contributed to cautious consumer sentiment, exacerbating deceleration.
- Showroom footprint grew to 108 locations with continued investment in high-income markets, reflecting a long-term growth strategy despite current headwinds.
Q3 2025
Nov 7, 2025
Arhaus delivered a robust third quarter in 2025, achieving record net revenue of $345 million and demonstrating strong brand demand with a 4.1% comparable growth rate.
Key takeaways
- Net revenue increased 8% year-over-year, marking the highest third-quarter revenue in company history.
- The Fall 2025 Collection was the most successful launch in Arhaus history, indicating strong consumer engagement and design leadership.
- Record demand was recorded for September and for custom upholstery, driven by the successful introduction of innovative designs and a well-performing in-home design program.
- New showroom openings, including a flagship location in Pasadena, California, are expected to enhance brand visibility and customer engagement.
- Vertically integrated operations continue to provide Arhaus with quality control and supply chain resilience, particularly in upholstery production.
Q2 2025
Aug 8, 2025
Arhaus achieved record net revenues in Q2 2025, signaling resilience amid economic pressures, while showing strong momentum heading into Q3 with a 15.7% increase in demand comparable growth in July.
Key takeaways
- Highest quarterly net revenue in Arhaus' history, aided by the efficient operation of the new Dallas Distribution Center.
- Demand comparable growth declined in Q2 but rebounded with a 15.7% increase in July, bringing year-to-date growth to 2.2%.
- Launch of the new Arhaus Bath Collection marks a strategic expansion into personal home spaces, reinforcing commitment to quality craftsmanship.
- Ongoing investment in product development emphasizes customization and artistry, with collections inspired by global artisans.
- Leadership transition with new CFO Michael Lee expected to strengthen operational and financial strategy moving forward.