Arhaus Inc. Class A Common Stock

Arhaus Inc. Class A Common Stock Earnings Recaps

ARHS Industrials 3 recaps
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.
Full recap
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.
Full recap
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.
Full recap