Arhaus Inc. Class A Common Stock Q2 2026 Earnings Recap

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.