Arhaus Inc. Class A Common Stock Q3 2025 Earnings Recap

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.