ARHS · Arhaus, Inc.
$10.24
+0.37 (+3.75%)
At close · Oct 2
Return incl. dividend (before tax)
Market Cap
$1.35B
Shares
141.75M
Volume · Oct 2
2.79M
Avg daily vol (3M)
1.36M
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$10.24
Open$10.12
Day$9.87–10.48
52W close$5.75–11.87
Avg vol 30d1.3M
Short int6.4M · 4.5% float · 6.8d
Short vol65%
Last earningsAug 6, 2026
DataNov 2021–Oct 2026
Filing10-Q · Aug 6
Up next
Next earnings call
Nov 5, 2026
Est · unconfirmed
· in 5 wks
filed Aug 6, 2026
call held Aug 6, 2026
Metrics snapshot
Useful current figures from the complete screener profile.
Revenue (TTM)
$1.41B
Trailing 12 months
Net income (TTM)
$69.18M
Trailing 12 months
Revenue growth YoY
+7.4%
Year over year
Operating margin
6.6%
Trailing 12 months
P / E (TTM)
20.5
Trailing earnings · reciprocal yield 4.9%
FCF yield
3.0%
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
$226.40M
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
+0.5%
Year over year · more shares
Price change (1Y)
-6.2%
Trailing year
Short interest
4.5%
Latest settlement · 6.8 days to cover
AI Brief
Q2 FY26 earnings call · Aug 6, 2026
Q2 FY26
TL;DR. Arhaus delivered record Q2 net revenue of $385M and 12.5% comparable written sales growth, beating the high end of guidance, while raising full-year net income and adjusted EBITDA guidance to reflect a $37.8M IEEPA tariff refund benefit; normalized margins still compressed on fuel, shipping, and investment costs.
Bullish
- + Record Q2 net revenue of $385M, up 7.4% YoY and above the high end of guidance
- + Raised full-year net income guidance to $71–$80M and adjusted EBITDA to $160–$171M to reflect IEEPA tariff refund benefit
Bearish
- − Normalized gross margin compressed 70 bps YoY (40.7% vs. 41.4%) on higher fuel and shipping costs
- − Normalized adjusted EBITDA fell 8.9% YoY ($55M vs. $60M) and margin contracted 250 bps on cost pressures and investments
- − Estimated 2026 tariff impact of $30–$40M under new Section 301 framework
From the call
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceOverall
Neutral
SellHoldBuy
Technical
Buy
Momentum
Strong
Sentiment
Neutral
Fundamentals
Strong
Quant / Vol
Very High
Market backdrop
VIX 15.3 · calm
Equity put/call 0.58
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
+22%
above
Price vs 50-day avg
+16%
above
RSI (14)
67
neutral
MACD trend
Positive
52-week position
73%
mid-range
Volume (OBV)
Confirms
volume backs price
Momentum
relative strength
1-month return
+22%
trailing
6-month return
+49%
trailing
YTD return
−9%
this year
Relative strength
+37%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $9 › 200d $8 — 50d above 200d
Institutional flow
Distributing
-7% holders QoQ · +27 funds added
Insider flow
Distributing
Net -$29.6K over 90 days · 100% sells
Short interest
Falling
4.49% of float · ▼ -0.3% MoM · 6.8 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
166 holders — mid 3-yr range
Squeeze score
62
elevated · 0–100
Fundamentals
Revenue growth
+9%
Y/Y
Gross margin
39%
contracting
EPS growth
−2%
Y/Y
Free cash flow
$59.0M
Valuation
P/E 19
below peers
Quant / Vol
risk profile
Volatility
58%
annualized · 1-yr
Max drawdown
−52%
past year
ATR
4.8%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Latest guidance
· from the Earnings Call filed Aug 6, 2026
full year
Net revenue
$1.43B – $1.47B
prior FY $1.38B
midpoint +5.1% Y/Y
Adjusted EBITDA
Non-GAAP
$160M – $171M
third quarter of 2026
Net revenue
Initiated
$355M – $375M
prior qtr $384.9M
midpoint −5.2% QoQ
Adjusted EBITDA
Non-GAAP
Initiated
$26M – $34M
the year
Tariff impact
$30M – $40M
Shipping/supply chain/manufacturing headwinds
$10M
annually
Delivery fee run rate benefit
$5M – $6M
annualized
TMS (transportation management system) annualized run rate savin
$4M – $5M
Q3 and Q4, respectively
Tariff refund benefit
$5M – $7M
this year
Marketing reinvestment (catalog circulation - fall and spring)
$5M
POS pull forward P&L impact
$2M – $3M
IT spend for additional resources
$2M – $3M
over five years
POS pull forward capex (digital transformation)
$20M
Guided vs delivered
· last 4 settled
Net revenue
Full Year 2024
guided $1.25B – $1.29B
$1.27B
In line
Net revenue
Full Year 2023
guided $1.24B – $1.3B
$1.29B
In line
Full-year net revenue
full-year 2022
guided $1.13B – $1.17B
$1.23B
Beat +6.9%
First-quarter net revenue
first quarter 2022
guided $232M – $236M
$246.3M
Beat +5.3%
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Buy
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
+22%
Bullish
Price vs 50-day avg
+16%
Bullish
RSI (14)
67
Neutral
MACD trend
Positive
Bullish
52-week position
73%
Neutral
Volume (OBV)
Confirms
Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross)
No cross
50d $9 › 200d $8 — 50d above 200d
Institutional flow
Distributing
-7% holders QoQ · +27 funds added
Insider flow
Distributing
Net -$29.6K over 90 days · 100% sells
Short interest
Falling
4.49% of float · ▼ -0.3% MoM · 6.8 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
166 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $6
Now $10 · 73%
Range high $12
vs 200-day avg +22%
vs 50-day avg +16%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $145.09M | Year Ended December 31, 2025 | — |
GAAP → non-GAAP reconciliationGAAP Net and comprehensive income 67.26M
-3.03M Interest income, net
+24.72M Income tax expense
+46.79M Depreciation and amortization
+9.18M Equity based compensation
+170K Other expenses (income)
= Adjusted EBITDA 145.09M
|
|||
| Adjusted EBITDA as a % of net revenue non-GAAP | 12.7% | Six months ended June 30, 2026 | — |
| Comparable Delivered Sales | 4% | Q2 2026 | — |
| Comparable Written Sales | 12.5% | Q2 2026 | — |
| Design Studios | 9 | as of June 30, 2026 | — |
| Free Cash Flow non-GAAP | $59.03M | Year Ended December 31, 2025 | — |
GAAP → non-GAAP reconciliationGAAP Net cash provided by operating activities 136.85M
-77.82M Net cash used in investing activities
= Free cash flow 59.03M
|
|||
| IEEPA inventory cost reduction | $14M | 2Q26 | — |
| IEEPA tariff recovery in Cost of Goods Sold | $23.8M | 2Q26 | — |
| IEEPA tariff recovery on 2Q26 sold inventory | $8.3M | 2Q26 | — |
| IEEPA tariff recovery on pre-2026 sold inventory | $15.5M | 2Q26 | — |
| IEEPA tariff refunds cash received | $5.1M | as of June 30, 2026 | — |
| IEEPA tariff refunds receivable | $32.7M | as of June 30, 2026 | — |
| IEEPA tariff refunds requested | $37.8M | as of June 30, 2026 | — |
| Lofts | 9 | as of June 30, 2026 | — |
| Long-term U.S. Showroom Opportunity (Design Studio) | 50 | as of December 31, 2025 | — |
| Long-term U.S. Showroom Opportunity (Traditional) | 165 | as of December 31, 2025 | — |
| Net Unit Growth (NUG) | 3.9% | as of December 31, 2025 | — |
| New Showrooms opened in last 6 years share of incremental net revenue growth | 37% | FY2025 | — |
| New Showrooms opened in last 6 years share of total net revenue | 24% | FY2025 | — |
| Normalized Adjusted EBITDA non-GAAP | $54.96M | Three Months Ended June 30, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Adjusted EBITDA 70.47M
-15.51M Discrete IEEPA Tariff
= Normalized Adjusted EBITDA 54.96M
|
|||
| Normalized Adjusted EBITDA as a % of net revenue non-GAAP | 14.3% | Three Months Ended June 30, 2026 | — |
| Normalized Gross Margin non-GAAP | $156.56M | Three Months Ended June 30, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Gross Margin, as presented 172.07M
-15.51M Discrete IEEPA Tariff
= Normalized Gross Margin 156.56M
|
|||
| Repeat purchasers | 40% | as of December 31, 2025 | — |
| Sales from repeat customers | 50% | as of December 31, 2025 | — |
| Share of total sales from clients within 50 miles of a Showroom | 90% | FY2025 | — |
| Showrooms with interior designers | 97 | as of June 30, 2026 | — |
| States where we operate | 31 | as of June 30, 2026 | — |
| Total gross square footage | 1.9M | as of June 30, 2026 | — |
| Total interior designers | 152 | as of June 30, 2026 | — |
| Total Showroom Projects | 4 | Q2 2026 | — |
| Total Showrooms | 109 | as of June 30, 2026 | — |
| Traditional Showrooms | 91 | as of June 30, 2026 | — |
| Year-to-date Comparable Delivered Sales | 1.4% | YTD 2026 | — |
| Year-to-date Comparable Written Sales | 2.8% | YTD 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Specialty Retail — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ARHS
this stock
Arhaus, Inc.
|
$1.35B | -8.7% | +8.5% | 19.0 | 4.5% |
|
WSM
Williams Sonoma Inc
|
$27.31B | +30.1% | +1.2% | 23.8 | 4.9% |
|
ULTA
Ulta Beauty, Inc.
|
$23.31B | -10.1% | +9.7% | 19.9 | 5.7% |
|
CASY
Caseys General Stores Inc
|
$22.17B | +11.8% | +10.2% | 28.9 | 4.1% |
|
BBY
Best Buy Co Inc
|
$18.61B | +31.4% | +0.4% | 14.8 | 7.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
Earnings & Events
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ARHS | +5.5% | +21.9% | +49.5% | +8.1% | -8.7% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | +5.7% | +22.4% | +37.3% | +7.2% | -21.5% |