Skip to main content
Equibles
ARHS logo

ARHS · Arhaus, Inc.

Track ARHS — free

Use ARHS with AI

Add company filings, earnings and prices to ChatGPT or Claude, then ask questions in your own chat.

Choose your app for step-by-step connection instructions. Sign in with Equibles when asked; no code or API key is needed.

Claude ChatGPT

After connecting, ask your AI to use Equibles to research ARHS.

Other apps & server URL
https://mcp.equibles.com/mcp
Gemini CLI setup
or ask here

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

See what you can ask in ChatGPT or Claude

All connection guides →
$13.63 +0.11 (+0.81%)
Russell 2000 member Rebalance outlook locked
Market Cap
$1.92B
Shares
141.76M
Volume · Nov 12 2.45M Avg daily vol (3M) 1.69M

Price & Indicators

Drag to pan · scroll to zoom
Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$13.52 Open$14.54 Day$13.47–14.60 52W close$5.75–15.02 Avg vol 30d2.1M Short int7.5M · 5.3% of shares · 3.8d Short vol29% Last earningsNov 5, 2026 DataNov 2021–Nov 2026 Filing10-Q · Nov 5

Up next

Next earnings call
Feb 25, 2027 Est · unconfirmed · in 15 wks
Q1 2026 earnings call transcript
call held May 7, 2026
Play latest call

Latest documents

2026
Nov 5
Quarterly report 10-Q FY2026 Q3, ended Sep 30
Quarterly report for FY2026 Q3 AI summary on its way
Revenue $368.12M ▲ 6.8% Net income $7.82M ▼ 36.0% Diluted EPS $0.05 ▼ 44.4%
Nov 5
Current report 8-K
Revenue rose as earnings fell and outlook improved

Arhaus reported third-quarter net revenue of $368 million, up 6.8%, while net and comprehensive income fell 36.0% to $8 million. It raised full-year net revenue guidance to $1.465 billion to $1.485 billion and maintained net income and Adjusted EBITDA outlooks.

Financial results, Regulation FD disclosure Read from the first part of this long document
5 source passages
ARHAUS REPORTS THIRD QUARTER 2026 FINANCIAL RESULTS Net revenue increased 6.8% to $368 million Net and comprehensive income decreased 36.0% to $8 million Net revenue | $1.465 billion to $1.485 billion | $398 million to $418 million The Company is maintaining its full-year Net Income and Adjusted EBITDA outlook Open the document at this passage
Sep 30
Current report 8-K
Regulation FD disclosure

Arhaus appointed K.C. Moss as its first Chief Digital Officer, effective September 30, 2026; she will report to John Reed and lead digital strategy, including eCommerce, digital product and experience, personalization, client data and analytics.

Aug 6
Quarterly report 10-Q FY2026 Q2, ended Jun 30
Quarterly report for FY2026 Q2 AI summary on its way
Revenue $384.9M ▲ 7.4% Net income $39.65M ▲ 13.1% Diluted EPS $0.28 ▲ 12.0%
All documents

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$1.43B
Trailing 12 months
Net income (TTM)
$64.78M
Trailing 12 months
Revenue growth YoY
+6.8%
Year over year
Operating margin
6.1%
Trailing 12 months
P / E (TTM)
29.4
Trailing earnings · reciprocal yield 3.4%
FCF yield
5.5%
TTM · current market cap
Return on invested capital
38.5%
Trailing 12 months
Net cash
$265.37M
Latest balance sheet
Dividend yield
2.6%
Trailing 12 months
Shares change YoY
+0.4%
Year over year · more shares
Price change (1Y)
+45.5%
Trailing year
Short interest
5.3%
Latest settlement · 3.8 days to cover
View all 125 metrics

Quarterly results

Revenue Net income Net loss
▲0.9% $347.01M $21.29M '24 Q4* ▲5.5% $311.37M $4.88M '25 Q1 ▲15.7% $358.44M $35.07M '25 Q2 ▲8% $344.57M $12.22M '25 Q3 ▲5.1% $364.85M $15.09M '25 Q4* ▲0.9% $314.28M $2.22M '26 Q1 ▲7.4% $384.90M $39.65M '26 Q2 LATEST ▲6.8% $368.12M $7.82M '26 Q3

* Q4 derived as the full year minus Q1 to Q3.

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

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Mentioned in fund letters

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Buy Momentum Very Strong Sentiment Neutral Fundamentals Strong Quant / Vol Very High
Market backdrop VIX 18.7 · elevated Equity put/call 0.72
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +60%
above
Price vs 50-day avg +30%
above
RSI (14) 62
neutral
MACD trend Positive
52-week position 84%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Strong
1-month return +33%
trailing
6-month return +114%
trailing
YTD return +21%
this year
Relative strength +112%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $10 › 200d $8 — 50d above 200d
Institutional flow Accumulating
109 of 166 funds reported for Sep 30 · net +4.1M sh shares · +23 new
Insider flow Distributing
Net -$96.7K over 90 days · 100% sells
Short interest Rising
5.31% of shares out · ▲ +25.0% MoM · 3.8 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
166 holders — mid 3-yr range
Squeeze score 84
high risk · 0–100
Fundamentals
Strong
Revenue growth +9%
Y/Y
Gross margin 39%
contracting
EPS growth −2%
Y/Y
Free cash flow $59.0M
Valuation P/E 29.4
rich
Balance sheet $200.1M
net cash
Quant / Vol
risk profile
Very High
Volatility 60%
annualized · 1-yr
Max drawdown −52%
past year
ATR 5.4%
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

Beat or met 7 of last 7
Latest guidance · from the Earnings Call filed Aug 6, 2026
full year
Net revenue Maintained $1.43B – $1.47B
May 7, 2026 $1.43B – $1.47B changed to Aug 6, 2026 $1.43B – $1.47B
prior FY $1.38B midpoint +5.1% Y/Y
Adjusted EBITDA Non-GAAP Raised $160M – $171M
May 7, 2026 $150M – $161M changed to Aug 6, 2026 $160M – $171M
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
Previous outlook earlier release · from the Earnings Call filed May 7, 2026

Still-open targets the latest release did not restate under the same label.

Tariff impacts · 2026 $30M – $40M
TMS benefits · FY26 $1M – $2M
Benefits · FY26 $1M – $2M
Prior guidance period ended · from the Earnings Call filed Aug 6, 2026
Net revenue · third quarter of 2026 $355M – $375M
Adjusted EBITDA · third quarter of 2026 $26M – $34M
Guided vs delivered · last 7 settled
Net revenue third quarter of 2026
guided $355M – $375M
$368.12M In line
Net revenue second quarter of 2026
guided $350M – $370M
$384.9M Beat +6.9%
Net revenue Q1 2026
guided $300M – $320M
$314.28M In line
Net revenue Full Year 2024
guided $1.25B – $1.29B
$1.27B In line

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Buy
0 · 4 · 3
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+60% Bullish
Price vs 50-day avg
+30% Bullish
RSI (14)
62 Neutral
MACD trend
Positive Bullish
52-week position
84% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross) No cross
50d $10 › 200d $8 — 50d above 200d
Institutional flow Accumulating
109 of 166 funds reported for Sep 30 · net +4.1M sh shares · +23 new
Insider flow Distributing
Net -$96.7K over 90 days · 100% sells
Short interest Rising
5.31% of shares out · ▲ +25.0% MoM · 3.8 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 $14 · 84% Range high $15
vs 200-day avg +60% vs 50-day avg +30%

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 70.47M the three months ended June 30, 2026 filing —
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 reconciliation
GAAP 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 reconciliation
GAAP 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 reconciliation
GAAP 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 109 Q2 2026 —
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 —
Total Showrooms at end of period 109 the three months ended June 30, 2026 filing —
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
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
ARHS
Arhaus, Inc.
this stock
$1.92B +20.6% +8.5% 29.4 5.3%
WSM
Williams Sonoma Inc
 $29.49B +40.2% +1.2% 25.7 5.0%
ULTA
Ulta Beauty, Inc.
 $27.83B +7.6% +9.7% 23.7 4.8%
CASY
Caseys General Stores Inc
 $26.12B +27.8% +10.2% 34.0 6.6%
BBY
Best Buy Co Inc
 $21.69B +54.5% +0.4% 17.2 7.3%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
184
% held
41.1%
Reported
109 of 166
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
170
View
Short & Settlement
Short Interest Rising
Shares short
7.5M
Days to cover
3.8d
Change
+1.5M sh
View
Short Volume
Short vol %
29%
As of
Nov 12, 2026
Short Total
View
Fails to Deliver
FTD shares
188
Value
$1.8K
As of
Oct 9, 2026
View
Off-Exchange
Off-exchange %
36.4%
Week of
Oct 5, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$96.7K
Buyers / Sellers
0 / 2
Buyers Sellers
View
Financials
Financials
Revenue (FY)
$1.4B
Net income (FY)
$67.3M
EPS diluted
$0.48
View
Filings
SEC Filings
Latest
10-Q
Filed
Nov 5, 2026
This year
16
View
Proposed Sales
Value
$30.2K
Shares
3.5K
Filed
Sep 4, 2026
View
Earnings & Events
Webcasts
Last webcast
Nov 5, 2026
View
Investor Relations
Latest news
Arhaus Reports Third Quarter 2026…
Published
Nov 5, 2026
View

Performance

5D 20D 120D MTD YTD
ARHS +4.5% +33.5% +113.9% +8.6% +20.6%
SPY +3.3% -1.9% +1.5% +0.2% +11.0%
vs SPY +1.2% +35.4% +112.4% +8.4% +9.6%

Capital returns

Latest dividend
$0.35 / share · ex Mar 18, 2026
Cut 30%
Paid (TTM)
$0.35 / share · 1 payout
Dividend yield (TTM, derived)
— · history filling in
Full dividend history

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1875444 CUSIP 04035M102 13F (30d) 109 filings 99 filers Visit website Investor relations