ARHS · Arhaus, Inc.
Price & Indicators
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Aug 6, 2026TL;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.
- + 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
- − 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
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Specialty Retail — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ARHS
this stock
Arhaus, Inc.
|
$1.30B | -13.4% | +8.5% | 18.3 | 4.5% |
|
WSM
Williams Sonoma Inc
|
$26.41B | +29.9% | +1.2% | 23.0 | 4.9% |
|
ULTA
Ulta Beauty, Inc.
|
$23.13B | -9.9% | +9.7% | 19.7 | 5.7% |
|
CASY
Caseys General Stores Inc
|
$21.63B | +8.3% | +10.2% | 28.2 | 4.1% |
|
BBY
Best Buy Co Inc
|
$19.94B | +35.2% | +0.4% | 15.8 | 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 sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ARHS | +24.7% | +10.2% | +49.6% | +11.5% | -13.4% |
| SPY | +1.3% | +0.0% | +17.1% | +0.6% | +13.1% |
| vs SPY | +23.4% | +10.2% | +32.6% | +10.9% | -26.5% |