ARHS · NASDAQ · Specialty Retail

Arhaus

Premium home furnishings reach customers through integrated showrooms, e-commerce, catalog, design, and delivery.

$8.98
After-hours close+0.01 (+0.11%)
At close$8.97(+1.82%)
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Profile

Arhaus, Inc.ARHSConsumer Discretionary

Premium furniture and décor are designed and sourced directly from global artisans and selected vendors, with domestic upholstery production in North Carolina. Sales flow through an integrated U.S. network of showrooms, e-commerce, catalogs, interior design, and delivery.

Premium furniture and décor are designed and sourced directly from global artisans and selected vendors, while domestic upholstery is produced in North Carolina. The assortment reaches customers through an integrated U.S. network of showrooms, e-commerce, catalogs, interior-design services, and delivery.

Founded in 1986, the business has grown from a Cleveland showroom into a national physical footprint. Its model combines direct sourcing, North Carolina upholstery production, and connected customer touchpoints.

Operations depend on a network of artisans and manufacturing vendors, the North Carolina upholstery operation, and the ability to connect physical showrooms with digital, catalog, design, and delivery touchpoints.

Company facts

CEOJohn Reed
ListedNov 4, 2021
ExchangeNASDAQ
HeadquartersBoston Heights, OH
CountryUnited States
Employees2,800
CIK0001875444
ISINUS04035M1027

Key statistics

Market cap$1.27B
EPS (ttm)$0.4957
P/E (ttm)18.12
ROE17.2%
P/B3.06
P/S0.7377
Dividend yield
Beta1.51vs XLY 1.08

Year to date −21.0% · Average volume (30d) 1.5M

Analysts

Price target, next 12 months$10.00+11.4%Median of 14 analysts · vs the Aug 28 close
ConsensusBuy7 of 14 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior ratingRatingPrior targetTarget
Aug 7, 2026Telsey AdvisoryReiterateMarket Perform$8$10
Aug 7, 2026Morgan StanleyReiterateEqual Weight$12$10
Aug 7, 2026Robert W. BairdTarget$8$10
Aug 6, 2026Craig-HallumUpgradeHoldBuy$9.50$12
May 11, 2026Stifel NicolausTarget$12$11

Earnings

EPS

Estimate$0.08
ReportedDue Nov 5, 2026

Revenue

Estimate$369.4M
ReportedDue Nov 5, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Aug 6, 2026Q2 FY26$0.16$0.28+72.5%$365.7M$384.9M+5.3%+17.62%
May 7, 2026Q1 FY26$0.02$0.020.0%$314.0M$314.3M+0.1%−8.05%
Feb 26, 2026Q4 FY25$0.10$0.11+10.0%$351.5M$364.8M+3.8%−10.91%
Nov 6, 2025Q3 FY25$0.08$0.09+12.5%$351.5M$344.6M−2.0%+4.68%
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Financial highlights

12 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$311.4M$358.4M$344.6M$364.8M$314.3M$699.2M
Gross profit$115.6M$147.7M$133.4M$139.2M$114.4M$286.5M
Operating income$5.4M$46.8M$16.4M$20.3M$2.2M$56.4M
Net income$4.9M$35.1M$12.2M$15.1M$2.2M$39.6M
Diluted EPS$0.03$0.25$0.09$0.11$0.02$0.28
Gross margin37.1%41.2%38.7%38.1%36.4%41.0%
Operating margin1.7%13.0%4.8%5.6%0.7%8.1%

Fiscal years (4-quarter sums)FY21 $796.9M · FY22 $1.23B · FY23 $1.29B · FY24 $1.27B · FY25 $1.38B

Revenue by product · Q2 FY26

Reportable Segment$384.9M · 100%

Balance sheet, Jun 30, 2026Cash & short-term investments $226.4M · Total debt $609.2M · Total assets $1.45B · Shareholders' equity $414.9M

Dividends

Next ex-date
Annual dividend
Dividend yield
Schedule

History

Ex-dateRecordPaidAmountNote
Mar 18, 2026Mar 18Mar 31$0.35special dividend
Mar 20, 2024Mar 21Apr 4$0.50special dividend
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Ownership

Institutions 36.77%52.04M sharesInsiders 1.31%1.85M sharesOther 61.92%87.65M shares

Shares outstanding 141.54M · Float 133.52M · 94.3% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
BlackRock, Inc.4.31M3.05%13FMay 13, 2026
Voya Investment Management LLC2.77M1.96%13FMay 12, 2026
Voya Financial, Inc.2.77M5.10%13GMay 5, 2026
Vanguard Capital Management2.73M5.01%13GJul 31, 2026
Managed Account Advisors LLC2.70M5.00%13GAug 14, 2025

Insider tradesForm 4

No open-market trades in the last 12 months.

View details

Peers

  • RH

    Luxury galleries, design services, and online home furnishings

  • Williams-Sonoma

    Pottery Barn and West Elm overlap in omnichannel home furnishings

  • Ethan Allen Interiors

    Design centers and vertically integrated luxury home furnishings

  • La-Z-Boy

    Residential furniture retail, branded upholstery, and Joybird e-commerce

CompareAfter-hours close

CompanyPriceChange
Arhaus$8.98+0.11%$1.27B18.117.90.7+7.4%
RH$149.25−0.15%$2.83B28.923.70.8−1.7%
Williams-Sonoma$235.06−0.02%$27.68B24.123.93.5+6.7%
Ethan Allen Interiors$23.480.00%$597.2M15.019.31.0−8.5%
La-Z-Boy$32.59+0.06%$1.30B16.513.00.6−3.4%
Median20.321.50.9−2.5%