ARHS Stock - Arhaus, Inc.
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Financial Statements
| Metric | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Revenue | $1.27B | $1.29B | $1.23B | $796.92M | $507.43M |
| Gross Profit | $501.23M | $540.42M | $525.06M | $329.93M | $199.50M |
| Gross Margin | 39.4% | 42.0% | 42.7% | 41.4% | 39.3% |
| Operating Income | $87.00M | $164.31M | $184.67M | $33.35M | $30.88M |
| Net Income | $68.55M | $125.24M | $136.63M | $21.12M | $6.08M |
| Net Margin | 5.4% | 9.7% | 11.1% | 2.6% | 1.2% |
| EPS | $0.49 | $0.90 | $0.99 | $0.27 | $0.13 |
Arhaus, Inc. operates as a lifestyle brand and premium retailer in the home furnishings market. It provides merchandise assortments across various categories, including furniture, lighting, textiles, décor, and outdoor. The company's furniture products comprise bedroom, dining room, living room, and home office furnishings, which includes sofas, dining tables and chairs, accent chairs, console and coffee tables, beds, headboards, dressers, desks, bookcases and modular storage, etc.; and outdoor products include outdoor dining tables, chairs, chaises and other furniture, lighting, textiles, décor, umbrellas, and fire pits. It also offers lighting products, such as various distinct and artistic lighting fixtures, including chandeliers, pendants, table and floor lamps, and sconces; textile products comprising handcrafted indoor and outdoor rugs, bed linens, and pillows and throws; and décor products, including various wall art to mirrors, vases to candles, and other decorative accessories. The company distributes its products through an omni-channel model comprising showrooms, e-commerce platform, catalog, and in-home designer services. As of December 31, 2021, it operated through a network of 71 traditional showrooms, 5 Design Studios, and 3 Outlets, as well as 58 showrooms with in-home interior designers. The company was founded in 1986 and is headquartered in Boston Heights, Ohio.
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Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| September 18th 2025 | Gordon Haskett | Initiation | Hold | $12 |
| June 9th 2025 | Raymond James | Initiation | Market Perform | - |
| April 7th 2025 | Robert W. Baird | Downgrade | Neutral | $8.5← $13 |
| February 27th 2025 | Piper Sandler | Downgrade | Neutral | $12← $15 |
| January 24th 2025 | Loop Capital | Initiation | Hold | $12 |
| November 8th 2024 | Telsey Advisory Group | Downgrade | Market Perform | $11← $12 |
| November 7th 2024 | BofA Securities | Downgrade | Neutral | $11← $15 |
| October 15th 2024 | Craig Hallum | Downgrade | Hold | $10← $14 |
| October 11th 2024 | Wedbush | Initiation | Neutral | $11 |
| July 9th 2024 | Stifel | Initiation | Buy | $19.5 |
| July 8th 2024 | Jefferies | Downgrade | Hold | $16← $22 |
| May 10th 2024 | Telsey Advisory Group | Reiterated | Outperform | $18← $17 |
| March 8th 2024 | Telsey Advisory Group | Reiterated | Outperform | $17← $15 |
| March 1st 2024 | Telsey Advisory Group | Reiterated | Outperform | $15← $13 |
| June 27th 2023 | Craig Hallum | Initiation | Buy | $15 |
Earnings History & Surprises
ARHSEPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | May 6, 2026 | — | — | — | — |
Q1 2026 | Feb 25, 2026 | $0.09 | — | — | — |
Q4 2025 | Nov 6, 2025 | $0.08 | $0.09 | +12.5% | ✓ BEAT |
Q3 2025 | Aug 7, 2025 | $0.15 | $0.25 | +66.7% | ✓ BEAT |
Q2 2025 | May 8, 2025 | $0.06 | $0.03 | -50.0% | ✗ MISS |
Q1 2025 | Feb 26, 2025 | $0.12 | $0.14 | +16.7% | ✓ BEAT |
Q4 2024 | Nov 7, 2024 | $0.08 | $0.07 | -12.5% | ✗ MISS |
Q3 2024 | Aug 8, 2024 | $0.12 | $0.16 | +33.3% | ✓ BEAT |
Q2 2024 | May 9, 2024 | $0.02 | $0.11 | +533.6% | ✓ BEAT |
Q1 2024 | Mar 7, 2024 | $0.16 | $0.22 | +37.5% | ✓ BEAT |
Q4 2023 | Nov 2, 2023 | $0.12 | $0.14 | +16.7% | ✓ BEAT |
Q3 2023 | Aug 9, 2023 | $0.26 | $0.29 | +11.5% | ✓ BEAT |
Q2 2023 | May 4, 2023 | $0.20 | $0.25 | +25.0% | ✓ BEAT |
Q1 2023 | Mar 9, 2023 | $0.20 | $0.34 | +70.0% | ✓ BEAT |
Q4 2022 | Nov 10, 2022 | $0.14 | $0.27 | +92.9% | ✓ BEAT |
Q3 2022 | Aug 11, 2022 | $0.12 | $0.28 | +133.3% | ✓ BEAT |
Q2 2022 | May 11, 2022 | $0.09 | $0.12 | +33.3% | ✓ BEAT |
Q1 2022 | Mar 30, 2022 | $0.05 | $0.14 | +180.0% | ✓ BEAT |
Q4 2021 | Dec 9, 2021 | $0.13 | $0.13 | 0.0% | = MET |
Q4 2021 | Nov 5, 2021 | — | $0.02 | — | — |
Latest News
Telsey Advisory Group Maintains Market Perform on Arhaus, Maintains $12 Price Target
➖ NeutralTelsey Advisory Group Maintains Market Perform on Arhaus, Maintains $12 Price Target
➖ NeutralArhaus Sees Q4 Sales $336.000M-$366.000M vs $345.404M Est
📈 PositiveArhaus Raises FY2025 Sales Guidance from $1.290B-$1.380B to $1.350B-$1.380B vs $1.353B Est
📈 PositiveArhaus Q3 EPS $0.09 Beats $0.08 Estimate, Sales $344.570M Beat $338.229M Estimate
📈 PositiveTelsey Advisory Group Maintains Market Perform on Arhaus, Maintains $12 Price Target
➖ NeutralPresident Trump Says Furniture Tariff Will Be Done Pretty Quickly; Reiterates Furniture Tariff Will Be 'Very Substantial'
📉 NegativeCNBC Cites White House Official Saying "Furniture Tariffs Will Be Imposed As Part Of National Security Investigation Into Lumber"
📉 NegativeArhaus soars after 'resilient high-end customers' support sales growth
📈 PositiveFrequently Asked Questions about ARHS
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