ArhausARHS
ARHS
About: Arhaus Inc is a growing lifestyle brand and omnichannel retailer of premium home furniture. The company offers merchandise in several categories, including furniture, outdoor, lighting, textiles, and decor through its Retail and e-commerce sales channels.
Employees: 2,630
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
289% more call options, than puts
Call options by funds: $3.61M | Put options by funds: $928K
91% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 32
4% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 27
0.38% more ownership
Funds ownership: 109.84% [Q4 2024] → 110.22% (+0.38%) [Q1 2025]
1% less funds holding
Funds holding: 147 [Q4 2024] → 146 (-1) [Q1 2025]
7% less capital invested
Capital invested by funds: $551M [Q4 2024] → $510M (-$41.2M) [Q1 2025]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$8
5%
downside
Avg. target
$9.83
17%
upside
High target
$12
42%
upside
6 analyst ratings
2 positive
33%
4 neutral
67%
0 negative
0%
Telsey Advisory Group Cristina Fernandez | 19%upside $10 | Market Perform Maintained | 15 May 2025 |
Stifel W. Andrew Carter | 19%upside $10 | Buy Maintained | 12 May 2025 |
Guggenheim Steven Forbes | 42%upside $12 | Buy Maintained | 9 May 2025 |
Morgan Stanley Simeon Gutman | 19%upside $10 | Equal-Weight Maintained | 9 May 2025 |
Piper Sandler Peter Keith | 7%upside $9 | Neutral Maintained | 9 May 2025 |
Financial journalist opinion
Negative
Seeking Alpha
1 month ago
Arhaus: Industry Pressure Clouds Showroom Earnings Growth (Rating Downgrade)
Arhaus, Inc. has reported declining earnings, still continuing in Q1. An uncertain consumer and a weak housing market have contributed towards significant industry pressure. Despite the challenging environment, Arhaus continues to invest in showroom expansion. The company's healthy balance sheet and cash flow allow continued expansion. While the industry should eventually recover, I now estimate margins more conservatively in a DCF model. I estimate a fair value of $8.9.
Neutral
Seeking Alpha
1 month ago
Arhaus, Inc. (ARHS) Q1 2025 Earnings Call Transcript
Arhaus, Inc. (NASDAQ:ARHS ) Q1 2025 Earnings Conference Call May 8, 2025 8:30 AM ET Company Participants Tara Atwood - VP, IR John Reed - Founder, Chairman, President & CEO Jennifer Porter - Chief Marketing & eCommerce Officer Ryan Brody - SVP, Finance Conference Call Participants Julio Marquez - Guggenheim Securities Cristina Fernandez - Telsey Advisory Group Robert Ohmes - Bank of America Merrill Lynch Andrew Carter - Stifel Peter Benedict - Baird Jeremy Hamblin - Craig-Hallum Simeon Gutman - Morgan Stanley Operator Good morning, and welcome to the Arhaus First Quarter 2025 Earnings Conference Call. Please note that this call is being recorded, and the reproduction of any part of this call is not permitted without written authorization from the company.
Negative
Zacks Investment Research
1 month ago
Arhaus, Inc. (ARHS) Q1 Earnings and Revenues Lag Estimates
Arhaus, Inc. (ARHS) came out with quarterly earnings of $0.03 per share, missing the Zacks Consensus Estimate of $0.06 per share. This compares to earnings of $0.11 per share a year ago.
Neutral
GlobeNewsWire
1 month ago
Arhaus Reports First Quarter 2025 Financial Results
BOSTON HEIGHTS, Ohio, May 08, 2025 (GLOBE NEWSWIRE) -- Arhaus, Inc. (“Arhaus” or the “Company”) (NASDAQ: ARHS), a growing lifestyle brand and omni-channel retailer of premium artisan-crafted home furnishings, reported first quarter 2025 results for the period ended March 31, 2025. Highlights include: Net revenue increased 5.5% to $311 million compared to the same period in 2024 Gross margin increased 0.4% to $116 million compared to the same period in 2024 Selling, general and administrative expenses increased 13.9% to $110 million compared to the same period in 2024 Net and comprehensive income decreased 67.6% to $5 million compared to the same period in 2024 Adjusted EBITDA decreased 36.2% to $19 million compared to the same period in 2024 Comparable growth (1) of (1.5)% Demand comparable growth (2) of 4.1% Total Showroom Projects (3) of 5 locations, inclusive of 1 new Traditional Showroom opening and 4 strategic relocations.
Neutral
GlobeNewsWire
1 month ago
Arhaus to Announce First Quarter 2025 Results on May 8, 2025
BOSTON HEIGHTS, Ohio, May 01, 2025 (GLOBE NEWSWIRE) -- Arhaus, Inc. (“Arhaus” or the “Company”) (NASDAQ: ARHS), a growing lifestyle brand and omni-channel retailer of premium artisan-crafted home furnishings, will release its first quarter 2025 results on Thursday, May 8, 2025, before the stock market opens, followed by a conference call to review the Company's financial and operational results at 8:30 a.m. Eastern Time.
Negative
Zacks Investment Research
2 months ago
4 Retail-Miscellaneous Stocks Bucking the Trend in a Tough Market
While challenges prevail in the Retail - Miscellaneous industry, players such as DKS, ARHS, SBH and BBW look well-poised due to their business operating model and prospects.
Positive
Zacks Investment Research
3 months ago
ARHS or SN: Which Is the Better Value Stock Right Now?
Investors with an interest in Retail - Miscellaneous stocks have likely encountered both Arhaus, Inc. (ARHS) and SharkNinja, Inc. (SN). But which of these two stocks presents investors with the better value opportunity right now?
Negative
Seeking Alpha
3 months ago
Arhaus Q4: Structural Margins Lower Than Expected, Price Is Not Opportunistic
Arhaus, Inc.'s Q4 2024 results show some demand recovery, but long-term margins may be lower than 2023 levels, raising valuation concerns. Despite a 50% stock price drop, Arhaus trades at 20x FY25 earnings, which seems high given margin pressures. Management's guidance for FY25 suggests flat comparable sales and a 10.5% adjusted EBITDA margin, reflecting potential structural shifts.
Neutral
Seeking Alpha
3 months ago
Arhaus, Inc. (ARHS) Q4 2024 Earnings Call Transcript
Arhaus, Inc. (NASDAQ:ARHS ) Q4 2024 Earnings Conference Call February 26, 2025 8:30 AM ET Company Participants John Reed - Co-Founder, Chairman and Chief Executive Officer Tara Atwood - Vice President, Investor Relations Jennifer Porter - Chief Marketing and eCommerce Officer Ryan Brody - Senior Vice President of Finance Conference Call Participants Julio Marquez - Guggenheim Securities Peter Keith - Piper Sandler Cristina Fernandez - Telsey Advisory Group Jonathan Matuszewski - Jefferies Philip Blee - William Blair Jeremy Hamblin - Craig-Hallum Capital Group Pedro Gil - Morgan Stanley Matt McCartney - Wedbush Securities Operator Greetings, and welcome to the Arhaus Fourth Quarter 2024 Earnings Conference Call. At this time, all participants are in a listen-only mode.
Positive
Zacks Investment Research
3 months ago
Arhaus, Inc. (ARHS) Reports Q4 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for Arhaus, Inc. (ARHS) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Charts implemented using Lightweight Charts™