Arhaus

ARHS

Market cap $1.14B

Arhaus, Inc. (ARHS) Q4 2025 Earnings Call Transcript

BOSTON HEIGHTS, Ohio, Feb. 26, 2026 (GLOBE NEWSWIRE) -- Arhaus, Inc. (“Arhaus” or the “Company”) (NASDAQ: ARHS), a premium home furnishing brand known for responsibly sourced, artisan-crafted products and heirloom-quality design, today announced its participation in the following investor conferences. Raymond James 47th Annual Institutional Investors Conference—Tuesday, March 3, 2026 Chief Financial Officer Michael Lee and Vice President of Investor Relations Tara Atwood-Saja will participate in investor meetings at the Raymond James 47th Annual Institutional Investors Conference in Orlando, Florida on Tuesday, March 3, 2026.

Although the revenue and EPS for Arhaus, Inc. (ARHS) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Arhaus, Inc. (ARHS) came out with quarterly earnings of $0.11 per share, beating the Zacks Consensus Estimate of $0.1 per share. This compares to earnings of $0.14 per share a year ago.

BOSTON HEIGHTS, Ohio, Feb. 26, 2026 (GLOBE NEWSWIRE) -- Arhaus, Inc. (“Arhaus” or the “Company”) (NASDAQ: ARHS), a premium home furnishing brand known for responsibly sourced, artisan-crafted products and heirloom-quality design, reported fourth quarter and full year results for the period ended December 31, 2025, and announced a special cash dividend. Full Year 2025 Highlights Net revenue increased 8.5% to $1,379 million, compared to the full year of 2024 Gross margin increased 7.0% to $536 million, compared to the full year of 2024 Selling, general and administrative expenses increased 7.7% to $447 million, compared to the full year of 2024 Net and comprehensive income decreased 1.9% to $67 million, compared to the full year of 2024 Adjusted EBITDA increased 8.9% to $145 million, compared to the full year of 2024 Comparable Delivered Sales (1) of 3.6% Comparable Written Sales (2) of 1.3% Total Showroom Projects (3) of 13 including 5 new Showroom openings, 7 relocations, and 1 renovation for the full year of 2025 Net Unit Growth (4) of 3.9% for 2025 Special cash dividend of $0.35 per share on the Company's Class A and Class B common stock, payable on March 31, 2026 to shareholders of record at the close of business on March 18, 2026 John Reed, Co- Founder and Chief Executive Officer, said: “The Arhaus team delivered record net revenue of $1.38 billion in 2025, an increase of 8.5%, underscoring the strength and durability of our differentiated model rooted in artisan craftsmanship and heirloom-quality design.

BOSTON HEIGHTS, Ohio, Feb. 19, 2026 (GLOBE NEWSWIRE) -- Arhaus, Inc. (“Arhaus” or the “Company”) (NASDAQ: ARHS), a growing lifestyle brand and omnichannel retailer of premium artisan-crafted home furnishings, will release its fourth quarter and full year 2025 results on Thursday, February 26, 2026, 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.

Arhaus, Inc. (ARHS) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Arhaus is upgraded to a soft "Buy" as valuation becomes more attractive despite sector headwinds. ARHS delivered strong Q3 results, with revenue up 8% and EBITDA rising to $31.2 million, driven by showroom expansion and successful product launches. Management guides for 2025 revenue of $1.35–$1.38 billion and EBITDA of $135–$145 million, with a robust cash position exceeding debt by $212.6 million.

BOSTON HEIGHTS, Ohio, Feb. 12, 2026 (GLOBE NEWSWIRE) -- Arhaus, Inc. (“Arhaus” or the “Company”) (NASDAQ: ARHS), a growing lifestyle brand and omni-channel retailer of premium artisan-crafted home furnishings, announced that Michael Rengel has been appointed Chief Merchandising Officer, effective February 23, 2026. In this role, Michael will lead Arhaus' merchandising and product strategy across furniture and décor categories, supporting the Company's continued focus on assortment differentiation, product leadership, and disciplined growth.

Arhaus, Inc. (ARHS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.