Arhaus, Inc. (ARHS) Reports Q3 Earnings: What Key Metrics Have to Say
The headline numbers for Arhaus, Inc. (ARHS) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Arhaus, Inc. (ARHS) Beats Q3 Earnings and Revenue Estimates
Arhaus, Inc. (ARHS) came out with quarterly earnings of $0.09 per share, beating the Zacks Consensus Estimate of $0.08 per share. This compares to earnings of $0.07 per share a year ago.
Are Retail-Wholesale Stocks Lagging Arhaus, Inc. (ARHS) This Year?
Here is how Arhaus, Inc. (ARHS) and Macy's (M) have performed compared to their sector so far this year.
Arhaus Q2: An Unwarranted Stock Rally
Arhaus reported very strong Q2 results after previously slashing the 2025 guidance. The strength was due to Arhaus's move to in-house distribution, temporarily boosting growth through delivery efficiency. Macroeconomic uncertainty still stands in Arhaus's way. Underlying demand growth has been weak, and the reaffirmed 2025 guidance suggests slowing growth ahead. The stock's post-earnings rally was not justified by the Q2 report. I now estimate 23% downside to $9.24.
Arhaus: Down On An Adjusted Basis And Does Not Deserve Its Valuation
Arhaus, Inc.'s reported revenue growth in Q2 2025 was driven by non-recurring factors, masking underlying weakness in core demand and comparable sales. Despite expanding store count, Arhaus is not generating meaningful adjusted growth or margin leverage, with demand comparable growth remaining negative year-over-year. The company's high valuation—trading at nearly 20x cycle-average earnings—is unjustified given flat revenues, deteriorating margins, and exposure to discretionary consumer risk.
Arhaus, Inc. (ARHS) Q2 2025 Earnings Call Transcript
Arhaus, Inc. (NASDAQ:ARHS ) Q2 2025 Earnings Conference Call August 7, 2025 8:30 AM ET Company Participants Jennifer E. Porter - Chief Marketing & eCommerce Officer John P.
Arhaus, Inc. (ARHS) Reports Q2 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for Arhaus, Inc. (ARHS) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Arhaus, Inc. (ARHS) Q2 Earnings and Revenues Top Estimates
Arhaus, Inc. (ARHS) came out with quarterly earnings of $0.25 per share, beating the Zacks Consensus Estimate of $0.15 per share. This compares to earnings of $0.16 per share a year ago.
Is the Options Market Predicting a Spike in Arhaus Stock?
Investors need to pay close attention to ARHS stock based on the movements in the options market lately.
Arhaus, Inc. (ARHS) Moves 6.5% Higher: Will This Strength Last?
Arhaus, Inc. (ARHS) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
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.
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.
