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.
Arhaus, Inc. (ARHS) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript
Arhaus posted strong Q3 revenue growth driven by underlying demand, but guidance points to a challenging Q4 with declining comparable sales. ARHS achieved solid SG&A leverage and strong adjusted EBITDA growth, though gross margin gains were offset by occupancy deleverage and tariff headwinds looming for 2026. The demand outlook remains uncertain, with recent positive trends not enough to confirm a turnaround amid ongoing macroeconomic pressures on the furniture sector.
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) 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.
Here is how Arhaus, Inc. (ARHS) and Macy's (M) have performed compared to their sector so far this year.
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, 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. (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.
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) 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.
Investors need to pay close attention to ARHS stock based on the movements in the options market lately.