The Arhaus Bath collection features artisan-crafted vanities, fixtures, textiles and accessories that reflect the brand’s commitment to enduring materials and thoughtful design BOSTON HEIGHTS, Ohio, Aug. 07, 2025 (GLOBE NEWSWIRE) -- Arhaus, a leader in artisan-crafted, globally inspired home furnishings, announces the launch of its inaugural Arhaus Bath collection—an expansion into the bathroom space that reflects the brand’s longstanding dedication to quality, craftsmanship and timeless design. Available b ...

Arhaus, Inc. (ARHS) reported $358.44 million in revenue for the quarter ended June 2025, representing a year-over-year increase of 15.7%. EPS of $0.25 for the same period compares to $0.16 a year ago.The reported revenue represents a surprise of +6.65% over the Zacks Consensus Estimate of $336.1 million. With the consensus EPS estimate being $0.15, the EPS surprise was +66.67%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determi ...

Arhaus (ARHS) Q2 2025 Earnings Call August 07, 2025 08:30 AM ET Speaker0Good morning, and welcome to the R House second quarter twenty twenty five 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. I will now turn the call over to your host, Tara Atwood, vice president of investor relations. Please go ahead.Speaker1Good morning, and thank you for joining us for the R House seco ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-41009 Arhaus, Inc. (Exact name of registrant as specified in its charter) Delaware 87-1729256 (State or other ...

[Arhaus Q2 2025 Earnings Release](index=1&type=section&id=Arhaus%20Q2%202025%20Earnings%20Release) [Second Quarter 2025 Highlights](index=1&type=section&id=Second%20Quarter%202025%20Highlights) Arhaus achieved record net revenue of $358 million in Q2 2025, a 15.7% year-over-year increase, driven by strong brand performance and efficient conversion of demand Q2 2025 Key Financial Metrics vs. Q2 2024 | Metric | Q2 2025 | Change vs. Q2 2024 | | :--- | :--- | :--- | | Net Revenue | $358 million | +15.7% | | Gross Margin | $148 million | +19.1% | | Net and Comprehensive Income | $35 million | +57.7% | | Adjusted EBITDA | $60 million | +51.2% | | Comparable Growth | 10.5% | N/A | - **Successfully brought the Dallas Distribution Center operations in-house**, which ramped up ahead of schedule, enabling more efficient conversion of strong Q1 demand into net revenue[5](index=5&type=chunk) - Demand comparable growth was **(3.6)%** in Q2 due to macro headwinds, but rebounded sharply to **15.7%** in July[5](index=5&type=chunk)[8](index=8&type=chunk) - Launched the new **Arhaus Bath Collection**, expanding the company's product offerings into a new home category[5](index=5&type=chunk) [Showroom and Balance Sheet Highlights](index=2&type=section&id=Showroom%20and%20Balance%20Sheet%20Highlights) The company operated 103 showrooms and maintained a strong financial position with $235 million in cash, no long-term debt, and increased inventory - Operated **103 Showrooms** across 30 states at the end of Q2 2025[9](index=9&type=chunk) - Completed **3 Total Showroom Projects** in Q2 and expects to complete **12 to 15 total projects** in 2025, including 4 to 6 new openings[9](index=9&type=chunk) Balance Sheet and Liquidity Highlights (as of June 30, 2025) | Metric | Value | Change from Dec 31, 2024 | | :--- | :--- | :--- | | Cash and cash equivalents | $235 million | +18.9% | | Long-term debt | None | N/A | | Net merchandise inventory | $311 million | +4.7% | | Client deposits | $233 million | +5.5% | | Net cash from operating activities (YTD) | $81 million | N/A | [Company Outlook](index=3&type=section&id=Outlook) Arhaus reaffirmed its full-year 2025 guidance, reduced its capital expenditure forecast by $10 million, and introduced specific guidance for Q3 2025 Q3 and Full-Year 2025 Guidance | Metric | Q3 2025 Guidance | Full-Year 2025 Guidance | | :--- | :--- | :--- | | Net Revenue | $320M - $350M | $1.29B - $1.38B | | Net Revenue Growth | 0.3% to 9.7% | 1.5% to 8.6% | | Comparable Growth | (4)% to 5% | (5)% to 1.5% | | Net Income | $7M - $17M | $48M - $68M | | Adjusted EBITDA | $23M - $33M | $123M - $145M | | Company-funded Capital Expenditures | N/A | $80M - $100M (reduced by $10M) | [Financial Statements](index=6&type=section&id=Financial%20Statements) [Condensed Consolidated Balance Sheets](index=6&type=section&id=Condensed%20Consolidated%20Balance%20Sheets) Total assets grew to $1.32 billion as of June 30, 2025, driven by increases in cash, inventory, and right-of-use assets Selected Balance Sheet Data (in thousands) | Account | June 30, 2025 | December 31, 2024 | | :--- | :--- | :--- | | **Assets** | | | | Cash and cash equivalents | $234,797 | $197,511 | | Merchandise inventory, net | $311,117 | $297,010 | | Total current assets | $577,569 | $531,043 | | Total assets | $1,318,376 | $1,206,316 | | **Liabilities & Equity** | | | | Client deposits | $233,070 | $220,873 | | Total current liabilities | $434,723 | $402,451 | | Total liabilities | $932,763 | $862,571 | | Total stockholders' equity | $385,613 | $343,745 | [Condensed Consolidated Statements of Comprehensive Income](index=7&type=section&id=Condensed%20Consolidated%20Statements%20of%20Comprehensive%20Income) For Q2 2025, net revenue increased 15.7% to $358.4 million and net income rose 57.7% to $35.1 million compared to the prior-year period Income Statement Highlights (in thousands, except per share data) | Metric | Three Months Ended June 30, 2025 | Three Months Ended June 30, 2024 | Six Months Ended June 30, 2025 | Six Months Ended June 30, 2024 | | :--- | :--- | :--- | :--- | :--- | | Net Revenue | $358,435 | $309,801 | $669,807 | $604,963 | | Gross Margin | $148,227 | $124,372 | $263,814 | $239,426 | | Income from Operations | $46,765 | $29,381 | $52,186 | $47,742 | | Net and Comprehensive Income | $35,066 | $22,234 | $39,948 | $37,333 | | Diluted EPS | $0.25 | $0.16 | $0.28 | $0.27 | [Condensed Consolidated Statements of Cash Flows](index=8&type=section&id=Condensed%20Consolidated%20Statements%20of%20Cash%20Flows) For the six months ended June 30, 2025, net cash from operations was $81.4 million, resulting in a net cash increase of $37.5 million Cash Flow Summary for Six Months Ended June 30 (in thousands) | Cash Flow Activity | 2025 | 2024 | | :--- | :--- | :--- | | Net cash provided by operating activities | $81,428 | $84,304 | | Net cash used in investing activities | ($41,622) | ($62,158) | | Net cash used in financing activities | ($2,316) | ($71,052) | | **Net increase (decrease) in cash** | **$37,490** | **($48,906)** | [Reconciliation of Non-GAAP Measures](index=9&type=section&id=Reconciliation%20of%20Net%20and%20Comprehensive%20Income%20to%20EBITDA%20and%20Adjusted%20EBITDA) For Q2 2025, Net Income of $35.1 million was reconciled to an Adjusted EBITDA of $60.3 million, yielding an Adjusted EBITDA margin of 16.8% Reconciliation to Adjusted EBITDA (in thousands) | Metric | Three Months Ended June 30, 2025 | Three Months Ended June 30, 2024 | | :--- | :--- | :--- | | Net and comprehensive income | $35,066 | $22,234 | | Interest income, net | ($744) | ($606) | | Income tax expense | $12,593 | $7,828 | | Depreciation and amortization | $11,597 | $9,106 | | **EBITDA** | **$58,512** | **$38,562** | | Equity based compensation | $1,795 | $1,327 | | **Adjusted EBITDA** | **$60,307** | **$39,889** | | Adjusted EBITDA as a % of net revenue | 16.8% | 12.9% |

BOSTON HEIGHTS, Ohio, Aug. 07, 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 second quarter 2025 results for the period ended June 30, 2025. Second Quarter 2025 Highlights Net revenue increased 15.7% to $358 million, compared to the second quarter of 2024Gross margin increased 19.1% to $148 million, compared to the second quarter of 2024Selling, general and administra ...

Core Insights - Arhaus has launched its inaugural Arhaus Bath collection, marking a significant expansion into the bathroom space with a focus on quality, craftsmanship, and timeless design [3][5] - The collection consists of 190 pieces, including vanities, faucets, lighting, and textiles, showcasing Arhaus' commitment to artisan-crafted home furnishings [3][4] Product Offerings - The Arhaus Bath collection features a variety of vanities in different configurations, including powder, single, and double styles, all designed with customizable hardware and soft-close functionality [6] - The collection includes a range of faucets and lighting options, with designs that emphasize a cohesive visual language across bath elements [9] - Turkish Bath Textiles are made from 100% organic long-staple Turkish cotton, available in various weights and colors, and certified for quality and sustainability [10] Brand Philosophy - The introduction of the Arhaus Bath collection is described as an organic extension of the brand's existing offerings, aiming to inspire customers to create a home that reflects their personal style [5] - Arhaus emphasizes the use of enduring materials and thoughtful design to elevate everyday rituals in the bathroom [4]

Core Viewpoint - Arhaus, Inc. is set to release its second quarter 2025 financial results on August 7, 2025, before the market opens, followed by a conference call to discuss these results [1] Company Overview - Arhaus, founded in 1986, is a lifestyle brand and omni-channel retailer specializing in premium artisan-crafted home furnishings [3] - The company employs a proprietary model that involves direct design and sourcing from leading manufacturers and artisans globally, offering heirloom quality products that are sustainably sourced and built to last [3] - Arhaus operates over 100 showroom and design studio locations across the United States and provides complimentary in-home design services through a team of interior designers [3] - The company is recognized for its innovative design, responsible sourcing, and client-first service [3] Investor Communication - A live webcast of the upcoming conference call will be available at ir.arhaus.com, with participation options provided for both U.S. and international callers [2] - A telephone replay of the call will be accessible for one week, and a webcast replay will be available for approximately 12 months [2]

Core Viewpoint - Investors in Arhaus, Inc. (ARHS) should closely monitor stock movements due to significant implied volatility in the options market, particularly for the Aug. 15, 2025 $5 Put option [1] Group 1: Implied Volatility - Implied volatility indicates the market's expectations for future price movements, with high levels suggesting potential significant price changes or upcoming events that could lead to a rally or sell-off [2] - The current high implied volatility for Arhaus options may signal a developing trading opportunity, as options traders often seek to sell premium on such options to capture decay [4] Group 2: Analyst Sentiment - Arhaus holds a Zacks Rank 4 (Buy) in the Retail – Miscellaneous industry, which is positioned in the bottom 36% of the Zacks Industry Rank [3] - Over the past 60 days, two analysts have raised their earnings estimates for the current quarter, while none have lowered them, resulting in a decrease of the Zacks Consensus Estimate from 18 cents per share to 15 cents [3]

Company Overview - Arhaus, Inc. (ARHS) shares increased by 6.5% to close at $9.23, supported by strong trading volume, contrasting with a 1.5% gain over the past four weeks [1] - The company is focusing on disciplined execution, targeted investments, and showroom expansion to achieve long-term profitable growth, with plans for 12 to 15 Total Showroom Projects in 2025 and reducing China sourcing to about 1% of total receipts [1] Earnings Expectations - The upcoming quarterly earnings report is expected to show earnings of $0.15 per share, reflecting a year-over-year decline of 6.3%, while revenues are projected to be $335.65 million, an increase of 8.4% from the previous year [2] - The consensus EPS estimate for the quarter has been revised 0.7% lower in the last 30 days, indicating a negative trend in earnings estimate revisions, which typically does not lead to price appreciation [3] Industry Context - Arhaus, Inc. is part of the Zacks Retail - Miscellaneous industry, which includes other companies like Tractor Supply (TSCO), whose stock closed 2.5% higher at $54.08, with a 10.3% return over the past month [4] - Tractor Supply's consensus EPS estimate remains unchanged at $0.8, representing a year-over-year increase of 1.3%, and it currently holds a Zacks Rank of 4 (Sell) [5]