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 2024Gross margin increased 7.0% to $536 million, compare ...

Core Viewpoint - Williams-Sonoma, Inc. is a leading omni-channel specialty retailer in premium home furnishings, kitchenware, and decor, with a market capitalization of $22.17 billion, indicating its large-cap status [1][2] Financial Performance - For the third quarter of fiscal 2025, Williams-Sonoma reported net revenues of $1.88 billion, a 4.6% year-over-year increase, surpassing Wall Street expectations of $1.85 billion [5] - The company's comparable brand revenue increased by 4%, and its earnings per share (EPS) rose to $1.96, reflecting a 4.8% year-over-year growth, also exceeding analyst expectations of $1.87 [5] - Despite the positive results, the stock experienced a 3.4% intraday drop on the reporting day due to modest growth [5] Stock Performance - Williams-Sonoma's shares have increased by 42.8% from a 52-week low of $130.07 reached in April, although the stock has declined 5.6% over the past three months [3] - Over the past 52 weeks, the stock has dropped 6.3%, while the Nasdaq Composite index has increased by 12.9% [4] - In the last six months, Williams-Sonoma's stock gained 18.3%, outperforming the Nasdaq Composite's 16.3% increase [4] Competitive Comparison - Compared to Best Buy Co., Inc., which has seen an 18.3% decline over the past 52 weeks but a 3% gain in the last six months, Williams-Sonoma has demonstrated superior performance [6]

Core Insights - Arhaus has opened its largest showroom to date in Old Pasadena, California, covering 38,600 square feet within the historic Penn Oil Building, marking a significant expansion in Southern California [3][4]. Company Expansion - The new Pasadena location is Arhaus' twelfth showroom in California and fifth in the greater Los Angeles area, joining existing locations at The Grove, Topanga, Thousand Oaks, and Del Amo [3]. Design Services - The Pasadena showroom offers complimentary design services, assisting clients with home projects of any scale, supported by a team of seasoned interior designers and design consultants [6]. Community Engagement - In celebration of the showroom opening, Arhaus has partnered with the Altadena Girls organization to furnish their first dedicated space with artisan-crafted pieces, reflecting the company's commitment to community involvement [7]. Company Overview - Founded in 1986, Arhaus is a growing lifestyle brand and omni-channel retailer of premium home furnishings, known for its sustainable sourcing and innovative design, with over 100 showroom locations across the United States [9].

Company Overview - Agree Realty Corporation (ADC) is a retail net lease REIT with an enterprise value of $116 billion as of July 25, 2025[10] - The company owns 2,513 retail properties across all 50 states, totaling approximately 520 million square feet[10] - The company has investment grade issuer ratings of Baa1 from Moody's and BBB+ from S&P[10] Financial Highlights - The company raised 2025 AFFO per share guidance to $429 to $432, representing over 4% growth at the midpoint[13] - The company increased 2025 investment guidance to $14 billion to $16 billion of high-quality retail net lease assets[13] - The company invested $727 million during the first half of the year across 162 high-quality retail net lease assets spanning 27 states[13] - The company issued $400 million of senior unsecured notes due 2035 at an all-in interest rate of 535%[13] - The company has total liquidity of approximately $23 billion, including approximately $13 billion of outstanding forward equity as of June 30th[14] - The company declared a monthly cash dividend of $0256 per common share for July, representing a 24% year-over-year increase[14] Portfolio Composition - Investment grade tenants account for 678% of the portfolio's annualized base rent (ABR)[49] - National tenants comprise 88% of the portfolio's ABR[57] - Grocery stores represent 106% of the portfolio's ABR, amounting to $715 million[50]

Financial Performance - DICK'S Sporting Goods' comparable sales increased by 5.2%[13] - Net sales reached $13.44 billion, a 3.5% increase year-over-year[13] - Non-GAAP gross margin improved to 35.90%, up 89 basis points[13] - Non-GAAP EBT totaled $1.52 billion, an 8.3% increase[13] - Non-GAAP EPS reached $14.05, an 8.8% increase[13] Strategic Initiatives - DICK'S is investing in House of Sport locations, aiming for 75 to 100 stores by the end of FY27[24] - House of Sport locations are expected to generate ~$35 million in Y1 Omni Sales with a ~25% cash on cash return and a payback period of ~2.5 years[31] - DICK'S Field House locations are expected to generate ~$14 million in Y1 Omni Sales with a ~40% cash on cash return and a payback period of less than 4 years[31] Omni-Channel Performance - Omni-channel sales accounted for approximately 30% of FY24 sales, a +600 bps increase since FY19[39] - Omni-channel athletes spend 2x+ more than single-channel athletes[39] - Stores enabled 75% of sales in FY24[41] - Stores fulfilled 70% of online orders in FY24[41] Vertical Brands - Vertical brand sales accounted for 19% of total sales in 2024[63]