Inferra AI / Company / ARHS

Arhaus, Inc.

ARHS · Consumer Discretionary

Last earnings Aug 6, 2026

Key results

Net revenuequarter

15.7%

Net revenue increased 15.7% to $358 million, compared to the second quarter of 2024

SEC original ↗Arhaus, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Gross marginquarter

19.1%

Gross margin increased 19.1% to $148 million, compared to the second quarter of 2024 Selling, general and administrative expenses increased 6.8% to $101 million, compared to the second quarter of 2024 Net and comprehensive income increased 57.7% to $35 million

SEC original ↗Arhaus, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Revenuequarter

$358 million

Business Highlights Arhaus delivered strong second-quarter results, with net revenue exceeding $358 million, up 15.7% and setting a new record for the highest quarterly net revenue in Company history.

SEC original ↗Arhaus, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Growthquarter

up 15.7%

SEC original ↗Arhaus, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

AI analysis

Q2 2025 · reported Aug 7, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Revenue · Q2 2025

$358M

EX-99 · Aug 7, 2025

Gross margin · Q2 2025

19.1%

EX-99 · Aug 7, 2025

Headline figures

Metric	Q2 2025	Prior qtr	Year ago
Net revenue	15.7%	—	—
Gross margin	19.1%	—	—
Revenue	$358 million	—	—
Growth	up 15.7%	—	—

EX-99 · Aug 7, 2025

Guidance · company-stated

Direction: Reiterated

Company outlook

“The Company has also modestly reduced its full-year capital expenditures outlook by $10 million to reflect updated timing on select investments.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Gross margin19.1%

Capital allocation

Company-funded capex$31M

Capex$10M

With a resilient high-end client base, debt-free balance sheet, and a clear strategic plan, we are navigating the current environment from a position of strength, focused on what we can control disciplined execution, intentional growth, and continued investment in the systems, products, and talent that will drive our next phase.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

ARHAUS REPORTS SECOND QUARTER 2025 FINANCIAL RESULTS BOSTON HEIGHTS, Ohio

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Direction: Reiterated

Company outlook: “The Company has also modestly reduced its full-year capital expenditures outlook by $10 million to reflect updated timing on select investments.”

Company outlook — Reiterated (“reaffirms”)
“Outlook The table below reaffirms Arhaus previously provided expectations for selected full-year 2025 financial and operating metrics.”

Company outlook — Lowered (“reduced”)
“The Company has also modestly reduced its full-year capital expenditures outlook by $10 million to reflect updated timing on select investments.”

Company outlook — Initiated (“introducing”)
“In addition, Arhaus is introducing third-quarter 2025 guidance for select financial metrics, as detailed below.”

Classified from the release's primary full-year outlook statement.

Capital allocation

SEC original ↗Arhaus, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Balance Sheet and Liquidity As of June 30, 2025, the Company reported the following No long-term debt.

SEC original ↗Arhaus, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Company-funded capital expenditures (4) were approximately $31 million and landlord contributions were approximately $11 million.

SEC original ↗Arhaus, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

The Company has also modestly reduced its full-year capital expenditures outlook by $10 million to reflect updated timing on select investments.

SEC original ↗Arhaus, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

(4) Company-funded capital expenditures is defined as total net cash used in investing activities less landlord contributions.

SEC original ↗Arhaus, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Debt In November 2021, the Company entered into a revolving credit facility (the 2021 Credit Facility ).

SEC original ↗Arhaus, Inc. — 10-Q Quarterly report10-QAug 6, 2026

Strategy & priorities

This thoughtful expansion into a deeply personal space in the home reflects our commitment to timeless design, artisan craftsmanship, and functional beauty.

SEC original ↗Arhaus, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

(2) Total Showroom Projects is defined as the number of showroom projects completed during the period, including new showroom openings, strategic relocations, remodels, and expansions.

SEC original ↗Arhaus, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

The Company considers all showroom projects integral to its long-term growth strategy, with each evaluated based on strategic relevance and expected return on investment.

SEC original ↗Arhaus, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

We use non-GAAP measures to help assess the performance of our business, identify trends affecting our business, formulate business plans and make strategic decisions.

SEC original ↗Arhaus, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Risks & headwinds

While second-quarter Demand comparable growth (3) was (3.6)%, due to macro headwinds, July rebounded sharply, with Demand comparable growth (3) up an impressive 15.7%, highlighting strong client engagement and the enduring appeal of our products.

SEC original ↗Arhaus, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

In the second quarter, Comparable growth (1) was 10.5%, driven by the successful conversion of strong first-quarter demand, while Demand comparable growth (3) was (3.6)%, reflecting macroeconomic volatility and external headwinds.

SEC original ↗Arhaus, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

This outlook reflects currently implemented tariff actions as of the date of this release.

SEC original ↗Arhaus, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Such forward-looking statements involve known and unknown risks, uncertainties and other important factors beyond our control that could cause our actual results, performance or achievements to be materially different from the expected results, performance or achievements expressed or implied by such forward-looking statements.

SEC original ↗Arhaus, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Legal Proceedings 34 Item 1A.

SEC original ↗Arhaus, Inc. — 10-Q Quarterly report10-QAug 6, 2026

and Subsidiaries Notes to Condensed Consolidated Financial Statements (Unaudited) Tariffs In February 2026, the U.

SEC original ↗Arhaus, Inc. — 10-Q Quarterly report10-QAug 6, 2026

Documents

Earnings deck slides

0 decks with slide view

Arhaus, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors