ARHS · NASDAQ · Specialty Retail

Arhaus (ARHS)

Premium home furnishings reach customers through integrated showrooms, e-commerce, catalog, design, and delivery.

$9.28
vs last close+0.55 (+6.30%)
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Arhaus, Inc.ARHS
Consumer Discretionary

Premium furniture and décor are designed and sourced directly from global artisans and selected vendors, with domestic upholstery production in North Carolina. Sales flow through an integrated U.S. network of showrooms, e-commerce, catalogs, interior design, and delivery.

Premium furniture and décor are designed and sourced directly from global artisans and selected vendors, while domestic upholstery is produced in North Carolina. The assortment reaches customers through an integrated U.S. network of showrooms, e-commerce, catalogs, interior-design services, and delivery.

Founded in 1986, the business has grown from a Cleveland showroom into a national physical footprint. Its model combines direct sourcing, North Carolina upholstery production, and connected customer touchpoints.

Operations depend on a network of artisans and manufacturing vendors, the North Carolina upholstery operation, and the ability to connect physical showrooms with digital, catalog, design, and delivery touchpoints.

Company facts

CEOJohn Reed
ListedNov 4, 2021
ExchangeNASDAQ
HeadquartersBoston Heights, OH
CountryUnited States
Employees2,800
CIK0001875444
ISINUS04035M1027

Market cap$1.24B
EPS (ttm)$0.4957
P/E (ttm)17.61
ROE17.2%
P/B2.98
P/S0.7172
Dividend yieldDiv yield
Beta1.67vs XLY 1.10

Price target$10.00+14.5%Average of 14 analysts
ConsensusBuy7 of 14 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Sep 21, 2026JefferiesUpgrade
Rating: HoldTarget: $9.50
Rating: BuyTarget: $10
Aug 7, 2026Telsey AdvisoryReiterate
Rating: Target: $8
Rating: Market PerformTarget: $10
Aug 7, 2026Morgan StanleyReiterate
Rating: Target: $12
Rating: Equal WeightTarget: $10
Aug 7, 2026Robert W. BairdTarget
Target: $8
Target: $10
Aug 6, 2026Craig-HallumUpgrade
Rating: HoldTarget: $9.50
Rating: BuyTarget: $12

Next report
Nov 5, 26
in 44 days
EPS estimate
$0.08
Revenue estimate
$369.7M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$0.14$0.03$0.25$0.09$0.11$0.02$0.28Pending
Estimate$0.08$0.06$0.15$0.08$0.10$0.02$0.16$0.08
Surprise+75.0%−50.0%+66.7%+12.5%+10.0%0.0%+72.5%

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$347.0M$311.4M$358.4M$344.6M$364.8M$314.3M$384.9MPending
Estimate$351.3M$315.0M$333.7M$338.8M$351.5M$314.0M$365.7M$369.7M
Surprise−1.2%−1.2%+7.4%+1.7%+3.8%+0.1%+5.3%
Estimate$0.08
ReportedDue Nov 5, 2026
Estimate$369.7M
ReportedDue Nov 5, 2026
View details

Debt to equity146.80%
Current ratio132.70%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$319.1M$347.0M$311.4M$358.4M$344.6M$364.8M$314.3M$699.2M
Net income$9.9M$21.3M$4.9M$35.1M$12.2M$15.1M$2.2M$39.6M
Net margin3.1%6.1%1.6%9.8%3.5%4.1%0.7%5.7%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$10.7M$28.6M$5.4M$46.8M$16.4M$20.3M$2.2M$56.4M
YoY growth−55.3%−30.2%−70.5%+59.2%+54.0%−29.1%−58.7%+20.6%

Balance sheet, Jun 30, 2026Cash & short-term investments $226.4M · Total debt $609.2M · Total assets $1.45B · Shareholders' equity $414.9M

Revenue
$699.2M
Operating income
$56.4M
Net income
$39.6M
View details

Dividend yield
Next ex-date
Annual dividend
Schedule
View details

Institutions38.33%54.33M shares
173 holders · as of Jun 30, 2026
Insiders33.51%47.50M shares
18 holders · as of Sep 10, 2026
Strategic holders23.49%33.29M shares
2 holders · as of May 5, 2026
Other4.67%6.63M shares
remainder

141.75M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This company has 2 share classes; every stake here is a share of the whole company.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
John P. Reed1Insiderofficer: CEO and Chairman
31.84%52.54M COMPANYfiled May 16, 2022
FS Capital Partners VI, LLCStrategic
21.53%30.52Mfiled Nov 15, 2021
BlackRock, Inc.Institution
3.18%4.51M Aas of Jun 30, 2026
Signaturefd, LLCInstitution
2.17%3.07M Aas of Jun 30, 2026
Voya Financial, Inc.Strategic
1.95%2.77Mfiled May 5, 2026
  1. John P. Reed's transaction reports restate only vehicles that traded; the 2021 ownership statement (52.54M) less the 7.41M net shares sold since is used instead.

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Sep 8, 2026Alton F. III Doodydirector−3,500$8.47
View details

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Compare

CompanyPriceChange
Arhaus$9.28+6.30%$1.24B17.618.50.7+7.4%
RH$132.73+4.35%$2.40B22.619.40.7+2.6%
Williams-Sonoma$233.83+2.93%$26.75B23.323.63.3+6.7%
Ethan Allen Interiors$21.58+2.91%$533.6M13.417.80.9−8.5%
La-Z-Boy$30.79+3.67%$1.19B15.112.30.6−3.4%
Median18.818.60.8−0.4%