Arhaus, Inc. (ARHS) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript

Arhaus, Inc. (ARHS) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript

Seeking Alpha • Dec 2, 2025

Arhaus Provides Mixed Signals About The Demand Cycle

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.

Seeking Alpha • Dec 2, 2025

Arhaus to Participate in Upcoming Investor Conferences

BOSTON HEIGHTS, Ohio, Nov. 25, 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, today announced its participation in the following investor conferences. Morgan Stanley Global Consumer & Retail Conference—Tuesday, December 2, 2025 Chief Financial Officer Michael Lee and Vice President of Investor Relations Tara Atwood-Saja will participate in investor meetings at the Morgan Stanley Global Consumer & Retail Conference in New York City on December 2, 2025.

GlobeNewsWire • Nov 25, 2025

Arhaus, Inc. (ARHS) Q3 2025 Earnings Call Transcript

Arhaus, Inc. ( ARHS ) Q3 2025 Earnings Call November 6, 2025 8:30 AM EST Company Participants Tara Atwood - Vice President of Investor Relations John Reed - Founder, Chairman, President & CEO Michael Lee - Chief Financial Officer Jennifer Porter - Chief Marketing & eCommerce Officer Conference Call Participants Julio Marquez - Guggenheim Securities, LLC, Research Division Jeremy Hamblin - Craig-Hallum Capital Group LLC, Research Division Seth Sigman - Barclays Bank PLC, Research Division Presentation Operator Good morning and welcome to the Arhaus Third Quarter 2025 Earnings Call. [Operator Instructions] I will now turn the call over to your host, Tara Atwood-Saja, Vice President of Investor Relations.

Seeking Alpha • Nov 7, 2025

Arhaus Reports Third Quarter 2025 Financial Results

BOSTON HEIGHTS, Ohio, Nov. 06, 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 third quarter 2025 results for the period ended September 30, 2025. Third Quarter 2025 Highlights Net revenue increased 8.0% to $345 million, compared to the third quarter of 2024 Gross margin increased 8.4% to $133 million, compared to the third quarter of 2024 Selling, general and administrative expenses increased 4.1% to $117 million, compared to the third quarter of 2024 Net and comprehensive income increased 23.1% to $12 million, compared to the third quarter of 2024 Adjusted EBITDA increased 35.2% to $31 million, compared to the third quarter of 2024 Comparable growth (1) of 4.1% John Reed, Co-Founder and Chief Executive Officer, said: “We delivered another strong quarter, with net revenue of $345 million, up 8.0% year-over-year—marking the highest third-quarter net revenue in our company's history.

GlobeNewsWire • Nov 6, 2025

Arhaus, Inc. (ARHS) Reports Q3 Earnings: What Key Metrics Have to Say

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.

Zacks Investment Research • Nov 6, 2025

Arhaus, Inc. (ARHS) Beats Q3 Earnings and Revenue Estimates

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.

Zacks Investment Research • Nov 6, 2025

Why ULTA & 3 Retail-Miscellaneous Stocks Could Be the Next Big Winners

ULTA, SBH, ARHS & WOOF show resilience in the Retail-Miscellaneous sector as companies adapt to shifting consumer demand with omnichannel platforms, lifestyle-focused products and personalization.

Zacks Investment Research • Oct 10, 2025

Are Retail-Wholesale Stocks Lagging Arhaus, Inc. (ARHS) This Year?

Here is how Arhaus, Inc. (ARHS) and Macy's (M) have performed compared to their sector so far this year.

Zacks Investment Research • Oct 7, 2025

Arhaus Launches Fall 2025 Collection

In its annual style issue, ‘Home & Style,' Arhaus unveils a collection that brings the feeling of home to life through graceful forms, rich materials, and craftsmanship from around the world In its annual style issue, ‘Home & Style,' Arhaus unveils a collection that brings the feeling of home to life through graceful forms, rich materials, and craftsmanship from around the world

GlobeNewsWire • Aug 27, 2025