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Nasdaq · Consumer Discretionary

Arhaus, Inc. (ARHS)

As-reported financials and SEC filings for Arhaus, Inc. The latest annual period is FY2025. The latest reported quarter is Q2 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About Arhaus, Inc.

Arhaus, Inc. is a retailer and lifestyle brand specializing in premium home furnishings and décor. The company designs and sources artisan-crafted furniture and décor products, including items for living rooms, bedrooms, outdoor spaces, baths, and lighting. Arhaus serves customers through over 100 showrooms across the United States and an integrated omni-channel model that includes eCommerce and interior design services.

Snapshot

Revenue
$1.38B
Revenue growth (YoY)
8.5%
Net income
$67.3M
Diluted EPS
$0.48
Gross margin
38.9%
Operating margin
6.4%
Net margin
4.9%
FCF margin
4.3%
ROE
16.1%
net income / fiscal-year-end equity
P/E
19.0×
trailing when available, otherwise FY EPS
Market cap
$1.34B
Long-term debt / equity
—
non-current term debt only

Fundamentals are from SEC filings for FY2025, the latest annual period (ended December 31, 2025). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Arhaus

  • Revenue grew 8.5% to $1.4B in FY2025, after a 1.3% decline the year before.
  • Operating margin is 6.4% in FY2025, +2.3 pp against 4.2% in FY2021.
  • Most recent quarter Q2 FY2026: revenue $385M, up 7.4% from Q2 FY2025.
  • Free cash flow was $59M in FY2025, 4.3% of revenue.
  • Net income fell 1.9% to $67M in FY2025.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Arhaus’s fundamentals sit among the 410 Consumer Discretionary companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin38.9%
59th percentile of 277
Operating margin6.4%
62nd percentile of 348
Net margin4.9%
63rd percentile of 384
FCF margin4.3%
52nd percentile of 358
Revenue growth (YoY)+8.5%
72nd percentile of 401
ROE16.1%
70th percentile of 349
P/E19.0×
57th percentile of 245
Short interest3.73d
45th percentile of 408

No reported insider purchases (code P) in the last 90 days; 1 insider sale totaling $29,645. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 6 quant / multi-strat books among the superinvestors we track; no conviction manager currently reports a position.

Conviction investors
0
+6 quant / multi-strat
Initiated / added
3
0 new, 3 added
Reduced / exited
5
3 trimmed, 2 exited
Combined position
$29.4M
reported long value
InvestorAs ofPosition valueSharesChange
D. E. ShawquantQ2 2026$17.2M2.0MAdded
Millennium ManagementquantQ2 2026$4.3M506.7KAdded
Point72 Asset ManagementquantQ2 2026$4.1M484.8KReduced
Renaissance TechnologiesquantQ2 2026$1.8M215.4KReduced
Citadel AdvisorsquantQ2 2026$1.0M124.2KReduced
AQR Capital ManagementquantQ2 2026$957,573113.7KAdded

No longer held by: Gotham Asset Management (as of Q2 2026), Two Sigma Investments (as of Q2 2026)

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
—
code P value
Sells (90d)
1
$30K
Reported activity
Net selling
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-09-08
filed 2026-09-10
Alton F. Doody IIIDirectorSell3.5K$8.47$30K

Reported non-derivative purchases and sales (codes P/S), which may be open-market or private. Excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
6.0M
settled 2026-09-30
Change vs prior
-6.4%
vs previous settlement
Days to cover
3.73
at avg daily volume
Avg daily volume
1.6M
FINRA reported
SettlementShares shortChangeDays to cover
2026-09-306.0M-6.4%3.73
2026-09-156.4M-0.3%6.80
2026-08-316.4M+13.8%5.27
2026-08-145.6M+20.6%2.69
2026-07-314.7M+1.9%4.73
2026-07-154.6M-8.4%4.29
2026-06-305.0M+12.8%3.50
2026-06-154.4M-3.3%3.94

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2025FY2024FY2023FY2022FY2021
Revenue$1.38B$1.27B$1.29B$1.23B$796.9M
Gross profit
Operating income$88.9M$87.0M$164.3M$184.7M$33.4M
Net income$67.3M$68.5M$125.2M$136.6M$21.1M
Diluted EPS$0.48$0.49$0.89$0.98$0.18

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (tap or hover a figure to see how it was calculated or what was filed). Full details: where the numbers come from.

Balance sheet (as reported)

 FY2025FY2024FY2023FY2022FY2021
Cash and equivalents$253.4M$197.5M$223.1M$145.2M$123.8M
Current assets$621.4M$531.0M$509.3M$461.2M$368.0M
Total assets$1.39B$1.21B$1.11B$939.4M$586.5M
Current liabilities$453.3M$402.5M$342.3M$375.6M$401.2M
Long-term debt—————
Total liabilities$976.5M$862.6M$764.9M$729.7M$516.8M
Total equity$418.2M$343.7M$340.2M$209.7M$69.8M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (tap or hover a figure to see how it was calculated or what was filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2025FY2024FY2023FY2022FY2021
Operating cash flow$136.8M$147.1M$168.7M$77.5M$139.8M
Capital expenditure$77.9M$107.4M$93.4M$55.7M$41.5M
Free cash flow

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (tap or hover a figure to see how it was calculated or what was filed). Full details: where the numbers come from.

Quarterly trend

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q2 FY2026$384.9M7.4%$39.6M$0.28
Q1 FY2026$314.3M0.9%$2.2M$0.02
Q4 FY20255.1%
Q3 FY2025$344.6M8.0%$12.2M$0.09
Q2 FY2025$358.4M15.7%$35.1M$0.25
Q1 FY2025$311.4M5.5%$4.9M$0.03
Q4 FY20240.9%
Q3 FY2024$319.1M-2.2%$9.9M$0.07

Latest 8 quarters, from company XBRL filings on SEC EDGAR. A dotted underline marks a fourth-quarter figure we calculated from the full year and the first nine months. Revenue YoY is our calculation too: each quarter against the same quarter a year earlier.

Company facts

ExchangeNasdaq
SectorConsumer Discretionary
SIC industryRetail-Furniture Stores
Latest annual periodFY2025 (ended December 31, 2025)
Latest reported quarterQ2 FY2026 (ended June 30, 2026)
Oldest indexed filing2021
SEC CIK1875444

Selected SEC filings

10-Q2026-08-06
View on EDGAR →
10-Q2026-05-07
View on EDGAR →
8-K2026-09-30
View on EDGAR →
8-K2026-08-06
View on EDGAR →
8-K2026-07-16
View on EDGAR →
8-K2026-07-13
View on EDGAR →

Largest Consumer Discretionary peers

All Consumer Discretionary companies →

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.