The earnings call reflected strong financial results and strategic advancements, such as record net revenue and a successful product launch. However, challenges from macroeconomic pressures and tariff impacts were noted. Despite these challenges, the company showed resilience with a solid client base and strategic operational improvements.

Company Guidance

During the Arhaus Second Quarter 2025 Earnings Conference Call, notable guidance included achieving a record quarterly net revenue of over $358 million, a 15.7% increase, despite macroeconomic challenges. Comparable growth was up 10.5%, although second-quarter demand comparable growth declined by 3.6%. July demand comparable growth rebounded, increasing by 15.7%, with year-to-date demand comparable growth at 2.2%. The company reaffirmed its full-year 2025 outlook, projecting net revenue between $1.29 billion and $1.38 billion, with net income anticipated between $48 million and $68 million, and adjusted EBITDA expected to range from $123 million to $145 million. Additionally, Arhaus is investing approximately $10 million in strategic initiatives for the year, primarily in the latter half, and expects continued choppiness in demand trends due to external volatility.

Record-Breaking Revenue

Arhaus achieved the highest quarterly net revenue in its history, exceeding $358 million, up 15.7% compared to the previous year.

Strong Comparable Growth

Comparable growth was up 10.5%, driven by the successful conversion of strong first quarter demand.

Resilient Client Base

Despite macroeconomic pressures, July demand comparable growth increased 15.7%, reflecting the resilience of the high-end client base.

Launch of Arhaus Bath Collection

Arhaus announced the launch of its Bath Collection, marking a significant expansion into a new space within the home.

Strategic Distribution Center Transition

The Dallas Distribution Center was successfully brought in-house, enhancing productivity and customer service, contributing to the record net revenue.

Strong Financial Performance

Net income was $35 million, growing 57.7% from the previous year, and adjusted EBITDA was $60 million, an increase of 51.2%.

Arhaus (ARHS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ARHS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	0.08 / -	0.07	―	―	―
Aug 07, 2025	2025 (Q2)	0.15 / 0.25	0.16	56.25% (+0.09)	―
May 08, 2025	2025 (Q1)	0.06 / 0.03	0.11	-71.82% (-0.08)	―
Feb 26, 2025	2024 (Q4)	0.12 / 0.14	0.22	-35.91% (-0.08)	―
Nov 07, 2024	2024 (Q3)	0.08 / 0.07	0.14	-50.00% (-0.07)	―
Aug 08, 2024	2024 (Q2)	0.12 / 0.16	0.29	-44.83% (-0.13)	―
May 09, 2024	2024 (Q1)	0.02 / 0.11	0.25	-56.00% (-0.14)	―
Mar 07, 2024	2023 (Q4)	0.16 / 0.22	0.34	-35.29% (-0.12)	―
Nov 02, 2023	2023 (Q3)	0.12 / 0.14	0.27	-48.15% (-0.13)	―
Aug 09, 2023	2023 (Q2)	0.26 / 0.29	0.28	3.57% (<+0.01)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ARHS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$9.87	$11.99	+21.48%
May 08, 2025	$8.36	$7.93	-5.14%
Feb 26, 2025	$11.91	$10.95	-8.06%
Nov 07, 2024	$9.12	$9.70	+6.36%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Arhaus (ARHS) report earnings?

Arhaus (ARHS) is schdueled to report earning on Nov 06, 2025, Before Open (Confirmed).

What is Arhaus (ARHS) earnings time?

Arhaus (ARHS) earnings time is at Nov 06, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ARHS EPS forecast?

ARHS EPS forecast for the fiscal quarter 2025 (Q3) is 0.08.

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