Arhaus (ARHS)

NASDAQ:ARHS

ARHS

Arhaus

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Arhaus (ARHS) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 06, 2026

Before Open (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

0.16

Last Year’s EPS

0.25

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 12 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:May 07, 2026|

% Change Since:

Earnings Call Sentiment|Neutral

The call presented a mixed but constructive picture: management delivered a record first-quarter revenue and highlighted strong product momentum, showroom productivity and progress on strategic technology investments while reiterating full-year guidance. However, near-term headwinds — including weather-related showroom closures, a delayed catalog, geopolitical uncertainty, tariff impacts, higher fuel and occupancy costs — weighed on comparable sales and margins in Q1. April/May momentum, a debt-free balance sheet, and operational initiatives provide reason for cautious optimism, but the company still faces material near-term margin and demand risks.

Company Guidance

Arhaus reiterated full‑year 2026 guidance of net revenue $1.43–$1.47 billion (up 3.7%–6.6% YoY), comparable delivered sales flat to +3%, net income $66–$75 million and adjusted EBITDA $150–$161 million; Q2 2026 guidance is net revenue $350–$370 million (down 2.4% to up 3.2% YoY), comparable delivered sales -5% to flat, net income $19–$24 million and adjusted EBITDA $40–$49 million. For context, Q1 results included net revenue $314 million (up 0.9%), gross profit $114 million (gross margin 36.4%, -70 bps), SG&A $112 million (+1.9%, SG&A load 35.7%, +40 bps), net income $2.2 million and adjusted EBITDA $18 million (adj. EBITDA margin -30 bps), with comparable delivered sales -1.7% and comparable written sales -5.7% (trends improved meaningfully in late March and turned positive in April). Key financial assumptions and drivers tied to the guidance: estimated 2026 tariff impact $30–$40 million; cash $177 million at quarter end (down 30% QoQ after a $49 million special dividend); inventory $369 million (+9% QoQ; ~+6% excl. tariffs); planned 10–14 showroom projects in 2026 (4–6 new, 6–8 relocations/renovations); TMS expected to deliver $4–$5 million annual savings (with $1–$2 million in FY26); OMS/ERP on schedule for a Q1 launch and expected to drive ~50 bps of SG&A efficiency over two years. Management said achieving the full‑year guide requires roughly 1–4% delivered comp improvement from remaining periods and noted upside from client deposit conversion, improved in‑stock positions, elevated promotions and strength in interior design and trade channels; the guide excludes any potential IEEPA tariff refund benefit.

Record First Quarter Net Revenue

Net revenue of $314.0M in Q1 2026, up 0.9% year-over-year and the highest first quarter net revenue in company history; performance beat the midpoint of guidance.

Product Momentum and Newness

New product contribution increased to ~12% of sales in Q1 (vs ~8% prior year); management characterized 2026 as one of the strongest product innovation periods, with positive consumer response to Spring and outdoor collections and expanding customization (700+ fabrics/leathers).

Omnichannel and Showroom Expansion

Operating 108 showrooms with continued expansion plans (expect ~10–14 showroom projects in 2026, including 4–6 new openings); showroom growth (2019–2025) grew footprint >50% and accounted for 37% of net revenue growth since 2019.

Strong Balance Sheet and Financial Flexibility

Company is debt-free and ended Q1 with $177M cash and cash equivalents, providing flexibility to invest through cycles and return capital (special dividend paid in March).

Operational & Technology Progress (TMS/OMS/ERP)

Phase 1 of Transportation Management System went live in April and is nearing end of hypercare; expected long-term TMS benefits of $4–5M annually (modeled $1–2M benefit in FY2026); OMS and ERP remain on schedule for targeted launch, supporting distribution and client experience improvements.

Manufacturing & Supply Advantages

Domestic upholstery manufacturing scaled up (adding a second shift) and setting new upholstery sales records, supporting faster special-order fulfillment and product differentiation.

Maintained Full-Year Guidance

Company reiterated FY 2026 guidance: net revenue $1.43B–$1.47B (growth 3.7%–6.6%), comparable delivered sales flat to +3%, net income $66M–$75M, and adjusted EBITDA $150M–$161M — reflecting management confidence in back-half recovery.

Positive Demand Momentum in April/May

Management reported meaningful improvement and a V-shaped recovery in demand into April and May; April and May trending ahead of internal forecasts, with elevated promotional activity driving stronger engagement and conversion.

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

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ARHS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 06, 2026	2026 (Q2)	0.16 / -	0.25	―	―	―
May 07, 2026	2026 (Q1)	0.02 / 0.02	0.031	-35.48% (-0.01)
Feb 26, 2026	2025 (Q4)	0.09 / 0.11	0.141	-21.28% (-0.03)
Nov 06, 2025	2025 (Q3)	0.08 / 0.09	0.07	28.57% (+0.02)	―
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)	―

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
May 07, 2026	$7.59	$7.08	-6.79%
Feb 26, 2026	$7.99	$8.82	+10.49%
Nov 06, 2025	$9.30	$8.96	-3.69%
Aug 07, 2025	$9.41	$11.43	+21.48%

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 Aug 06, 2026, Before Open (Confirmed).

What is Arhaus (ARHS) earnings time?

Arhaus (ARHS) earnings time is at Aug 06, 2026, 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 2026 (Q2) is 0.16.