Arhaus, Inc. (ARHS) AI Stock Analysis

Arhaus, Inc. operates as a lifestyle brand and premium retailer in the home furnishings market. Founded in 1986 and based in Boston Heights, Ohio, the company designs and curates merchandise across indoor furniture, outdoor furnishings, lighting, textiles, and decor. Its indoor furniture covers living rooms, dining rooms, bedrooms, and home offices, while outdoor options include dining sets, chaises, and fire pits. It also offers chandeliers, lamps, handcrafted rugs, and bed linens. Arhaus reaches clients through an omni-channel network of retail showrooms, catalogs, an e-commerce platform, and personalized in-home interior design services.

Between FY2021 and FY2025, Arhaus expanded annual revenue from $796.9M to $1.38B, delivering a 5-year revenue CAGR of 22.1%. After rapid top-line expansion of 57.1% in FY2021 and 54.2% in FY2022, revenue declined 1.3% in FY2024 before rebounding 8.5% in FY2025. Operating margin compressed from 15.0% in FY2022 to 6.4% in FY2025, while net margin fell from 11.1% to 4.9%. Net income stood at $67.3M in FY2025, down from $136.6M in FY2022. For the latest quarter ended June 30, 2026, quarterly revenue growth reached 7.4% year-over-year, and quarterly earnings grew 12.4% year-over-year, supported by trailing twelve month EPS of $0.50.

As of June 30, 2026, Arhaus held $226.4M in cash and short-term investments alongside total debt of $609.2M, resulting in net debt of $382.8M. The company reported a current ratio of 1.33 and a debt-to-equity ratio of 1.47 against $414.9M in shareholders' equity and $1.45B in total assets. During FY2025, operating cash flow reached $136.6M, funding $77.9M of capital expenditures and leaving free cash flow of $59.0M. Capital deployment in FY2025 included $2.2M for share buybacks and $361,000 paid in dividends.

Arhaus trades at a trailing price-to-earnings ratio of 19.9x, which is above the 18.0x median of its US-listed Consumer Cyclical peers. Its forward price-to-earnings ratio stands at 15.2x compared to the peer median of 14.1x. The company's enterprise value to EBITDA multiple is 8.8x, lower than the peer median of 11.1x, while its price-to-sales ratio is 1.0x versus the peer median of 0.7x. Over the past year, the stock fell 1.6%, trailing the S&P 500 return of 16.8%.

Consensus ratings from 15 analysts show 6 Strong Buy, 1 Buy, and 8 Hold recommendations, with zero Sell ratings. The mean price target is $10.85, representing a 9.2% upside compared to the last close of $9.93. For the fiscal year ending December 31, 2026, analysts anticipate revenue of $1.46B and EPS of $0.53, indicating 11.2% EPS growth. Arhaus beat EPS estimates in 3 of the last 4 quarters, and its next earnings date is November 5, 2026.

This page is an AI-written research summary of Arhaus, Inc. (ARHS). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: ARHS income statement, ARHS balance sheet, ARHS key metrics, ARHS analyst forecast, ARHS chart. See the ARHS stock overview for the latest quote and news.