Educational research only—not investment advice or a recommendation. Scores and estimates may use delayed, incomplete, restated, or corrected market and filing data. Independently verify information before making an investment decision.

Arhaus, Inc.

ARHSNASDAQ
Wall Street Score · overall investment37/100
$12.71USD+$1.19 (+10.33%)
Company website www.arhaus.com
Headquarters51 East Hines Hill Road, Boston Heights, OH, 44236, US
Financial statement currencyUSD · no FX conversion applied
Consumer Cyclical · Specialty Retail
Price updated todayFinancials updated Oct 1, 2026

ARHS · Price history

Price at last available close

$12.71

+$3.24 (+34.21%) 1M

2026-10-29

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Company & revenue

About Arhaus, Inc.

Primary reporting period: 2025-12-31 · Research updated Oct 12, 2026. A research update is not a new financial filing.

Who they are

Arhaus, Inc. operates as a distinguished lifestyle brand and upscale purveyor within the home furnishings sector. The company presents a diverse array of merchandise spanning multiple categories, such as furniture, lighting, textiles, decorative accents, and outdoor living essentials. Its extensive furniture collection encompasses pieces for bedrooms, dining areas, living rooms, and home offices, featuring items like sofas, various dining and accent chairs and tables, beds, headboards, dressers, desks, bookcases, and modular storage solutions.

How they make money

Arhaus operates a vertically integrated omni-channel retail model, designing and sourcing home furnishings directly from global artisans and manufacturing partners. The company generates revenue by selling these exclusive, artisan-crafted products through its network of showrooms, e-commerce platform, and interior design services, which facilitate higher average order values.

Products & services

Premium home furnishings including furniture, lighting, rugs, textiles, and decor, with a focus on artisan-crafted and responsibly sourced items.

Brands & revenue mix

Arhaus

The primary lifestyle brand under which the company designs and sells artisan-crafted home furnishings.

Separate brand revenue is not available in this research.Source

Revenue share is not unit sales or a best-seller ranking. Parent brands and included sub-brands can overlap; do not add overlapping rows.

Product / operating segments

Reportable SegmentUSD 1.38B100.0%

Period ended 2025-12-31Source

Calculated from reported segment revenue. Check the source period and revenue basis before comparing shares. Categories can overlap and may not add to 100%.

Geographic revenue

No reconciled geographic revenue breakdown was confirmed for the current research period.

Customer types

  • Core retail customersSource
  • Interior design-assisted clientsSource
  • Trade professionalsSource

Customer concentration

The company does not rely on any single customer for a material portion of its net revenue as of December 31, 2025.

Suppliers, materials & equipment

  • Global vendors and artisans — A network of global vendors and artisans that provide artisan-crafted home furnishings and decor.Source

Competitors

  • Specialty home furnishings retailers — Other retailers operating in the premium home furnishings and decor market.Source

Strengths

  • Vertically integrated business modelSource
  • High degree of product exclusivitySource

Risks

  • Dependence on global supply chain and third-party manufacturersSource
  • Sensitivity to general economic conditions and consumer discretionary spendingSource

Wall Street Score

Overall investment score · Quality, value, risk and opportunity

37

Poor

PoorElite

View category scores →

Company Quality

How good is the actual business—regardless of today’s stock price?

63

Fair

Financial Strength

46

Business Quality / Moat

52

Management

75

Growth Quality

84

Risk / Durability

92

Weak Company · Expensive Stock

Uses financial strength, moat, management, growth quality and durability. It excludes share price, P/E, market cap, intrinsic value and margin of safety.

Opportunity

Opportunity Score · How does the current price compare with estimated value?

35

Avoid

Based on current valuation, company quality, recent trends, and available market signals.

View score details →

Model Outlook

12-month model · What does the model think happens next?

43/100

Building Historical Record

Model Score 43/100 — estimates relative performance potential, distinct from the overall Wall Street Score and the separate Company Quality score.

Probability unavailable — the model has not produced a calibrated probability yet.

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WSS View

The quick read

The overall Wall Street Score is low across its combined quality, valuation and risk inputs. This can reflect an expensive share price, business weaknesses, or both; check Company Quality and the category breakdown before drawing a conclusion.

At today’s price, the WSS valuation framework currently reads as less attractive based on the available valuation and market data.

The model outlook is currently cautious.

What we like
  • •Recent buyback activity is present
What to watch
  • •Valuation is a weaker part of the current profile
  • •Revenue fundamentals are weak
  • •Debt / balance-sheet profile needs attention

Company-specific research

Questions worth answering for ARHS

Research inputs 100% complete

These questions are generated from this company's current financial and score data so the page adds context instead of treating the headline score as a stand-alone conclusion.

  • •Can ARHS maintain its current revenue growth rate and improve the amount of that revenue that turns into earnings and cash?
  • •Is ARHS's positive free cash flow repeatable, or is the current level being helped by temporary working-capital or spending changes?
  • •Is ARHS's debt load manageable relative to cash generation, interest costs and upcoming maturities?
  • •What future growth or profitability would be needed to justify ARHS's current valuation?
Business analysis: 17 days ago · Fresh

Essential Investment Snapshot

Wall Street Score

37

0–100 · Weak

Opportunity Score

35

0–100 · Poor

Market Cap

$1.80B

P/E Ratio

19.1

EPS

$0.50

52-Week High

$12.08

52-Week Low

$5.57

Beta

2.32

Intrinsic Value

$8.10

Analyst Target

$10.00

Shares Outstanding

141.4M

Total Revenue

$1.72B

Total Debt

$609.2M

Dividend Yield (TTM)

2.75%

View dividend history

Liquidation Value / Share

$2.93

Estimated net asset value per share

Dividend / Share (TTM)

$0.35

Trailing 12 months by ex-date; not a forecast

Momentum & Volatility Signals

Two different market-behavior signals. Momentum measures direction and trend strength. Volatility measures how large and unstable the price moves are, regardless of direction.

0–100 market signals
Momentum
100/ 100
+1 pts / 5d

Strong upward momentum

5D +10.2% · 20D +28.8% · RSI 82 · Price vs 20D avg +20.7%
Volatility
47/ 100
+8 pts / 5d

Normal movement

20D realized vol 56.9% · 60D 67.5% · Acceleration 0.84x
Momentum = Where is it going?

A high momentum score means price has been trending upward with confirming short- and medium-term strength. A low score means downward or weakening momentum.

Volatility = How violently is it moving?

A high volatility score means larger, less stable price swings. It can happen while a stock is rising or falling, so high volatility is not automatically bullish or bearish.

Important: the volatility score above is based on realized price volatility. Implied volatility (IV) comes from options prices and represents the market's expected future movement. Wall Street Score will keep IV separate and will only display it when a verified options-chain feed is available.

Notices for ARHS

Detected from reported data — verify before acting.

Dividend history reported

Dividend payments are recorded. Review the dates and regular/special classification below; past payments do not guarantee future dividends.

Historical repurchase activity

Reported cash flows or share-count measures indicate past repurchase activity. This does not verify an active buyback authorization or future purchases.

Community Sentiment

0 active · 0 total calls
0% Bullish (0) 0% Bearish (0)

No personal call yet on ARHS.

Potential upside factors

  • +Growth opportunities may come from revenue expansion, margin improvement, new products, market-share gains, and stronger cash flow.
  • +Vertically integrated business model.
  • +High degree of product exclusivity.
  • +Positive free cash flow may provide capacity to invest in growth.

Potential downside factors

  • −Key risks may include competition, margin pressure, debt levels, valuation risk, and changes in demand within the Specialty Retail industry.
  • −Dependence on global supply chain and third-party manufacturers.
  • −Sensitivity to general economic conditions and consumer discretionary spending.

These research factors come from saved company research and financial data, not community votes. They are starting points to verify against filings, not buy or sell recommendations.

Create a free account to make a call.

Scores

Click any score for full breakdown
Wall Street Score
Weak37/ 100
Weak (0–50)Fair (51–71)Strong (72+)

Poor

37

Tap for breakdown →

Weak

46

Debt Cost0.9%
Debt Reduction YoY-16.2%
Debt / Equity1.39x

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Weak

41

Revenue YoY24.9%
Revenue CAGR3.5%
Net Margin4.0%

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Fair

58

Asset Growth YoY15.6%
Liquidation/Share$2.93
Net Assets/MCap0.63x

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Weak

40

Earnings Yield5.2%
Buyback Yield0.1%
Debt Cost0.9%

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Strong

75

ROIC8.1%
ROE16.7%
ROA4.8%

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Fair

52

EPS Growth2.1%
FCF/Share Growth23.5%
Rev/Share Growth10.9%

Tap for breakdown →

Poor

22

Intrinsic Value$8.10
Value Reference$4.86
MOS-42.2%

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Fair

50

Revenue41
Moat52
Valuation22

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Poor

0

MOS %-42.2%
Value Reference$4.86
Deep Discount Reference$3.24

Tap for breakdown →

Poor

21

Interest Coverage17.4x
ROIC8.1%
FCF Yield4.4%

Tap for breakdown →

Poor

33

Financial21
Valuation22
Debt46

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Weak

47

Survival Years0.6 yrs
Current Ratio1.37x
FCF Margin4.3%

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Score Changes

6 historical score records available

Previous Score

39

Sep 8, 2026

Change

-1.6

points

Current Score

37

Oct 1, 2026

Category Changes

Revenue-2.1
Debt0
Assets-2.3
Capital-5.0
Management0
Moat-9.3
Valuation0
Buffett-2.2

ARHS decreased 1.6 points because Revenue declined by 2.1 points, Asset declined by 2.3 points, Capital declined by 5 points.

Negative Contributors

  • − Revenue declined by 2.1 points
  • − Asset declined by 2.3 points
  • − Capital declined by 5 points
  • − Moat declined by 9.3 points
  • − Buffett declined by 2.2 points

Projected Score

Projected Score

41

Projected Change

+3.6 points

Preliminary comparable-period financial changes suggest improvement of approximately 3.6 points. This is a projected estimate, not the official WallStreetScore.

Price vs. Value

Overvalued

Current Price

$12.71

Model Intrinsic Value

$8.10

Difference

+$4.61

+56.9% vs IV

Margin of Safety

-56.9%

UndervaluedFair ValueOvervalued
Value Reference: $4.86
Deep Discount Reference: $3.24

Financial Charts

Revenue

2019202020212022202320242025$0$350M$700M$1.1B$1.4B

Additional Metrics

Operating Cash Flow

2019202020212022202320242025$0$45M$90M$135M$180M

Total Debt

2019202020212022202320242025$0$150M$300M$450M$600M

Total Assets

2019202020212022202320242025$0$350M$700M$1.1B$1.4B

Net Margin %

No data
Monetary values in USD. Share counts in raw units.

Free includes 3 annual periods plus available TTM; Premium includes up to 10 annual periods. History depends on available company filings. Swipe the table horizontally to see older periods. A dash means unavailable, not zero.

Line ItemTTM2025202420232022202120202019
Revenue$1.72B$1.38B$1.27B$1.29B················
Cost of Revenue$1.05B$842.8M$769.9M$747.3M················
Gross Profit$673.5M$536.4M$501.2M$540.4M················
Research & Development$0.00$0.00$0.00$0.00················
SG&A Expenses$578.1M$447.4M$415.4M$376.1M················
Operating Expenses$578.2M$447.4M$414.2M$376.1M················
EBITDA$185.0M$181.6M$161.8M$236.9M················
Operating Income$95.3M$88.9M$87.0M$164.3M················
Interest Expense$2.6M$5.1M$5.4M$5.4M················
Income Before Tax$100.5M$92.0M$90.9M$168.7M················
Income Tax Expense$31.3M$24.7M$22.4M$43.5M················
Net Income$69.2M$67.3M$68.5M$125.2M················
Basic EPS$0.50$0.48$0.49$0.90················
Basic Shares141M141M140M139M················
Diluted Shares142M141M141M140M················
Upgrade to Premium for up to 10 annual periods, where available.
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Earnings Summary

Estimated earnings date:Nov 5, 2026
Estimated EPS: $0.08Estimated revenue: $369.7M
Jun 30, 2026Q2FY2026

Revenue

$699.2M

Estimate unavailable.

Revenue Beat/Miss

Not available (no estimate stored)

EPS

$0.28

Estimate unavailable.

EPS Beat/Miss

Not available (no estimate stored)

Debt Change

+10.7%

Cash Change

-3.6%

Margin Change

-4.1 pp

Debt and cash show percentage changes versus the comparison period; margin shows the change in percentage points (pp). These are company-wide changes, not per-share amounts.

Financial Changes Since Prior Period

What Weakened

  • Margins contracted
  • Cash position declined
  • Debt increased

Potential Score Impact

Positive indicators included revenue growth, EPS growth. Pressure indicators included cash levels, debt levels, net income margin. These factors may support or pressure the Revenue, Management, Financial, and Debt categories; this summary does not claim that the stored scores changed.

Stored Earnings Analysis

Revenue increased 95.1%. EPS increased 12.0%. Cash declined 3.6%. Total debt increased 10.7%. Net income margin declined by 4.1 percentage points.

Earnings-Call Transcript

Earnings-call transcript analysis is not currently available.

These results may influence future scores when the next evaluation is completed.

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Earnings data: 122 days ago · Stale

Insider Activity

Guru / Smart Money

Guru Score

Smart Money

Number of Gurus

Total Guru Value

Avg Portfolio Weight

Largest Holder

Largest Holder %

New Positions

Increased Positions

Reduced Positions

Exited Positions

Net Guru Sentiment

Short Interest

Government disclosed trading activity is available on the Smart Money directory. Filings may be delayed and may not represent complete current holdings.

Dividend History

Log in to view dividend history.

Conservative Projected Values

3 Years

$———.——

Premium

5 Years

$———.——

Premium

10 Years

$———.——

Premium

Conservative Projection Rate

——%

Premium

Conservative Projected Values — price projections derived from actual 10-year adjusted historical returns, conservatively adjusted and capped at 8% annually. These are distinct from the Outperformance Model Score and WallStreetScore.

Conservative Projected Values

Premium unlocks the 3-year, 5-year, and 10-year conservative projected values with full calculation breakdowns based on actual historical returns.

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Historical Outperformance Record

Premium includes stored forecasts and any available evaluated results. Completed results, win rates and calibrated probabilities are shown only when supported records exist; access does not create historical outcomes.

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Historical Trends

6 historical records
Jul 19, 26Jul 23, 26Aug 11, 26Sep 1, 26Sep 8, 26Oct 1, 260255075100

Historical Score Chart

3 of 6 records shown
3 historical score records are shown. Start your seven-day free trial to unlock 3 more records and the complete score history.Start Free Trial

Wall Street Score

Sep 1, 26Sep 8, 26Oct 1, 260255075100

Debt Score

Sep 1, 26Sep 8, 26Oct 1, 260255075100

Revenue Score

Sep 1, 26Sep 8, 26Oct 1, 260255075100

Asset Score

Sep 1, 26Sep 8, 26Oct 1, 260255075100

Capital Score

Sep 1, 26Sep 8, 26Oct 1, 260255075100

Management Score

Sep 1, 26Sep 8, 26Oct 1, 260255075100

Moat Score

Sep 1, 26Sep 8, 26Oct 1, 260255075100

Valuation Score

Sep 1, 26Sep 8, 26Oct 1, 260255075100

Buffett Score

Sep 1, 26Sep 8, 26Oct 1, 260255075100

Intrinsic Value

Sep 1, 26Sep 8, 26Oct 1, 26$6.00$7.00$8.00$9.00$10.00

Value Reference

Sep 1, 26Sep 8, 26Oct 1, 26$2.00$3.00$4.00$5.00$6.00

Margin of Safety %

Sep 1, 26Sep 8, 26Oct 1, 26-0.2%-0.1%-0.1%-0.1%-0.0%

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News

Rumor Mill · ARHS

Corporate developments & opportunities

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No reviewed developments match this filter.

Evidence credibility is not a forecast of stock performance. Rumor Mill is separate from the WSS score.

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