ARHSArhaus Inc - Ordinary Shares Class A
Compact View
Earnings Recap
• Reported GAAP EPS of $0.02 down -33.33% YoY • Reported revenue of $314.28M up 0.93% YoY • Arhaus reaffirms its full-year 2026 outlook, projecting net revenue of $1.43B to $1.47B, net income of $66M to $75M, and Adjusted EBITDA from $150M to $161M. Arhaus also expects 10 to 14 showroom projects.
Bullish
Arhaus achieved record Q1 net revenue and remains confident in its long-term strategy and product leadership. The company continues showroom expansion and saw client deposits increase, while maintaining no long-term debt.
Bearish
Arhaus saw significant declines in net and comprehensive income and Adjusted EBITDA, alongside decreased Comparable Delivered and Written Sales. Cash and cash equivalents also decreased for Arhaus, reflecting a challenging quarter.