Key Points – Record Q2 performance: Net revenue rose 7.4% to approximately $385 million, while comparable written sales increased 12.5%, supported by demand for larger home projects, upholstery, outdoor products and customized offerings. – Tariff refund materially boosted…
ofitability: Arhaus recognized a $23.8 million tariff-recovery benefit, lifting gross margin to 44.7% and adjusted EBITDA to $70 million; excluding the benefit tied to prior-period inventory, adjusted EBITDA would have declined 8.9% year over year. – Full-year revenue outlook maintained, profit guidance raised: Arhaus continues to forecast 2026 revenue of $1.43 billion to $1.47 billion but increased adjusted EBITDA guidance to $160 million–$171 million. The company is expanding showrooms, accelerating its point-of-sale rollout and pursuing cost savings to offset tariffs, fuel and shipping expenses. – RH’s Strong Q1 Still Leaves Investors With One Big Question Arhaus (NASDAQ:ARHS) reported record second-quarter net revenue of approximately $385 million, up 7.4% from a year earlier and above the high end of its guidance range, as the luxury furniture retailer cited broad-based demand across products, customer channels and showroom formats
Comparable written sales rose 12.5% during the quarter, bringing the year-to-date increase to 2.8%, while comparable delivered sales increased 4%. Founder, Chairman and Chief Executive Officer John Reed said clients continued to invest in larger home projects and showed no meaningful evidence of trading down. – MarketBeat Week in Review – 05/18 – 05/22 “We generated record net revenue and strong comparable written sales, reflecting continued client engagement and momentum across our three customer demand channels,” Reed said. He pointed to demand for upholstery, outdoor products and The Collected Home assortment, as well as the company’s customization capabilities and new product introductions.
Tariff Refund Boosts Quarterly Profit Arhaus said its results…