NASDAQ$ARHS

Arhaus Inc · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

Arhaus reported Q1 2025, revenue of $311.4M, net income of $4.9M, diluted EPS of $0.03.

For Q1 2025, Arhaus reported revenue of $311.4M, net income of $4.9M, diluted EPS was $0.03. Management discusses operating trends, capital, and sector risks in the quarterly filing.

  • Q1 2025 revenue $311.4M.
  • Net income $4.9M.
  • Diluted EPS $0.03.

Headline financials

Total Revenue

$311M

Previous: $295M+5.5%
EPS (adj)

$0.03

Previous: $0.11-72.7%
Comparable Delivered Sales

-1.5%

No prior period
Comparable Written Sales

4.1%

No prior period
Adjusted EBITDA

$18.6M

No prior period
Adj EBITDA Margin

6.0%

No prior period
Total Showroom Projects

5

No prior period
Capital Expenditures

-$27.6M

Previous: -$25.9M-6.5%
Net Income

$4.88M

Previous: $15.1M-67.7%
Operating Income

$5.42M

Previous: $18.4M-70.5%
Gross Profit

$116M

Previous: $115M+0.5%

Revenue & EPS history

Arhaus · Revenue · Quarterly

$311M

Q1 2025+5.5%vs Q1 2024
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

Consumer operators discuss comps, unit growth, and input costs rather than quarterly EPS targets in periodic filings.

Tailwinds

  • Brand strength and new store or showroom expansion.
  • Premium positioning supports pricing power.
  • Cost programs when volumes stabilize.

Headwinds

  • Commodity, freight, and wage inflation.
  • Promotional intensity in competitive categories.
  • Macro sensitivity for discretionary purchases.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+7.6%

Avg return

Earnings day

+7.3%

Avg return

5 days after

+5.0%

Avg return

30 days after

61%

14 / 23 earnings

Positive

+30.4%

Q3 2020

Best reaction

-26.3%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-6.9%-22.3%-16.6%
Q4 2025+10.6%-4.5%-22.4%
Q3 2025-3.5%-2.4%+8.0%
Q1 2025-5.3%+4.3%+4.8%
Q4 2024-8.1%-24.7%-28.0%
Q3 2024+6.1%+7.5%+15.4%
Q2 2024-8.5%-15.4%-20.4%
Q1 2024+23.4%+28.3%+48.9%
Q4 2023+16.2%+18.1%+22.5%
Q3 2023+5.1%+10.5%+19.8%
Q2 2023+6.0%+3.3%-17.4%
Q1 2023+10.2%+15.3%-2.4%
Q4 2022-26.3%-31.0%-40.9%
Q3 2022-4.4%-1.8%+4.8%
Q2 2022+25.2%+44.7%+41.6%
Q2 2021+25.2%+44.7%+41.6%
Q1 2021-9.2%-10.9%-18.9%
Q1 2022-9.2%-10.9%-18.9%
Q4 2021+18.2%+24.7%-0.4%
Q4 2019+18.2%+24.7%-0.4%
Q3 2021+30.4%+21.8%+31.3%
Q4 2020+30.4%+21.8%+31.3%
Q3 2020+30.4%+21.8%+31.3%
Q2 2020
Q1 2020

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