NASDAQ$ARHS

Arhaus Inc · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Arhaus Inc reported net revenue of $358.4 million and net income of $35.1 million for Q2 2025.

Net revenue increased 15.7% year-over-year to $358.4 million, driven by new showrooms and product demand. Gross margin rose to 41.4% of net revenue while operating income reached $46.8 million. The company operated 103 showrooms at quarter end with positive comparable growth of 10.5%.

  • Q2 net revenue grew 15.7% to $358.4 million with retail channel contributing $298.2 million.
  • Gross margin improved 130 basis points to 41.4% of net revenue.
  • Net income rose to $35.1 million and diluted EPS was $0.25.
  • Comparable growth reached 10.5% while demand comparable growth was -3.6%.

Headline financials

Total Revenue

$358M

Previous: $310M+15.7%
EPS (adj)

$0.25

Previous: $0.16+56.3%
Comparable Growth

10.5%

No prior period
Demand Comparable Growth

-3.6%

No prior period
Capital Expenditures

-$41.6M

Previous: -$62.2M+33.0%
Net Income

$35.1M

Previous: $22.2M+57.7%
Operating Income

$46.8M

Previous: $29.4M+59.2%
Gross Profit

$148M

Previous: $124M+19.2%
Cash & Equivalents

$235M

Previous: $174M+34.8%
Total Assets

$1.32B

Previous: $1.18B+12.0%

Revenue & EPS history

Arhaus · Revenue · Quarterly

$358M

Q2 2025+15.7%vs Q2 2024
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

Arhaus · $358M total across 2 segments · Q2 2025

  • Retail
    $298M
  • eCommerce
    $60.2M

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+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
Q2 2025
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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