Arhaus, Inc. (ARHS)
NASDAQConsumer DiscretionarySpecialty RetailSnapshot 2026-09-04
$8.73+3.93%
Close 2026-09-04 · 1-day change
NASDAQConsumer DiscretionarySpecialty RetailSnapshot 2026-09-04
Research Workspace
Put ARHS beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Consumer Discretionary is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Sustain revenue growth to about $1.45B in FY26: FY26 rev guide $1.43B-$1.47B vs $1.45B target.
View ThesisRevenue is growing steadily — about 5% over the past year.
View GrowthMiddle-of-the-pack management execution.
View ManagementExpectations look high — the market is pricing in about 25% growth a year, above the roughly 8% analysts expect, leaving little room for error.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 49% in its worst 12-month stretch.
View RiskARHS must sustain revenue growth to about $1.45B in FY26 to justify its price. Revenue guidance for FY26 is $1.43B-$1.47B, which aligns with this target. The stock trades at 17× P/E versus an 11× peer median, indicating it looks expensive on this basis. The market is pricing in more growth than forecast, suggesting expectations are full. A specific risk is the potential for a guidance cut, which could negatively impact estimates. Peer multiples imply a price about 25% below where it trades. This read is provisional; the thesis is on watch.
Trailing returns as of 2026-09-04. ARHS is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 15 analysts currently covering ARHS (as of Sep 2026).
Based on 6 Wall Street analysts offering 12-month price targets for ARHS in the last 4 months.
Continue this research
Compare ARHS with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Free account required to save the handoff. No credit card.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| ARHS Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Other Specialty Retail — fair value, gap to price, and forward P/E.
Compare the value case
Put ARHS next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Maintain revenue growth trajectory
Product innovation supports revenue growth trajectory.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $8.73
The last 12 months of price, then the range of analyst 12-month targets from today’s $8.73.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Focus on Adjusted EBITDA improvement
Adjusted EBITDA update indicates improvement in profitability.
Threatens: Maintain revenue growth trajectory
Profit pressure may hinder revenue growth trajectory.
Threatens: Maintain revenue growth trajectory
Comp sales struggles indicate potential revenue growth issues.
