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
QuarterlyIQ Insights · ARHS
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue to grow net revenue and comparable sales through showroom expansion and product innovation.
Stated as a priority in 3 of last 3 quarters. Net revenue grew 7.4% year-over-year to $385 million in 2026-Q2, exceeding guidance. Full-year 2026 net revenue guidance remains $1.43B to $1.47B. Management is delivering growth with showroom expansion and product innovation.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated strong grew net income 63% of the time over the next year (vs 50% for the rest of the cohort, n=5213).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“CEO: 'Our second-quarter performance reinforces how deeply clients value quality... well positioned to inspire more clients and continue growth.'”
“CEO: 'We achieved the highest first-quarter net revenue in Arhaus history... remain confident in our long-term strategy.'”
“Management reaffirmed full-year 2026 net revenue guidance of $1.43B to $1.47B.”
Improve profitability through disciplined execution and operational efficiency to increase Adjusted EBITDA.
Stated as a priority in 3 of last 3 quarters. Adjusted EBITDA grew 16.8% to $70 million in 2026-Q2, exceeding guidance. Full-year 2026 Adjusted EBITDA guidance remains $160M to $171M. Management is delivering improved profitability through operational efficiency.
“CFO: 'Adjusted EBITDA increased 16.8% to $70 million, above high end of guidance.'”
“CFO: 'Adjusted EBITDA decreased 3.1% to $18 million, reaffirming full-year guidance.'”
“Management reaffirmed full-year 2026 Adjusted EBITDA guidance of $160 million to $171 million.”
Control company-funded capital expenditures within $70 million to $90 million range to support growth and maintain financial discipline.
Stated as a priority in 3 of last 3 quarters. Company-funded capital expenditures totaled $29 million in first half 2026, within the $70M to $90M full-year guidance. Management is maintaining capital discipline while supporting growth initiatives.
“Company-funded capital expenditures were $29 million for six months ended June 30, 2026.”
“Company-funded capital expenditures were $13 million for three months ended March 31, 2026.”
“Company-funded capital expenditures expected to be $70 million to $90 million for 2026.”
Distribute capital to shareholders through dividends, including a special cash dividend declared in early 2026.
Stated as a priority in 2 of last 2 quarters. The Board declared and paid a special cash dividend of $0.35 per share in March 2026, reducing cash by $49 million. Management is actively returning capital to shareholders via dividends.
“Cash and cash equivalents decreased 30.1% to $177 million reflecting $49 million special cash dividend paid in March.”
“Board declared a special cash dividend of $0.35 per share payable March 31, 2026.”
Over the trailing year it converted 1.77x of net income into operating cash flow. Historically, Consumer Discretionary names rated neutral grew net income 49% of the time over the next year (vs 49% for the rest of the cohort, n=4864).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
11 material management or governance events in the past 24 months, led by executive changes. Historically, Consumer Discretionary names rated neutral grew net income 48% of the time over the next year (vs 53% for the rest of the cohort, n=2538).
Not investment advice. As of 2026-09-04.