Q2 2025 Arhaus Inc Earnings Call Transcript
Key Points
- Arhaus Inc (ARHS) achieved the highest quarterly net revenue in its history, driven by the early ramping of the Dallas distribution center.
- Comparable growth increased by 10.5%, with July showing a 15.7% increase, reflecting strong momentum heading into the third quarter.
- The company launched a new bath collection, representing a thoughtful expansion into a new space within the home.
- Arhaus Inc (ARHS) remains debt-free with $235 million in cash and cash equivalents, highlighting its strong financial position.
- The company continues to expand its showroom footprint, with plans to complete 12 to 15 total showroom projects in 2025.
- Demand comparable growth decreased by 3.6% in the second quarter due to macroeconomic and geopolitical uncertainties.
- The company anticipates continued choppiness in demand trends due to external volatility.
- Arhaus Inc (ARHS) faces a $12 million impact from tariffs in 2025, with the majority affecting the second half of the year.
- There is a significant gap between demand comparable growth and comparable growth, causing confusion around these metrics.
- The company is making substantial investments in technology and infrastructure, which may impact short-term financial performance.
Good morning and welcome to the our house second quarter 2025 earnings conference call. Please note that this call is being recorded and the reproduction of any part of this call is not permitted without written authorization from the company.
I will now turn the call over to your host Tara Atwood, Vice President of Investor Relations. Please go ahead.
Good morning and thank you for joining us for the our house second quarter 2025 earnings call. Joining me on today's call are John Reid, our founder, Chairman and Chief Executive Officer, Michael Lee, our Chief Financial Officer, and Jennifer Porter, our chief marketing and e-commerce officer.
After our prepared remarks, we will open up the line for a Q&A session. During Q&A, please limit yourself to one question and one follow up. We issued our earnings press release in 10-Q for the quarter ended June 30th, 2025 before the market opened today.
Those documents are available on our investor relations website at ir
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