Arhaus Inc (NAS:ARHS)

Q3 2025 Arhaus Inc Earnings Call Transcript

Nov 6, 2025 / 01:30 PM GMT

Release Date Price: $9.4 (-3.69%)

Transcript 10-Q8-K

Key Points

Positve

Arhaus Inc (ARHS) reported a record third-quarter net revenue of $345 million, marking an 8% year-over-year increase and the highest third-quarter net revenue in the company's history.
The company's fall 2025 collection was its strongest launch ever, resonating well with clients and reinforcing its design leadership.
Arhaus Inc (ARHS) achieved a demand comparable growth of 7.4% for the quarter, highlighting strong brand momentum and high-end client engagement.
The company successfully opened its largest traditional showroom in Pasadena, California, expanding its physical presence and enhancing brand awareness.
Arhaus Inc (ARHS) remains debt-free with $262 million in cash and cash equivalents, underscoring the scalability and financial strength of its operating model.

Negative

October saw a demand comparable growth decline of 14.8%, attributed to timing effects and a shift in the promotional calendar.
The company faces an estimated $50 to $60 million tariff impact in 2026, reflecting ongoing trade policy challenges.
Despite strong quarterly performance, Arhaus Inc (ARHS) acknowledges the macroeconomic environment remains uncertain, impacting consumer sentiment.
The company has experienced monthly demand volatility, which is not uncommon but poses challenges in forecasting consistent growth.
Arhaus Inc (ARHS) has disclosed material weaknesses in its SEC filings, which it aims to address through its ongoing digital transformation initiatives.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ARHS.OQ - Arhaus Inc
Q3 2025 Arhaus Inc Earnings Call
Nov 06, 2025 / 01:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to the Our house 3rd quarter 2025 earnings 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 Aputsaja, Vice President of Investor relations. Please go ahead.

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Unidentified_2 [2]
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Good morning and thank you for joining us for the Our house 3rd quarter 2025 earnings call.

Joining me on today's call for prepared remarks are John Reid, our founder, Chairman and Chief

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