Doody Alton F III sold $30K of ARHS

Arhaus (ARHS) forecasts FY2026 net revenue of $1.465B-$1.485B and aims for 25% e-commerce penetration. CEO John Reed welcomed Casey Moss as the new Chief Digital Officer. The company discussed its Q3 2026 results during an earnings call.

Arhaus Inc (ARHS) reported Q3 2026 revenue growth but net income declined 36% YoY to $7.8M. Adjusted EBITDA margin contracted 170 bps to 7.4% due to higher SG&A and cost pressures. Gross margin was impacted by fuel surcharges, showroom costs, and channel mix. The company expects elevated fuel and transportation costs to persist. New showroom expansions and pre-opening costs pressured gross margins but are expected to moderate.

Arhaus reported strong Q3 2026 earnings, driven by high-end clients and new product introductions. Revenue guidance was raised, with strategic reinvestments in digital commerce and technology. Challenges include supply chain and tariff costs, but management expects improvements in margins and savings from new systems. New customer growth and e-commerce potential were highlighted.

Arhaus reported Q3 gross profit of $144M, up 8.2%, with gross margin expanding to 39.2%. SG&A expenses rose 14.8% to $134.3M. The company raised its full-year revenue outlook to $1.465B-$1.485B but maintained net income and EBITDA forecasts. Arhaus expects to invest in digital initiatives and expand catalog circulation. Cash reserves totaled $318M with no long-term debt.

Arhaus reported 3Q 2026 revenue of $368.12M, up 6.8% YoY, but net income fell 36% to $7.82M. EPS declined 44.4% to $0.05. Growth was driven by new Showrooms and product demand, while higher expenses impacted earnings. The company operated 109 Showrooms as of September 30, 2026.

Arhaus reported Q3 2026 revenue of $368.1 million, missing estimates by 0.7%, and EPS of $0.05, missing by 41.7%. Adjusted EBITDA was $27.39 million, a 14.1% miss. Q4 revenue guidance is $408 million, above estimates. Operating margin fell to 2.7%, while free cash flow margin rose to 25%.