$ARHS

Piper Sandler identifies retail stocks with strong seasonal performance in November and December, including Signet Jewelers (SGI), Arhaus (ARHS), Target (TGT), Dollar Tree (DLTR), Dollar General (DG), American Eagle (AEO), Warby Parker (WRBY), Revolve Group (RVLV), and Ulta Beauty (ULTA). These stocks historically underperform in September-October but rally during the holiday season. Several companies reported earnings beats and received price target increases.

Arhaus (ARHS) reported Q2 net revenue of $385M, up 7.4%, and Comparable Written Sales up 12.5%. The company received a $37.8M tariff refund, boosting profits. However, the benefit is one-time, and operating expenses grew faster than revenue. Free cash flow declined, and short interest is high.

Arhaus officer Alton F. Doody III filed a notice to sell 3,500 shares, valued at $30,222.50, according to a SEC filing. The sale is planned but not yet executed. Doody acquired 10,000 shares in 2022. Fidelity Brokerage will handle the transaction on the NYSE.

Arhaus (ARHS) officer Alton F. Doody III plans to sell 3,500 shares worth about $30,222.50. The company received a notice under Rule 144 from Fidelity Brokerage Services. Doody previously acquired 10,000 shares in September 2022.

Shares of America's Car-Mart, RH, Arhaus, Bath and Body Works, and Urban Outfitters fell 2.7% to 4.1% due to rising oil prices and Treasury yields, stoking inflation fears. RH's stock is down 25.3% YTD and 42.4% from its 52-week high. Walmart's results also raised concerns about consumer spending.

Arhaus reported Q2 revenue of $384.9M, beating estimates of $365.7M, with EPS of $0.28 vs. $0.16 expected. Shares rose 1.93% to $8.98. Craig-Hallum upgraded the stock to Buy with a $12 price target, citing strong performance.

Arhaus (ARHS) invested $3M in technology in Q2, aiming to improve client experience and long-term growth. It expects $4M-$5M in annual savings from its Transportation Management System. Additional tech spending of $4M-$6M is planned, with some near-term expense pressure. Shares are up 48.5% in 3 months, trading at a 17.11X forward P/E.

Arhaus (ARHS) reported Q2 2026 net revenue of $385 million, up 7.4% year over year, with comparable written sales up 12.5% and comparable delivered sales up 4.0%. Gross profit rose to $172 million. Adjusted EBITDA was $70 million. The company received $37.8 million in IEEPA tariff refunds, maintained full-year revenue guidance of $1.43B to $1.47B, and raised adjusted EBITDA guidance to $160M-$171M.

Arhaus (ARHS) reported Q2 revenue of $384.9M, above analysts’ $366.8M, and adjusted EPS of $0.28 vs $0.16. Adjusted EBITDA was $70.47M, beating $46.67M estimates. The company reconfirmed full-year revenue guidance of $1.45B and EBITDA guidance of $165.5M at midpoint, citing higher-value home projects, new product demand, showroom growth, and a trade program relaunch.

The article says Americans are increasing furniture purchase intent, citing the National Retail Federation. It attributes the recovery mainly to higher-income consumers. It notes recent outperformance in furniture stocks including Wayfair, Bob’s Discount Furniture, Haverty’s, Arhaus, Williams-Sonoma, RH, and Ethan Allen. Examples include Wayfair’s Perigold sales up 35% YoY and US sales up 9%.