Arhaus Q2 revenue beats estimates

Arhaus

06/08/2026 11:20

Overview
U.S. home furnishings retailer's Q2 revenue grew 7.4%, beating analyst expectations
Adjusted EBITDA for Q2 beat consensus, aided by $23.8 mln IEEPA tariff recoveries

Outlook
Arhaus maintains full-year 2026 net revenue outlook at $1.43 bln to $1.47 bln
Company updates full-year net income outlook to $71 mln to $80 mln, reflecting tariff recoveries
Q3 2026 net revenue expected between $355 mln and $375 mln

Result Drivers
TARIFF RECOVERIES - Co recognized $23.8 mln benefit from IEEPA tariff refunds, including $8.3 mln related to inventory sold in Q2
WRITTEN SALES GROWTH - Comparable Written Sales rose 12.5% in Q2, supporting revenue growth

Company press release: ID:nGNX9lLh1X

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$385 mln
$365.70 mln (13 Analysts)
Q2 Adjusted EBITDA
Beat
$70 mln
$46.70 mln (9 Analysts)

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 10 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the home furnishings retailers peer group is "buy"
Wall Street's median 12-month price target for Arhaus Inc is $8.00, about 2.8% below its August 5 closing price of $8.23
The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 14 three months ago

Reuters Recommended Reads
Aug 4 - Haverty Furniture Q2 sales rise, profit doubles
Aug 4 - Wayfair Q2 revenue slightly beats estimates on order growth
Aug 5 - Italy's Natuzzi Q1 revenue falls on weak demand, co launches restructuring plan 

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)