Artisan home furnishings retailer Arhaus beats Q3 revenue estimates on new showrooms, higher demand

Arhaus

06/11/2025 11:18

Overview

Arhaus Q3 2025 revenue grows 8% yr/yr, beating analyst expectations

Adjusted EBITDA for Q3 beats analyst estimates, reflecting robust operational performance

Company expands showroom footprint, opening largest showroom in Pasadena, California

Outlook

Arhaus raises lower end of 2025 net revenue forecast to $1.35 bln to $1.38 bln

Company expects Q4 2025 net revenue between $336 mln and $366 mln

Arhaus plans 12 to 15 showroom projects in 2025

Result Drivers

SHOWROOM EXPANSION - Revenue growth driven by new showroom openings and increased demand for Arhaus products

PRODUCT DEMAND - Fall 2025 Collection and core product offerings supported 7.4% demand comparable growth

DISTRIBUTION IMPROVEMENTS - Dallas Distribution Center and tech investments enhanced delivery performance

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$345 mln
$338.23 mln (12 Analysts)
Q3 Adjusted EBITDA
Beat
$31 mln
$29.44 mln (10 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 9 "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 $12.00, about 18.7% above its November 5 closing price of $9.76

The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 19 three months ago

Press Release: ID:nGNX7NTpc4

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(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.)