Home furnishings retailer Arhaus Q2 revenue beats estimates

Arhaus

07/08/2025 11:43

Overview

Arhaus Inc Q2 2025 revenue rises 15.7%, beating analyst expectations, per LSEG data

Adjusted EBITDA for Q2 2025 beats consensus, rising 51.2%, per LSEG data

Company launched Arhaus Bath Collection, expanding into home personal spaces

Outlook

Arhaus sees Q3 2025 net revenue between $320 mln and $350 mln

Company expects full-year 2025 net revenue of $1.29 bln to $1.38 bln

Arhaus projects Q3 2025 net income of $7 mln to $17 mln

Company reduces full-year capital expenditures outlook by $10 mln

Result Drivers

DISTRIBUTION CENTER - In-house operations at Dallas Distribution Center enabled efficient conversion of Q1 demand into revenue, per CEO John Reed

MACRO HEADWINDS - Q2 demand comparable growth impacted by macroeconomic volatility, but July rebounded sharply, per CEO John Reed

PRODUCT EXPANSION - Launch of Arhaus Bath Collection marks strategic expansion into home personal spaces

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$358 mln
$333.70 mln (12 Analysts)
Q2 Adjusted EBITDA
Beat
$60 mln
$42 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 $10.00, about 1.3% above its August 6 closing price of $9.87

The stock recently traded at 22 times the next 12-month earnings vs. a P/E of 15 three months ago

Press Release: ID:nGNX2shX97

(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.)