The weak comparable sales and sharp profit decline outweigh the EPS beat and reaffirmed guidance. Watch for Q2 guidance (implied -2.4% to +3.2% revenue growth) and any tariff-related updates; a guidance cut would likely pressure the stock further.
Price Chart
Executive Summary
Arhaus reported Q1 2026 revenue of $314M (+0.9% YoY) and diluted EPS of $0.02, beating consensus of $0.01. However, net income plunged 54.5% to $2M, comparable written sales fell 5.7%, and comparable delivered sales declined 1.7%. Full-year guidance was reaffirmed, but the weak operating metrics signal demand headwinds from macro uncertainty.
Key Financial Metrics
Key Facts
- Q1 net revenue $314M, +0.9% YoY
- Q1 net income $2M, -54.5% YoY
- Diluted EPS $0.02 vs consensus $0.01 (beat)
- Comparable delivered sales -1.7%, written sales -5.7%
- Full-year FY2026 guidance reaffirmed: revenue $1.43B-$1.47B, net income $66M-$75M
- Cash and equivalents $177M after $49M special dividend paid in March
Financial Impact
Net income down 54.5% YoY to $2M, EPS beat but due to low consensus; comparable sales negative.
Risk Factors
- Continued consumer spending weakness in home furnishings
- Tariff exposure and potential IEEPA refund uncertainty
- Inventory buildup (9% QoQ) could lead to margin pressure
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 7 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001875444-26-000014 |
| Document: arhs1q2026investorpresen.htm | 0001875444-26-000014 |
| Document: arhs-20260507.htm | 0001875444-26-000014 |
| Document: 0001875444-26-000014-index-headers.html | 0001875444-26-000014 |
| Document: 0001875444-26-000014-index.html | 0001875444-26-000014 |
| Document: 0001875444-26-000014.txt | 0001875444-26-000014 |
| 8-K Data (Synthetic) | 0001875444-26-000014 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 30, 2026 27d ago | 8-K | $9.87 $9.75 | ▼ −1.22% | ▼ −2.52% | $11.63 (+17.83%) |
Sep 4, 2026 7w ago | 144 | $8.47 $7.31 | ▼ −13.75% | ▼ −12.64% | $11.63 (+37.31%) |
Aug 15, 2026 10w ago | Institutional Cluster | $9.53 $9.24 | ▲ +3.04% | ▲ +1.85% | $11.63 (−22.04%) |
Aug 6, 2026 11w ago | Press Release | $9.68 $9.70 | ▲ +0.21% | ▼ −1.01% | $11.63 (+20.14%) |
Jul 30, 2026 12w ago | Press Release | $7.41 | awaiting T+5 | — | $11.63 (+56.95%) |
Jul 13, 2026 15w ago | 8-K | $7.83 $7.48 | ▼ −4.47% | ▼ −3.17% | $11.63 (+48.53%) |
Jun 11, 2026 19w ago | Institutional Cluster | $7.07 $6.88 | ▲ +2.69% | ▲ +3.12% | $11.63 (−64.50%) |
May 7, 2026 24w ago | 8-K | $7.08 $5.87 | ▲ +17.03% | ▲ +18.54% | $11.63 (−64.38%) |
May 7, 2026 24w ago | Press Release | $7.08 $5.87 | ▲ +17.03% | ▲ +18.54% | $11.63 (−64.38%) |
Feb 26, 2026 34w ago | 8-K | $8.83 $7.49 | ▼ −15.12% | ▼ −13.99% | $11.63 (+31.78%) |
US Market Status
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