Arhaus reports Q3 EPS 9c, consensus 8c

Reports Q3 revenue $344.6M, consensus $338.26M. John Reed, Co-Founder and Chief Executive Officer, said: “We delivered another strong quarter, with net revenue of $345 million, up 8.0% year-over-year-marking the highest third-quarter net revenue in our company’s history. This performance reflects the strength of our brand, the appeal of our product offering, and the disciplined execution of our long-term strategy. Demand comparable growth(3) was 7.4%, supported by the success of our Fall 2025 Collection and continued client excitement across both core products and newness. September marked the highest total demand month in Arhaus (ARHS)’ history. This performance underscores our leadership in design, craftsmanship, and quality, and the resilience of our high-end client base. We also continue to expand our Showroom footprint, opening our largest Traditional Showroom to date in Pasadena, California, and thoughtfully restoring a century-old building to honor its architectural heritage. This month, we’ll open our first Montana Showroom in Bozeman. These additions further strengthen our brand awareness and client engagement as we grow the Arhaus brand. We’re navigating the current environment from a position of strength-debt-free, with ample liquidity. With a powerful brand, a proven model, and a talented team, we remain focused on finishing the year strong and delivering sustainable, long-term shareholder value.”