Arhaus, Inc.

arhaus.com

What Do They Do?

Sells premium furniture and home décor to individual clients, interior designers, and other trade professionals.

How Do They Make Money?

Customers pay for merchandise when they pick it up in a showroom or when it is delivered. Arhaus collects deposits of at least 50% of an order’s purchase price when the order is placed.

FY2025 revenue

Who Are Their Customers?

Home-furnishing clients shop through Arhaus showrooms and online; interior designers and other trade professionals can use a dedicated trade program, and Arhaus designers assist clients with room and whole-home projects.

Do Revenues Turn Into Profits?

Yes. It kept 5 cents of every revenue dollar as net income in FY2025 and turned 4 cents into free cash flow.

Operating income, FY2025

6% of revenue

▲ +2% vs FY2024 ($87M, 7%)

Net income, FY2025

5% of revenue

▼ −2% vs FY2024 ($68.6M, 5%)

Free cash flow, FY2025

4% of revenue

▲ +48% vs FY2024 ($39.7M, 3%)

How Are They Changing?

Since the FY2025 annual report

Latest quarter: Q2 FY2026, the three months to Jun 30, 2026

Revenue: ▲ +7%; vs $358.4M in Q2 FY2025
Net income: ▲ +13%; vs $35.1M in Q2 FY2025

Aug 6, 2026 Updated full-year profit outlook after tariff recoveries Maintained its revenue outlook and updated its net income and Adjusted EBITDA outlook to reflect the recovery benefit.

Growing. Revenue grew 73% in 4 years, from $796.9M in FY2021 to $1.4B in FY2025, about 15% a year.

Trade customer channel The latest description adds a direct-to-trade sales channel and services for interior designers and other trade professionals; the earlier description focused on direct-to-consumer selling and designers advising clients.

Comments