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 ( ARHS ) 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 ( ARHS ) plans 12 to 15 showroom projects in 2025

Result Drivers

* SHOWROOM EXPANSION - Revenue growth driven by new showroom openings and increased demand for Arhaus ( ARHS ) 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/Mis Actual Consensu

s s

Estimate

Q3 Beat $345 mln $338.23

Revenue mln (12

Analysts

)

Q3 Beat $31 mln $29.44

Adjusted mln (10

EBITDA 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 ( ARHS ) 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:

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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.)