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ARARHS

Arhaus, Inc.

Hot onWhy it's trendingX mentions rising faster than the marketMoving on elevated volumeBacked by solid revenue growth
$ARHS·$1.4B·Specialty Retail·Consumer Cyclical
$9.93-2.0%YTD-10.9%1Y-6.2%
Price updated 7h ago·X counts updated 5d ago
ARARHS
$ARHSArhaus, Inc.
$9.93-1.97%12 posts
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $ARHS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

12X posts · last 7 days
Sep 29Oct 11

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ARHS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-03

The move is getting stronger, with heavier trading behind it.

Arhaus up 72% EPS surprise with volume at 2.2x average — luxury furniture is finally participating cleanly.

Arhaus is the US premium-furniture retailer whose 2026 story is operational-execution meeting a specific sector-rotation moment. The high-income cohort is still spending while mid-market consumers compress.

  • The P&L is firing: Q2 revenue grew 95% YoY to $699M at an 8% operating margin and $0.28 EPS, with trailing EPS beats of 72.5% and inline — the YoY revenue growth includes a specific acquisition contribution, but the +72% EPS surprise is grounded operational outperformance.
  • The specific momentum confirmation is substantive: 'Furniture Stocks Could Be Next' sector framing, K.C. Moss appointment as Chief Digital Officer, and the stock gaining the Zacks momentum designation — all three are coordinated signals that institutional capital is positioning around premium-furniture.

At 72% of its 52-week range and 22% above the 200-day with volume at 2.2x average going into Nov 5 earnings, the setup is late-cycle but supported. Another 50%+ EPS surprise plus the Moss-era digital commentary is the trigger for continuation; a soft Q3 comp or any inventory-build-up signal is the invalidation.

What to watch: Nov 5 Q3 earnings — same-store comp growth, operating margin direction, digital-channel contribution, and FY27 guide. 50%+ EPS surprise plus Moss-era progress is the trigger; soft comps is the invalidation.

On the calendar: 2026-11-05 — Q3 earnings

event ahead 30dluxury furniture

Read the AI verdict on $ARHS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Upscale home furnishings retailer selling handcrafted premium furniture through US showrooms and e-commerce.

Industry overviewAI analysisGenerated by AI from underlying data

Where Specialty Retail sits in its cycle right now — and what that implies for $ARHS.

Specialty Retail · Consumer Cyclical

No material change from last week — Consumer discretionary bifurcation deepens as XRT falls -7.

What this means for $ARHS

Neutral — Upscale home furnishings retailer selling handcrafted premium furniture through US showrooms and e-commerce.

Top industry ETF

$XRTSPDR S&P Retail ETF
-4.3%YTD
+3.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
17.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
6.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
5.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
17.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
39.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$0.28$0.16+72.5%
Q1 2026May 7, 2026$0.02$0.020.0%
Q4 2025Feb 26, 2026$0.11$0.10+10.0%
Q3 2025Nov 6, 2025$0.09$0.08+12.5%
Next earningsThu, Nov 5·consensus EPS $0.09

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$699.2M+95.1%41.0%8.1%$0.28$48.3M
Q1 FY26$314.3M+0.9%36.4%0.7%$0.02$-26.6M
Q4 FY25$364.8M+5.1%38.1%5.6%$0.11$-8.8M
Q3 FY25$344.6M+8.0%38.7%4.8%$0.09$28.0M

Forward consensus

5-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.5B$1.5B – $1.5B$0.53$0.49 – $0.5511
FY27$1.6B$1.5B – $1.6B$0.57$0.53 – $0.6711
FY28$1.7B$1.6B – $1.7B$0.65$0.59 – $0.686
FY29$1.9B$1.8B – $1.9B$0.69$0.67 – $0.704
FY30$2.0B$2.0B – $2.0B$0.79$0.77 – $0.803

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.67%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+8.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+19.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 133.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.315-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 8Alton F DoodyDirector3.5K sh$30K
+ 21 other (11 exempts · 10 awards) in window

See when $ARHS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDSep 308-K — Item 7.01: Press release / Reg FD
AI summary

Arhaus, Inc. (ARHS) filed a Regulation FD disclosure (8-K Item 7.01) on 2026-09-30. The excerpt shows only the cover page; the actual disclosed material (typically investor presentation slides, a press release, or conference call transcript) is attached as an exhibit. Reg FD events can contain forward-looking statements or updated guidance material to investors.

8-KPress release / Reg FDAug 68-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Arhaus Inc. (ARHS) reported second quarter 2026 financial results for the period ended June 30, 2026, on August 6, 2026, and issued an investor presentation alongside the earnings release under Regulation FD. Arhaus is a premium home furnishings retailer operating in an environment of soft housing turnover and discretionary spending pressure. The Q2 results are material for assessing same-store sales trends, gross margin performance, and management's outlook for the second half of 2026. Investor focus will be on any update to full-year guidance and the trajectory of demand recovery.

3New insider — initial holdingsJul 173
AI summary

Richard Patrick Keyes filed a Form 3 (initial statement of beneficial ownership) with respect to Arhaus Inc. (ARHS) upon joining the company's Board of Directors. The filing confirms that Keyes does not beneficially own any securities of Arhaus at the time of the initial filing. As a new director, Keyes will receive equity compensation going forward that will be reported in subsequent Form 4 filings. Keyes is the CEO of Meijer, bringing large-format retail operating experience to the Arhaus board.

8-KOfficer or director changeJul 168-K — Item 5.02: Officer or director change
AI summary

Arhaus Inc. (ARHS) disclosed that Jen Porter, Chief Marketing and eCommerce Officer, departed the company on July 15, 2026, following the Board's decision to separate the Marketing and eCommerce functions into distinct organizational units. Porter's departure is eligible for severance, suggesting it was a company-initiated restructuring rather than a voluntary resignation. Splitting marketing and eCommerce into separate functions likely reflects strategic prioritization of digital commerce as an independent growth driver. No replacement appointments for the split roles were announced in this filing.

8-KOfficer or director changeJul 138-K — Item 5.02: Officer or director change
AI summary

Arhaus Inc. (ARHS) disclosed two board changes: Bill Beargie resigned from the Board of Directors effective July 7, 2026, and Rick Keyes — CEO of Meijer since 2017 — was appointed as a new Class I independent director effective July 8, 2026. Keyes will serve on the Compensation Committee and his director term expires at the 2028 Annual Meeting. The simultaneous resignation and appointment maintains board size, and Keyes's large-format retail operating experience is relevant to Arhaus's store-intensive premium home furnishings business. There is no indication of any disagreement prompting Beargie's departure.

8-KShareholder voteMay 198-K — Item 5.07: Shareholder vote
8-KPress release / Reg FDMay 78-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 6 other (3 13Gs · 2 10-Qs · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

WOOF vs. ARHS: Which Stock Is the Better Value Option?zacks.com·8d agoArhaus, Inc. (ARHS) Shows Fast-paced Momentum But Is Still a Bargain Stockzacks.com·8d agoArhaus web traffic jumps 84% as Jefferies raises EBITDA forecastproactiveinvestors.com·11d agoArhaus Announces K.C. Moss as Chief Digital Officerglobenewswire.com·17d agoHere's Why Arhaus, Inc. (ARHS) is a Strong Momentum Stockzacks.com·17d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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