Arhaus, Inc. (ARHS) Stock

Arhaus, Inc. (ARHS) is a Consumer Discretionary stock trading at $9.66 (as of 2026-08-20), with a market capitalization of $1.37B and a trailing P/E of 19.8. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Arhaus, Inc. is a home furnishings retailer offering merchandise across categories such as furniture, lighting, textiles, décor, and outdoor items. It sells through showrooms, e-commerce, catalogs, and in-home designer services.

Understand Arhaus, Inc.: how it makes money

Arhaus sells premium home furnishings, including furniture, lighting, textiles, décor, and outdoor pieces, to customers through its retail brand.

The profit model is tied to demand reflected in Comparable Written Sales, supported by a showroom footprint that targets customers (90% of clients live within 50 miles of a showroom).

Business quality (Weak): Good visibility into key operational activity (showroom footprint and comparable written sales), but there is no clean official product or geographic segment split provided in the input, so segment-level drivers cannot be evaluated.

Valuation: At 15× earnings, ARHS trades 20% below the Retail average (19×). Note: one-time items can distort reported P/E.

Bull case

  • Large branded showroom network: Arhaus operated 107 showrooms, giving it a broad physical footprint (and 31 states with showrooms).
  • Customer reach is designed around showroom proximity: 90% of clients live within 50 miles of a showroom, which supports the showroom-based shopping experience.
  • Product sourcing supports differentiation: 75% of upholstery is sourced in the United States.

Bear case

  • Demand pressure versus last period: Comparable Written Sales were -5.7%, indicating lower written sales on a comparable basis.
  • Margins are tight: Operating margin was 0.7% (gross margin 36.4%), leaving less room for cost or demand fluctuations.
  • Limited near-term showroom expansion signal: New showroom openings completed were 4, versus 107 showrooms operated.
Valuation — source: SEC EDGAR (first-party)
Price$9.66
Market Cap$1.37B
P/E Ratio19.8
EV / EBITDA8.0
Price / Book3.30
Price / Sales0.97
FCF Yield3.0%
DCF Value (model)$18.08
DCF Upside vs Price87.2%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$1.38B
Net Margin4.9%
Revenue Growth (YoY)7.4%
EPS Growth (YoY)12.0%
FCF Growth (YoY)130.8%
Financial Health — source: SEC EDGAR
Altman Z-Score2.39 (grey)
Valuation vs Sector & Industry
Stock P/E19.8
Sector P/E (Consumer Discretionary)20.5
Industry P/E (Retail)19.5
vs Sector-3.3%
vs Industry1.4%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderVANGUARD GROUP INC ($57.65M)
Institutional Holders Tracked10
Company
SectorConsumer Discretionary
IndustryRetail
CEOJohn Reed
Employees2,390
CountryUS
IPO Date2021-11-04

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ARHS earnings history · ARHS institutional & insider holders · ARHS KPIs & operating metrics · ARHS financials · ARHS investor presentations & press releases · ARHS SEC filings · ARHS peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.