Demand and volumepositive · 4 filings
“The increase was driven primarily by $9.3 million of revenue growth related to new Showrooms opened in 2025, partially offset by lower demand for our products.”10-Q · May 7, 2026 ↗
Arhaus, Inc.
ARHS
Market read
Arhaus, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 22 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
Company-4.3% todayVolume comparison unavailable
Market group0 of 22 activeHome Improvement & Construction · unavailable
Disclosed network0 of 3 confirmingNo filing-linked name is confirming now
What would change this read
Watch this read- ARHS's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if ARHS's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 22 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- ARHS's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods7
Price observations319
Usable filing statements59
Verified relationships3
Evidence supporting the case
- Latest annual revenue changed +8.5% year over year.
- Demand and volume has repeated favorable evidence across 4 filings.
Evidence challenging the case
No qualifying adverse evidence was identified; that is not proof there is no downside.
Questions before a position
- P/E is 28% below the available filing-peer median; determine whether growth and quality justify the difference.
- EV/sales is 70% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context
Price as of Sep 10, 2026
7.946m-3.8%12m-33.8%24m—
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2021-12-31$796.9M+57.1%$0.18+6.7%
2022-12-31$1.2B+54.2%$0.98+16.8%
2023-12-31$1.3B+4.8%$0.89+0.4%
2024-12-31$1.3B-1.3%$0.49+0.4%
2025-12-31$1.4B+8.5%$0.48+0.5%
What management says matters
Persistent and emerging business drivers
Supply chain and availabilitypositive · 4 filings
“For the three months ended March 31, 2026, net cash used in investing activities was $15.9 million primarily due to investments in Showrooms, investments in our supply chain, and information technology and systems infrastructure, which was partially offset by…”10-Q · May 7, 2026 ↗
Energy and commodity pricesnegative · 1 filings
“The gross margin decrease was primarily driven by Showroom occupancy costs, which increased by 40 basis points and higher fuel costs, which increased by 40 basis points.”10-Q · May 7, 2026 ↗
Macroeconomic conditionsmixed · 1 filings
“In particular, periods of increased or decreased home purchases may lead to increased or decreased consumer spending on home furnishings.”10-K · Feb 26, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 0.8× · EV/sales 0.6×. Comparisons use only industry-matched filing peers.
Scenario scaffold
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
8.05-4.3% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 12:10 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for ARHS. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for ARHS. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind ARHS
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
WSMWilliams-Sonoma, Inc.competitorFeb 26, 2026 ▾
“We also compete with national and regional home furnishing retailers and department showrooms, including RH, Room & Board, Serena and Lily, Williams Sonoma and Crate & Barrel.”
Depended on by
MLKNMillerKnoll, Inc.competitorJul 21, 2025 ▾
“These competitors include companies such as Arhaus, Inc., Crate & Barrel Holdings, Inc., RH, Room & Board, Inc., Wayfair Inc., and Williams-Sonoma, Inc.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 3 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
ARHS is currently a Follower in the organic co-movement group Home Improvement & Construction. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for ARHS; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.