Arhaus maintains full-year 2026 net revenue outlook at $1.43 bln to $1.47 bln
Company updates full-year net income outlook to $71 mln to $80 mln, reflecting tariff recoveries
Q3 2026 net revenue expected between $355 mln and $375 mln
Overview
U.S. home furnishings retailer's Q2 revenue grew 7.4%, beating analyst expectations
Adjusted EBITDA for Q2 beat consensus, aided by $23.8 mln IEEPA tariff recoveries
Result drivers
Tariff recoveries - Co recognized $23.8 mln benefit from IEEPA tariff refunds, including $8.3 mln related to inventory sold in Q2
Written sales growth - Comparable Written Sales rose 12.5% in Q2, supporting revenue growth
Analyst coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 10 "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 is $8.00, about 2.8% below its August 5 closing price of $8.23
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