Arhaus Q4 Revenue Rises 5.1% to $364.8M; EPS Beats by 15.8%
Arhaus posted Q4 revenue of $364.8 million, up 5.1% year-on-year, and GAAP EPS of $0.11, 15.8% above consensus. Same-store sales declined 2.8% and operating margin narrowed from 8.2% to 5.6%, while Q1 revenue guidance missed estimates but full-year EBITDA outlook topped forecasts.
1. Q4 Results Exceed Expectations
Arhaus reported fourth-quarter 2025 revenue of $364.8 million, a 5.1% increase year-on-year, and GAAP EPS of $0.11, 15.8% above consensus estimates, which drove shares up over 10% in early trading.
2. Operational Performance Challenges
The company’s same-store sales fell 2.8% while its operating margin contracted from 8.2% to 5.6%, reflecting pressure from elevated costs and a pullback in in-store traffic.
3. Guidance and Full-Year Outlook
First-quarter revenue guidance came in below analyst estimates, but management raised its full-year EBITDA forecast, suggesting confidence in margin recovery and driving investor optimism.