Arhaus posted the transcript of its second-quarter 2026 earnings call attended by CEO John Reed and CFO Michael Lee.
Net revenue rose 7.4% to USD 385 million; comparable written sales increased 12.5%; comparable delivered sales rose 4%.
Management booked a one-time USD 23.8 million gross profit benefit from IEEPA tariff recoveries; full USD 37.8 million refund now received in cash.
Full-year net revenue outlook held at USD 1.43 billion to USD 1.47 billion; net income raised to USD 71 million to USD 80 million; Adjusted EBITDA to USD 160 million to USD 171 million.
Arhaus projected 2026 tariff impact of USD 30 million to USD 40 million; delivery fee increase worth USD 5 million to USD 6 million annual run-rate.
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