ARHS Arhaus, Inc.
Price Chart
Executive Summary
Arhaus reported Q1 2026 EPS of $0.02, in line with consensus of $0.02, and revenue of $314M, slightly above the $313.6M estimate. However, net income plunged 54.5% YoY to $2M, comparable written sales fell 5.7%, and operating cash flow was negative $9.7M. The company reaffirmed full-year guidance but guided Q2 revenue down 2.4% at the midpoint, signaling continued headwinds.
Key Financial Metrics
Actionable Insight
Despite an in-line EPS and slight revenue beat, the 54.5% net income collapse, negative cash flow, and 5.7% drop in written sales point to deteriorating demand. The Q2 guidance midpoint implies potential revenue decline, and the stock may face continued pressure. Watch for any tariff refund updates that could provide a catalyst, but the underlying trend is weak.
Key Facts
- Q1 2026 EPS $0.02 vs consensus $0.02 (in line)
- Q1 2026 revenue $314M vs consensus $313.6M (slight beat)
- Net income fell 54.5% YoY to $2.2M from $4.9M
- Comparable written sales declined 5.7% YoY
- Comparable delivered sales declined 1.7% YoY
- Operating cash flow was negative $9.7M vs positive $46.5M a year ago
- Free cash flow was negative $25.6M vs positive $18.9M a year ago
- Q2 2026 revenue guidance midpoint $360M implies up to 3.2% growth or a decline of 2.4% YoY
- Full-year 2026 revenue guidance reaffirmed at $1.43B-$1.47B (3.7%-6.6% growth)
- No long-term debt; cash $177M after $49M special dividend paid in March
Financial Impact
Net income declined $2.7M YoY (54.5%); operating cash flow swung from +$46.5M to -$9.7M; free cash flow swung from +$18.9M to -$25.6M
Risk Factors
- Comparable written sales declining 5.7% signals weakening demand that may persist
- Negative operating cash flow and free cash flow raise liquidity concerns despite no debt
- Q2 guidance midpoint implies possible YoY revenue decline, lapping a strong prior-year quarter
- Macro uncertainty and tariffs could further pressure consumer spending on home furnishings
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3289719 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
May 7, 2026
4w ago
|
8-K
| $7.08 $6.51 | ▲ +7.99% | ▲ +11.12% | $6.68 (+5.58%) |
|
May 7, 2026
4w ago
|
Press Release
| $7.08 $6.51 | ▲ +7.99% | ▲ +11.12% | $6.68 (+5.58%) |
|
Feb 26, 2026
14w ago
|
8-K
| $8.83 $6.70 | ▼ −24.08% | ▼ −17.68% | $6.68 (−24.31%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access