Arhaus IncARHS
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Record Q2 revenue and raised profit outlook on tariff refund
Impact on stocks 1
Consumer Discretionary
Arhaus IncArhaus Reports Record Q2 Revenue, Raises Profit Outlook on Tariff Refund
Earnings
Arhaus reported record second-quarter net revenue of approximately $385 million, up 7.4% from a year earlier, and raised its full-year adjusted EBITDA guidance to $160 million to $171 million. The luxury furniture retailer recognized a $23.8 million tariff-recovery benefit, which lifted gross margin to 44.7% and adjusted EBITDA to $70 million. Excluding the $15.5 million portion of the benefit tied to inventory sold before April 2026, adjusted EBITDA would have declined 8.9% year over year. The company maintained its 2026 revenue outlook of $1.43 billion to $1.47 billion and cited strong demand for larger home projects, upholstery, and outdoor products. Arhaus also plans to open four to six new showrooms and accelerate its point-of-sale rollout while pursuing cost savings to offset tariffs and higher shipping expenses.
Arhaus IncRecord Q2 revenue and raised profit outlook on tariff refund