Arhaus Heads Into Thursday Earnings With Analysts Expecting 7.6% Revenue Growth

Arhaus reports earnings Thursday before the bell, with analysts expecting revenue to grow 7.6% year on year, according to TradingView. The luxury furniture retailer beat analysts' revenue expectations last quarter, reporting revenues of $384.9 million, up 7.4% year on year.

Arhaus's Quarter and the Analyst View

Last quarter was a strong one for the company, with a beat of analysts' EPS estimates and an impressive beat of analysts' EBITDA estimates, TradingView reported. The expected 7.6% growth this quarter is in line with the 8% increase Arhaus recorded in the same quarter last year. Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business will stay the course heading into earnings. Arhaus has missed Wall Street's revenue estimates multiple times over the last two years.

Among peers in the home furnishing and improvement retail segment, only Floor And Decor has reported results so far. It met analysts' revenue estimates, delivering year-on-year sales growth of 3%, and its stock was down 5.1% on the results. Arhaus is up 19.2% over the past month and heads into earnings with an average analyst price target of $11.38, compared to a current share price of $12.05.

Arhaus's Showroom Footprint and 2026 Outlook

Arhaus operates 107 showrooms across 31 states in the U.S., according to akta.pro company records, and has identified approximately 165 potential Traditional Showroom locations and 50 Design Studio locations for future expansion. The same records show full-year 2025 net revenue of $1,379.2 million, an 8.5% increase from the previous year, and Q1 2026 net revenue of $314 million. Arhaus reaffirmed its full-year 2026 outlook with projected net revenue of $1.43 billion to $1.47 billion, representing 3.7% to 6.6% growth.

Showroom Openings Before the Report

Arhaus expanded its Hackensack showroom at The Shops at Riverside to 27,000 square feet, opening October 30 with two floors, NJBIZ reported. The space includes a Design Center and showcases sustainably sourced collections. On October 16, American City Business Journals reported that Arhaus opened a new stand-alone store at The Village at SouthPark, expanding its Charlotte footprint and more than tripling its presence in the city.

Arhaus's November 5 Earnings Call

MarketBeat reported that Arhaus is set to release Q3 2026 earnings on Thursday, November 5th, with analysts expecting EPS of $0.0849 and revenue of $370.27 million. The company previously beat estimates with $0.28 EPS and $384.90 million revenue, and analysts have an average price target of $10.78.