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Dec 31, 2025
Arhaus Q4 2025 Earnings Report
Arhaus Q4 2025 Earnings Report
Key Takeaways
Arhaus delivered record net revenue for the full year 2025, driven by showroom expansion and strong client engagement. While Q4 saw a slight decline in net income compared to the previous year, the company maintained a debt-free balance sheet and announced a special cash dividend of $0.35 per share.
Net revenue for Q4 2025 increased to $364.8 million compared to $347.0 million in Q4 2024.
The company announced a special cash dividend of $0.35 per share payable in March 2026.
Arhaus ended the year with a strong cash position of $253 million and remains debt-free.
Four new showrooms were opened in Q4 2025, bringing the total showroom count to 107 across 31 states.
Forward Guidance
Arhaus expects continued growth in 2026 with net revenue projected between $1.43 billion and $1.47 billion, supported by new showroom openings and mid-single-digit unit growth.
Positive Outlook
- Full year 2026 net revenue growth projected between 3.7% and 6.6%.
- Planned completion of 10 to 14 total showroom projects in 2026.
- Expected mid-single-digit net unit growth for the full year.
- Anticipated Adjusted EBITDA between $150 million and $161 million for FY 2026.
- Introduction of an innovative Spring collection to drive client engagement.
Challenges Ahead
- Q1 2026 net revenue growth could be as low as -3.7%.
- Q1 2026 comparable delivered sales projected to be between -5% and 1%.
- Net income for Q1 2026 is expected to be relatively low, between $0 and $5 million.
- Company-funded capital expenditures expected to increase to $70-$90 million.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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