Professional
Added to YB: 2025-09-22
Pitch date: 2025-09-18
ARHS [neutral]
Arhaus, Inc.
-4.4%
current return
Author Info
M Squared Capital is a former sell-side analyst in the Retail/Consumer industry sharing analysis on retail/consumer stocks. Sign up for the newsletter.
Company Info
Arhaus, Inc. operates as a lifestyle brand and premium retailer in the home furnishings market in the United States.
Market Cap
$1.3B
Pitch Price
$11.37
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.32
P/E
17.37
EV/Sales
1.16
Sector
Specialty Retail
Category
growth
Arhaus Is A Very, Very, Very Fine House
ARHS (overview): Furniture retailer w/ strong brand positioning ('warm' vs RH's 'sterile') targeting Millennials. New store economics solid - mature stores ~$11.5M sales vs $10M target. Launched Bath category. Rate volatility creates risk. Wide Q3 comp guidance (-4% to +5%) shows uncertainty. FY25 EPS est. $0.35-$0.50.