Arhaus, Inc. (ARHS) Surpasses Expectations for Q4 Earnings and Revenue

Arhaus, Inc. Reports Better-Than-Expected Quarterly Earnings

Arhaus, Inc. (ARHS) posted adjusted earnings of $0.11 per share for the recent quarter, surpassing the Zacks Consensus Estimate of $0.10 per share. This result is lower than the $0.14 per share reported in the same period last year. The figures exclude one-time items.

The company delivered a positive earnings surprise of 15.79%. In the previous quarter, Arhaus was projected to earn $0.08 per share but achieved $0.09, resulting in a 12.5% surprise. Over the past four quarters, Arhaus has exceeded consensus earnings estimates three times.

For the quarter ending December 2025, Arhaus generated $364.85 million in revenue, outpacing the Zacks Consensus Estimate by 3.66%. This marks an increase from $347.01 million in revenue a year earlier. The company has also beaten revenue expectations in three of the last four quarters.

How the stock reacts in the near term will largely depend on management’s commentary during the earnings call and future earnings guidance.

Since the start of the year, Arhaus shares have declined by approximately 25.3%, while the S&P 500 has gained 1.5%.

What Lies Ahead for Arhaus, Inc.?

Despite underperforming the broader market this year, investors are now considering what the future holds for Arhaus stock.

One key factor to watch is the company’s earnings outlook, which includes both current consensus estimates for upcoming quarters and recent changes to those estimates.

Research indicates that short-term stock price movements are closely linked to trends in earnings estimate revisions. Investors can monitor these revisions themselves or use tools such as the Zacks Rank, which has a strong track record of leveraging these trends.

Prior to this earnings release, estimate revisions for Arhaus were mixed. The latest report may influence future revisions, but at present, the stock holds a Zacks Rank #3 (Hold), suggesting it is expected to perform in line with the market.

It will be important to observe how analyst estimates for the next quarters and the current fiscal year evolve. The consensus forecast for the next quarter is earnings of $0.04 per share on $326.72 million in revenue, and for the full fiscal year, $0.49 per share on $1.45 billion in revenue.

Investors should also consider the broader industry outlook, as it can significantly affect stock performance. The Zacks Retail - Miscellaneous industry currently ranks in the top 37% of more than 250 Zacks industries. Historically, the top half of Zacks-ranked industries outperforms the bottom half by more than two to one.

Industry Comparison: Dick's Sporting Goods

Another company in the same sector, Dick's Sporting Goods (DKS), has not yet released results for the quarter ending January 2026, with the report expected on March 12.

Analysts anticipate Dick's Sporting Goods will report quarterly earnings of $3.43 per share, which would represent a 5.3% decrease from the prior year. The consensus earnings estimate has remained steady over the past month.

Revenue for Dick's Sporting Goods is projected to reach $6.1 billion, an increase of 56.7% compared to the same quarter last year.

Is Arhaus, Inc. (ARHS) a Good Investment?

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• Arhaus, Inc. (ARHS): Free Stock Analysis Report
• DICK'S Sporting Goods, Inc. (DKS): Free Stock Analysis Report