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Arhaus Community
NasdaqGS:ARHS Community
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Arhaus
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Expanding Showrooms And Marketing Investments Will Strengthen Brand Positioning
Key Takeaways Arhaus plans to double its showroom count, enhancing customer reach and brand awareness to drive revenue growth. Strategic investments in omnichannel capabilities and operational systems aim to boost revenue and long-term margin improvements.
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US$9.88
FV
6.6% undervalued
intrinsic discount
7.18%
Revenue growth p.a.
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6 days ago
author updated this narrative
Arhaus
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
Affluent US Households And Sustainable Craftsmanship Will Transform Retail
Key Takeaways Expansion into affluent markets and focus on premium, sustainable furniture strengthens brand appeal, pricing power, and opportunities for long-term revenue and margin growth. Investment in omnichannel experiences and supply chain optimization increases customer engagement, stabilizes costs, and supports higher earnings despite macroeconomic uncertainty.
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US$12.79
FV
27.9% undervalued
intrinsic discount
9.07%
Revenue growth p.a.
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0
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6 days ago
author updated this narrative
Arhaus
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Tariff Pressures And Costs Will Curb Performance Yet Value Emerges
Key Takeaways Sustained demand from affluent consumers and investments in omni-channel growth face pressures from rising costs, supply chain complexity, and volatile discretionary spending. Margin expansion and premium positioning are challenged by showroom cost risk, income inequality, increasing competition, and near-term dilution from operational investments.
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US$8.00
FV
15.3% overvalued
intrinsic discount
6.46%
Revenue growth p.a.
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13 days ago
author updated this narrative
Your Valuation for
ARHS
ARHS
Arhaus
Your Fair Value
US$
Current Price
US$9.22
10.6% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
2b
2015
2018
2021
2024
2025
2027
2030
Revenue US$1.8b
Earnings US$80.7m
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