Arhaus Gestione
Criteri Gestione verificati 2/4
Arhaus Il CEO è John Reed, nominato in Jan1986, e ha un mandato di 40.33 anni. la retribuzione annua totale è $ 4.65M, composta da 32.3% di stipendio e 67.7% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 31.94% delle azioni della società, per un valore di $ 342.54M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.3 anni e 4.5 anni.
Informazioni chiave
John Reed
Amministratore delegato
US$4.6m
Compenso totale
| Percentuale dello stipendio del CEO | 32.25% |
| Mandato del CEO | 40.3yrs |
| Proprietà del CEO | 31.9% |
| Durata media del management | 1.3yrs |
| Durata media del Consiglio di amministrazione | 4.5yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento dell'analisi • May 03
ARHS: Supply Chain Efficiencies And Showroom Expansion Will Balance Choppy Housing Demand
The updated analyst price target for Arhaus moves lower by several dollars to around $11, as analysts weigh near term pressure from choppy housing-driven demand and ongoing systems and store investments against steady showroom expansion, supply chain efficiencies, and efforts to grow market share. Analyst Commentary Recent Street research on Arhaus reflects a clear tilt toward more cautious views, with several bearish analysts trimming price targets into a tight band around US$10.50 to US$12.
Aggiornamento dell'analisi • Apr 18
ARHS: Showroom Expansion And Supply Chain Efficiencies Will Support Future Upside
Arhaus' updated analyst price target shifts modestly lower to about $10.71, from roughly $11.12, as analysts factor in ongoing housing turnover softness, choppy demand and near term margin pressure from tech and store investments, while also acknowledging the longer term potential tied to showroom expansion, domestic sourcing and supply chain efficiencies. Analyst Commentary Recent research updates around Arhaus focus on how near term demand volatility and investment spending are feeding into valuation, while longer term growth projects like showroom expansion and supply chain work remain key swing factors in analyst models.Aggiornamento dell'analisi • Apr 04
ARHS: Supply Chain Efficiencies Will Support Margin Recovery Despite Near Term Demand Volatility
Analysts have trimmed their average price targets for Arhaus by a few dollars to reflect choppy near term demand, housing and consumer headwinds, and planned systems and tech investments that could hold back margin recovery. At the same time, they still point to showroom expansion, supply chain efficiencies, and market share opportunities over time.Aggiornamento dell'analisi • Mar 21
ARHS: Supply Chain Efficiencies And Domestic Sourcing Will Support Future Margin Recovery
Arhaus' updated analyst price target edges lower to a blended $11 to $12 range, as analysts balance expectations for steadier margins, supported by domestic sourcing and supply chain efficiencies, against softer near term demand trends and ongoing investments in systems, technology and new showrooms. Analyst Commentary Recent research updates point to a more cautious tone around Arhaus, with several bearish analysts trimming price targets into a tighter US$10.50 to US$12 band.Aggiornamento dell'analisi • Mar 06
ARHS: Showroom Expansion And Domestic Sourcing Will Drive Future Upside
Analysts have trimmed their implied price target for Arhaus from about $11.35 to roughly $11.12, reflecting slightly softer revenue growth assumptions and a lower future P/E multiple. This is partly balanced by modestly higher expected profit margins as they factor in choppy housing trends, consumer uncertainty and ongoing investment needs.Aggiornamento dell'analisi • Feb 19
ARHS: Future P/E Repricing Will Drive Upside In Revised Outlook
Analysts nudged their Arhaus fair value estimate slightly lower to about $11.35, with the change tied to updated assumptions on discount rates, revenue growth, profit margins and future P/E, and they framed it against recent research that includes a $1.50 price target increase and commentary on leadership changes at a key peer. Analyst Commentary Recent research around Arhaus and a key peer gives you a mix of positives and watchpoints that feed directly into how analysts think about the updated fair value estimate and execution risk.Aggiornamento dell'analisi • Feb 05
ARHS: Diverging Street Views On Q3 Execution Will Pressure Shares
Analysts have nudged their price targets on Arhaus higher by about $1.50, citing updated views on its revenue growth outlook and profitability assumptions, even as they fine tune discount rate and future P/E inputs. Analyst Commentary Recent Street research on Arhaus reflects a mix of optimism on the long term story and more cautious tweaks to valuation, especially around the time of the company’s Q3 report.Aggiornamento dell'analisi • Jan 22
ARHS: Store Openings And Margin Assumptions Will Shape Balanced Forward Outlook
Arhaus' analyst fair value estimate has been adjusted to US$11.50 from US$11.23 as analysts factor in updated expectations for revenue growth, profit margins, discount rate, and future P/E using recent price target moves as reference points. Analyst Commentary Recent Street research on Arhaus points to a mixed but engaged view from analysts who are fine tuning their expectations after the latest company updates and price target moves.Aggiornamento dell'analisi • Jan 08
ARHS: Lower Street Expectations Will Pressure Shares Despite New Showroom Openings
Narrative Update on Arhaus The analyst price target for Arhaus has shifted lower by a few dollars to align with recent Street moves, including reductions to $10.50 and $12. This reflects analysts factoring in updated fair value estimates, discount rates, revenue growth expectations, profit margin assumptions, and a modestly lower future P/E multiple.
Aggiornamento dell'analisi • Dec 25
ARHS: Store Expansion And Margin Framework Will Drive Upside Potential
The analyst price target for Arhaus has been reduced from approximately $14.00 to $12.79 per share, as analysts factor in lower expected revenue growth and profit margins, despite a higher assumed future P E multiple. Analyst Commentary Recent Street research reflects a more nuanced view of Arhaus, with price targets adjusted lower but fundamental optimism on the company’s long term opportunity largely intact.Aggiornamento dell'analisi • Dec 11
ARHS: Future Showroom Expansion And Design Services Will Offset Macro Uncertainty
Analysts have modestly reduced their price target on Arhaus, trimming expectations by a few dollars per share to reflect a slightly higher discount rate and more conservative valuation assumptions following recent Street research updates. Analyst Commentary Street research updates reflect a nuanced view of Arhaus, with analysts adjusting price targets lower but maintaining a constructive stance on the company’s underlying fundamentals and execution.Seeking Alpha • Dec 02
Arhaus Provides Mixed Signals About The Demand Cycle
Summary Arhaus posted strong Q3 revenue growth driven by underlying demand, but guidance points to a challenging Q4 with declining comparable sales. ARHS achieved solid SG&A leverage and strong adjusted EBITDA growth, though gross margin gains were offset by occupancy deleverage and tariff headwinds looming for 2026. The demand outlook remains uncertain, with recent positive trends not enough to confirm a turnaround amid ongoing macroeconomic pressures on the furniture sector. Given ARHS trades at over 20x earnings and faces unclear growth prospects, I maintain a Hold rating due to unattractive valuation and cyclical risks. Read the full article on Seeking AlphaAggiornamento dell'analisi • Nov 26
ARHS: Expanding Showrooms And Design Services Will Drive Forthcoming Revenue Upside
Arhaus's analyst price target has been lowered by analysts to a range of $10.50 to $12 from previous levels of $12.50 to $14, reflecting slightly more cautious expectations following the company’s recent Q3 report and modest adjustments to growth and profitability forecasts. Analyst Commentary Following Arhaus's Q3 report, analysts offered a measured assessment of the company's outlook, adjusting price targets to reflect updated expectations around growth and execution.Articolo di analisi • Nov 09
Arhaus, Inc. Just Recorded A 10.0% EPS Beat: Here's What Analysts Are Forecasting Next
Arhaus, Inc. ( NASDAQ:ARHS ) came out with its third-quarter results last week, and we wanted to see how the business...Aggiornamento dell'analisi • Nov 07
ARHS: Brand Momentum And Margin Stability Will Support Market Share Expansion
Arhaus's average analyst price target has been revised downward, declining by approximately $0.62 per share. Analysts have adjusted forecasts in light of slightly more cautious growth and margin outlooks following the recent company report.Articolo di analisi • Oct 01
Calculating The Intrinsic Value Of Arhaus, Inc. (NASDAQ:ARHS)
Key Insights The projected fair value for Arhaus is US$11.47 based on 2 Stage Free Cash Flow to Equity Arhaus' US$10.63...Articolo di analisi • Sep 05
Some Investors May Be Worried About Arhaus' (NASDAQ:ARHS) Returns On Capital
What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...Aggiornamento dell'analisi • Aug 08
Consumer Preference Will Reshape US Premium Home Environments
Despite a modest downgrade in revenue growth forecasts, Arhaus’s rising future P/E indicates improved sentiment or higher expected profitability, resulting in a higher analyst price target from $9.88 to $11.38. What's in the News Arhaus provided Q3 2025 guidance with expected net revenue of $320 million to $350 million and net income of $7 million to $17 million; full year 2025 guidance reaffirmed with net revenue of $1.29 billion to $1.38 billion and net income of $48 million to $68 million.Articolo di analisi • Aug 08
Arhaus, Inc.'s (NASDAQ:ARHS) Shares Climb 31% But Its Business Is Yet to Catch Up
NasdaqGS:ARHS 1 Year Share Price vs Fair Value Explore Arhaus's Fair Values from the Community and select yours Arhaus...Articolo di analisi • Jun 16
What Arhaus, Inc.'s (NASDAQ:ARHS) P/E Is Not Telling You
With a price-to-earnings (or "P/E") ratio of 20.4x Arhaus, Inc. ( NASDAQ:ARHS ) may be sending bearish signals at the...Articolo di analisi • May 08
We Take A Look At Whether Arhaus, Inc.'s (NASDAQ:ARHS) CEO May Be Underpaid
Key Insights Arhaus' Annual General Meeting to take place on 15th of May CEO John Reed's total compensation includes...Articolo di analisi • Apr 28
Arhaus' (NASDAQ:ARHS) Returns On Capital Not Reflecting Well On The Business
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...Articolo di analisi • Apr 01
A Look At The Fair Value Of Arhaus, Inc. (NASDAQ:ARHS)
Key Insights The projected fair value for Arhaus is US$10.12 based on 2 Stage Free Cash Flow to Equity Arhaus' US$8.70...Articolo di analisi • Mar 05
Arhaus' (NASDAQ:ARHS) Shareholders Have More To Worry About Than Only Soft Earnings
The market wasn't impressed with the soft earnings from Arhaus, Inc. ( NASDAQ:ARHS ) recently. We did some analysis...Articolo di analisi • Mar 04
Arhaus, Inc. (NASDAQ:ARHS) Might Not Be As Mispriced As It Looks After Plunging 27%
Arhaus, Inc. ( NASDAQ:ARHS ) shares have had a horrible month, losing 27% after a relatively good period beforehand...Seeking Alpha • Feb 26
Arhaus Q4: Structural Margins Lower Than Expected, Price Is Not Opportunistic
Summary Arhaus, Inc.'s Q4 2024 results show some demand recovery, but long-term margins may be lower than 2023 levels, raising valuation concerns. Despite a 50% stock price drop, Arhaus trades at 20x FY25 earnings, which seems high given margin pressures. Management's guidance for FY25 suggests flat comparable sales and a 10.5% adjusted EBITDA margin, reflecting potential structural shifts. I maintain a Hold rating on ARHS stock due to its high valuation and uncertain long-term margin sustainability. Read the full article on Seeking AlphaArticolo di analisi • Jan 07
Investors Could Be Concerned With Arhaus' (NASDAQ:ARHS) Returns On Capital
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Seeking Alpha • Dec 18
Arhaus: Rating Downgrade On Uncertain Demand Outlook
Summary I downgraded Arhaus to a hold rating due to an uncertain demand outlook. Elevated mortgage rates are negatively affecting housing demand, a key driver for ARHS's furniture sales. Despite promotional efforts like the "buy more, save more" strategy, comparable sales have deteriorated, signaling weak underlying demand. Read the full article on Seeking AlphaArticolo di analisi • Nov 28
Pinning Down Arhaus, Inc.'s (NASDAQ:ARHS) P/E Is Difficult Right Now
With a median price-to-earnings (or "P/E") ratio of close to 19x in the United States, you could be forgiven for...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$65m |
| Dec 31 2025 | US$5m | US$1m | US$67m |
| Sep 30 2025 | n/a | n/a | US$73m |
| Jun 30 2025 | n/a | n/a | US$71m |
| Mar 31 2025 | n/a | n/a | US$58m |
| Dec 31 2024 | US$2m | US$1m | US$69m |
| Sep 30 2024 | n/a | n/a | US$78m |
| Jun 30 2024 | n/a | n/a | US$88m |
| Mar 31 2024 | n/a | n/a | US$106m |
| Dec 31 2023 | US$3m | US$1m | US$125m |
| Sep 30 2023 | n/a | n/a | US$141m |
| Jun 30 2023 | n/a | n/a | US$158m |
| Mar 31 2023 | n/a | n/a | US$155m |
| Dec 31 2022 | US$4m | US$1m | US$137m |
| Sep 30 2022 | n/a | n/a | US$98m |
| Jun 30 2022 | n/a | n/a | US$67m |
| Mar 31 2022 | n/a | n/a | US$33m |
| Dec 31 2021 | US$3m | US$1m | US$21m |
| Sep 30 2021 | n/a | n/a | US$6m |
| Jun 30 2021 | n/a | n/a | -US$729k |
| Mar 31 2021 | n/a | n/a | US$2m |
| Dec 31 2020 | US$2m | US$1m | US$3m |
Compensazione vs Mercato: La retribuzione totale di John ($USD 4.65M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 3.70M ).
Compensazione vs guadagni: La retribuzione di John è aumentata di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
John Reed (70 yo)
40.3yrs
Mandato
US$4,649,751
Compensazione
Mr. John P. Reed co-founded Arhaus, LLC in 1986 and serves as its Chief Executive Officer. Mr. Reed founded Arhaus, Inc. in 1986 and serves as its President and Chief Executive Officer since February 2017...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Founder | 40.3yrs | US$4.65m | 31.94% $ 342.5m | |
| Chief Financial Officer | 1yr | US$4.32m | Nessun dato | |
| Chief Accounting Officer | 1.3yrs | US$724.25k | 0.0072% $ 76.8k | |
| Chief Information Officer | 1.1yrs | US$1.05m | 0.0044% $ 47.1k | |
| Chief Marketing & eCommerce Officer | 5.3yrs | US$5.12m | 0.40% $ 4.3m | |
| Chief Retail Officer | 5.3yrs | US$3.38m | 0.35% $ 3.8m | |
| Vice President of Investor Relations | no data | Nessun dato | Nessun dato | |
| Chief Merchandising Officer | less than a year | Nessun dato | Nessun dato | |
| Company Secretary | no data | Nessun dato | Nessun dato |
1.3yrs
Durata media
49yo
Età media
Gestione esperta: Il team dirigenziale di ARHS non è considerato esperto (durata media 1.3 anni), il che suggerisce un nuovo team.
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Founder | 4.8yrs | US$4.65m | 31.94% $ 342.5m | |
| Independent Director | 1.9yrs | US$230.00k | 0.0049% $ 52.8k | |
| Lead Independent Director | 4.8yrs | US$260.00k | 0.046% $ 496.4k | |
| Independent Director | 4.5yrs | US$225.00k | 0.029% $ 306.7k | |
| Independent Director | 4.5yrs | US$230.00k | 0.029% $ 306.7k | |
| Independent Director | 4.5yrs | US$215.00k | 0.052% $ 559.2k | |
| Independent Director | 3.2yrs | US$230.00k | 0.015% $ 161.5k | |
| Independent Director | less than a year | US$175.01k | Nessun dato | |
| Independent Director | 4.5yrs | US$215.00k | 0.041% $ 439.4k | |
| Independent Director | 4.5yrs | US$230.00k | 0.029% $ 306.7k |
4.5yrs
Durata media
66yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di ARHS sono considerati esperti (durata media dell'incarico 4.5 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/07 14:54 |
| Prezzo dell'azione a fine giornata | 2026/05/07 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Arhaus, Inc. è coperta da 15 analisti. 14 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Peter Benedict | Baird |
| Seth Sigman | Barclays |
| Madeline Cech | BofA Global Research |