Arhaus マネジメント
マネジメント 基準チェック /24
Arhausの CEO はJohn Reedで、 Jan1986年に任命され、 の在任期間は 40.33年です。 の年間総報酬は$ 4.65Mで、 32.3%給与と67.7%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の31.78%を直接所有しており、その価値は$ 293.57M 。経営陣と取締役会の平均在任期間はそれぞれ1.3年と4.5年です。
主要情報
John Reed
最高経営責任者
US$4.6m
報酬総額
| CEO給与比率 | 32.25% |
| CEO在任期間 | 40.3yrs |
| CEOの所有権 | 31.8% |
| 経営陣の平均在職期間 | 1.3yrs |
| 取締役会の平均在任期間 | 4.5yrs |
経営陣の近況
Recent updates
ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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 Alphaナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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 Alpha分析記事 • 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 Alpha分析記事 • 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...CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| 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$3m |
報酬と市場: Johnの 総報酬 ($USD 4.65M ) は、 US市場 ($USD 3.72M ) の同様の規模の企業の平均とほぼ同じです。
報酬と収益: Johnの報酬は過去 1 年間で 20% 以上増加しました。
CEO
John Reed (70 yo)
40.3yrs
在職期間
US$4,649,751
報酬
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...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Founder | 40.3yrs | US$4.65m | 31.78% $ 293.6m | |
| Chief Financial Officer | 1yr | US$4.32m | データなし | |
| Chief Accounting Officer | 1.3yrs | US$724.25k | 0.0071% $ 65.8k | |
| Chief Information Officer | 1.1yrs | US$1.05m | 0.0044% $ 40.4k | |
| Chief Marketing & eCommerce Officer | 5.3yrs | US$5.12m | 0.40% $ 3.7m | |
| Chief Retail Officer | 5.3yrs | US$3.38m | 0.35% $ 3.2m | |
| Vice President of Investor Relations | no data | データなし | データなし | |
| Chief Merchandising Officer | less than a year | データなし | データなし | |
| Company Secretary | no data | データなし | データなし |
1.3yrs
平均在職期間
49yo
平均年齢
経験豊富な経営陣: ARHSの経営陣は 経験豊富 とはみなされません ( 1.3年の平均在職年数)。これは新しいチームを示唆しています。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Founder | 4.8yrs | US$4.65m | 31.78% $ 293.6m | |
| Independent Director | 1.9yrs | US$230.00k | 0.0049% $ 45.3k | |
| Lead Independent Director | 4.8yrs | US$260.00k | 0.046% $ 425.5k | |
| Independent Director | 4.5yrs | US$225.00k | 0.028% $ 262.8k | |
| Independent Director | 4.5yrs | US$230.00k | 0.028% $ 262.8k | |
| Independent Director | 4.5yrs | US$215.00k | 0.052% $ 479.2k | |
| Independent Director | 3.2yrs | US$230.00k | 0.015% $ 138.4k | |
| Independent Director | less than a year | US$175.01k | データなし | |
| Independent Director | 4.5yrs | US$215.00k | 0.041% $ 376.7k | |
| Independent Director | 4.5yrs | US$230.00k | 0.028% $ 262.8k |
4.5yrs
平均在職期間
66yo
平均年齢
経験豊富なボード: ARHSの 取締役会 は 経験豊富 であると考えられます ( 4.5年の平均在任期間)。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/11 17:05 |
| 終値 | 2026/05/08 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Arhaus, Inc. 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15
| アナリスト | 機関 |
|---|---|
| Peter Benedict | Baird |
| Seth Sigman | Barclays |
| Madeline Cech | BofA Global Research |