Arhaus (ARHS) 주식 개요
는 미국 가정용 가구 시장에서 프리미엄 리테일러로 활동하고 있습니다. 자세히 보기
ARHS Community Fair Values
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Analyst Price Targets
Arhaus, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$7.45 |
| 52주 최고가 | US$12.98 |
| 52주 최저가 | US$5.57 |
| 베타 | 2.34 |
| 1개월 변동 | 29.57% |
| 3개월 변동 | 0% |
| 1년 변동 | -15.34% |
| 3년 변동 | -16.48% |
| 5년 변동 | n/a |
| IPO 이후 변동 | -41.80% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Jun 06
ARHS: Rebased Multiples And Brand Strength Will Support Future Upside
Arhaus' updated analyst price target moves from $10.71 to $8.94, reflecting a series of recent target cuts by multiple firms as analysts factor in adjusted fair value, discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent research updates on Arhaus cluster around lower price targets, but the tone is not one sided.
내러티브 업데이트 • May 21
ARHS: Showroom Expansion And Domestic Sourcing Will Support Execution Through Choppy Housing Demand
Narrative Update on Arhaus The analyst price target for Arhaus has been trimmed by $0.45. This reflects a cluster of recent target cuts as analysts factor in slightly lower fair value estimates, a modestly higher discount rate, and more cautious assumptions on revenue growth, profit margins, and future P/E multiples.분석 기사 • May 15
There May Be Underlying Issues With The Quality Of Arhaus' (NASDAQ:ARHS) Earnings
Last week's profit announcement from Arhaus, Inc. ( NASDAQ:ARHS ) was underwhelming for investors, despite headline...Recent updates
내러티브 업데이트 • Jun 06
ARHS: Rebased Multiples And Brand Strength Will Support Future Upside
Arhaus' updated analyst price target moves from $10.71 to $8.94, reflecting a series of recent target cuts by multiple firms as analysts factor in adjusted fair value, discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent research updates on Arhaus cluster around lower price targets, but the tone is not one sided.내러티브 업데이트 • May 21
ARHS: Showroom Expansion And Domestic Sourcing Will Support Execution Through Choppy Housing Demand
Narrative Update on Arhaus The analyst price target for Arhaus has been trimmed by $0.45. This reflects a cluster of recent target cuts as analysts factor in slightly lower fair value estimates, a modestly higher discount rate, and more cautious assumptions on revenue growth, profit margins, and future P/E multiples.분석 기사 • May 15
There May Be Underlying Issues With The Quality Of Arhaus' (NASDAQ:ARHS) Earnings
Last week's profit announcement from Arhaus, Inc. ( NASDAQ:ARHS ) was underwhelming for investors, despite headline...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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 Alpha내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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...주주 수익률
| ARHS | US Specialty Retail | US 시장 | |
|---|---|---|---|
| 7D | 19.8% | 4.6% | 0.5% |
| 1Y | -15.3% | 8.6% | 23.5% |
수익률 대 산업: ARHS은 지난 1년 동안 8.6%의 수익을 기록한 US Specialty Retail 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: ARHS은 지난 1년 동안 23.5%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| ARHS volatility | |
|---|---|
| ARHS Average Weekly Movement | 7.7% |
| Specialty Retail Industry Average Movement | 7.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
안정적인 주가: ARHS는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: ARHS의 주간 변동성(8%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1986 | 2,750 | John Reed | www.arhaus.com |
는 미국 가정용 가구 시장에서 프리미엄 리테일러로 활동하고 있습니다. 이 회사는 침실, 식당, 거실은 물론 소파, 식탁 및 의자, 악센트 의자, 콘솔 및 커피 테이블, 침대, 헤드보드, 옷장, 책상, 책장, 모듈식 수납장, 기타 품목을 포함한 홈 오피스 가구와 야외 식탁, 의자, 의자 및 기타 가구, 조명, 직물, 장식, 우산, 화덕 등의 야외 제품을 제공합니다. 또한 세면대 및 수납용품, 수도꼭지 및 하드웨어, 터키식 목욕 타월로 구성된 욕실 제품, 샹들리에, 펜던트, 테이블 및 플로어 램프, 스콘스 등의 조명 기구, 실내외 러그, 침대 리넨, 베개 및 던지기, 월 아트, 거울, 화병, 양초 및 기타 장식 액세서리 등의 데코 제품군도 제공합니다.
Arhaus, Inc. 기초 지표 요약
| ARHS 기초 통계 | |
|---|---|
| 시가총액 | US$1.01b |
| 순이익 (TTM) | US$64.60m |
| 매출 (TTM) | US$1.38b |
16.3x
주가수익비율(P/E)0.8x
주가매출비율(P/S)ARHS는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| ARHS 손익계산서 (TTM) | |
|---|---|
| 매출 | US$1.38b |
| 매출원가 | US$846.87m |
| 총이익 | US$535.26m |
| 기타 비용 | US$470.66m |
| 순이익 | US$64.60m |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 0.46 |
| 총이익률 | 38.73% |
| 순이익률 | 4.67% |
| 부채/자본 비율 | 0% |
ARHS의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
4.7%
현재 배당 수익률n/a
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/15 21:39 |
| 종가 | 2026/06/15 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Arhaus, Inc.는 15명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Peter Benedict | Baird |
| Seth Sigman | Barclays |
| Madeline Cech | BofA Global Research |