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Arhaus, Inc.NasdaqGS:ARHS 주식 보고서

시가총액 US$1.0b
주가
US$7.34
US$10.71
31.5% 저평가 내재 할인율
1Y-8.7%
7D-2.4%
포트폴리오 가치
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Arhaus, Inc.

NasdaqGS:ARHS 주식 리포트

시가총액: US$1.0b

Arhaus (ARHS) 주식 개요

는 미국 가정용 가구 시장에서 프리미엄 리테일러로 활동하고 있습니다. 자세히 보기

ARHS 펀더멘털 분석
스노우플레이크 점수
가치 평가3/6
미래 성장1/6
과거 실적2/6
재무 건전성6/6
배당3/6

강점

위험 분석

우리의 위험 점검에서 ARHS에 대한 위험이 감지되지 않았습니다.

ARHS Community Fair Values

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See what others think this stock is worth. Follow their fair value or set your own to get alerts.

Arhaus, Inc. 경쟁사

가격 이력 및 성과

Arhaus 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$7.34
52주 최고가US$12.98
52주 최저가US$6.17
베타2.56
1개월 변동8.26%
3개월 변동-27.90%
1년 변동-8.71%
3년 변동-3.55%
5년 변동n/a
IPO 이후 변동-42.66%

최근 뉴스 및 업데이트

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.

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.

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.

Recent updates

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Arhaus Provides Mixed Signals About The Demand Cycle

Dec 02

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.

Arhaus, Inc. Just Recorded A 10.0% EPS Beat: Here's What Analysts Are Forecasting Next

Nov 09
Arhaus, Inc. Just Recorded A 10.0% EPS Beat: Here's What Analysts Are Forecasting Next

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.

Calculating The Intrinsic Value Of Arhaus, Inc. (NASDAQ:ARHS)

Oct 01
Calculating The Intrinsic Value Of Arhaus, Inc. (NASDAQ:ARHS)

Some Investors May Be Worried About Arhaus' (NASDAQ:ARHS) Returns On Capital

Sep 05
Some Investors May Be Worried About Arhaus' (NASDAQ:ARHS) Returns On Capital

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.

Arhaus, Inc.'s (NASDAQ:ARHS) Shares Climb 31% But Its Business Is Yet to Catch Up

Aug 08
Arhaus, Inc.'s (NASDAQ:ARHS) Shares Climb 31% But Its Business Is Yet to Catch Up

What Arhaus, Inc.'s (NASDAQ:ARHS) P/E Is Not Telling You

Jun 16
What Arhaus, Inc.'s (NASDAQ:ARHS) P/E Is Not Telling You

We Take A Look At Whether Arhaus, Inc.'s (NASDAQ:ARHS) CEO May Be Underpaid

May 08
We Take A Look At Whether Arhaus, Inc.'s (NASDAQ:ARHS) CEO May Be Underpaid

Arhaus' (NASDAQ:ARHS) Returns On Capital Not Reflecting Well On The Business

Apr 28
Arhaus' (NASDAQ:ARHS) Returns On Capital Not Reflecting Well On The Business

A Look At The Fair Value Of Arhaus, Inc. (NASDAQ:ARHS)

Apr 01
A Look At The Fair Value Of Arhaus, Inc. (NASDAQ:ARHS)

Arhaus' (NASDAQ:ARHS) Shareholders Have More To Worry About Than Only Soft Earnings

Mar 05
Arhaus' (NASDAQ:ARHS) Shareholders Have More To Worry About Than Only Soft Earnings

Arhaus, Inc. (NASDAQ:ARHS) Might Not Be As Mispriced As It Looks After Plunging 27%

Mar 04
Arhaus, Inc. (NASDAQ:ARHS) Might Not Be As Mispriced As It Looks After Plunging 27%

Arhaus Q4: Structural Margins Lower Than Expected, Price Is Not Opportunistic

Feb 26

Investors Could Be Concerned With Arhaus' (NASDAQ:ARHS) Returns On Capital

Jan 07
Investors Could Be Concerned With Arhaus' (NASDAQ:ARHS) Returns On Capital

Arhaus: Rating Downgrade On Uncertain Demand Outlook

Dec 18

Pinning Down Arhaus, Inc.'s (NASDAQ:ARHS) P/E Is Difficult Right Now

Nov 28
Pinning Down Arhaus, Inc.'s (NASDAQ:ARHS) P/E Is Difficult Right Now

Is There An Opportunity With Arhaus, Inc.'s (NASDAQ:ARHS) 26% Undervaluation?

Nov 07
Is There An Opportunity With Arhaus, Inc.'s (NASDAQ:ARHS) 26% Undervaluation?

주주 수익률

ARHSUS Specialty RetailUS 시장
7D-2.4%-3.9%-0.2%
1Y-8.7%8.8%27.6%

수익률 대 산업: ARHS은 지난 1년 동안 10.5%의 수익을 기록한 US Specialty Retail 산업보다 저조한 성과를 냈습니다.

수익률 대 시장: ARHS은 지난 1년 동안 29.1%를 기록한 US 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is ARHS's price volatile compared to industry and market?
ARHS volatility
ARHS Average Weekly Movement8.2%
Specialty Retail Industry Average Movement7.6%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.3%

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

설립직원 수CEO웹사이트
19862,750John Reedwww.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

Arhaus의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
ARHS 기초 통계
시가총액US$1.03b
순이익 (TTM)US$67.26m
매출 (TTM)US$1.38b
15.4x
주가수익비율(P/E)
0.8x
주가매출비율(P/S)

ARHS는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
ARHS 손익계산서 (TTM)
매출US$1.38b
매출원가US$842.81m
총이익US$536.41m
기타 비용US$469.15m
순이익US$67.26m

최근 보고된 실적

Dec 31, 2025

다음 실적 발표일

해당 없음

주당순이익(EPS)0.48
총이익률38.89%
순이익률4.88%
부채/자본 비율0%

ARHS의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

4.8%
현재 배당 수익률
n/a
배당 성향

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/04/30 03:40
종가2026/04/29 00:00
수익2025/12/31
연간 수익2025/12/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 가이드YouTube 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.

분석가기관
Peter BenedictBaird
Seth SigmanBarclays
Madeline CechBofA Global Research