Arhaus (ARHS) Aandelenoverzicht
Arhaus, Inc. is een vooraanstaande detailhandelaar in woninginrichting in de Verenigde Staten. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 3/6 |
| Toekomstige groei | 1/6 |
| Prestaties in het verleden | 2/6 |
| Financiële gezondheid | 6/6 |
| Dividenden | 1/6 |
Beloningen
Risicoanalyse
Geen risico's gedetecteerd voor ARHS uit onze risicocontroles.
ARHS Community Fair Values
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Analyst Price Targets
Arhaus, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$9.70 |
| 52 Week Hoogtepunt | US$12.93 |
| 52 Week Laag | US$5.57 |
| Bèta | 2.3 |
| 1 maand verandering | 23.88% |
| 3 maanden verandering | 68.70% |
| 1 Jaar Verandering | -21.58% |
| 3 jaar verandering | -3.67% |
| 5 jaar verandering | n/a |
| Verandering sinds IPO | -24.22% |
Recent nieuws en updates
Narratiefupdate • Aug 07
ARHS: Fair Value View Will Rely On Q2 Momentum And Brand Strength
The Arhaus analyst price target changes from $8.94 to $10.12 as analysts factor in updated Q2 modeling, higher assumed revenue growth and a richer future P/E, partially offset by slightly lower profit margin assumptions and a reduced discount rate. Analyst Commentary Recent Street research around Arhaus points to a mix of optimism and caution, with several firms revisiting their models after the latest Q2 results and revising price targets.Seeking Alpha • Jul 17
Arhaus Continues To Struggle With Comp Sales
Summary Arhaus faces declining comparable sales, margin pressure, and weak demand despite ongoing showroom expansion. ARHS trades at ~16x 2026 net income guidance, which is unattractive given negative comps and deteriorating profitability. Management maintains full-year guidance for flat to +3% comparable delivered sales, requiring a significant second-half improvement. I maintain a Hold rating, as ARHS needs a sub-10x earnings multiple to become compelling amid execution and demand concerns. Read the full article on Seeking AlphaRecent updates
Narratiefupdate • Aug 07
ARHS: Fair Value View Will Rely On Q2 Momentum And Brand Strength
The Arhaus analyst price target changes from $8.94 to $10.12 as analysts factor in updated Q2 modeling, higher assumed revenue growth and a richer future P/E, partially offset by slightly lower profit margin assumptions and a reduced discount rate. Analyst Commentary Recent Street research around Arhaus points to a mix of optimism and caution, with several firms revisiting their models after the latest Q2 results and revising price targets.Seeking Alpha • Jul 17
Arhaus Continues To Struggle With Comp Sales
Summary Arhaus faces declining comparable sales, margin pressure, and weak demand despite ongoing showroom expansion. ARHS trades at ~16x 2026 net income guidance, which is unattractive given negative comps and deteriorating profitability. Management maintains full-year guidance for flat to +3% comparable delivered sales, requiring a significant second-half improvement. I maintain a Hold rating, as ARHS needs a sub-10x earnings multiple to become compelling amid execution and demand concerns. Read the full article on Seeking Alpha
Narratiefupdate • Jun 22
ARHS: Store Expansion And Margin Execution Will Support Long Term Upside
Analysts have lowered their Arhaus price targets by several dollars, bringing the updated fair value estimate to about $12.62 from $14.00. They cited refreshed assumptions around discount rates, revenue growth, profit margins, and future P/E expectations.Narratiefupdate • 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.
Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Analyse-artikel • 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...Analyse-artikel • 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...Narratiefupdate • 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.Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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 AlphaRendement voor aandeelhouders
| ARHS | US Specialty Retail | US Markt | |
|---|---|---|---|
| 7D | 0.2% | -1.6% | 1.7% |
| 1Y | -21.6% | -0.5% | 20.0% |
Rendement versus industrie: ARHS presteerde slechter dan de US Specialty Retail -sector, die het afgelopen jaar een rendement van -0.5 % opleverde.
Rendement versus markt: ARHS presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 20 % opleverde.
Prijsvolatiliteit
| ARHS volatility | |
|---|---|
| ARHS Average Weekly Movement | 9.2% |
| Specialty Retail Industry Average Movement | 7.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiele aandelenkoers: ARHS heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 9% ) van ARHS is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1986 | 2,750 | John Reed | www.arhaus.com |
Arhaus, Inc. is actief als premium retailer in de woninginrichtingsmarkt in de Verenigde Staten. Het bedrijf biedt slaapkamer-, eetkamer-, woonkamer- en kantoormeubelen, waaronder sofa's, eettafels en stoelen, accentstoelen, console- en salontafels, bedden, hoofdeinden, dressoirs, bureaus, boekenkasten, modulaire opslag en andere items; en producten voor buiten, zoals eettafels, stoelen, ligstoelen en ander meubilair, verlichting, textiel, decor, paraplu's en vuurkorven. Het bedrijf levert ook badproducten, zoals wastafels en opbergmeubels, kranen en ijzerwaren, en Turkse badhanddoeken; verlichtingsarmaturen, waaronder kroonluchters, hangers, tafel- en staande lampen en wandlampen; tapijten voor binnen en buiten, beddengoed, kussens en spreien; en decoratieve producten, zoals muurkunst, spiegels, vazen, kaarsen en andere decoratieve accessoires.
Arhaus, Inc. Samenvatting
| ARHS fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$1.37b |
| Inkomsten(TTM) | US$69.18m |
| Inkomsten(TTM) | US$1.41b |
19.9x
Koers/Winstverhouding1.0x
P/S-verhoudingIs ARHS overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| ARHS resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$1.41b |
| Kosten van inkomsten | US$849.49m |
| Brutowinst | US$559.10m |
| Overige uitgaven | US$489.93m |
| Inkomsten | US$69.18m |
Laatst gerapporteerde inkomsten
Jun 30, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 0.49 |
| Brutomarge | 39.69% |
| Nettowinstmarge | 4.91% |
| Schuld/Eigen Vermogen Verhouding | 0% |
Hoe presteerde ARHS op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
3.6%
Huidig dividendrendementn/a
UitbetalingsratioBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/08/13 16:35 |
| Aandelenkoers aan het einde van de dag | 2026/08/13 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Arhaus, Inc. wordt gevolgd door 15 analisten. 14 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Peter Benedict | Baird |
| Seth Sigman | Barclays |
| Madeline Cech | BofA Global Research |