• Arhaus 1Q26 earnings call featured prepared remarks from Founder, Chairman and CEO John Reed and CFO Michael Lee; Q&A included Chief Marketing and eCommerce Officer Jennifer Porter.
• 1Q26 net revenue rose 0.9% to USD 314 million; comparable delivered sales fell 1.7% while comparable written sales dropped 5.7% amid weather-related showroom closures, delayed Spring catalog timing, and macro uncertainty tied to Iran conflict.
• Management held full-year outlook for net revenue of USD 1.43 billion to USD 1.47 billion, net income of USD 66 million to USD 75 million, and adjusted EBITDA of USD 150 million to USD 161 million; 2Q26 view called for net revenue of USD 350 million to USD 370 million with comparable delivered sales of -5% to flat.
• Lee said demand turned positive in April, with April and May tracking ahead of internal forecasts; quarter-to-date trends pointed toward high end of 2Q guidance, supported by higher promotional activity, stronger in-stock positions, and client deposit conversion.
• Digital transformation remained on schedule for 1Q27 launch of OMS and ERP; Phase 1 Transportation Management System went live in April with USD 1 million to USD 2 million of modeled FY26 benefits, rising to USD 4 million to USD 5 million annualized once Phase 2 rolls out.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Arhaus Inc. published the original content used to generate this news brief on May 07, 2026, and is solely responsible for the information contained therein.