Arhaus, Inc. (ARHS) SEC Filings

Arhaus Inc reports a planned sale of 30,000 shares of Class A common stock through Vanguard Marketing Corporation on NASDAQ, with an aggregate market value of $293,700.00 as of the filing. The proposed sale date is August 12, 2026.

The shares relate to director compensation awards of 16,942 shares dated May 15, 2026, and 22,960 shares dated July 16, 2026, both classified as direct compensation in Class A common stock.

Voya Financial, Inc. filed an amended Schedule 13G reporting its beneficial ownership of Arhaus, Inc. Class A common stock. Voya reports beneficial ownership of 11,062 shares of Class A common stock, representing 0.0% of the class, with sole voting and dispositive power over all reported shares and no shared power.

The filing states that Voya Financial, Inc., a Delaware corporation, is reporting as the ultimate parent of its wholly owned subsidiaries listed on Exhibit A, which may each be deemed to beneficially own the securities. The position is explicitly characterized as ownership of 5 percent or less of the class, indicating Voya is not a significant shareholder in percentage terms.

Arhaus, Inc., a premium home furnishings retailer, generated net revenue of $384.9 million for the quarter and $699.2 million for the six months ended June 30, 2026, up 7.4% and 4.4% year over year. Net and comprehensive income was $39.6 million for the quarter and $41.9 million year to date.

Profitability improved, with gross margin rising to 44.7% in the quarter and 41.0% year to date. Results benefited from a $23.8 million recovery of previously paid IEEPA tariffs recorded in cost of goods sold, plus related interest income, partly offset by higher product, occupancy, fuel and credit card costs. Adjusted EBITDA, as defined by the company, increased to $88.5 million for the six-month period.

Arhaus ended June 30, 2026 with $226.4 million in cash and cash equivalents, no borrowings on its $75 million revolving credit facility and $69.9 million of available capacity. The company paid a $0.35-per-share special cash dividend totaling $49.5 million and invested $29.0 million (net of landlord contributions) in capital expenditures while operating 109 showrooms across 31 states.

Arhaus, Inc. reported second‑quarter 2026 net revenue of $385 million, up 7.4% year over year and described as the highest in its 40‑year history. Comparable Written Sales rose 12.5% and Comparable Delivered Sales 4.0%. Net and comprehensive income increased 13.1% to $40 million, and Adjusted EBITDA grew 16.8% to $70 million.

Results were boosted by a discrete $23.8 million benefit from IEEPA tariff recoveries; normalized Adjusted EBITDA was about $55 million with margin 14.3%, below 16.8% a year earlier, reflecting higher fuel, shipping and showroom costs. Arhaus requested $37.8 million of tariff refunds and by August 6, 2026 had received that amount plus $1.3 million of interest.

The company ended June 30, 2026 with no long‑term debt, cash of $226 million, net merchandise inventory of $354 million and client deposits of $264 million, after paying a $49 million special dividend in March. Management maintained 2026 net revenue guidance of $1.43–$1.47 billion but raised full‑year net income to $71–$80 million and Adjusted EBITDA to $160–$171 million, planning to reinvest part of the tariff benefit while offsetting approximately $20 million of elevated fuel and shipping costs.

Keyes Richard Patrick reported acquisition or exercise transactions in this Form 4 filing.

Arhaus, Inc. director Richard Patrick Keyes received a grant of 17,089 restricted stock units, each representing a contingent right to receive one share of Class A common stock. The RSUs vest on May 14, 2027, subject to applicable vesting requirements. Following this grant, he holds 17,089 RSUs directly.

Vanguard Capital Management LLC, together with certain affiliates, reports beneficial ownership of 2,727,015 shares of Arhaus Inc common stock on a Schedule 13G. This position represents 5.01% of the class of Arhaus common shares.

The filer has sole voting power over 399,292 shares and sole dispositive power over 2,727,015 shares, with no shared voting or dispositive power reported. The holdings include securities held by Vanguard-managed funds and client accounts over which Vanguard entities exercise voting and/or dispositive authority, and no single other person has an interest in more than 5% of the class through these holdings.

Arhaus, Inc. reports that director Richard Patrick Keyes currently has no securities beneficially owned in the company. This initial insider ownership statement indicates that he holds no direct or indirect equity position in Arhaus at the time of reporting.

Arhaus, Inc. is realigning its organizational structure to support its strategic objective of enhancing its eCommerce platform. The company is separating its Marketing and eCommerce functions into distinct areas of focus under separate leadership.

In connection with this change, Jen Porter, Chief Marketing and eCommerce Officer, separated from Arhaus effective July 15, 2026. Subject to her timely execution and non-revocation of a customary release of claims, she will receive severance benefits in accordance with the terms of her offer letter.

Arhaus, Inc. reports that on July 7, 2026, Bill Beargie resigned from its Board of Directors. The company states his resignation was not due to any disagreement regarding operations, policies, or practices.

On July 8, 2026, the Board appointed Rick Keyes, President and Chief Executive Officer of Meijer, Inc., as a Class I independent director, with a term expiring at the 2028 Annual Meeting of Stockholders, when he is expected to stand for re-election. He will serve on the Board’s Compensation Committee. Arhaus highlights his extensive retail leadership experience and notes his service on the boards and key committees of CMS Energy Corporation and Consumers Energy Company. His director compensation will match that of other non-employee directors, and there are no related-party arrangements or transactions requiring disclosure.