Every 8-K that Arhaus, Inc. (ARHS) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow ARHS and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ARHS filings page.
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.
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.
Arhaus, Inc. reported results from its annual stockholder meeting held on May 14, 2026. Stockholders elected directors Alexis DePree, Rick Doody and Andrea Hyde, each receiving over 883 million votes in favor, with broker non-votes of 7,793,874 on each election.
Investors also approved, on an advisory basis, the company’s named executive officer compensation, with 908,343,411 votes for and 1,510,317 against. In addition, stockholders ratified PricewaterhouseCoopers LLP as independent accountants for the year ending December 31, 2026, with 917,506,867 votes for and minimal opposition.
Arhaus reported mixed first quarter 2026 results. Net revenue rose 0.9% year-over-year to $314.3 million, the highest first-quarter level in the company’s history, but softer demand and higher costs pressured profitability.
Comparable Delivered Sales fell 1.7% and Comparable Written Sales declined 5.7%, reflecting macro uncertainty, weather disruptions and a delayed Spring catalog. Gross margin was $114.4 million while selling, general and administrative expenses increased to $112.2 million, leaving income from operations at $2.1 million.
Net and comprehensive income dropped to $2.2 million, or $0.02 per diluted share, down from $4.9 million a year earlier. Adjusted EBITDA was broadly stable at $18.0 million. Free cash flow turned negative at -$25.6 million as inventory and capital spending increased and the company paid a special cash dividend.
Arhaus ended the quarter with $177.1 million in cash and no long-term debt, 107 showrooms across 31 states, and client deposits of $271.2 million. Management reaffirmed full-year 2026 guidance, including net revenue of $1.43–$1.47 billion, net income of $66–$75 million and Adjusted EBITDA of $150–$161 million, and projected mid–single-digit Net Unit Growth from 10–14 showroom projects.
Arhaus reported record 2025 results and declared a special dividend. Full-year net revenue rose 8.5% to $1.379 billion, driven by showroom expansion and healthy demand. Gross margin reached $536.4 million, while net income slipped 1.9% to $67.3 million as operating expenses increased.
Adjusted EBITDA grew 8.9% to $145.1 million, and free cash flow was $59.0 million. The company ended 2025 with $253.4 million in cash and cash equivalents and no long-term debt. The board approved a special cash dividend of $0.35 per share, payable March 31, 2026.
For 2026, Arhaus guides net revenue to $1.43–$1.47 billion and net income to $66–$75 million, with adjusted EBITDA of $150–$161 million and plans for 4–6 new showrooms within 10–14 total showroom projects.
Arhaus, Inc. filed a report announcing that Michael Rengel has been appointed Chief Merchandising Officer, effective February 23, 2026. He will lead merchandising and product strategy across furniture and décor, overseeing Product Development and Merchandising, and will report directly to Founder and CEO John Reed.
Rengel brings more than 25 years of experience in merchandising, product and brand development, and sourcing, most recently serving as Chief Merchandising Officer of Phoenix Retail (formerly Express). Arhaus highlights his role in product strategy, inventory discipline, and profitability as it continues its focus on differentiated, artisan-crafted home furnishings and disciplined growth.
Arhaus, Inc. reported that on February 2, 2026, board member John M. Roth resigned from its Board of Directors. The company stated that his resignation was not due to any disagreement regarding its operations, policies, or practices. Following his departure, the Board reduced its size to ten directors.
Arhaus, Inc. (ARHS) reported it furnished, not filed, a press release announcing financial results for the third quarter ended September 30, 2025. The company disclosed this under Item 2.02 (Results of Operations and Financial Condition) and Item 7.01 (Regulation FD Disclosure).
Exhibit 99.1 contains the press release dated November 6, 2025. The company noted that the information furnished under Item 2.02 and Exhibit 99.1 is not subject to Section 18 liability and is not incorporated by reference into other filings.
Arhaus (ARHS) amended its credit agreement with Bank of America to extend the revolving credit facility’s maturity to October 17, 2030. The amendment also increases the letter of credit commitment to the lesser of $15 million or the revolving facility amount.
The aggregate revolving credit commitments remain $75 million, and the company retains an option to increase the facility by an additional $25 million. These changes enhance tenor and standby capacity while keeping core borrowing availability unchanged.