Welcome to our dedicated page for Arhaus SEC filings (Ticker: ARHS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Arhaus, Inc. filings document the reporting obligations of a Nasdaq-listed premium home furnishings retailer with Class A and Class B common stock. Form 8-K disclosures cover operating results, Regulation FD investor presentations, special cash dividends, executive and board changes, and material financing arrangements tied to the company's revolving credit facility.
Proxy materials describe annual meeting matters, director elections, board composition, corporate governance and executive compensation. The filing record also includes disclosures on Arhaus' omni-channel retail model, showrooms, e-commerce, product sourcing, merchandising categories, distribution infrastructure and capital structure.
Arhaus director Alexis DePree reported equity compensation activity involving Class A Common Stock. On May 15, 2026, awards representing 16,942 shares of Class A Common Stock vested and were acquired through the exercise or conversion of Restricted Stock Units and related Dividend Equivalent Rights at a price of $0.00 per share. A prior transaction on May 14, 2026 granted DePree 22,960 Restricted Stock Units, each representing a contingent right to one share of Class A Common Stock, which vest on the first anniversary of the grant date subject to continuous service. Following these transactions, DePree directly holds 37,380 shares of Class A Common Stock.
Arhaus, Inc. director William Beargie reported equity compensation activity rather than open‑market trading. On May 14, 2026, he received a grant of 22,960 Restricted Stock Units (RSUs), each representing a right to one share of Class A common stock, subject to continued service.
On May 15, 2026, previously awarded RSUs and related Dividend Equivalent Rights vested and were converted into 16,942 shares of Class A common stock at a stated price of $0.00 per share. These entries reflect option and award exercises plus a new RSU grant, with no reported share sales.
Arhaus, Inc. director Alton F. Doody III reported equity compensation activity involving Class A Common Stock. On May 15, 2026, he exercised derivative awards so that 16,110 Restricted Stock Units and 832 Dividend Equivalent Rights converted into the same number of Class A shares at a price of $0.00 per share. On May 14, 2026, he also received a new grant of 22,960 Restricted Stock Units, each representing a contingent right to one Class A share that vests on the first anniversary of the grant, subject to his continued service. These are compensation-related grants and vesting events, not open-market purchases or sales.
Arhaus, Inc. director Andrea Hyde reported routine equity compensation transactions. On May 14, 2026, she received 22,960 Restricted Stock Units (RSUs), each representing one future share of Class A Common Stock, subject to continued service. On May 15, 2026, RSUs covering 16,110 shares and 832 Dividend Equivalent Rights vested and were converted into Class A Common Stock. These are compensation-related awards and derivative exercises, with no open-market buying or selling disclosed.
Arhaus, Inc.’s Chief Financial Officer Michael Alan Lee reported equity compensation-related transactions involving Class A Common Stock. He exercised derivative awards covering 42,065 shares of Class A Common Stock, including 40,000 shares from Restricted Stock Units and 2,065 shares from Dividend Equivalent Rights. In connection with the net settlement of these RSUs, 12,241 shares were withheld by the company at a value of $5.90 per share to satisfy income tax withholding and remittance obligations. Footnotes explain that each RSU and Dividend Equivalent Right converts into one share of Class A Common Stock, subject to his continuous service, with the RSUs vesting in 10%, 15%, 20%, 25%, and 30% installments on the first through fifth anniversaries of May 12, 2025.
Arhaus, Inc. reported modest top-line growth but weaker profitability for the three months ended March 31, 2026. Net revenue inched up to $314.3 million from $311.4 million, while net and comprehensive income fell to $2.2 million from $4.9 million as gross margin contracted to 36.4% and SG&A grew slightly faster than sales.
Adjusted EBITDA was $18.0 million, down from $18.6 million, and operating cash flow swung to a $9.7 million use of cash largely due to higher inventory, lease payments and lower accrued expenses. Arhaus ended the quarter with $177.1 million in cash and no borrowings on its $75 million revolving credit facility after paying a $0.35 per share special dividend totaling $49.4 million. The company continues to carry previously identified material weaknesses in internal control over financial reporting and is executing a multi-year remediation and systems modernization program.
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.
Voya Financial, Inc. filed a Schedule 13G reporting beneficial ownership of 2,769,746 shares of Arhaus, Inc. Class A common stock, representing 5.1% of the class. The filing states Voya has sole voting power for 2,763,422 shares and sole dispositive power for 2,769,746 shares. Voya files as the ultimate corporate parent and notes the shares are held by its wholly owned subsidiaries listed on Exhibit A.
Sedor Christian reported acquisition or exercise transactions in this Form 4 filing.
Arhaus, Inc. granted Chief Accounting Officer Christian Sedor equity awards in the form of performance share units (PSUs) and restricted stock units (RSUs). The grant includes 15,734 PSUs and 15,735 RSUs, each representing a contingent right to receive one share of Class A common stock.
The PSUs cover a three-year performance period from January 1, 2026 to December 31, 2028, with the actual shares earned ranging from 0%-200% of the 15,734 target based on company performance and subject to continued employment. The RSUs vest in three equal annual installments on the first, second, and third anniversaries of April 15, 2026, contingent on Sedor’s continuous service.
Porter Jennifer E reported acquisition or exercise transactions in this Form 4 filing.
Arhaus, Inc. reported that Chief Marketing Officer Jennifer E. Porter received new equity awards in the form of performance share units and restricted stock units tied to Class A Common Stock. She was granted 39,782 Performance Share Units (PSUs) and 39,783 Restricted Stock Units (RSUs).
Each PSU represents a contingent right to one share, with the actual number earned ranging from 0%-200% of the target based on performance over a three-year period from January 1, 2026 to December 31, 2028. PSU vesting on December 31, 2028 depends on continuous employment and the Compensation Committee’s determination of performance. The RSUs vest in three equal annual installments on the first, second, and third anniversaries of April 15, 2026, conditioned on continuous service.