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, Inc. Chief Retail Officer Kathy E. Veltri reported compensation-related equity activity involving Restricted Stock Units (RSUs). On the transaction date, 50,000 RSUs were exercised into 50,000 shares of Class A Common Stock at a stated price of $0.00 per share. The company withheld 14,550 of those shares, valued at $7.06 per share, to cover income tax obligations, with the remainder added to her direct holdings. Following these transactions, Veltri directly owned 483,686 shares of Class A Common Stock. The RSUs are subject to continuous service and vest pro rata on the first through fourth anniversaries of March 12, 2025.
Arhaus, Inc. Chief Marketing Officer Jennifer E Porter exercised restricted stock units to acquire 100,000 shares of Class A Common Stock. The company withheld 29,100 shares at $7.06 per share to cover income tax obligations tied to the RSU settlement, which is not an open-market sale. Following these transactions, she directly holds 549,277 Class A shares. Each RSU represents a right to receive one share, subject to her continuous service to the company at vesting.
Arhaus, Inc. Chief Retail Officer Kathy E. Veltri exercised 2,339 Restricted Stock Units into the same number of shares of Class A Common Stock on March 10, 2026. These RSUs represent stock-based compensation that vests over time with continued service.
To cover income tax withholding on this vesting event, 681 shares were withheld by Arhaus at a price of $7.40 per share, leaving a net 1,658 shares from this grant. After these transactions, Veltri directly holds 448,236 shares of Class A Common Stock.
Arhaus, Inc. Chief Accounting Officer Christian Sedor exercised 854 Restricted Stock Units into 854 shares of Class A Common Stock on March 10, 2026. The company then withheld 294 shares, valued at $7.40 per share, to cover income tax obligations, leaving Sedor with 5,689 shares directly owned.
Arhaus, Inc. Chief Marketing Officer Jennifer E. Porter exercised Restricted Stock Units that converted into 2,339 shares of Class A Common Stock. Of these, 681 shares were withheld by the company to cover income tax obligations linked to the vesting. As a result, her direct holdings increased on a net basis, with 478,377 shares of Class A Common Stock reported as directly owned after the transactions. These events reflect routine equity compensation vesting tied to her continued service.
Arhaus Inc Schedule 13G/A: Wasatch Advisors reports beneficial ownership of 2,516,531 Class A common shares, equal to 4.7% of the class. The filing shows sole voting power for 1,819,312 shares and sole dispositive power for 2,516,531. The form is signed by the filer’s CEO on 03/05/2026.
Arhaus, Inc. filed an initial insider ownership report on Form 3 for executive Michael Rengel, who serves as Chief Merchandising Officer. This filing formally identifies him as a reporting person for Arhaus under insider reporting rules and establishes the baseline for any future reportable equity transactions.
Arhaus, Inc. reports net revenue of $1,379,222 for the year ended December 31, 2025, an 8.5% increase over 2024. Gross margin was 38.9% of net revenue and net income margin was 4.9%, reflecting growth but some margin compression versus prior years.
The company positions itself as a premium, design-led home furnishings brand with a vertically integrated, omni-channel model, sourcing from nearly 400 vendors and operating 107 Showrooms across 31 states as of December 31, 2025. Management highlights a debt-free balance sheet, strong liquidity, and disciplined capital allocation to fund multi-year investments in technology, distribution, manufacturing, and showroom expansion.
Arhaus discloses material weaknesses in internal control over financial reporting, which have led to prior-period restatements and revisions. The company outlines extensive remediation efforts, including upgrading accounting and IT capabilities, enhancing policies and procedures, and modernizing its systems, but confirms these material weaknesses remained outstanding as of December 31, 2025.
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.