ARHSArhaus, Inc.
Retail-Furniture Stores
- Revenue
- $1.4B
- 8.5% YoY
- Operating margin
- 6.4%
- 5.8% YoY
- EBITDA
- $136M
- 7.6% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear203% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear0% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear1% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $797M | $1.2B | $1.3B | $1.3B | $1.4B | 8.5% |
| Operating income | $33M | $185M | $164M | $87M | $89M | 2.2% |
| Net income | $21M | $137M | $125M | $69M | $67M | 1.9% |
| Operating cash flow | $141M | $77M | $169M | $147M | $137M | 7.0% |
| Capex | $43M | $56M | $93M | $107M | $78M | 27% |
| Stock-based comp | $6M | $4M | $8M | $8M | $9M | 20% |
| Buybacks | $0 | $0 | — | — | — | |
| Dividends | — | $0 | $0 | $70M | $361K | 99% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $30K · 1
- Net
- −$30K
Pay vs performance
No pay-versus-performance disclosure yet.