)
Visual
earnings real time
Arhaus (ARHS) investor relations material
Arhaus Morgan Stanley Global Consumer & Retail Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley Global Consumer & Retail Conference 2025 summary2 Dec, 2025
Business overview and differentiation
Operates as a high-end, design-led furnishings brand with a resilient model and affluent, engaged clientele.
Over 90% of products are exclusive, designed in-house, and sourced through long-term artisan partnerships.
Omnichannel approach includes 100+ showrooms, e-commerce, in-home design, and a growing trade business.
Free interior design services drive order values four times higher than non-designer transactions.
Trade channel, serving third-party designers, is a major growth area.
Recent performance and demand drivers
Q3 saw strong growth, with July up 15.7% in demand and September achieving record sales and customization.
Fall 2025 collection and catalog launch drove significant upside, with record newness and trade business.
Customization and large assortment, including 600+ fabrics, are key differentiators.
Demand is less tied to housing turnover, more to wealth effect and home equity among affluent clients.
Healthy replacement and renovation cycles continue despite lower housing turnover.
Digital transformation and AI initiatives
Undergoing an $30M digital transformation to modernize tech stack, improve scalability, and enhance EBITDA margins.
AI is integrated as an enabler for personalized experiences, product recommendations, and operational efficiency.
New ERP, transportation, and order management systems to drive ROI, with go-live targeted for Q1 2027.
Expected benefits include $8M/year SG&A savings by 2028, $4-5M/year transportation savings, and improved internal controls.
Strong executive sponsorship, dedicated teams, and robust change management to minimize execution risk.
Digital transformation: When will benefits outweigh costs
Sustaining exclusive product growth with artisans
Key demand drivers beyond housing turnover
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Arhaus earnings date
Q4 202525 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
)
Frequently asked questions
Arhaus Inc is a retailer of premium home furnishings offering furniture, lighting, rugs, and home décor. The company sells products through its retail stores, e-commerce platform, and in-home design services across the United States. The company is headquartered in Boston Heights, Ohio, and its shares are listed on the NASDAQ.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage