Arhaus (ARHS)

• Market cap: $1.06B
• 1 day: -5.28%
• 5 days: -7.15%
• 1 month: -19.21%
• 3 months: -36.13%
• 6 months: -16.70%
• Year to date: -20.06%
• 1 year: -46.48%
• 5 years: -41.17%
• 10 years: -41.17%
• Sector: Consumer Discretionary
• Industry: Specialty Retail

About: Arhaus Inc is a growing lifestyle brand and omnichannel retailer of premium home furniture. The company offers merchandise in several categories, including furniture, outdoor, lighting, textiles, and decor through its Retail and e-commerce sales channels.

Employees: 2,630

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

50% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $678K

44% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 36

3% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 37

1% less funds holding

Funds holding: 148 [Q3] → 146 (-2) [Q4]

1.73% less ownership

Funds ownership: 111.55% [Q3] → 109.83% (-1.73%) [Q4]

25% less capital invested

Capital invested by funds: $734M [Q3] → $551M (-$183M) [Q4]

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $11 46% upside
• Avg. target: $11.90 58% upside
• High target: $13 73% upside

5 analyst ratings

• positive: 3 60%
• neutral: 2 40%
• negative: 0 0%

Stifel W. Andrew Carter 33% 1-year accuracy 12 / 36 met price target	53% upside $11.50	Buy Maintained	3 Mar 2025
Piper Sandler Peter Keith 35% 1-year accuracy 17 / 48 met price target	59% upside $12	Neutral Downgraded	27 Feb 2025
Baird Peter Benedict 35% 1-year accuracy 7 / 20 met price target	73% upside $13	Outperform Maintained	27 Feb 2025
Telsey Advisory Group Cristina Fernandez 20% 1-year accuracy 9 / 46 met price target	46% upside $11	Outperform Maintained	26 Feb 2025
Loop Capital Anthony Chukumba 32% 1-year accuracy 7 / 22 met price target	59% upside $12	Hold Initiated	24 Jan 2025