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Arhaus Inc. (Class A) (ARHS) Next Earnings Date & Expected ±10.2% Move

$12.54 +0.72% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $12.59

Arhaus Inc. (Class A) (ARHS) earns a Roarable Rating of B (Buy) with 75/100 RQD Confidence. High-quality cash engine (38.9% gross margin, 43% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.

ROARABLE B • BUY Cap $1.76B
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
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🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is ARHS stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-03, Arhaus Inc. (Class A) (NASDAQ: ARHS) is rated B (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 75/100 at a spot price of $12.54 (+0.72% 1D, market cap $1.76B). Pillar breakdown: Fundamental Cash Engine 18/20, Institutional 13F & Options Flow 17/20, SEC Balance-Sheet Forensics 14/20, FRED Macro Regime Fit 11/20, and Executive Insider Alignment 15/20. Across 1009 tracked Consumer Discretionary issuers, ARHS ranks #63 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does ARHS compare to EZPW and SBH in the Consumer Discretionary sector?
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Within the Consumer Discretionary sector (Other Specialty Stores), ARHS carries a Roarable B (75/100 RQD), trailing P/E of 26.8x, gross margin of 38.9%, and ROIC of 42.6%. By comparison, EZPW (EZCORP Inc. Class A Non Voting) holds a C grade (63/100 RQD, P/E 16.3x, ROIC 10.5%, cap $1.73B) and SBH (Sally Beauty Holdings Inc. (Name to be changed from Sally Holdings Inc.)) posts a B+ grade (78/100 RQD, P/E 8.7x, ROIC 38.9%, cap $1.70B). Among the 5-stock peer group, SBH leads on earnings multiple (8.7x) while ARHS leads on capital efficiency (42.6% ROIC).

✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for ARHS?
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Per ARHS's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001875444), Arhaus Inc. (Class A) generated $1.38B in revenue (+8.5% YoY), $67.3M in net income, and $59.0M in free cash flow against $1.39B in total assets and $0 in total debt. Key quantitative strengths: Strong cash generator (38.9% gross margin)—profits are backed by real money, not accounting tricks. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
EXT / AFTER-HRS: $12.59 (+0.37%)🧬 Cannibal Buyback (-2.08% YoY Shares)⚙️ Cash Engine: 18/20 (A) • 4.3% FCF Margin
Verify 90D Bucket Audit →
📊 Historical Track Record: Scores of 75/100 (B) historically ranked in the Top 12% of excess returns over the next 90 days (+7.4% avg 90D alpha vs SPY • 69.7% hit rate).
Audit Bucket Track Record →
RQD QUANT TACHOMETERBUY • B
025507510075
3-of-3 JEV AI Jury Bullish
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw A- · Rk C
Cash (18)Whales (17)SEC (14)Macro (11)CEO (15)
Each axis scored 0–20
12M PRICE TARGET CONE+7.7% Base Target
$16 Bull$14 Base$10 Bear
📬 FREE ARHS RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for ARHS)Realized 20D OHLCV Swing Band: ±10.2%
Deterministic 5-Pillar Attribution (75/100 Composite)
🔍 WHY ARHS SCORES 75/100 (B) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: Cash Engine Quality+18/20 pts (24% of score)

SEC XBRL FY 2025 (10-K): 4.3% FCF Margin ($59.0M FCF) & 38.9% Gross Margin

▲ #2 Bullish Driver: Whale & Options Positioning+17/20 pts (23% of score)

20D Institutional Volume Accumulation (±10.2% realized swing band)

▼ #1 Drag / Risk Factor: Macro Regime Fit11/20 pts (-9 pt drag)

Macro rate sensitivity & RSI-14 (70.5) create a -9 pt regime headwind

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
67
Grade B-$9.60+11.8% Next Q
Q2 (-2Q)
70
Grade B$10.73+8.4% Next Q
Q3 (-1Q)
72
Grade B$11.63+7.8% Next Q
Current
75
Grade B$12.54+7.4% Hist 90D α
Trajectory: B- (67) → B (75)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the ARHS Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 75/100 (B) score, ARHS faces multiple-compression risk if 26.8x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Broader market pullbacks can still drag down strong stocks in the short run.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.08% YoY Shares) — any gross margin slip below 36.4% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($9.64) or 200D SMA ($8.34) invalidates the momentum regime and cuts Target Base ($13.50) toward Bear Floor ($10.28).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $ARHS• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “ARHS Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”
NEXT EST. WINDOW: Dec 30, 2026 (~56 DAYS)

Historical OHLCV Volatility ±10.2% Swing Band

±$1.28 Expected Swing
$11.26 (-10.2%)Spot $12.54$13.82 (+10.2%)
MODEL EARNINGS SETUP GAUGE

ARHS Quantitative Pre-Earnings Setup: 75/100

Trailing EPS: $0.47 • YoY Revenue Growth: 8.5%

Model Bullish Setup (75/100)Model Risk Weight (25/100)
Derived deterministically from RQD cash-flow quality, SEC accrual safety, and institutional flow (not a community poll).
LOG YOUR PERSONAL PRE-EARNINGS STANCE (SAVED LOCALLY IN BROWSER):

Recent SEC Reported Revenue, Net Profit & Diluted EPS Cadence

PeriodFiledRevenueNet ProfitFree Cash FlowGross Margin
FY 20252025-12-31$1.38B$67.3M$59.0M38.9%
FY 20242024-12-31$1.27B$68.5M$39.7M39.4%
FY 20232023-12-31$1.29B$125.2M$168.7M38.9%
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher + Options & Swing Structure Desk

Whale Flow & Momentum Playbook: Evaluating ARHS & AI Leaders Without Chasing Tops

  • ✓Institutional whale strikes & implied earnings move audit on ARHS
  • ✓How disciplined traders manage risk using pre-published trigger & invalidation levels
  • ✓Includes nightly RQD rating-change & forensic signal email alerts on tracked leaders
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
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ARHS // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +77.37%⚡ TESTING RESISTANCE
2026-11-03O $12.71H $12.71L $12.45C $12.54VOL 1.81M
RES: $12.94SUP: $7.70SMA50: $9.64SMA200: $8.34
$13.35$11.24$9.13$7.02$4.92RES $12.94SUP $7.70$12.542026-05-042026-06-172026-08-042026-09-182026-11-03
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

ARHS Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle
20.4%/yr Implied 5Y Growth

vs. +8.5% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on ARHS today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for ARHS. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for ARHS today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (ARHS)

Consumer Discretionary Rank #63 of 1009 ⚔️ EZPW vs ARHS Full Matrix →

1. Head-to-Head Consumer Discretionary Peer Comparison (ARHS vs. EZPW, SBH, REAL, BOBS)

Industry: Other Specialty Stores (42 Tracked Issuers)

Across 1009 tracked Consumer Discretionary securities in the Roarable RQD universe, Arhaus Inc. (Class A) (ARHS) ranks #63 by composite RQD confidence (75/100, grade B) and #429 by equity capitalization ($1.76B). Within this direct 5-issuer industry benchmark cohort, SBH leads on earnings valuation at 8.7x trailing P/E, while ARHS leads on capital efficiency and profitability with 42.6% ROIC and 38.9% gross margin. SBH currently holds the highest overall quantitative score in the immediate peer group at 78/100 (B+) compared with ARHS at 75/100 (B).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
ARHS ACTIVE
Arhaus Inc. (Class A)
B 75/100 26.8x 38.9% 42.6% +0.72% $1.76B Benchmark Subject
EZPW
EZCORP Inc. Class A Non Voting
C 63/100 16.3x 58.5% 10.5% +2.24% $1.73B /ezpw-vs-arhs →
SBH
Sally Beauty Holdings Inc. (Name to be changed from Sally Holdings Inc.)
B+ 78/100 8.7x 51.6% 38.9% +1.43% $1.70B /sbh-vs-arhs →
REAL
The RealReal Inc.
D- 40/100 — 74.6% -27.4% +8.86% $1.49B /real-vs-arhs →
BOBS
Bob's Discount Furniture Inc.
D+ 53/100 — — — +5.07% $2.17B /bobs-vs-arhs →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001875444 ↗

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Arhaus Inc. (Class A) (ARHS) reported GAAP revenue of $1.38B (+8.5% vs. FY2024 revenue of $1.27B , and +7.1% cumulative change since FY2023) , GAAP net income of $67.3M, operating cash flow of $136.8M, and free cash flow of $59.0M (+48.4% YoY). On the balance sheet, ARHS closed FY2025 with $1.39B in total assets against $0 in total debt (Altman Z-Score: 2.66, Piotroski F-Score: 7/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-12-31 $1.38B $67.3M $136.8M $59.0M $1.39B —
FY2024 (FY) 2024-12-31 $1.27B $68.5M $147.1M $39.7M $1.21B —
FY2023 (FY) 2023-12-31 $1.29B $125.2M $168.7M $168.7M — —

3. ARHS Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is ARHS stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-03, Arhaus Inc. (Class A) (NASDAQ: ARHS) is rated B (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 75/100 at a spot price of $12.54 (+0.72% 1D, market cap $1.76B). Pillar breakdown: Fundamental Cash Engine 18/20, Institutional 13F & Options Flow 17/20, SEC Balance-Sheet Forensics 14/20, FRED Macro Regime Fit 11/20, and Executive Insider Alignment 15/20. Across 1009 tracked Consumer Discretionary issuers, ARHS ranks #63 in composite RQD confidence.

How does ARHS compare to EZPW and SBH in the Consumer Discretionary sector?

Within the Consumer Discretionary sector (Other Specialty Stores), ARHS carries a Roarable B (75/100 RQD), trailing P/E of 26.8x, gross margin of 38.9%, and ROIC of 42.6%. By comparison, EZPW (EZCORP Inc. Class A Non Voting) holds a C grade (63/100 RQD, P/E 16.3x, ROIC 10.5%, cap $1.73B) and SBH (Sally Beauty Holdings Inc. (Name to be changed from Sally Holdings Inc.)) posts a B+ grade (78/100 RQD, P/E 8.7x, ROIC 38.9%, cap $1.70B). Among the 5-stock peer group, SBH leads on earnings multiple (8.7x) while ARHS leads on capital efficiency (42.6% ROIC).

What are the biggest fundamental strengths and SEC risk factors for ARHS?

Per ARHS's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001875444), Arhaus Inc. (Class A) generated $1.38B in revenue (+8.5% YoY), $67.3M in net income, and $59.0M in free cash flow against $1.39B in total assets and $0 in total debt. Key quantitative strengths: Strong cash generator (38.9% gross margin)—profits are backed by real money, not accounting tricks. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run. Institutional options positioning shows a 50% call / 50% put premium split.

Where is ARHS trading relative to its 50-day, 200-day, and 52-week technical levels?

ARHS last traded at $12.54 (+0.72% on volume of 1,452,273 shares), positioning the stock +30.08% above its 50-day simple moving average ($9.64) and +50.36% above its 200-day simple moving average ($8.34). Across its 52-week range of $5.57 to $12.84, ARHS sits at the 95.9% percentile with a 14-day RSI of 70.5 (OVERBOUGHT (>70)) and an implied next-earnings move of ±10.2% ($11.26 to $13.82).

ROARABLE RATING BRIEF • RQD 75/100 (B) ✓ SEC XBRL & RQD VERIFIED

ARHS — Arhaus Inc. (Class A): What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit
Updated: 2025-12-31

1. Roarable Rating Brief: What This Means to a Prospective Investor

Arhaus Inc. (Class A) (ARHS) earns a live Roarable RQD composite score of 75/100, corresponding to a B letter grade (Roarable Buy) at a spot price of $12.54 (+0.72% 1D, market capitalization $1.76B).

  • Fundamental Cash Engine (18/20): Anchored by return on invested capital (ROIC) of 42.6%, gross margin of 38.9%, operating margin of 6.4%, and free cash flow yield of 3.27%.
  • Whale 13F & Options Flow (17/20) + Insider Conviction (15/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
  • Macro Regime Fit (11/20) + Forensic Balance Sheet (14/20): Incorporates a 1.00x equity beta, Altman Z-Score of 2.66, Piotroski F-Score of 7/9, and Debt/Equity of N/A.

2. Business Model, Unit Margins & SEC Financial Trajectory

. (Class A) is a NASDAQ-listed issuer in the Consumer Discretionary sector, operating in the Other Specialty Stores industry. The profile does not describe its products, customers, or revenue model.

In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), Arhaus Inc. (Class A) (ARHS) reported $1.38B in annual revenue (up from $1.27B in FY2024, +8.5% YoY) and $67.3M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($1.29B revenue, $125.2M net income) through FY2025, ARHS scaled operating cash flow to $136.8M and free cash flow to $59.0M, backed by $1.39B in total assets against $0 in total debt.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

  • 🐂 Primary Bull Case (B • RQD 75/100): Strong cash generator (38.9% gross margin)—profits are backed by real money, not accounting tricks. Big institutional funds and options desks are actively positioning on the bullish side. With Fundamental Cash Engine at 18/20 and Institutional Whale Flow at 17/20, sustained execution supports upside toward the upper end of the $5.57 – $12.84 52-week range.
  • 🐻 Primary Bear Case & Valuation Risk: Broader market pullbacks can still drag down strong stocks in the short run. Investors must weigh 26.8x trailing P/E and 10.0x EV/EBITDA against 6.4% operating margins and a 1.00x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

Operating in Other Specialty Stores (Consumer Discretionary), ARHS carries a macro regime beta of 1.00 and gross margin of 38.9%.

  • Key Question #1: Can ARHS sustain or expand its 6.4% operating margin and 42.6% ROIC against Other Specialty Stores peers over the next 4 quarters?
  • Key Question #2: Following FY2025 revenue of $1.38B and free cash flow of $59.0M, how will capital allocation balance growth reinvestment against $0 in total debt?
  • Key Question #3: How sensitive is ARHS's 24.9x forward P/E multiple to Consumer Discretionary capital spending cycles and macro interest-rate shifts (Beta 1.00x)?

ARHS Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Arhaus Inc. (Class A) (ARHS) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to ARHS Debate Forum (3) ↓
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

ARHS Bull vs. Bear Conversation Board — What's Your Call at $12.54?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON ARHS 🐻 33% BEARISH CONVICTION
1. Pick Your Side on ARHS:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
SI SiliconVal_Bull RQD DEBATE OPENER • Growth & Tech Investor 🐂 BULLISH 🎯 Target: $15.06 (+21.0%)
📌 Pinned Debate

ROIC of 42.6% and an FCF yield of 3.27% underpin the top-scoring fundamental cash engine pillar (18 of 20) in the RQD rating.

ROIC of 42.6% and an FCF yield of 3.27% underpin the top-scoring fundamental cash engine pillar (18 of 20) in the RQD rating.. When you look under the hood at ARHS, Fundamental Cash Engine is 18/20 with 38.9% gross margins and 42.6% ROIC. Bears are staring in the rearview mirror while institutional 13F flow (17/20) has been quietly accumulating below $12.84. My 12M target is $15.06.

SectorRotator 🐂 BULL

@SiliconVal_Bull Agree on the RQD 75/100 quality, though with 1.0 beta I'm scaling in with half-size at $12.45 and keeping dry powder in case we test $11.58.

RE RedlineAuditor RQD DEBATE OPENER • Accounting Quality Watch 🐻 BEARISH 🎯 Target: $9.84 (-21.0%)
Spot @ $12.45

A P/E (TTM) of 26.8 and a Beta of 1.0 with the lowest macro regime fit score (11 of 20) leave the stock exposed to valuation and sector

A P/E (TTM) of 26.8 and a Beta of 1.0 with the lowest macro regime fit score (11 of 20) leave the stock exposed to valuation and sector sensitivity.. Look at the math on ARHS: paying 26.8x trailing P/E for 42.6% ROIC and 6.4% operating margins leaves zero margin of safety if Other Specialty Stores demand softens. I'd wait for a retest of $10.96 before getting long.

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