Every material Form 8-K Arhaus, Inc. has filed with the SEC since August 06, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Arhaus reported third-quarter 2026 results with net revenue up 6.8% to $368 million, while net and comprehensive income fell 36.0% to $8 million. The company raised its full-year net revenue outlook to $1.465 billion to $1.485 billion but kept its full-year net income and Adjusted EBITDA outlook unchanged, citing fuel and transportation costs and expanded marketing spending.
Q3 net revenue rose 6.8% to $368 million; Adjusted EBITDA fell 12.3% to $27 million.
Full-year 2026 net revenue outlook raised to $1.465 billion to $1.485 billion; net income outlook held at $71 million to $80 million.
Comparable Written Sales rose 13.9% in the third quarter, and year-to-date Comparable Written Sales reached 6.7%.
Cash and cash equivalents totaled $318 million as of September 30, 2026, with no long-term debt.
Arhaus, Inc. announced that K.C. Moss has been appointed as its first Chief Digital Officer, effective September 30, 2026, a newly created executive role. Moss will lead digital strategy, including eCommerce, digital product and experience, personalization, and client data and analytics, and will report directly to Founder and CEO John Reed.
K.C. Moss appointed first Chief Digital Officer, effective September 30, 2026
Moss reports directly to John Reed, Founder and Chief Executive Officer, and joins the executive leadership team
Role covers eCommerce, digital product and experience, personalization, and client data and analytics
Moss has more than 25 years of experience building and leading digital businesses
Arhaus reported second quarter 2026 net revenue of $385 million, up 7.4%, and net and comprehensive income of $40 million, up 13.1%. The results included a $23.8 million benefit from IEEPA tariff recoveries, and the company updated its full-year net income and Adjusted EBITDA outlook to reflect that benefit while keeping its full-year net revenue outlook unchanged.
Q2 2026 net revenue was $385 million, up 7.4% from the second quarter of 2025; diluted EPS was $0.28 versus $0.25.
Gross margin included a $23.8 million IEEPA tariff recovery benefit, of which $15.5 million related to inventory sold before April 2026.
Full-year 2026 outlook: net revenue $1.43 billion to $1.47 billion (maintained); net income $71 million to $80 million and Adjusted EBITDA $160 million to $171 million (updated).
Cash and cash equivalents were $226 million at June 30, 2026, down 10.6% from December 31, 2025, mainly due to a $49 million special cash dividend paid in March.
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