Arhaus, Inc. (ARHS) shares ended the last trading session 5.8% higher at $16.02. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 23.9% gain over the past four weeks.The momentum in Arhaus’ stock can indeed be attributed to the better-than-expected performance in the fourth quarter of fiscal 2023. The company's aggressive expansion strategy, characterized by the opening of eleven new Showrooms and completion of eigh ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-41009 Arhaus, Inc. (Exact name of registrant as specified in its charter) Delaware 87-1729256 (State or other jurisdiction of incorpo ...

财务数据和关键指标变化 - 2023年第四季度净收入为3.44亿美元,净利润为3100万美元,调整后EBITDA为5100万美元,超出了公司的收入和利润预期 [12] - 2023年全年净收入为13亿美元,同比增长2%,电商渠道增长17% [14] - 2023年全年净利润为1.25亿美元,调整后EBITDA为2.03亿美元 [14] 各条业务线数据和关键指标变化 - 2023年第四季度实体店渠道销售下降6.8%,但需求同比增长1.6%,四年堆积同比增长91.4% [33] - 2023年全年实体店渠道销售增长1.4%,需求同比增长7.6%,四年堆积同比增长91.4% [37] 各个市场数据和关键指标变化 - 公司在西海岸的新店表现强劲,预计将超过中西部地区的门店 [113][114] - 公司正在加快在西海岸的扩张,并计划在2024年开设更多门店 [135][136] 公司战略和发展方向及行业竞争 - 公司计划在2024年继续加快门店扩张,计划开设4-6家新实体店、2家设计中心和3家折扣店 [18] - 公司将继续加大品牌推广力度,包括在线和线下的营销活动,以提高品牌知名度 [24][92][93] - 公司还将继续投资升级技术系统,包括仓储管理、规划分配和制造等方面,以提高运营效率和毛利率 [25][47] - 公司目标是未来实现中单位数的同店销售增长和中高单位数的门店增长,从而实现高单位数的收入增长和低双位数的调整后EBITDA增长 [53] 管理层对经营环境和未来前景的评论 - 管理层对2024年的宏观经济环境保持谨慎态度,预计同店销售将下降4%-2% [45][46] - 但管理层对公司的长期发展前景充满信心,认为公司的产品、品牌和团队都处于行业领先地位 [26][27][28] 问答环节重要的提问和回答 问题1 **Peter Keith 提问** 询问公司新系统实施的风险和收益 [59][60] **John Reed 和 Dawn Phillipson 回答** 公司正在分阶段实施新系统,包括仓储管理系统、规划分配系统和制造ERP系统,目的是提高运营效率和财务效益,并会谨慎评估实施风险 [60][61][62][63] 问题2 **Jonathan Matuszewski 提问** 询问2024年同店销售指引的假设 [71][72] **John Reed 和 Dawn Phillipson 回答** 公司预计2024年同店销售将下降4%-2%,主要受2023年异常高的交货量基数的影响,但预计随着新门店开设和营销推广,销售将在全年内逐步恢复增长 [73][74][75][76][77] 问题3 **Peter Benedict 提问** 询问公司门店改造计划和存货情况 [145][146][147][148][149][150][151][152] **John Reed 和 Dawn Phillipson 回答** 公司已完成一半门店的改造,并计划在未来继续加大改造力度,以保持门店体验的领先优势。存货水平下降主要是由于价格调整和运输成本下降,公司正在谨慎管理存货,为新品引入做好准备 [147][148][149][151][152]

Full Year 2023 Record Net Revenue of $1.3 BillionAnnounces Special Cash Dividend and Full Year 2024 Guidance BOSTON HEIGHTS, Ohio, March 07, 2024 (GLOBE NEWSWIRE) -- Arhaus, Inc. (NASDAQ:ARHS, "Arhaus" or the "Company"))), a rapidly growing lifestyle brand and omni-channel retailer of premium artisan-crafted home furnishings, reported unaudited financial results for the fourth quarter and full year ended December 31, 2023. Fourth Quarter 2023 Highlights Net revenue of $344 millionComparable growth(1) of (6 ...

ARHAUS vour home ARHAUS ANNOUNCES FOURTH QUARTER AND FULL YEAR 2023 FINANCIAL RESULTS Full Year 2023 Record Net Revenue of $1.3 Billion Announces Special Cash Dividend and Full Year 2024 Guidance BOSTON HEIGHTS, Ohio—March 7, 2024—Arhaus, Inc. (NASDAQ: ARHS; "Arhaus" or the "Company"), a rapidly growing lifestyle brand and omni-channel retailer of premium artisan-crafted home furnishings, reported unaudited financial results for the fourth quarter and full year ended December 31, 2023. Fourth Quarter 2023 H ...

Arhaus, Inc. (ARHS) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended December 2023. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on March 7, 2024, might help the stock move higher if these key numbers are better than ex ...

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Arhaus, Inc. (ARHS) , which belongs to the Zacks Retail - Miscellaneous industry.When looking at the last two reports, this company has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 19.41%, on average, in the last two quarters.For the most recent quarter, Arhaus, Inc. Was expected to post earnings of $0.11 per ...

As stimulus-driven spending gradually wanes and interest rates remain elevated, the Retail – Miscellaneous industry finds itself at a pivotal juncture. Consumers are adopting a more cautious stance toward their disposable income, signaling a return to more conservative spending habits. This shift in consumer sentiment is reverberating across various merchandise categories, creating challenges for businesses.Nonetheless, the industry participants are proactively addressing the changing consumer environment b ...

公司业绩发布 - Arhaus将于2024年3月7日发布2023年第四季度和全年财务业绩[1] 公司背景介绍 - Arhaus成立于1986年，是一个快速增长的生活方式品牌和高端家居家具的全渠道零售商[1]

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