What is the 13F Pro Quality Score for ARHS?

13F Pro ranks Arhaus, Inc. (ARHS) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View ARHS's current score at https://13fpro.ai/research/ARHS (free sign-up required for the full ranking).

Where does 13F Pro source ARHS data?

All Arhaus, Inc. fundamentals and ownership data come directly from SEC EDGAR. Arhaus, Inc. files with the SEC under CIK 1875444. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is ARHS in?

Arhaus, Inc. (ARHS) is classified in the Consumer Discretionary sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/consumer-discretionary.

How often is ARHS research updated on 13F Pro?

ARHS's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Arhaus, Inc.(ARHS)Stock Analysis

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Consumer Discretionary →Nasdaq

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SEC EDGAR: CIK 1875444 ARHS stock profile & AI dashboard →

13F Pro Quality Score

47.6/100

Rank #1,592 of 2,879 stocks

View Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

45.8/100

Profitability

47.0/100

Balance Sheet

63.7/100

Earnings Quality

13.1/100

Free Cash Flow

44.6/100

Institutional Flow

11.7/100

Revenue Scale

54.6/100

Dilution Risk

68.2/100

ARHS Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Arhaus, Inc. (ARHS), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores ARHS at 47.6/100 on a 32-signal composite quality model, placing it at rank #1,592 of 2,879 stocks — the bottom half of the AI-ranked universe. Areas of concern include institutional flow (11.7) and earnings quality (13.1), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), Arhaus, Inc. reports quarterly revenue of $314.3M, net income of $2.2M, free cash flow of $-26.6M. Top institutional holders of ARHS by reported 13-F value include BlackRock,, VOYA INVESTMENT MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. ARHS trades on the Nasdaq exchange and files with the SEC under CIK 1875444. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ARHS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Arhaus, Inc. directly from SEC EDGAR. Arhaus, Inc.'s 13F Pro composite quality score has ranged between 8 and 71 since 2022, currently 47.6 — a declining long-term trajectory across 51 quarterly and live scoring snapshots.

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Fun facts about Arhaus, Inc.

Quirks, history, and lore behind ARHS — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. consumer discretionary company · small-cap · listed on Nasdaq · headquartered in Ohio.
2
The Numbers
Annual revenue in the range of roughly $1 billion, with a focus on premium price points that keep the customer count selective and the margins healthier than your average big-box retailer.
3
The History
Founded in 1986, it grew from a single store concept into a multi-location retail chain before going public in 2021 — one of the later arrivals to the public markets among home-goods players.
4
The Secret
It emphasizes sustainable and responsibly sourced materials — reclaimed wood, natural leathers — as a genuine selling point, not just a marketing footnote.
5
The Lore
Its showrooms are designed to feel more like curated design studios than furniture warehouses — no racetrack floor plans, no blowout weekend sales screaming at you from the radio.
6
The Giveaway
If you've ever walked into a store that sells handcrafted, heirloom-quality furniture and felt like you wandered into a very stylish living room in Ohio, you've found your answer.

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Revenue

Q1 2026

$314.3M

Net Income

Q1 2026

$2.2M

Free Cash Flow

Q1 2026

$-26.6M

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+8.5% YoY

$1.38BFY 2025

FY22 $1.23BFY23 $1.29BFY24 $1.27BFY25 $1.38B

Net Income

-1.9% YoY

$67.3MFY 2025

FY22 $136.6MFY23 $125.2MFY24 $68.5MFY25 $67.3M

Operating Income

+2.2% YoY

$88.9MFY 2025

FY22 $184.7MFY23 $164.3MFY24 $87.0MFY25 $88.9M

EPS (Diluted)

-2.0% YoY

$0.48FY 2025

FY22 $0.98FY23 $0.89FY24 $0.49FY25 $0.48

Total Assets

+15.6% YoY

$1.39BFY 2025

FY22 $937.1MFY23 $1.11BFY24 $1.21BFY25 $1.39B

Op. Cash Flow

-7.0% YoY

$136.8MFY 2025

FY22 $77.5MFY23 $168.7MFY24 $147.1MFY25 $136.8M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2020	FY 2018
Revenue	$1.38B +8.5%	$1.27B -1.3%	$1.29B +4.8%	$1.23B +142.2%	$507.4M	—
Net Income	$67.3M -1.9%	$68.5M -45.3%	$125.2M -8.3%	$136.6M +2146.5%	$6.1M	—
Operating Income	$88.9M +2.2%	$87.0M -47.0%	$164.3M -11.0%	$184.7M +498.0%	$30.9M	—
EPS (Diluted)	$0.48 -2.0%	$0.49 -44.9%	$0.89 -9.2%	$0.98 +3166.7%	$0.03	—
Total Assets	$1.39B +15.6%	$1.21B +9.2%	$1.11B +17.9%	$937.1M +196.6%	$315.9M	—
Operating Cash Flow	$136.8M -7.0%	$147.1M -12.8%	$168.7M +117.8%	$77.5M -47.8%	$148.3M	—

AI Insight: ARHS Financial Trends

Q1 2026 operating income collapsed to $2M and operating cash flow turned negative $10M — the weakest quarter in the dataset.

• Operating income deteriorated sharply from $20M in Q4 2025 to just $2M in Q1 2026, the lowest in the eight-quarter series.

• Operating cash flow swung from positive $9M in Q4 2025 to negative $10M in Q1 2026, a $19M sequential reversal.

• Equity grew steadily from $309M in Q2 2024 to $418M in Q4 2025, though it dipped to $373M in Q1 2026.

• Revenue in Q2 2025 reached $358M, up ~15% year-over-year versus Q2 2024's $310M, the strongest comparable growth visible.

⚠ Negative operating cash flow of $10M in Q1 2026 — first cash outflow in the dataset — warrants close monitoring next quarter.

⚠ Q1 is historically weak (Q1 2025 op income was also just $5M), but the Q1 2026 trough is materially worse year-over-year.

⚠ Equity declined $45M sequentially from Q4 2025 to Q1 2026; understanding the driver (dividends, buybacks, losses) is key.

AI Insight: ARHS Ratio Trends

Q1 2026 operating margin collapsed to 0.7%, the weakest quarter in the dataset, signaling sharp seasonal deterioration and potential demand pressure.

• Operating margin fell from 5.5% in Q4 2025 to 0.7% in Q1 2026, the lowest single-quarter reading across all periods shown.

• ROIC dropped from 19.4% in Q4 2025 to 2.3% in Q1 2026, continuing a pattern of volatile quarter-to-quarter swings.

• Q2 2025 was a standout quarter with 13.1% operating margin and 48.5% ROIC, but that strength has not persisted into subsequent quarters.

• TTM operating margin of 6.2% and ROIC of 23.0% mask significant intra-year volatility, with Q1 quarters consistently the weakest.

⚠ Q1 ROE of 2.4% vs. 36.4% in Q2 2025 highlights extreme seasonality — monitor whether Q2 2026 recovers similarly.

⚠ Net profit margin of 0.7% in Q1 2026 leaves virtually no buffer; any cost increase or revenue miss could push quarterly earnings negative.

⚠ D/E data is absent across all periods — leverage visibility is zero, making balance sheet risk assessment impossible.

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Available Research

13F Pro tracks comprehensive data for Arhaus, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of ARHS

BlackRock, Inc.
$29.2M4,312,136 sh
VOYA INVESTMENT MANAGEMENT LLC
$18.8M2,769,746 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$17.0M2,505,246 sh
BANK OF AMERICA CORP /DE/
$15.8M2,337,340 sh
VANGUARD CAPITAL MANAGEMENT LLC
$15.3M2,262,104 sh
Long Focus Capital Management, LLC
$13.4M1,969,310 sh
CenterBook Partners LP
$13.2M1,950,222 sh
EMERALD ADVISERS, LLC
$12.5M1,836,724 sh
D. E. Shaw & Co., Inc.
$12.0M1,776,073 sh
AMERICAN CENTURY COMPANIES INC
$8.9M1,310,708 sh

Fund	Value	Shares
BlackRock, Inc.	$29.2M	4,312,136
VOYA INVESTMENT MANAGEMENT LLC	$18.8M	2,769,746
VANGUARD PORTFOLIO MANAGEMENT LLC	$17.0M	2,505,246
BANK OF AMERICA CORP /DE/	$15.8M	2,337,340
VANGUARD CAPITAL MANAGEMENT LLC	$15.3M	2,262,104
Long Focus Capital Management, LLC	$13.4M	1,969,310
CenterBook Partners LP	$13.2M	1,950,222
EMERALD ADVISERS, LLC	$12.5M	1,836,724
D. E. Shaw & Co., Inc.	$12.0M	1,776,073
AMERICAN CENTURY COMPANIES INC	$8.9M	1,310,708

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Is ARHS a good stock to buy?

13F Pro's AI-powered analysis of Arhaus, Inc. (ARHS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ARHS are available on the ARHS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own ARHS?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ARHS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Arhaus, Inc.'s investment landscape.