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Arhaus serves mainly affluent U.S. customers furnishing their homes, as well as trade professionals buying for projects. Its physical showrooms carry most sales, while its website lets customers research products and shop across online and in-person visits. Complimentary interior-design services help customers plan purchases; designer-assisted orders tend to be larger and bring more repeat business. Customers pay for merchandise, not those design services, and Arhaus collects deposits before delivery.
Arhaus develops products in-house, makes upholstered furniture at its North Carolina facility and buys most merchandise from outside vendors and artisans. Most of what it sells is exclusive to Arhaus, and customers can customize selected furniture. A relatively small group of suppliers accounts for a substantial share of the merchandise sold, including upholstery from McCreary Modern, Inc. Some suppliers are the sole source for particular products and are difficult to replace.
Demand depends on higher-end consumers’ willingness to spend and on housing activity. The business also depends on matching product orders and supplier capacity to that demand: long production lead times can delay deliveries, while excess inventory can require markdowns.
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Every company claims an edge. Each one is checked against hard numbers like margins and returns: which hold, and which line gives way first.
Arhaus’s results hinge on affluent households’ spending on home furnishings, with privately held Crate & Barrel an important rival missing from this list.
RH competes with Arhaus for affluent shoppers and interior-design projects, selling premium furniture, lighting, textiles and décor through immersive showrooms and online. RH’s sales to these customers are worth watching for signs of demand in Arhaus’s market.
Williams-Sonoma’s Pottery Barn, West Elm and other home brands compete with Arhaus for shoppers buying design-led home products through stores, websites and catalogs. Watch those brands’ sales rather than treating every part of Williams-Sonoma’s business as equally comparable to Arhaus.
Ethan Allen competes with Arhaus for customers furnishing their homes with customized furniture; both offer free interior design through design-focused locations and make furniture themselves. Ethan Allen’s customizable upholstery and wood furniture are the products to watch for this overlap.
Wayfair competes with Arhaus for furniture and décor purchases online, selling to consumers and businesses across different budgets. Its specialty brands AllModern, Joss & Main and Perigold are worth separating from the main Wayfair brand, which generates a significant majority of its revenue.
Havertys competes with Arhaus for relatively affluent shoppers buying residential furniture, custom upholstery and accessories. Its custom-upholstery sales are a concrete area to watch, though Havertys defines its customers as more affluent than those of promotional, price-oriented furniture stores.
The Lovesac Company competes with Arhaus for living-room furniture purchases through its premium customizable Sactionals seating. Watch Sactionals sales: the modular line accounted for 91.1% of Lovesac’s net sales in fiscal 2026 and overlaps with Arhaus’s customizable upholstery.
MillerKnoll’s residential retail business competes directly with Arhaus for consumers and interior designers buying finely crafted furniture, while its other businesses also sell furniture for offices and institutions. For Arhaus, focus on its residential retail performance rather than its office and institutional sales.
Housing Starts (Sep)
Arhaus sells premium furnishings for the home, so new-home building activity can influence whether its higher-end customers buy furniture and décor for new or second homes.
Expected1.31MLast release1.275M
If it comes in above expectations
If the reading is above the 1.31M estimate, it is above the previous 1.275M. More homes started or permitted, or more new-home sales, can support furnishing demand from Arhaus customers moving into or furnishing homes; that may lift orders through its Showrooms and eCommerce.
If it comes in below expectations
Fewer homes started or permitted, or fewer new-home sales, can weaken furnishing demand from Arhaus customers, potentially reducing orders through its Showrooms and eCommerce.
Arhaus, Inc. earningsThis company
Arhaus books revenue when customers receive their furnishings, so this report will show whether demand for its customizable products is turning into sales without squeezing gross margin.
Read comparable written sales beside comparable delivered sales: written sales track orders placed, while delivered sales reflect merchandise delivered and recognized as revenue. If both grow and the gross-margin rate holds, orders are converting into revenue without costs taking a larger bite. If orders weaken, deliveries lag, or the margin rate falls, demand, fulfillment, or costs are putting pressure on the business.
Retail Sales MoM (Oct)
Retail sales track consumer spending, which matters to Arhaus because its premium furniture and décor purchases depend on higher-end customers’ discretionary budgets and access to credit.
Stronger retail spending would suggest more room in consumers’ budgets for Arhaus’s discretionary furniture and décor; weaker spending would suggest customers may defer purchases, weighing on orders and merchandise revenue as orders are delivered.
RH earningsRH
RH's report will show whether affluent shoppers are still spending on premium furnishings and design projects, a customer market RH shares with Arhaus.
Read RH's sales alongside what it says about demand for premium furnishings and design projects. Firm sales and steady demand would suggest these customers are still spending on their homes, a constructive signal for Arhaus's market. Weaker sales or cooling demand would point to more caution from the same customer pool, but RH's results do not establish how Arhaus itself performed.
