Arhaus (ARHS) Q2 FY26 earnings call

Arhaus delivered record Q2 FY26 net revenue and strong comparable written sales, driven by resilient affluent consumer spending and effective product strategy. The company is navigating significant cost pressures from tariffs, fuel, and shipping, partially offset by tariff recoveries and a delivery fee increase. Strategic investments in technology and marketing are being accelerated to support long-term growth, with a positive outlook for the upcoming fall selling season.