Arhaus Launches Spring 2026 Furniture Collection
Arhaus announced the launch of its Spring 2026 Collection, now available at Arhaus.com and in showrooms nationwide. The company said, "Featuring hundreds of furniture and decor introductions, the collection reflects a renewed sense of creative expression, layering color, pattern, sculptural form, and natural materials into designs that feel both artful and deeply livable. Rooted in craft and elevated by design, the Spring 2026 Collection reflects Arhaus' enduring belief that home is not just something you see, it's something you feel."
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- Market Weakness: Home furnishings stocks collectively fell by approximately 2.5%, indicating a decline in market confidence that could impact future investment decisions.
- Arhaus Leads Decline: Arhaus shares dropped by about 5%, reflecting weak consumer demand and increased market competition, which may lead to a decrease in the company's short-term sales.
- RH Struggles: RH's stock fell by approximately 4.9%, indicating challenges in the high-end home market that could affect its profitability and market share.
- Uncertain Industry Outlook: Other sectors like paper and forest products also performed poorly, suggesting that the overall economic environment may exert pressure on the home improvement industry, necessitating close monitoring of future market dynamics.

- Furniture Stocks Rally: Furniture stocks experienced a surge on Friday morning.
- Tariff Delay Announcement: Investors reacted positively to President Donald Trump’s decision to postpone an increase in sector-wide tariffs for one year.
- Fauxguchi Reference: The author recalls a friend's imitation Noguchi coffee table, humorously named the Fauxguchi, which was acquired from a flea market.
- Rise of Knockoff Furniture: There is an increasing trend of easily accessible knockoff furniture and home goods available for purchase online.

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Earnings Growth: Arhaus, Inc. reported third-quarter earnings of $52.16 million, up from $47.25 million the previous year, translating to an increase in earnings per share from $0.34 to $0.37.
Revenue Increase: The company's revenue rose by 9.3% to $1.01 billion, compared to $924.09 million in the same quarter last year.
Future Guidance: For the next quarter, Arhaus expects revenue between $336 million and $366 million, while full-year revenue guidance is set between $1.35 billion and $1.38 billion.
Disclaimer: The views expressed in the report are those of the author and do not necessarily reflect the opinions of Nasdaq, Inc.
Vanguard Small-Cap ETF Analysis: The Vanguard Small-Cap ETF (VB) has an implied analyst target price of $290.04, indicating a potential upside of 12.34% from its current trading price of $258.19.
Notable Holdings with Upside Potential: Key underlying holdings such as Arhaus Inc (ARHS), Bumble Inc (BMBL), and Centuri Holdings Inc (CTRI) show significant upside potential, with target prices exceeding their recent trading prices by 14.90%, 13.87%, and 12.91%, respectively.









