ARHS
Our take
Arhaus has grown from a regional furniture retailer into a credible challenger to RH, winning customers with a distinctly different take on luxury for the home. Expanding into newer categories and larger showrooms raises the stakes considerably. We attempt to judge whether the brand can scale its ambitions while keeping the merchandising discipline that got it here.
Updated: March 26, 2026
Arhaus talks up its outdoor collection but hasn't released an outdoor catalog; how its outdoor and bath businesses compare with RH.
A look at Arhaus's top ten furniture suppliers, where it is usually the dominant customer, and how tariffs may help it.
Arhaus has grown into a real rival to RH, big enough that RH recently hired away its Chief Merchant.
High level it seems the story is Arhaus doesn’t want to be like all the other shitty furniture retailers and instead wants to break out of the group’s reputation like Williams Sonoma did.
Really feels like a lot of the upside this quarter was a one-off due to Dallas opening earlier than expected. They called out the 20 pt gap between 1Q written and 1Q delivered as an example of what that looked like.
