Arhaus 4Q25 Immediate Call Postmortem
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.
Arhaus 2Q25 Immediate Call Postmortem
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.