{"schema_version":"secwatch.filing_event.v1","accession":"0001875444-26-000014","form_type":"8-K","ticker":"ARHS","cik":"0001875444","company_name":"Arhaus, Inc.","filed_at":"2026-05-07T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.208683+00:00","generated_at":"2026-05-14T22:02:37.559947+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"Arhaus Q1 net revenue $314M (+0.9%), net income plunges 54.5% to $2M, reaffirms FY guidance","bullets":["Net revenue $314M (+0.9% YoY); net income $2M (-54.5%); adjusted EBITDA $18M (-3.1%)","Comparable delivered sales -1.7%; comparable written sales -5.7%; SG&A up 1.9% to $112M","Cash $177M after $49M special dividend paid in March; no long-term debt; inventory $369M","Reaffirms FY2026 guidance: rev $1.43B-$1.47B, net income $66M-$75M, adj EBITDA $150M-$161M","Q2 guidance: rev $350M-$370M, net income $19M-$24M, adj EBITDA $40M-$49M"],"urls":{"canonical":"https://secwatch.observer/filing/0001875444-26-000014","json":"https://secwatch.observer/filing/0001875444-26-000014.json","markdown":"https://secwatch.observer/filing/0001875444-26-000014.md","text":"https://secwatch.observer/filing/0001875444-26-000014.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1875444/000187544426000014/0001875444-26-000014-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1875444/000187544426000014/arhs-20260507.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T22:02:37.559947+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"a2f4272c60374a1ba4bdbd8d6a85329742fe3ab3","claim":"Arhaus, Inc. reported the first quarter ended March 31, 2026 results: revenue $314 million, net income decreased 54.5% to $2 million. Guidance reaffirmed.","evidence_excerpt":"design, reported first quarter results for the period ended March 31, 2026. First Quarter 2026 Highlights Compared to the first quarter of 2025: • Net revenue increased 0.9% to $314 million • Gross margin decreased 1.0% to $114 million • Selling, general and administrative expenses increased 1.9% to $112 million • Net and comprehensive income decreased 54.5% to $2","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1875444/000187544426000014/0001875444-26-000014-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the first quarter ended March 31, 2026"},{"label":"Revenue","value":"$314 million"},{"label":"Net income","value":"decreased 54.5% to $2 million"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}