secwatch.observer — SEC 8-K summary ====================================== Issuer: Arhaus, Inc. (ARHS) CIK: 0001875444 Form: 8-K Filed at: 2026-08-06T10:02:38+00:00 Accession: 0001875444-26-000028 Event type: earnings Sentiment: positive Materiality: 0.75 Item codes: 2.02, 7.01, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Arhaus Q2 2026: Revenue $385M (+7.4%), net income $40M (+13.1%), beats guidance; tariff recovery boosts results -------------------------------------------------------------------------------- - Net revenue $385M (+7.4% YoY), above high end of guidance; comparable written sales +12.5%. - Net income $40M (+13.1%); adjusted EBITDA $70M (+16.8%), including $23.8M IEEPA tariff recovery benefit. - Received $37.8M in tariff refunds plus $1.3M interest as of Aug 6; recognized $23.8M benefit in Q2. - Full-year revenue outlook maintained at $1.43B-$1.47B; net income guidance raised to $71M-$80M. - No long-term debt; cash $226M; 109 showrooms; 4 showroom projects completed in Q2. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1875444/000187544426000028/0001875444-26-000028-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1875444/000187544426000028/arhs-20260806.htm HTML page: https://secwatch.observer/filing/0001875444-26-000028 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer