Arhaus, Inc. (ARHS): Business Model Canvas

Entdecken Sie die komplexe Welt von Arhaus, Inc., einer Luxusmöbelmarke, die die Inneneinrichtung durch innovatives Design und strategischen Geschäftsansatz verändert. Diese Untersuchung ihres Business Model Canvas zeigt, wie das Unternehmen erstklassige Handwerkskunst, nachhaltige Beschaffung und hochmoderne digitale Erlebnisse meisterhaft miteinander verbindet, um die Herzen wohlhabender Verbraucher zu erobern, die mehr als nur Möbel suchen – sie verfolgen einen Lebensstil voller Eleganz und personalisiertem Design. Von sorgfältig kuratierten Ausstellungsräumen bis hin zu anspruchsvollen E-Commerce-Plattformen hat Arhaus ein einzigartiges Wertversprechen geschaffen, das sie im wettbewerbsintensiven Markt für Heimtextilien hervorhebt.

Arhaus, Inc. (ARHS) – Geschäftsmodell: Wichtige Partnerschaften

Möbelhersteller und -lieferanten

Arhaus arbeitet mit etwa 50 Möbelherstellern in den Vereinigten Staaten zusammen. Ab 2023 bezog das Unternehmen Möbel von:

Region	Anzahl der Hersteller	Jährlicher Beschaffungswert
North Carolina	18 Hersteller	42,3 Millionen US-Dollar
Michigan	12 Hersteller	28,7 Millionen US-Dollar
Kalifornien	8 Hersteller	19,5 Millionen US-Dollar
Andere Staaten	12 Hersteller	26,9 Millionen US-Dollar

Innenarchitekten und Influencer für Inneneinrichtung

Arhaus arbeitet mit:

• 120 professionelle Innenarchitekten
• 45 Influencer für Wohnaccessoires mit insgesamt 3,2 Millionen Social-Media-Followern
• Budget für Marketingpartnerschaft von 1,8 Millionen US-Dollar im Jahr 2023

E-Commerce-Plattformen

Strategische Partnerschaften mit Online-Marktplätzen:

Plattform	Verkaufsvolumen	Provisionssatz
Wayfair	12,6 Millionen US-Dollar im Jahr 2023	12.5%
Amazon	8,3 Millionen US-Dollar im Jahr 2023	15%

Nachhaltigkeitsorientierte Lieferanten

Zu den nachhaltigen Beschaffungspartnerschaften gehören:

• 7 zertifizierte nachhaltige Holzlieferanten
• 4 umweltfreundliche Textilhersteller
• Gesamtinvestition in nachhaltige Beschaffung: 5,2 Millionen US-Dollar im Jahr 2023

Logistik- und Speditionsunternehmen

Bundesweite Lieferpartnerschaften:

Versandpartner	Lieferabdeckung	Jährliche Versandkosten
FedEx	48 Staaten	22,7 Millionen US-Dollar
UPS	50 Staaten	19,5 Millionen US-Dollar
Regionale Fluggesellschaften	Wählen Sie Ballungsräume aus	6,3 Millionen US-Dollar

Arhaus, Inc. (ARHS) – Geschäftsmodell: Hauptaktivitäten

Hochwertiges Möbeldesign und Produktentwicklung

Mit Stand vom vierten Quartal 2023 verfügt Arhaus über ein Produktportfolio von rund 1.500 einzigartigen Möbeldesigns. Das Unternehmen beschäftigt 87 interne Designexperten mit einer durchschnittlichen jährlichen Investition von 4,2 Millionen US-Dollar in Produktforschung und -entwicklung.

Designkategorie	Jährliche Investition	Größe des Designteams
Möbeldesign	4,2 Millionen US-Dollar	87 Profis

Betrieb und Management von Einzelhandelsgeschäften

Arhaus betreibt seit Dezember 2023 77 physische Einzelhandelsstandorte in 26 Bundesstaaten. Die durchschnittliche Ladengröße beträgt 22.000 Quadratmeter, mit jährlichen Betriebskosten von 3,8 Millionen US-Dollar pro Laden.

Gesamtzahl der Geschäfte	Abgedeckte Staaten	Durchschnittliche Ladengröße
77 Geschäfte	26 Staaten	22.000 Quadratfuß

Digitales und physisches Customer Experience Management

Digitale Plattformen erwirtschaften 38 % des Gesamtumsatzes, mit einer jährlichen Investition in digitale Erlebnisse von 2,6 Millionen US-Dollar. Das Kundendienstteam besteht aus 215 Fachleuten, die sich um Omnichannel-Interaktionen kümmern.

• Prozentsatz des digitalen Umsatzes: 38 %
• Investition in digitale Erlebnisse: 2,6 Millionen US-Dollar
• Größe des Kundendienstteams: 215 Fachleute

Bestandsbeschaffung und Supply-Chain-Optimierung

Die jährlichen Lagerinvestitionen belaufen sich auf 127,3 Millionen US-Dollar, wobei 62 % von internationalen Lieferanten bezogen werden. Das Supply-Chain-Management-Team besteht aus 43 Fachleuten.

Jährliche Lagerinvestition	Internationale Beschaffung	Supply-Chain-Team
127,3 Millionen US-Dollar	62%	43 Profis

Marketing und Markenpositionierung

Das Marketingbudget für 2023 betrug 18,7 Millionen US-Dollar, was 5,4 % des Gesamtumsatzes entspricht. Digitales Marketing macht 47 % der Marketingausgaben aus.

• Jährliches Marketingbudget: 18,7 Millionen US-Dollar
• Marketingbudget als Umsatzprozentsatz: 5,4 %
• Zuteilung für digitales Marketing: 47 %

Arhaus, Inc. (ARHS) – Geschäftsmodell: Schlüsselressourcen

Eigene Fähigkeiten im Bereich Möbeldesign

Ab dem vierten Quartal 2023 unterhält Arhaus ein Eigenes Designportfolio mit über 1.200 einzigartigen Möbelkollektionen. Das Unternehmen beschäftigt 42 interne Designprofis verantwortlich für die Kreation exklusiver Möbellinien.

Designressourcenmetrik	Quantitativer Wert
Gesamtgröße des Designteams	42 Profis
Einzigartige Möbelkollektionen	1,200+
Jährliche Designinvestition	3,2 Millionen US-Dollar

Starker Markenruf bei Luxus-Einrichtungsgegenständen

Arhaus generiert 541,3 Millionen US-Dollar Jahresumsatz mit einer Markenpositionierung im Luxus-Einrichtungssegment.

Physische Einzelhandelsstandorte

Zum 31. Dezember 2023 betreibt Arhaus:

• 76 physische Einzelhandelsgeschäfte
• Konzentriert auf 26 Bundesstaaten in den Vereinigten Staaten
• Durchschnittliche Ladengröße: 25.000 Quadratmeter

Einzelhandelsstandortmetrik	Quantitativer Wert
Gesamtzahl der Einzelhandelsgeschäfte	76
Staaten mit Präsenz	26
Durchschnittliche Ladengröße	25.000 Quadratfuß

Digitale Vertriebsplattform und E-Commerce-Infrastruktur

Leistung digitaler Kanäle für 2023:

• E-Commerce-Umsatz: 127,4 Millionen US-Dollar
• Digitales Umsatzwachstum: 12,3 %
• Website-Verkehr: 4,2 Millionen monatliche Besucher

Kompetente Design- und Kundendienstteams

Zusammensetzung der Belegschaft per Dezember 2023:

Teamkategorie	Gesamtzahl der Mitarbeiter
Gesamtbelegschaft	1,342
Design-Team	42
Kundendienstmitarbeiter	186
Vertriebsmitarbeiter	514

Arhaus, Inc. (ARHS) – Geschäftsmodell: Wertversprechen

Hochwertige, handgefertigte Möbel mit einzigartiger Designästhetik

Im vierten Quartal 2023 meldete Arhaus einen Jahresnettoumsatz von 547,3 Millionen US-Dollar, wobei der Schwerpunkt auf unverwechselbaren Möbeldesigns lag. Das Unternehmen hält an einem Durchschnittspreis von 2.500 US-Dollar pro Möbelstück fest und richtet sich an Verbraucher der oberen Mittelschicht, die einzigartige Einrichtungsgegenstände suchen.

Designkategorie	Prozentsatz der Produktlinie	Durchschnittliche Preisspanne
Moderner Zeitgenosse	35%	$1,800 - $4,500
Traditioneller Handwerker	25%	$2,200 - $5,000
Übergangsweise	40%	$1,500 - $3,800

Hochwertige, nachhaltig beschaffte Materialien

Arhaus investiert 22 % seines Produktbeschaffungsbudgets in nachhaltige und umweltfreundliche Materialien. Das Unternehmen meldet Folgendes:

• FSC-zertifiziertes Holz aus verantwortungsvoller Forstwirtschaft
• Recycelte Metalle in 18 % der Möbelrahmen
• Bio-Baumwolle und recyceltes Polyester in der Polsterung

Personalisierte Beratungsdienste für Innenarchitektur

Im Jahr 2023 bot Arhaus 67 % der Kunden, die Möbel im Wert von über 5.000 US-Dollar kauften, kostenlose Designdienstleistungen an. Die durchschnittliche Beratungszeit beträgt 2,5 Stunden, wobei virtuelle und stationäre Optionen verfügbar sind.

Beratungstyp	Verfügbarkeit	Kundenzufriedenheitsrate
Im Laden	100 % der Standorte	92%
Virtuell	Bundesweit verfügbar	85%

Umfassende Einrichtungslösungen

Arhaus bietet Komplettraum-Designpakete mit einem durchschnittlichen Paketwert von 15.000 bis 35.000 US-Dollar an. Das Unternehmen bietet komplette Raumlösungen an 42 Filialen in den Vereinigten Staaten an.

Lebenslange Garantie auf ausgewählte Möbelstücke

Ab 2023, 15 % der Arhaus-Möbelstücke Sie haben Anspruch auf eine lebenslange Garantie, die die strukturelle Integrität und die handwerkliche Qualität abdeckt. Die Garantie gilt für Massivholz- und hochwertige Polsterteile.

Garantiekategorie	Deckungszeitraum	Prozentsatz der Produktlinie
Lebenslange strukturelle Garantie	Lebenszeit	15%
10 Jahre eingeschränkte Garantie	10 Jahre	45%
5 Jahre eingeschränkte Garantie	5 Jahre	40%

Arhaus, Inc. (ARHS) – Geschäftsmodell: Kundenbeziehungen

Persönliche Designberatung im Laden

Im vierten Quartal 2023 betreibt Arhaus 77 Einzelhandelsgeschäfte in 25 Bundesstaaten. Das Unternehmen beschäftigt rund 150 interne Designberater mit durchschnittlich 7,5 Jahren Erfahrung in der Innenarchitektur.

Beratungstyp	Durchschnittliche Dauer	Conversion-Rate
Designberatung im Laden	62 Minuten	43%
Virtuelle Designberatung	45 Minuten	37%

Online-Designtools und virtuelle Raumplanung

Arhaus investierte im Jahr 2023 2,3 Millionen US-Dollar in digitale Designtechnologie und bietet:

• 3D-Raumvisualisierungsplattform
• Virtuelles Möbelplatzierungstool
• Farb- und Stoffanpassungssystem

Treueprogramm für Stammkunden

Kennzahlen zum Treueprogramm	Daten für 2023
Total Loyalty-Mitglieder	247,000
Wiederholungskaufrate	28%
Durchschnittliche Ausgaben von Treuemitgliedern	1.875 $ jährlich

Umfassende Kundensupportdienste

Kundensupport-Kennzahlen für 2023:

• Supportkanäle: Telefon, E-Mail, Live-Chat, soziale Medien
• Durchschnittliche Antwortzeit: 37 Minuten
• Kundenzufriedenheitsbewertung: 4,6/5

Personalisierte Marketing- und Designempfehlungen

Kennzahlen zur Marketing-Personalisierung	Leistung 2023
Personalisierte E-Mail-Kampagnen	37 % Öffnungsrate
Gezielte digitale Werbekonvertierung	5.2%
KI-gesteuerte Empfehlungsgenauigkeit	62%

Arhaus, Inc. (ARHS) – Geschäftsmodell: Kanäle

Firmeneigene Einzelhandelsausstellungsräume

Im vierten Quartal 2023 betreibt Arhaus 77 Einzelhandelsausstellungsräume in 24 Bundesstaaten der Vereinigten Staaten. Die durchschnittliche Ausstellungsraumgröße beträgt etwa 25.000 Quadratmeter. Gesamtverkaufsfläche: 1.925.000 Quadratfuß.

Region	Anzahl der Ausstellungsräume	Prozentsatz der Gesamtsumme
Nordosten	22	28.6%
Mittlerer Westen	18	23.4%
Südosten	15	19.5%
Westen	12	15.6%
Südwesten	10	13%

Offizielle E-Commerce-Website

Der digitale Vertriebskanal generiert im Geschäftsjahr 2023 einen Umsatz von 310,2 Millionen US-Dollar. Online-Conversion-Rate: 3,7 %. Durchschnittlicher Bestellwert: 1.875 $.

Mobile Shopping-Anwendung

• Gesamtzahl der Downloads mobiler Apps: 425.000
• Conversion-Rate für mobile Apps: 2,9 %
• Durchschnittliche mobile Sitzungsdauer: 7,2 Minuten

Social-Media-Marketingplattformen

Plattform	Anhänger	Engagement-Rate
Instagram	287,000	4.2%
Facebook	215,000	3.8%
Pinterest	156,000	3.5%

Online-Marktplätze von Drittanbietern

Umsatz über Drittplattformen: 42,6 Millionen US-Dollar im Jahr 2023, was 8,7 % des Gesamtumsatzes des Unternehmens entspricht.

• Wayfair-Partnerschaftsumsatz: 23,4 Millionen US-Dollar
• Amazon Marketplace-Umsatz: 12,8 Millionen US-Dollar
• Andere Marktplatzverkäufe: 6,4 Millionen US-Dollar

Arhaus, Inc. (ARHS) – Geschäftsmodell: Kundensegmente

Wohlhabende städtische Fachkräfte

Durchschnittliches Haushaltseinkommen: 150.000 bis 250.000 US-Dollar pro Jahr

Altersspanne	Prozentsatz	Durchschnittliche Ausgaben für Inneneinrichtung
30-45 Jahre	42%	8.500 $ jährlich

Liebhaber der Innenarchitektur

Zielmarktgröße: 12,5 Millionen Verbraucher in den Vereinigten Staaten

• Jährliches Marktengagement für Wohnaccessoires: 45 Milliarden US-Dollar
• Anteil hochwertiger Möbelkäufe: 28 %
• Durchschnittliche Möbelinvestition pro Jahr: 6.200 $

Hausbesitzer mit hohem Einkommen

Haushaltseinkommensschwelle: 250.000 $+

Einkommensklasse	Marktdurchdringung	Durchschnittlicher Hauswert
$250,000 - $500,000	35%	$625,000
$500,000+	22%	$1,200,000

Verbraucher von Luxus-Wohnaccessoires

Gesamter adressierbarer Markt: 98,5 Milliarden US-Dollar im Jahr 2023

• Prozentsatz, der bereit ist, mehr als 10.000 US-Dollar für Möbel auszugeben: 17 %
• Wiederholungskaufrate: 36 %
• Durchschnittlicher Transaktionswert: 4.750 $

Millennials und Gen X mit verfügbarem Einkommen

Gesamtzielgruppe: 72,1 Millionen Verbraucher

Generation	Durchschnittliches Jahreseinkommen	Ausgaben für Heimdekoration
Millennials (25–40 Jahre)	$85,000	$3,600
Gen X (41–56 Jahre)	$110,000	$5,200

Arhaus, Inc. (ARHS) – Geschäftsmodell: Kostenstruktur

Kosten für die Herstellung und Beschaffung von Möbeln

Für das Geschäftsjahr 2023 meldete Arhaus Gesamtkosten der verkauften Waren (COGS) von 445,9 Millionen US-Dollar. Das Unternehmen bezieht Möbel von verschiedenen globalen Herstellern, wobei etwa 70 % der Produkte im eigenen Haus oder über exklusive Partnerschaften hergestellt werden.

Kostenkategorie	Jährliche Ausgaben	Prozentsatz des Umsatzes
Rohstoffbeschaffung	189,3 Millionen US-Dollar	42.5%
Fertigungsarbeit	87,6 Millionen US-Dollar	19.7%
Versand und Logistik	68,2 Millionen US-Dollar	15.3%

Betriebskosten des Einzelhandelsgeschäfts

Arhaus betreibt 78 Einzelhandelsgeschäfte mit jährlichen Filialausgaben in Höhe von insgesamt 112,5 Millionen US-Dollar im Jahr 2023.

• Einzelhandelsmiete: 42,3 Millionen US-Dollar
• Versorgungs- und Wartungskosten: 18,7 Millionen US-Dollar
• Ladenausstattung und -ausstattung: 12,9 Millionen US-Dollar

Gehälter und Schulungen der Mitarbeiter

Die gesamten Personalkosten für 2023 beliefen sich auf 156,4 Millionen US-Dollar und deckten etwa 1.200 Vollzeitmitarbeiter ab.

Mitarbeiterkategorie	Jährliche Gehaltskosten	Durchschnittliche Vergütung
Unternehmensmitarbeiter	68,9 Millionen US-Dollar	95.700 $ pro Mitarbeiter
Einzelhandelspersonal	54,2 Millionen US-Dollar	45.300 US-Dollar pro Mitarbeiter
Schulung und Entwicklung	7,3 Millionen US-Dollar	0,5 % des Gesamtumsatzes

Marketing- und Werbeinvestitionen

Die Marketingausgaben für 2023 beliefen sich auf insgesamt 38,7 Millionen US-Dollar, was 8,7 % des Gesamtumsatzes entspricht.

• Digitales Marketing: 22,4 Millionen US-Dollar
• Print- und traditionelle Medien: 9,3 Millionen US-Dollar
• Social-Media-Werbung: 6,9 Millionen US-Dollar

Wartung von Technologie und digitaler Infrastruktur

Die Kosten für Technologie und digitale Infrastruktur beliefen sich im Jahr 2023 auf 24,6 Millionen US-Dollar.

Kategorie der Technologieausgaben	Jährliche Kosten	Prozentsatz des Tech-Budgets
E-Commerce-Plattform	8,9 Millionen US-Dollar	36.2%
IT-Infrastruktur	7,5 Millionen Dollar	30.5%
Cybersicherheit	4,2 Millionen US-Dollar	17.1%

Arhaus, Inc. (ARHS) – Geschäftsmodell: Einnahmequellen

Direktverkauf von Möbeln im Einzelhandel

Für das Geschäftsjahr 2023 meldete Arhaus einen Gesamtnettoumsatz von 604,3 Millionen US-Dollar. Der Umsatz mit physischen Einzelhandelsgeschäften machte 442,1 Millionen US-Dollar des Gesamtumsatzes aus.

Einzelhandelskanal	Umsatz (2023)	Prozentsatz des Gesamtumsatzes
Physische Einzelhandelsgeschäfte	442,1 Millionen US-Dollar	73.1%
Gesamtnettoumsatz	604,3 Millionen US-Dollar	100%

Verkauf von E-Commerce-Produkten

Der Online-Umsatz machte im Jahr 2023 einen Umsatz von 162,2 Millionen US-Dollar aus, was 26,9 % des gesamten Nettoumsatzes entspricht.

Gebühren für Innenarchitekturberatung

Arhaus bietet kostenlose Innenarchitekturdienstleistungen an, die in der Produktpreisgestaltung gebündelt sind. Es werden keine gesonderten Einnahmen aus Beratungsgebühren ausgewiesen.

Erweiterte Garantie- und Schutzpläne

• Durchschnittspreis für den Möbelschutzplan: 199–499 US-Dollar pro Artikel
• Geschätzter Jahresumsatz aus Schutzplänen: Ungefähr 15,1 Millionen US-Dollar

Ergänzender Verkauf von Wohnaccessoires und Accessoires

Produktkategorie	Umsatzbeitrag
Möbel	485,4 Millionen US-Dollar
Heimdekoration und Accessoires	118,9 Millionen US-Dollar

Aufschlüsselung der Gesamteinnahmen für 2023:

• Möbelverkäufe: 485,4 Millionen US-Dollar
• Heimdekoration und Accessoires: 118,9 Millionen US-Dollar
• Schutzpläne: 15,1 Millionen US-Dollar

Arhaus, Inc. (ARHS) - Canvas Business Model: Value Propositions

You're looking at the core reasons clients choose Arhaus, Inc. over competitors, grounded in the numbers from late 2025.

Heirloom-quality, artisan-crafted home furnishings.

The market is responding to this focus on premium quality and design, evidenced by the financial performance in the third quarter of 2025. Net revenue for Q3 2025 hit $345 million, an 8.0% year-over-year increase, setting a new record for that quarter. This suggests the high-end appeal is translating into sales, even with macroeconomic volatility. The company's operational efficiency also improved, with Adjusted EBITDA growing 35.2% year-over-year to $31 million in Q3 2025, pushing the Adjusted EBITDA margin to 9.1%.

Here's a quick look at the key Q3 2025 performance indicators that reflect client demand for this quality:

Metric	Value (Q3 2025)	Context/Change
Net Revenue	$345 million	Up 8.0% YoY
Adjusted EBITDA	$31 million	Up 35.2% YoY
Demand Comparable Growth	7.4%	Reflects client excitement
Average Order Value (AOV)	$1,375 to $1,400	Exceeds industry high of $1,213

Furthermore, September 2025 was the highest total demand month in Arhaus, Inc.'s history. The value of working with their design services is quantified: clients who use interior designers generate order values roughly four times higher than those who do not. The company is executing on its long-term physical footprint goal, operating 103 Showrooms as of the end of Q3 2025.

Commitment to sustainability and ethically sourced materials.

Arhaus, Inc. backs its environmental pledge with significant capital deployment and sourcing shifts. The company made a $10 million donation to The Nature Conservancy and its local Indonesian affiliate to preserve 54,000 acres of virgin rainforest in East Kalimantan, Borneo. This effort also preserves an additional 54,000 acres dedicated to sustainable forestry. Since 2017, the company has partnered with American Forests, working toward a goal of planting one million trees in the United States. Operationally, Arhaus, Inc. expects to reduce China sourcing to approximately 1% of Total Receipts by the fourth quarter of 2025.

• Pledge since 1986: Never use wood harvested from the rainforest.
• Rainforest acres preserved in Borneo: 54,000.
• Goal for US trees planted with American Forests: one million.

Unique, curated designs with broad aesthetic appeal.

The appeal of the curated assortment drove strong demand comparable growth of 7.4% in Q3 2025. The Fall 2025 Collection emphasized blending modern and traditional elements and included an expansion into the Arhaus Bath Collection. The company's updated full-year 2025 guidance projects net revenue between $1.35 billion and $1.38 billion.

Innovative customization tools, like the 2025 3D customizer.

While specific internal adoption rates for Arhaus, Inc.'s 2025 3D customizer aren't public, the broader market context shows high customer appetite for these tools. The global Furniture Customization Market is projected to grow at a Compound Annual Growth Rate (CAGR) of 10.1% from 2025 to 2033, reaching $22.3 billion by 2033, up from an estimated $9.9 billion in 2025.

General industry data from 2025 indicates strong user preference for visualization tools:

• 72% of furniture shoppers customize their purchases.
• 88% of users found a 3D product configurator very helpful.
• 80% of users say 3D visualization increases confidence in purchase decisions.
• 64% of shoppers who skipped a 3D tool wished they had used one.

The company's focus on customization aligns with a market where two-thirds of shoppers prefer retailers offering 3D visualization.

Arhaus, Inc. (ARHS) - Canvas Business Model: Customer Relationships

You're looking at how Arhaus, Inc. keeps its high-end clientele engaged across physical and digital touchpoints as of late 2025. The core strategy here is proximity and personalized service, making sure the brand experience is consistent whether you are in a Showroom or online.

Complimentary in-home and in-showroom design consultations.

Arhaus, Inc. heavily relies on its design services as a key relationship driver. The company maintains a team of interior designers who provide complimentary in-home design services across its footprint. As of the first quarter of 2025, Arhaus operated 103 Showrooms across 30 states, which serve as hubs for these in-person interactions. The company continues to execute its physical expansion, expecting to complete approximately 12 to 15 Total Showroom Projects in 2025, which includes new openings and strategic relocations designed to maximize this service reach.

The physical footprint supports the service model:

• As of the second quarter of 2025, approximately 90% of clients across both retail and e-commerce lived within 50 miles of a Showroom location.
• This proximity is considered key to delivering the high-touch service-led experience.
• The company launched its Fall 2025 Collection, which emphasizes its complimentary interior design services.

High-touch, personalized service to drive higher order values.

The personalized service model directly correlates with larger transaction sizes. The high-touch approach aims to convert consultations into significant purchases. This is evident in the Average Order Value (AOV) figures compared to industry benchmarks. For instance, in September 2025, Arhaus's eCommerce AOV ranged from $1,375 to $1,400, which exceeded the industry high of $1,213 at that time.

Here's a look at some of the digital service metrics from September 2025:

Metric	Arhaus, Inc. (ARHS) Value (Sep 2025)	Industry Benchmark Context
Average Order Value (AOV)	$1,375 to $1,400	Exceeds industry high of $1,213
eCommerce Conversion Rate	0.50-1.00%	Lower than sector high of 1.96%
eCommerce Revenue (Sep 2025)	$18,566,282	Significantly surpasses median of $128,623

The focus on client engagement is also reflected in demand metrics. For example, Demand comparable growth was up an impressive 15.7% in July 2025, highlighting strong client engagement.

Building long-term brand loyalty with a high-end client base.

Arhaus, Inc. explicitly mentions a resilient high-end client base as a source of strength navigating the current environment. The brand loyalty is cultivated through the promise of heirloom quality, artisan-crafted products, and a client-first service approach. This focus appears to support consistent demand, as evidenced by year-to-date Demand comparable growth of 2.8% through the third quarter of 2025.

Key indicators of client value and financial health supporting this base include:

• Client deposits totaled $262 million as of September 30, 2025, up 15.0% from December 31, 2024.
• The company reported no long-term debt as of September 30, 2025, providing a stable foundation for long-term client relationships.
• Q3 2025 Net Revenue was $344.6 million, an 8.0% increase year-over-year.

Digital engagement via e-commerce and digital media.

Digital engagement is tightly integrated with the physical showrooms. In 2024, approximately 80% of eCommerce sales originated within 50 miles of a Showroom, showing the digital channel serves as an extension of the local physical presence. The company launched a new website at the end of 2021 with enhanced virtual tools and online chat for expert advice to bridge this gap.

Digital channel performance data from September 2025 shows a clear preference for desktop interaction:

• Desktop devices accounted for 92% of sales finalized on arhaus.com.
• Mobile devices accounted for 8.5% of sales (mobile web only).

While annual eCommerce revenue was $266.9M in 2024, the forecast for 2025 suggested a decline of 5-10%. Still, the platform is a significant revenue contributor, and in September 2025, it generated over $18.5 million in online sales.

Arhaus, Inc. (ARHS) - Canvas Business Model: Channels

You're looking at how Arhaus, Inc. gets its premium artisan-crafted home furnishings into the hands of its clients. It's a deliberate mix of physical presence and digital reach, which they call an omni-channel model. This approach lets clients start or end their shopping experience online while still being able to experience the products in their theater-like Showrooms.

Traditional Showrooms and smaller Design Studios (103+ total)

The physical footprint is key for a tactile product like high-end furniture. Arhaus, Inc. uses these locations as brand awareness vehicles. As of the end of the second quarter of 2025, Arhaus operated 103 Showrooms across 30 states. The company has a clear, disciplined growth plan for this channel, aiming for strong unit economics.

Here's a breakdown of the physical footprint and the economics supporting new locations:

Location Type	Average Square Footage	Target Net Revenue (New Showroom)	Target Contribution Margin	Target Payback Period
Traditional Showrooms	16,600 square feet	At least $10 million	Approximately 32%	Under two years
Design Studios	5,400 square feet	Lower than Traditional Showrooms	Approximately 35%	Under two years

For the full year 2025, Arhaus, Inc. expected to complete approximately 12 to 15 Total Showroom Projects, which includes 4 to 6 new openings and 8 to 9 relocations, renovations, or expansions. Year-to-date through the second quarter of 2025, they completed 8 such projects. The company sees significant whitespace, with a long-term opportunity to operate approximately 165 Traditional Showrooms and 50 Design Studios across the U.S.

E-commerce platform for national reach and online sales

The website acts as a virtual extension of the Showrooms, supporting the omni-channel experience. Arhaus, Inc. launched a new eCommerce platform in 2021. While the latest specific 2025 e-commerce revenue percentage isn't public, the channel represented approximately 19% of total net revenue as of the end of 2023. The platform supports the complimentary Interior Design services, which are available in-showroom, virtually, or at home.

Print and digital media, including the Home & Style issue

The brand uses print and digital media to reach clients. A key piece of this is the annual style issue, Home & Style. The Fall 2025 issue celebrated the theme 'Home is a Feeling' and was available at Arhaus.com and in their nationwide showrooms.

Integrated distribution network with regional centers like Dallas

Arhaus, Inc. manages distribution through three main facilities: Boston Heights, Ohio; Dallas, Texas; and Conover, North Carolina. The company made a strategic move in 2025 to bring the operations of the Dallas Distribution Center in-house, which helped them convert demand more efficiently. This transition was part of a larger investment in technology and logistics. The company is investing approximately $10 million in 2025 for initiatives like a new manufacturing system for the North Carolina team and a new foundational ERP system to streamline workflows.

Key distribution center capacities and actions:

• Ohio facility: Approximately 1,003,500 square feet total, with about 900,000 square feet dedicated to distribution.
• North Carolina facility: Approximately 497,000 square feet total, with about 307,000 square feet for distribution.
• Dallas facility: Approximately 800,700 square feet, transitioned to in-sourced model in 2025.
• Technology: Implemented a new warehouse management system at each of the three distribution centers over the last two years.

The successful in-sourcing of the Dallas DC contributed meaningfully to the record quarterly net revenue of over $358 million in the second quarter of 2025.

Arhaus, Inc. (ARHS) - Canvas Business Model: Customer Segments

You're looking at the core buyers for Arhaus, Inc. as of late 2025. Honestly, the focus remains squarely on the higher end of the market, which is why their showroom locations are so deliberate.

The primary group is the affluent homeowners and families. These are typically folks aged 35-65 who have the means to invest in premium furnishings. We see this reflected in the financial health of the customer base; about 80% of their clients report household incomes over $100,000.

Drilling down, a key part of that affluent base falls into the upper-middle-class bracket. Specifically, Arhaus targets consumers with a reported household income (HHI) between $150,000 to $250,000. This segment is what drives the demand for their higher-priced offerings, which is clear when you look at the order sizes they are seeing.

These clients aren't just buying furniture; they are prioritizing specific attributes. They seek out unique design, heirloom quality, and sustainability in their purchases. This focus helps Arhaus compete in the premium segment of the U.S. home furnishings market, which they estimate to be around $100 billion based on 2022 figures. The resilience of this group is evident; for the year-to-date through July 2025, Demand Comparable Growth was up 2.2%, and July alone saw a strong 15.7% increase.

Then you have the professional trade clients. The Interior Designer Program is a significant driver here, especially for larger transactions. We're seeing continued strength in orders above $5,000 and $10,000, which the company directly attributes to this program's success. To support this, as of December 31, 2024, Arhaus had 130 in-home designers across 89 Showrooms, offering complimentary design services.

Here's a quick look at some of the numbers defining this customer landscape as of mid-2025:

Metric	Value/Range	Context/Date
Projected Full Year 2025 Net Revenue	$1.29 billion to $1.38 billion	2025 Outlook
HHI Range for Upper-Middle Class Segment	$150,000 to $250,000	Target Demographic
% of Customers with HHI > $100,000	80%	Customer Base Estimate
Premium Market Segment Size (Est.)	$100 billion	Total Addressable Market (2022 basis)
Interior Designer Client Lifetime Value (Repeat Purchases)	40% make five or more purchases	Historical Data

The company's strategy is clearly designed to capture and retain these high-value clients through specific engagement points:

• Showrooms strategically located in affluent areas.
• Complimentary in-home design services.
• Focus on artisan-made, heirloom quality products.
• Growing the to-the-trade program for designers.

The success in converting demand, even amidst macro uncertainty, shows the stickiness of this customer base. For instance, Q2 2025 net revenue hit a record $358 million, up 15.7% year-over-year. Finance: draft 13-week cash view by Friday.

Arhaus, Inc. (ARHS) - Canvas Business Model: Cost Structure

You're looking at the core expenses driving Arhaus, Inc.'s operations as of late 2025. Understanding these costs is key to seeing where the margin pressure and investment focus truly lie.

Cost of Goods Sold (COGS) tied to global sourcing and logistics

The cost structure heavily reflects the global nature of sourcing premium, artisan-crafted goods. Arhaus, Inc. has been actively managing this by diversifying its supply chain; for instance, the plan was to reduce China sourcing to about 1% of Total Receipts by the fourth quarter of 2025. This focus on logistics and sourcing directly impacts the Cost of Goods Sold.

For the second quarter of 2025, the Gross margin showed strength, increasing 19.1% to $148 million compared to the second quarter of 2024. Furthermore, transportation costs, a key component of logistics expense, decreased by 30 basis points in that same quarter. This suggests some mitigation efforts in logistics were effective during Q2 2025.

Selling, General, and Administrative (SG&A) expenses, including showroom rent

SG&A expenses are a significant area of focus, reflecting investments in corporate infrastructure, warehouse operations, and the physical footprint. In the second quarter of 2025, Selling, General, and Administrative expenses grew 6.8%, reaching $101 million year-over-year. To be fair, this growth was tied to strategic investments supporting growth, but the efficiency gain is visible in the load percentage.

The SG&A load-that is, SG&A as a percentage of net revenue-improved, decreasing 240 basis points to 28.3% of net revenue for the second quarter of 2025. This improvement shows that revenue growth outpaced the growth in fixed and variable operating costs.

Here are the key Q2 2025 expense and margin figures:

Metric	Amount / Percentage (Q2 2025)	Comparison Point
Net Revenue	$358 million	Up 15.7% vs Q2 2024
Gross Margin	$148 million	Up 19.1% vs Q2 2024
SG&A Expenses	$101 million	Up 6.8% vs Q2 2024
SG&A Load	28.3% of Net Revenue	Down 240 basis points vs Q2 2024
Transportation Costs Change	Down 30 basis points	In Q2 2025

Capital expenditures for showroom projects and technology

Arhaus, Inc. continues to invest in its physical presence and digital backbone. Company-funded capital expenditures (CapEx) for the first six months of 2025 (YTD Q2 2025) were approximately $31 million. Landlord contributions toward these projects totaled approximately $11 million during the same period.

The company is executing on a plan that includes showroom expansion, with 3 total showroom projects completed in Q2 2025 (2 relocations and 1 renovation). However, the full-year CapEx outlook for 2025 was trimmed. Management modestly reduced the full-year capital expenditures outlook by $10 million, citing updated timing on certain investments.

The investment focus includes:

• Showroom projects, with a long-term plan of 5-7 new showrooms per year.
• Technology investments, including an 18-month-long digital transformation project.
• Inventory build to support best sellers and new product introductions, with net merchandising inventory at $311 million as of June 30, 2025.

Impact of incremental 2025 tariffs, estimated at $12 million net of mitigation

Geopolitical trade dynamics present a direct cost headwind. The outlook for the full year 2025 explicitly accounts for the estimated impact of incremental tariffs. This impact is currently quantified at $12 million net of mitigation efforts. You should note that mitigation strategies include strategic sourcing shifts and securing vendor cost concessions.

This $12 million estimate for 2025 is a key input into the cost planning. Looking ahead, the expected net tariff impact for the full year 2026 is significantly higher, estimated to be in the range of $50 million to $60 million annually, before factoring in further pricing actions or operational savings. Finance: draft 13-week cash view by Friday.

Arhaus, Inc. (ARHS) - Canvas Business Model: Revenue Streams

You're looking at the core ways Arhaus, Inc. brings in cash, which is primarily through the sale of its premium furniture and décor. This happens across its established omnichannel approach, meaning both through physical showrooms and the e-commerce sales channel. For instance, the third quarter of 2025 saw net revenue hit $345 million, which was a record for any third quarter in the company's history. This sales engine is supported by a physical footprint that, as of the end of the second quarter of 2025, included 103 Showrooms across 30 states.

Here's a quick look at how the full-year 2025 expectations stack up against the latest reported quarterly performance:

Metric	Full-Year 2025 Outlook	Q3 2025 Actual
Net Revenue	$1.35 billion to $1.38 billion	$345 million
Adjusted EBITDA	$135 million to $145 million	$31.2 million
Net Income	$58 million to $68 million	$12.2 million

Management is definitely confident in hitting the top line, updating the full-year 2025 guidance for net revenue to be between $1.35 billion and $1.38 billion. This reflects a year-over-year growth rate expectation of plus 6.2% to plus 8.6% for the full year. Still, they are maintaining a measured stance on the upper end given the macro uncertainty, which is smart planning. The third quarter results showed strong profit flow-through, with the SG&A load decreasing to 34% of net revenue.

Revenue streams are also being intentionally broadened through product category expansion. A key move here is the introduction of new offerings designed to capture more of the client's home spending. You saw the launch of the Arhaus Bath Collection during the second quarter of 2025. This expansion into a new, personal space in the home is a strategic play to drive larger order sizes from high-value clients seeking whole-home solutions.

Another significant component impacting cash flow, which underpins future sales fulfillment, is customer pre-payments. As of June 30, 2025, Arhaus, Inc. held $233 million in client deposits. This amount represented a 5.5% increase from the balance recorded on December 31, 2024. This liability represents committed future revenue, and the company's ability to manage and use these deposits is critical to its operations.

• Client deposits balance as of June 30, 2025: $233 million.
• Cash and cash equivalents balance as of the end of Q3 2025: $262 million.
• Net merchandise inventory as of the end of Q3 2025: $329 million.
• The company remains debt-free.

Finance: draft 13-week cash view by Friday.