Arhaus (ARHS) Q2 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Mon, December 15, 2025 astatine 10:21 AM CST 47 min read

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Aug. 7, 2025, 8:30 a.m. ET

• Founder, Chairman, and Chief Executive Officer — John P. Reed

• Chief Financial Officer — Michael Alan Lee

• Chief Marketing and eCommerce Officer — Jennifer E. Porter

• Senior Director, Investor Relations — Tara Louise Atwood

Tara Louise Atwood: Good morning, and convey you for joining america for the Arhaus Second Quarter 2025 Earnings Call. Joining maine connected today's telephone are John Reed, our Founder, Chairman and Chief Executive Officer; Michael Lee, our Chief Financial Officer; and Jennifer Porter, our Chief Marketing and eCommerce Officer. After our prepared remarks, we volition unfastened up the enactment for a Q&A session. [Operator Instructions] We issued our net property merchandise and 10-Q for the 4th ended June 30, 2025, earlier the marketplace opened today. Those documents are disposable connected our Investor Relations website astatine ir.arhaus.com. A replay of the telephone volition beryllium disposable connected our website wrong 24 hours.

I would similar to punctual everyone that our remarks contiguous concerning aboriginal expectations, events, objectives, strategies, trends oregon results represent forward-looking statements. Actual results oregon events whitethorn disagree materially owed to a fig of risks and uncertainties. For a summary of these hazard factors and further information, delight notation to this morning's property merchandise and the cautionary statements and hazard factors described successful our astir caller Annual Report connected Form 10-K and consequent 10-Q arsenic specified factors whitethorn beryllium updated from clip to clip successful our filings with the SEC. The forward-looking statements are made arsenic of today's day and but arsenic whitethorn beryllium required by law, the institution undertakes nary work to update oregon revise these statements.

We volition besides notation to definite non-GAAP fiscal measures, and this morning's property merchandise includes the applicable non-GAAP reconciliations. Now, I volition crook the telephone implicit to John.

John P. Reed: Good morning, everyone, and convey you for joining us. We admit your continued involvement and enactment of Arhaus. I'm excited to footwear disconnected today's telephone by welcoming our caller Chief Financial Officer, Michael Lee. Mike has deed the crushed running, bringing heavy operational and fiscal expertise that has strengthened our enactment team. I'm thrilled to person him connected board. He's playing an important relation arsenic we proceed to beforehand our semipermanent strategical priorities, which are arsenic follows: expanding marque consciousness to thrust nett revenue; increasing our Showroom footprint with discipline, enhancing the omnichannel lawsuit acquisition and investing successful scalable infrastructure to enactment semipermanent growth. Now, let's crook to our concern and operational updates.