Arhaus, Inc. reported its financial results for the nine and three months ended September 30, 2024, revealing a decline in revenue and profitability compared to the same periods in 2023. For the nine months ended September 30, 2024, net revenue was $924.1 million, a decrease of $19.6 million or 2.1% from $943.7 million in the prior year. The three-month revenue also fell to $319.1 million, down 2.2% from $326.2 million in the same quarter of 2023.

The company's income from operations for the nine months ended September 30, 2024, was $58.4 million, significantly lower than $123.3 million in the same period of 2023. Similarly, income before taxes decreased to $61.4 million from $125.8 million year-over-year. Net and comprehensive income for the nine months was $47.3 million, down from $94.0 million in 2023, with net income per share dropping to $0.34 from $0.67.

Gross margin for the nine months ended September 30, 2024, was $362.5 million, reflecting a decrease of 9.2% from $399.2 million in the previous year. The gross margin percentage also declined to 39.2% from 42.3%, attributed to higher showroom costs, a decrease in product margin rates, and increased delivery and transportation costs. Selling, general, and administrative (SG&A) expenses rose to $304.1 million, a 10.2% increase from $275.9 million in 2023, leading to SG&A as a percentage of net revenue increasing to 32.9% from 29.2%.

Cash and cash equivalents decreased to $177.7 million as of September 30, 2024, from $223.1 million at the end of 2023. The company declared a special cash dividend of $0.50 per share, totaling $70.1 million during the nine months ended September 30, 2024. Additionally, net cash provided by operating activities was $115.4 million, down from $147.9 million in the same period of 2023.

Arhaus expanded its showroom presence, operating 101 showrooms as of September 30, 2024, up from 92 at the end of 2023. The company continues to invest in its infrastructure, with capital expenditures for the nine months reaching $61.3 million, compared to $46.5 million in the prior year.

The company also reported material weaknesses in its internal controls over financial reporting, prompting a remediation plan to enhance its accounting practices and controls. Management is actively addressing these issues to improve compliance and operational efficiency.

About Arhaus, Inc.

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