Arhaus, Inc. ARHS

Competitive advantage analysis · consumer-cyclical

Corporate Default
Overall moat score
58/100
Moderate

About Arhaus, Inc.

Arhaus, Inc. operates as a premium retailer in the home furnishings market in the United States. The company offers bedroom, dining room, and living room, as well as home office furnishings, including sofas, dining tables and chairs, accent chairs, console and coffee tables, beds, headboards, dressers, desks, bookcases, modular storage, and other items; and outdoor products, such as outdoor dining … Full ARHS analysis →

Competitive advantage assessment

Key strengths

  • Strong Interest Coverage & Conservative Leverage Debt serviceability is strong (score 0.73), with robust interest coverage.
  • Consistent Cash Generation Cash generation is strong and consistent (score 0.70).

Key risks

  • Revenue Volatility Signals Weak Stickiness Revenue volatility is high (stability score 0.23), suggesting weak customer stickiness.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Moderate
53

Where ARHS ranks in Consumer Cyclical: Retail (Discretionary)

Arhaus, Inc. ranks #60 of 168 scored companies in Consumer Cyclical: Retail (Discretionary) by moat score — the top 36%. The widest moat in the group is Deckers Outdoor Corporation (DECK) at 84/100.

Moat scores for companies ranked near ARHS in Consumer Cyclical: Retail (Discretionary)
# Company Moat score Rating
56 Carter's, Inc. CRI 59/100 Moderate
57 Kohl's Corporation KSS 58/100 Moderate
58 Shoe Carnival, Inc. SCVL 58/100 Moderate
59 BrilliA Inc - Class A BRIA 58/100 Moderate
60 Arhaus, Inc. ARHS 58/100 Moderate
61 Murphy USA Inc. MUSA 57/100 Moderate
62 Guess?, Inc. GES 57/100 Moderate
63 HOMESTOLIFE LTD HTLM 56/100 Moderate
64 Macy's Inc M 55/100 Moderate

See every General Corporate company ranked by moat score →

How ARHS scores on the Corporate Default defenses

Pricing Power

Score 53 · 20% of the moat score

Pricing power is the ability to raise prices without losing volume.

Cost Advantage

Score 65 · 15% of the moat score

A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.

Customer Stickiness

Score 52 · 15% of the moat score

Stickiness is what makes revenue repeat without being re-won every year.

Capital Efficiency

Score 58 · 18% of the moat score

Capital efficiency asks what the company earns on the money tied up in the business.

Resilience

Score 63 · 17% of the moat score

Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.

Scale & Market Position

Score 57 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding ARHS's moat

What is Arhaus, Inc.'s moat score?

Arhaus, Inc. (ARHS) scores 58 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #60 of 168 scored companies in Consumer Cyclical: Retail (Discretionary), the top 36%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 167 companies in Consumer Cyclical: Retail (Discretionary). Its strongest defense is Cost Advantage (65/100) and its weakest is Customer Stickiness (52/100).

How does Arhaus, Inc. compare with other Consumer Cyclical: Retail (Discretionary) companies?

Arhaus, Inc. ranks #60 of 168 scored companies in Consumer Cyclical: Retail (Discretionary) by moat score. The widest moat in Consumer Cyclical: Retail (Discretionary) is Deckers Outdoor Corporation (DECK) at 84/100. The companies ranked closest are BrilliA Inc - Class A (BRIA) at 58 just above it and Murphy USA Inc. (MUSA) at 57 just below it.

How is the moat score calculated?

Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 167 companies in Consumer Cyclical: Retail (Discretionary). The defenses are then weighted to produce the overall score out of 100.

Why is Arhaus, Inc. scored with the Corporate Default template?

Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.

Which competitive defenses are measured for Arhaus, Inc.?

The Corporate Default template measures 6 defenses, and ARHS scores: Pricing Power (53), Cost Advantage (65), Customer Stickiness (52), Capital Efficiency (58), Resilience (63), Scale & Market Position (57). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.

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