Slide 1: Investor Presentation: Long-Term Strategy and Q2 2026 Results
INVESTOR PRESENTATION Long-Term Strategy and Q2 2026 Results August 6, 2026
Slide 2: Disclaimers
DISCLAIMERS As of June 30, 2026 Forward-Looking Statements Certain statements contained herein are not based on historical fact and are “forward-looking statements” within the meaning of applicable securities laws. Forward-looking statements can generally be identified by the use of forward-looking
Slide 3: Section I: Company Overview
SECTION I: COMPANY OVERVIEW KIPTON SOFA 3 3
Slide 4: Our Mission
OUR MISSION We were founded in 1986 on a simple idea: Furniture and décor should be responsibly sourced, lovingly made, and built to last for generations. Photo: John Reed with some of our Italian vendor artisans, whom we have had relationships with for over 20 years. 4 4
Slide 5: Arhaus at a Glance
ARHAUS AT A GLANCE Financial & operating metrics as of December 31, 2025, unless otherwise noted. $1.38B 100+ Showrooms2 NET REVENUE1 (FY 2025) IN U.S., ACROSS 31 STATES ~3x since 2019 Opportunity to 2x footprint3 $253M +53% CASH & CASH EQUIVALENTS SHOWROOM GROWTH SINCE 20194 Zero Long-Term Debt | Y
Slide 6: A Proven Model, Executed with Discipline
A PROVEN MODEL, EXECUTED WITH DISCIPLINE Long-term value creation driven by scale, profitability, and capital discipline. EXECUTING WITH DISCIPLINE PROOF OUR MODEL IS WORKING Strong balance sheet and liquidity Financial & operating metrics as of December 31, 2025, unless otherwise noted. Zero long-t
Slide 7: Arhaus' Growth Tapestry
ARHAUS’ GROWTH TAPESTRY Our product development and omni-channel go-to-market capabilities, together with our infrastructure and significant scale, enable a compelling combination of design, quality, and value that we believe provides an unmatched experience. INTEGRATED OMNI-CHANNEL MODEL Woven thro
Slide 8: The Arhaus Integrated Client Journey
SHOWROOMS INTERIOR DESIGNERS THE ARHAUS INTEGRATED CLIENT JOURNEY: Omni-channel model An integrated omni-channel model connecting every client touchpoint to deliver E-COMMERCE TRADE PROGRAM a personalized, client-first experience from discovery through delivery. 8 CATALOG & MARKETING DIGITAL TOOLS
Slide 9: Section II: Premium, Artisan-Crafted Product
SECTION II: PREMIUM, ARTISAN-CRAFTED PRODUCT AMELIA DINING TABLE 9
Slide 10: The Arhaus Difference
THE ARHAUS DIFFERENCE What sets Arhaus apart across product, experience, and long-term value creation. Heirloom Quality, Artisan Craftsmanship Handcrafted using natural materials and time-honored techniques. Globally Curated, Exclusive Designs Developed with our global artisans and vendors. Custom U
Slide 11: What We Sell: Core Categories
WHAT WE SELL: Core categories that drive the business 11
Slide 12: Vertically Integrated, Globally Diversified Sourcing Model
VERTICALLY INTEGRATED, GLOBALLY DIVERSIFIED SOURCING MODEL 1 Arhaus travels the globe, seeking passionate artisans who use time-honored techniques and imaginative new ways to create one-of-a-kind works of art. EUROPE U.S. AND NORTH CAROLINA Including premium furniture and décor sourced through Europ
Slide 13: Responsible Sourcing
RESPONSIBLE SOURCING 1 Our long-standing commitment to heirloom quality and focus on responsibly sourced materials aligns with client preference for durability over disposability. Material Selection Preference towards sustainably harvested and reclaimed natural materials sourced through long- standi
Slide 14: Furnishing a Better World
FURNISHING A BETTER WORLD We are focused on doing what’s right—for the environment, for our communities near and far, and for each other1. Protecting the Rainforest Arhaus’ work with The Nature Conservancy and its Indonesian affiliate, YKAN, includes helping to preserve hundreds of acres of rainfore
Slide 15: Section III: Immersive Showrooms
SECTION III: IMMERSIVE SHOWROOMS BOZEMAN SHOW ROOM 15
Slide 16: Where We Are: Showrooms that Inspire
BOZEMAN, MONTANA NAPLES, FLORIDA FAIRFAX, VIRGINIA WHERE WE ARE: Showrooms that inspire PASADENA, CALIFORNIA BURLINGAME, CALIFORNIA 16
Slide 17: Proximity to a Showroom Is a Proven Growth Driver
PROXIMITY TO A SHOWROOM IS A PROVEN GROWTH DRIVER Showrooms serve as the physical hub of our omni-channel model, driving awareness, engagement, and conversion across digital and design channels. Builds brand awareness Drives client acquisition & engagement Supports revenue growth1 Of total sales in
Slide 18: Current U.S. Footprint with Significant Runway for Disciplined Growth
CURRENT U.S. FOOTPRINT WITH SIGNIFICANT RUNWAY FOR DISCIPLINED GROWTH 1 Showroom metrics as of December 31, 2025, unless otherwise noted. ARHAUS’ SHOWROOM FOOTPRINT As of December 31, 2025 LONG-TERM U.S. SHOWROOM OPPORTUNITY6 Based on current analysis of market demographics, client demand, and opera
Slide 19: Disciplined Showroom Growth with Attractive Unit Economics
DISCIPLINED SHOWROOM GROWTH WITH ATTRACTIVE UNIT ECONOMICS Targeted maturity assumptions and data as of December 31, 2025, unless otherwise noted. ILLUSTRATIVE FOUR-WALL ECONOMICS TRADITIONAL SHOWROOM TARGETED SHOWROOM MATURITY PROFILE TRADITIONAL SHOWROOMS & DESIGN STUDIOS > $10M Traditional Showro
Slide 20: Our Disciplined Real Estate Strategy
OUR DISCIPLINED REAL ESTATE STRATEGY Managing total showroom projects annually across new openings, relocations, renovations, and expansions. New Showrooms – Whitespace Expansion Targeted expansion into high-quality, high-traffic markets guided by a disciplined, data-driven market selection model. R
Slide 21: Executing Across Our Full Showroom Portfolio
EXECUTING ACROSS OUR FULL SHOWROOM PORTFOLIO: A balanced annual real estate program including new openings, relocations, renovations, and expansions. PASADENA WEXFORD NAPLES PALM DESERT CALIFORNIA PENNSYLVANIA FLORIDA CALIFORNIA NEW SHOWROOM RELOCATION RENOVATION EXPANSION 21 21 As of December 31, 2
Slide 22: Section IV: Brand Awareness & Client Engagement
SECTION IV: BRAND AWARENESS & CLIENT ENGAGEMENT SAVANNAH CHAIR 22
Slide 23: Brand Awareness & Market Share Opportunity
SHARE OF U.S. PREMIUM HOME FURNITURE MARKET1 Metrics as of December 31, 2025, unless otherwise noted. BRAND AWARENESS <2% SHARE IN A $100B PREMIUM MARKET2 & MARKET SHARE OPPORTUNITY Competitor A3 <4% SHARE3 In a highly fragmented premium market, we believe brand awareness is our largest opportunity.
Slide 24: Three Drivers of Client Demand
THREE DRIVERS OF CLIENT DEMAND 1 Purchases are primarily driven by ongoing investment in the home. LIGHT REFRESHES2 HOME RENOVATIONS2 HOME TURNOVER2 Smaller updates to existing spaces Larger, multi-room or whole-home projects Purchases linked to buying and selling homes • Replacing individual furnit
Slide 25: Our Customer Demand Channels Supported by Growth Tapestry
OUR 3 CUSTOMER DEMAND CHANNELS ARE SUPPORTED BY ARHAUS’ GROWTH TAPESTRY 1 Our customer mix includes our core customer, customers that work with our Arhaus interior designers, and Trade. WE WIN ACROSS CHANNELS 2 Attribute Arhaus Value TRADE Premium Quality High-Growth Professional Partners with Plann
Slide 26: Core Customer
CORE CUSTOMER 1 : ~35-64 A high-quality client base anchored CORE PURCHASING AGE DEMOGRAPHIC in affluence and long-term home investment ~50% Affluent homeowners making considered, long-term investments OF SALES COME FROM REPEAT CUSTOMERS2 in quality furniture aligned with their style and lifestyle.
Slide 27: Arhaus' Interior Design Program
ARHAUS’ INTERIOR DESIGN PROGRAM: #1 DRIVER 4x AOV OF PREMIUM DEMAND FOR INTERIOR A high-impact, scalable growth lever 1 AND LIFETIME VALUE2 DESIGN-SUPPORTED ORDERS3 40% REPEAT RECORD As Arhaus’ interior design program expands, there is an APPROXIMATELY 40% OF CLIENTS TOTAL WRITTEN SALES FROM opportu
Slide 28: Trade
~$27 BILLION ~4.2% 5-YR CAGR TRADE U.S. INTERIOR DESIGN REVENUE GROWTH OF THE U.S. INTERIOR SERVICES MARKET1 A significant market opportunity DESIGN SERVICES MARKET 2020-20251 ~185,000 DESIGNERS 63% of REVENUE The U.S. has ~185,000 interior designers1, operating across a IN THE U.S. INFLUENCING PREM
Slide 29: Why Trade Designers Consistently Partner with Arhaus
WHY TRADE • One-Stop Solution for Whole-Home Projects DESIGNERS CONSISTENTLY • White-Glove, VIP Service Model PARTNER WITH ARHAUS • Simplified Logistics, Storage, and Delivery • Premium, Artisan-Crafted Assortment Designers rely on Arhaus as a trusted execution partner for • Customization and Design
Slide 30: Section V: Investments in Scalable Infrastructure to Support Growth
SECTION V: INVESTMENTS IN SCALABLE INFRASTRUCTURE TO SUPPORT GROWTH KIPTON SECTIONAL 30
Slide 31: Investments in Technology + Distribution
INVESTMENTS IN TECHNOLOGY + DISTRIBUTION 1 Management's current estimates of expected enterprise transformation cash outflows as of August 6, 2026. Digital Transformation Roadmap 2Q 2026 4Q 2026 1Q 2027 2028 2030 TMS LIVE MODERN POS ERP + OMS SPEND MODERATES 50 BPS2 Transportation Management System
Slide 32: Strategic Investments Enhance Client Experience, Empower Teams, Drive Investor Value
Enhance the Client Experience Across the Arhaus Journey Delivering a more seamless, reliable, and elevated experience from discovery through delivery. STRATEGIC INVESTMENTS ENHANCE THE CLIENT EXPERIENCE, EMPOWER Strengthen the Company OUR TEAMS, AND DRIVE and Empower Our Teams INVESTOR VALUE 1 Impro
Slide 33: Section VI: Quarterly Performance Update
SECTION VI: QUARTERLY PERFORMANCE UPDATE CHELSEA W ASHSTAND 33
Slide 34: Q2 2026 Highlights
Q2 2026 HIGHLIGHTS The second quarter reflected a meaningful acceleration in demand, with Comparable Written Sales increasing 12.5% and record Net Revenue. While some demand shifted from the first quarter as temporary disruptions eased, performance was supported by broad-based strength across the as
Slide 35: Outlook | Full-Year and Q3 2026
OUTLOOK | FULL-YEAR AND Q3 2026 As of August 6, 2026 IEEPA TARIFF RECOVERY Discrete, one-time benefit — allocation reflected in updated 2026 FULL-YEAR 2026 Q3 2026 guidance Net revenue $1.43 to $1.47 billion $355 to $375 million Net revenue growth 3.7% to 6.6% 3.0% to 8.8% 1 Reinvested in growth ~$7
Slide 36: Total Showroom Project Pipeline
TOTAL SHOWROOM PROJECT PIPELINE Full Year 2026; As of August 6, 2026 PROJECT TYPE DEFINITION # OF PROJECTS New Openings New Showroom openings 4 to 6 Relocation, renovations, and Relocations, Renovations, expansions of existing 6 to 8 or Expansions Showrooms Inclusive of New Openings, 1 Total Showroo
Slide 37: IEEPA Recovery: Reported vs. Normalized
IEEPA Recovery: Reported vs. Normalized Second Quarter 2026 | $37.8 million of previously paid IEEPA tariffs recovered as of August 6, 2026 TARIFF REFUNDS 2Q26 RESULTS, REPORTED AND NORMALIZED $37.8M $ in millions 2Q26 Less: Discrete 2Q26 Normalized Change vs Total refunds requested at 6/30/26 Repor
Slide 38: Appendix
APPENDIX THE ARHAUS UPHOLSTERY TEAM IN CONOVER, NORTH CAROLINA 38
Slide 39: Definitions: Understanding Our Comparable Sales Metrics
DEFINITIONS: UNDERSTANDING OUR COMPARABLE SALES METRICS Arhaus reports two comparable sales metrics to reflect the timing difference between client orders and GAAP revenue recognition COMPARABLE WRITTEN SALES 1 WRITTEN SALES CONVERSION TO KEY PERFORMANCE INDICATOR DELIVERED REVENUE • Key performance
Slide 40: References
REFERENCES SLIDE 5: ARHAUS AT A GLANCE Figures as of December 31, 2025, unless otherwise noted. 1 Net revenue reflects U.S. GAAP net revenue for fiscal year 2025. “~3x since 2019” compares fiscal year 2025 net revenue to fiscal year 2019 net revenue. 2 Showroom count includes Traditional Showrooms,
Slide 41: References
REFERENCES SLIDE 14: FURNISHING A BETTER WORLD 1 Descriptions of environmental initiatives, charitable partnerships, and sourcing commitments reflect the Company’s programs as of fiscal year 2025 and may evolve over time. SLIDE 17: PROXIMITY TO A SHOWROOM IS A PROVEN GROWTH DRIVER Figures as of Dece
Slide 42: References
REFERENCES SLIDE 24: THREE DRIVERS OF CLIENT DEMAND Figures as of December 31, 2025, unless otherwise noted. These categories are illustrative and reflect management’s current assessment of demand drivers. Actual purchasing behavior may vary by geography, client segment, and macroeconomic conditions
Slide 43: References
REFERENCES SLIDE 32: STRATEGIC INVESTMENTS ENHANCE THE CLIENT EXPERIENCE, EMPOWER OUR TEAMS, AND DRIVE INVESTOR VALUE 1 Statements regarding scalability, efficiency, net income growth, earnings durability, margin structure, capital efficiency, and long-term growth in value constitute forward-looking
Slide 44: Definitions
DEFINITIONS In addition to U.S. GAAP results, this document contains references to the non-GAAP financial measures below. We use these non-GAAP measures to help assess the performance of our business, identify trends affecting our business, formulate business plans and make strategic decisions. In a
Slide 45: Non-GAAP Reconciliations
NON-GAAP RECONCILIATIONS Year Ended December 31, 2025 2024 $ Thousands Net and comprehensive income $ 67,256 $ 68,550 Interest income, net (3,032) (3,163) Income tax expense 24,723 22,372 Depreciation and amortization 46,793 39,086 EBITDA 135,740 126,845 Equity based compensation 9,182 7,640 (1) Oth
Slide 46: Non-GAAP Reconciliations
NON-GAAP RECONCILIATIONS Year Ended December 31, 2025 2024 $ Thousands Net cash provided by operating activities $ 136,848 $ 147,109 Net cash used in investing activities (77,816) (99,534) Free cash flow $ 59,032 $ 47,575 46
Slide 47: Non-GAAP Reconciliations
NON-GAAP RECONCILIATIONS Three Months Ended June 30, 2026 2025 $ Thousands Gross Margin, as presented $ 172,073 $ 148,227 Less: Discrete IEEPA Tariff (15,509) - Normalized Gross Margin $ 156,564 $ 148,227 47
Slide 48: Non-GAAP Reconciliations
NON-GAAP RECONCILIATIONS Three Months Ended June 30, 2026 2025 $ Thousands Net and comprehensive income $ 39,646 $ 35,066 Interest income, net (1,064) (744) Income tax expense 15,729 12,593 Depreciation and amortization 12,744 11,597 EBITDA 67,055 58,512 Equity based compensation 3,413 1,795 Adjuste
Slide 49: Arhaus
ARHAUS