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Side-by-side financial comparison of Arhaus, Inc. (ARHS) and B&G Foods, Inc. (BGS). Click either name above to swap in a different company.
B&G Foods, Inc. is the larger business by last-quarter revenue ($439.3M vs $364.8M, roughly 1.2× Arhaus, Inc.). Arhaus, Inc. runs the higher net margin — 4.1% vs -4.4%, a 8.5% gap on every dollar of revenue. On growth, Arhaus, Inc. posted the faster year-over-year revenue change (5.1% vs -4.7%). Arhaus, Inc. produced more free cash flow last quarter ($-8.8M vs $-70.7M). Over the past eight quarters, Arhaus, Inc.'s revenue compounded faster (11.2% CAGR vs -12.8%).
Arhaus, Inc.ARHSEarnings & Financial Report
Arhaus, Inc. is an upscale American home furnishings company headquartered in Boston Heights, Ohio. Founded in 1986 with a focus on sustainability and artisanship in product quality, Arhaus provides a diversified assortment of specialty goods and services addressing omnichannel direct-to-consumer and business-to-business residential and commercial operations.
B&G Foods, Inc. is an American branded foods holding company based in Parsippany, New Jersey. The company was formed in 1996 to acquire Bloch & Guggenheimer, a Manhattan-based producer of pickles, relish and condiments which had been founded in 1889.
ARHS vs BGS — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $364.8M | $439.3M |
| Net Profit | $15.1M | $-19.1M |
| Gross Margin | 38.1% | 22.5% |
| Operating Margin | 5.6% | 2.5% |
| Net Margin | 4.1% | -4.4% |
| Revenue YoY | 5.1% | -4.7% |
| Net Profit YoY | -29.1% | -356.5% |
| EPS (diluted) | $0.11 | $-0.24 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $364.8M | — | ||
| Q3 25 | $344.6M | $439.3M | ||
| Q2 25 | $358.4M | $424.4M | ||
| Q1 25 | $311.4M | $425.4M | ||
| Q4 24 | $347.0M | $551.6M | ||
| Q3 24 | $319.1M | $461.1M | ||
| Q2 24 | $309.8M | $444.6M | ||
| Q1 24 | $295.2M | $475.2M |
| Q4 25 | $15.1M | — | ||
| Q3 25 | $12.2M | $-19.1M | ||
| Q2 25 | $35.1M | $-9.8M | ||
| Q1 25 | $4.9M | $835.0K | ||
| Q4 24 | $21.3M | $-222.4M | ||
| Q3 24 | $9.9M | $7.5M | ||
| Q2 24 | $22.2M | $3.9M | ||
| Q1 24 | $15.1M | $-40.2M |
| Q4 25 | 38.1% | — | ||
| Q3 25 | 38.7% | 22.5% | ||
| Q2 25 | 41.4% | 20.5% | ||
| Q1 25 | 37.1% | 21.2% | ||
| Q4 24 | 40.0% | 21.5% | ||
| Q3 24 | 38.6% | 22.2% | ||
| Q2 24 | 40.1% | 20.7% | ||
| Q1 24 | 39.0% | 22.9% |
| Q4 25 | 5.6% | — | ||
| Q3 25 | 4.8% | 2.5% | ||
| Q2 25 | 13.0% | 5.2% | ||
| Q1 25 | 1.7% | 8.4% | ||
| Q4 24 | 8.2% | -46.6% | ||
| Q3 24 | 3.3% | 11.1% | ||
| Q2 24 | 9.5% | 9.9% | ||
| Q1 24 | 6.2% | -3.3% |
| Q4 25 | 4.1% | — | ||
| Q3 25 | 3.5% | -4.4% | ||
| Q2 25 | 9.8% | -2.3% | ||
| Q1 25 | 1.6% | 0.2% | ||
| Q4 24 | 6.1% | -40.3% | ||
| Q3 24 | 3.1% | 1.6% | ||
| Q2 24 | 7.2% | 0.9% | ||
| Q1 24 | 5.1% | -8.5% |
| Q4 25 | $0.11 | — | ||
| Q3 25 | $0.09 | $-0.24 | ||
| Q2 25 | $0.25 | $-0.12 | ||
| Q1 25 | $0.03 | $0.01 | ||
| Q4 24 | $0.15 | $-2.81 | ||
| Q3 24 | $0.07 | $0.09 | ||
| Q2 24 | $0.16 | $0.05 | ||
| Q1 24 | $0.11 | $-0.51 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $253.4M | $60.9M |
| Total DebtLower is stronger | — | $2.0B |
| Stockholders' EquityBook value | $418.2M | $470.7M |
| Total Assets | $1.4B | $2.9B |
| Debt / EquityLower = less leverage | — | 4.30× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $253.4M | — | ||
| Q3 25 | $262.2M | $60.9M | ||
| Q2 25 | $234.8M | $54.1M | ||
| Q1 25 | $214.4M | $61.2M | ||
| Q4 24 | $197.5M | $50.6M | ||
| Q3 24 | $177.7M | $54.7M | ||
| Q2 24 | $174.2M | $40.3M | ||
| Q1 24 | $233.2M | $42.5M |
| Q4 25 | — | — | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | — | $2.0B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | — | $2.0B | ||
| Q1 24 | — | $2.0B |
| Q4 25 | $418.2M | — | ||
| Q3 25 | $400.4M | $470.7M | ||
| Q2 25 | $385.6M | $501.4M | ||
| Q1 25 | $348.8M | $513.1M | ||
| Q4 24 | $343.7M | $524.8M | ||
| Q3 24 | $320.6M | $755.3M | ||
| Q2 24 | $309.3M | $765.0M | ||
| Q1 24 | $285.6M | $781.2M |
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | $2.9B | ||
| Q2 25 | $1.3B | $2.9B | ||
| Q1 25 | $1.3B | $3.0B | ||
| Q4 24 | $1.2B | $3.0B | ||
| Q3 24 | $1.2B | $3.4B | ||
| Q2 24 | $1.2B | $3.4B | ||
| Q1 24 | $1.2B | $3.4B |
| Q4 25 | — | — | ||
| Q3 25 | — | 4.30× | ||
| Q2 25 | — | 3.97× | ||
| Q1 25 | — | 3.91× | ||
| Q4 24 | — | 3.85× | ||
| Q3 24 | — | 2.75× | ||
| Q2 24 | — | 2.67× | ||
| Q1 24 | — | 2.61× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $9.3M | $-64.6M |
| Free Cash FlowOCF − Capex | $-8.8M | $-70.7M |
| FCF MarginFCF / Revenue | -2.4% | -16.1% |
| Capex IntensityCapex / Revenue | 5.0% | 1.4% |
| Cash ConversionOCF / Net Profit | 0.62× | — |
| TTM Free Cash FlowTrailing 4 quarters | $59.0M | $54.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $9.3M | — | ||
| Q3 25 | $46.1M | $-64.6M | ||
| Q2 25 | $34.9M | $17.8M | ||
| Q1 25 | $46.5M | $52.7M | ||
| Q4 24 | $31.7M | $80.3M | ||
| Q3 24 | $31.1M | $4.2M | ||
| Q2 24 | $47.5M | $11.3M | ||
| Q1 24 | $36.8M | $35.1M |
| Q4 25 | $-8.8M | — | ||
| Q3 25 | $28.0M | $-70.7M | ||
| Q2 25 | $20.9M | $11.5M | ||
| Q1 25 | $18.9M | $42.4M | ||
| Q4 24 | $13.0M | $71.7M | ||
| Q3 24 | $4.6M | $-679.0K | ||
| Q2 24 | $11.3M | $5.2M | ||
| Q1 24 | $10.9M | $27.5M |
| Q4 25 | -2.4% | — | ||
| Q3 25 | 8.1% | -16.1% | ||
| Q2 25 | 5.8% | 2.7% | ||
| Q1 25 | 6.1% | 10.0% | ||
| Q4 24 | 3.7% | 13.0% | ||
| Q3 24 | 1.4% | -0.1% | ||
| Q2 24 | 3.6% | 1.2% | ||
| Q1 24 | 3.7% | 5.8% |
| Q4 25 | 5.0% | — | ||
| Q3 25 | 5.3% | 1.4% | ||
| Q2 25 | 3.9% | 1.5% | ||
| Q1 25 | 8.9% | 2.4% | ||
| Q4 24 | 5.4% | 1.6% | ||
| Q3 24 | 8.3% | 1.0% | ||
| Q2 24 | 11.7% | 1.4% | ||
| Q1 24 | 8.8% | 1.6% |
| Q4 25 | 0.62× | — | ||
| Q3 25 | 3.77× | — | ||
| Q2 25 | 1.00× | — | ||
| Q1 25 | 9.53× | 63.17× | ||
| Q4 24 | 1.49× | — | ||
| Q3 24 | 3.14× | 0.56× | ||
| Q2 24 | 2.14× | 2.87× | ||
| Q1 24 | 2.44× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ARHS
| Sales Channel Retail | $305.7M | 84% |
| Sales Channel E Commerce | $59.2M | 16% |
BGS
| Specialty Segment | $150.5M | 34% |
| Meals Segment | $110.0M | 25% |
| Spices And Flavor Solutions Segment | $101.4M | 23% |
| Frozen And Vegetables Segment | $77.4M | 18% |
