ARHS- RW MCP Promo Analysis
Data through: July 5
Promotional Outlier: Worse
Slightly worse / more promotional than PY. Cadence and reach were essentially flat (14 sends both years, projected volume −7%), but Arhaus leaned harder on deep liquidation: steep-discount sends rose to 4 from 1 and the peak advertised offer ticked up to 70% from 65%, driven by repeated “up to 60% off clearance” and “up to 70% off floor samples” blasts plus a 30%-off $2,000+ threshold. Last year’s period led with a cleaner 30%-off-category “Fourth of July Sale” and just one clearance blast. The mitigant is that the deep marks are confined to clearance and floor samples (aged inventory) rather than full-price collections, so this reads as modest margin pressure / inventory-clearing rather than broad discounting — but directionally it’s a step weaker than the prior year
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