As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking at home furnishing and improvement retail stocks, starting with Home Depot (NYSE: HD).

Home furnishing and improvement retailers understand that ‘home is where the heart is’ but that a home is only right when it’s in livable condition and furnished just right. These stores therefore focus on providing what is needed for both the upkeep of a house as well as what is desired for the aesthetics of a home. Decades ago, it was thought that furniture and home improvement would resist e-commerce because of the logistical challenges of shipping a sofa or lawn mower, but now you can buy both online; so just like other retailers, these stores need to adapt to new realities and consumer behaviors.

The 6 home furnishing and improvement retail stocks we track reported a mixed Q1. As a group, revenues were in line with analysts’ consensus estimates while next quarter’s revenue guidance was 2.8% below.

Luckily, home furnishing and improvement retail stocks have performed well with share prices up 10% on average since the latest earnings results.

Home Depot (NYSE: HD)

Founded and headquartered in Atlanta, Georgia, Home Depot (NYSE: HD) is a home improvement retailer that sells everything from tools to building materials to appliances.

Home Depot reported revenues of $41.77 billion, up 4.8% year on year. This print was in line with analysts’ expectations, but overall, it was a mixed quarter for the company with a narrow beat of analysts’ EPS estimates but a slight miss of analysts’ gross margin estimates.

"Our first quarter results were in line with our expectations. The underlying demand in our business was relatively similar to what we saw throughout fiscal 2025, despite greater consumer uncertainty and housing affordability pressure," said Ted Decker, chair, president and CEO.

Interestingly, the stock is up 14.6% since reporting and currently trades at $343.70.

Is now the time to buy Home Depot? Access our full analysis of the earnings results here, it’s free.

Best Q1: RH (NYSE: RH)

Formerly known as Restoration Hardware, RH (NYSE: RH) is a specialty retailer that exclusively sells its own brand of high-end furniture and home decor.

RH reported revenues of $800.3 million, down 1.7% year on year, outperforming analysts’ expectations by 1%. The business had a satisfactory quarter with an impressive beat of analysts’ EBITDA estimates but revenue guidance for next quarter missing analysts’ expectations.

RH pulled off the biggest analyst estimate beat among its peers. The market seems content with the results as the stock is up 3.9% since reporting. It currently trades at $165.54.

Is now the time to buy RH? Access our full analysis of the earnings results here, it’s free.

Slowest Q1: Floor And Decor (NYSE: FND)

Operating large, warehouse-style stores, Floor & Decor (NYSE: FND) is a specialty retailer that specializes in hard flooring surfaces for the home such as tiles, hardwood, stone, and laminates.

Floor And Decor reported revenues of $1.15 billion, flat year on year, falling short of analysts’ expectations by 2.8%. It was a softer quarter as it posted a miss of analysts’ EBITDA estimates and full-year revenue guidance missing analysts’ expectations.

Floor And Decor delivered the weakest performance against analyst estimates and weakest full-year guidance update in the group. Interestingly, the stock is up 18% since the results and currently trades at $57.14.

Read our full analysis of Floor And Decor’s results here.

Arhaus (NASDAQ: ARHS)

With an aesthetic that features natural materials such as reclaimed wood, Arhaus (NASDAQ: ARHS) is a high-end furniture retailer that sells everything from sofas to rugs to bookcases.

Arhaus reported revenues of $314.3 million, flat year on year. This number was in line with analysts’ expectations. Aside from that, it was a mixed quarter as it also recorded an impressive beat of analysts’ EBITDA estimates but EBITDA guidance for next quarter missing analysts’ expectations significantly.

Arhaus delivered the highest guidance raise and highest full-year guidance raise among its peers. The stock is up 3.6% since reporting and currently trades at $7.87.

Read our full, actionable report on Arhaus here, it’s free.

Williams-Sonoma (NYSE: WSM)

Started in 1956 as a store specializing in French cookware, Williams-Sonoma (NYSE: WSM) is a specialty retailer of higher-end kitchenware, home goods, and furniture.

Williams-Sonoma reported revenues of $1.81 billion, up 4.4% year on year. This print met analysts’ expectations. It was a satisfactory quarter as it also recorded a decent beat of analysts’ gross margin estimates.

The stock is up 23.1% since reporting and currently trades at $221.86.

Read our full, actionable report on Williams-Sonoma here, it’s free.

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