Lovesac Company (LOVE)
NASDAQ (NMS) NASDAQ (NMS) Primary 
Lovesac: Demand Is Getting Crushed, And Margins Are Waning
The Lovesac Company faces persistent demand weakness, repeated guidance cuts, and a 50% YTD share price decline, reinforcing my sell rating. LOVE's margins are eroding amid flat sales, heavy promotional activity, tariff pressures, and rising SG&A from showroom expansion. Despite trading at ~4x FY25 adjusted EBITDA, LOVE is a value trap due to unreliable growth, negative YTD EBITDA, and thin cash reserves.
The Lovesac Company (LOVE) Q3 2026 Earnings Call Transcript
The Lovesac Company (LOVE) Q3 2026 Earnings Call Transcript
Lovesac (LOVE) Reports Q3 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for Lovesac (LOVE) give a sense of how its business performed in the quarter ended October 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Lovesac (LOVE) Reports Q3 Loss, Lags Revenue Estimates
Lovesac (LOVE) came out with a quarterly loss of $0.72 per share versus the Zacks Consensus Estimate of a loss of $0.7. This compares to a loss of $0.32 per share a year ago.
Stay Ahead of the Game With Lovesac (LOVE) Q3 Earnings: Wall Street's Insights on Key Metrics
Evaluate the expected performance of Lovesac (LOVE) for the quarter ended October 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
The Lovesac Company (LOVE) Q2 2026 Earnings Call Transcript
The Lovesac Company (NASDAQ:LOVE ) Q2 2026 Earnings Call September 11, 2025 8:30 AM EDT Company Participants Caitlin Churchill - Investor Relations Executive Shawn Nelson - Founder, CEO & Director Mary Fox - President & COO Keith Siegner - Executive VP, CFO & Treasurer Conference Call Participants Maria Ripps - Canaccord Genuity Corp., Research Division Michael Baker - D.A. Davidson & Co., Research Division Eric Des Lauriers - Craig-Hallum Capital Group LLC, Research Division Thomas Forte - Maxim Group LLC, Research Division Matt Koranda - ROTH Capital Partners, LLC, Research Division Andrew Chasanoff - Oppenheimer & Co. Inc., Research Division Presentation Operator Greetings, and welcome to the Lovesac Second Quarter Fiscal 2026 Earnings Call.
Lovesac (LOVE) Reports Q2 Loss, Lags Revenue Estimates
Lovesac (LOVE) came out with a quarterly loss of $0.45 per share versus the Zacks Consensus Estimate of a loss of $0.72. This compares to a loss of $0.38 per share a year ago.
Lovesac: Comforting Comp Sales Re-Acceleration
I am upgrading Lovesac to neutral as improving comp sales and new product launches offset recent share price declines and industry headwinds. Lovesac's rich mid-50s gross margins and expansion into new product categories support its value proposition, despite macro challenges in the furniture sector. Risks include a tough housing market, tariff uncertainties, and the end of the Best Buy partnership, which could pressure showroom and internet sales.
Lovesac: A Furniture Innovator At A Compelling Entry Point
Lovesac's unique business model drives industry-leading sales per square foot. Despite near-term headwinds from tariffs and weak demand, new product launches, vendor concessions, and supply chain realignment should boost margins in the second half. With shares down nearly 80% from highs and 67% upside to my $29.14 target, I rate Lovesac a BUY for long-term investors.
Analysts Love Lovesac, But Investors Should Be Cautious
Lovesac's Q1 release highlights the primary reasons for buying it: positioning and operational quality. The company's $138.4 million in net revenue isn't industry-leading, but the 4.4% is.
The Lovesac Company (LOVE) Q1 2026 Earnings Call Transcript
The Lovesac Company (NASDAQ:LOVE ) Q1 2026 Earnings Conference Call June 12, 2025 8:30 AM ET Company Participants Caitlin Churchill - Corporate Participant Investor Relations Executive - Corporate Participant Keith Robert Siegner - Executive VP, CFO & Treasurer Mary Fox - President & COO Shawn David Nelson - Founder, CEO & Director Conference Call Participants Brian William Nagel - Oppenheimer & Co. Inc., Research Division Maria Ripps - Canaccord Genuity Corp., Research Division Matthew Butler Koranda - ROTH Capital Partners, LLC, Research Division Michael Allen Baker - D.A. Davidson & Co., Research Division Thomas Ferris Forte - Maxim Group LLC, Research Division Operator Greetings.
LOVE or SGI: Which Is the Better Value Stock Right Now?
Investors looking for stocks in the Retail - Home Furnishings sector might want to consider either Lovesac (LOVE) or Somnigroup International (SGI). But which of these two companies is the best option for those looking for undervalued stocks?
