LOVE
The Lovesac Company13.75
+0.29+2.15%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '26
Key Stats
Market Cap
200.99MP/E (TTM)
44.35Basic EPS (TTM)
0.31Dividend Yield
0%Recent Filings
10-Q
Q3 FY2026 results
Lovesac posted Q3 FY2026 net sales of $150.2M, up 0.2% y/y yet flat q/q, with showrooms surging 12.8% y/y to $102.7M while internet dipped 16.9% y/y; gross margin slipped to 56.1% from 58.5% on higher inbound transportation and tariff costs. Operating loss widened to $15.8M from $7.7M, driven by payroll and rent, with net loss at $10.6M or $(0.72) diluted EPS on 14.7M shares—anti-dilution excluded 2.0M RSUs. Cash fell to $23.7M after $34.1M operating outflow and $18.2M capex, but $36M revolver availability cushions; share repurchases totaled $6M YTD. Best Buy exit triggered $1.5M impairment. Showrooms deliver.
8-K
Q3 sales edge up 0.2%
Lovesac posted Q3 FY26 net sales of $150.2M, up 0.2% year-over-year, fueled by 17 net new showrooms despite 1.2% comp sales dip and softening internet sales. Gross margin slipped 240bps to 56.1% from tariff and freight hikes, driving net loss to $10.6M. Showrooms deliver. FY26 sales guidance holds at $685M-$705M.
8-K
Martello joins Lovesac Board
The Lovesac Company appointed Wan Ling Martello to its Board effective November 20, 2025, bringing expertise in consumer growth, digital transformation, and data-driven allocation from Nestlé CFO and Walmart roles. She'll receive $125,000 RSUs vesting over two years plus a $75,000 annual retainer. Her skills align with Lovesac's tech-driven furniture push. Board gains a growth navigator.
8-K
Lovesac Q2 sales rise 2.5%
The Lovesac Company reported Q2 fiscal 2026 net sales of $160.5 million, up 2.5% from last year, fueled by 10.4% showroom growth to $109.1 million despite a 4.1% internet sales dip. Gross margin slipped to 56.4% from higher transportation costs and promotions, yielding a $6.7 million net loss. Showrooms drive gains. Yet, cash dwindled to $34.2 million amid inventory buildup. Full-year guidance projects $710–$740 million in sales and $42–$55 million Adjusted EBITDA, navigating tariff risks.
10-Q
Q2 FY2026 results
Lovesac posted Q2 net sales of $160.5M, up 2.5% y/y but flat q/q (derived), with Sactionals driving 93% of the mix amid showroom strength offsetting softer ecommerce. Gross margin slipped to 56.4% from 59.0% y/y on higher promotions and shipping costs, while operating loss narrowed to $8.8M from $8.4M y/y as SG&A dipped 2.1% on lower fees, though a $1.5M impairment hit from exiting Best Buy shops stung. Diluted EPS of -$0.45 aligns with 14.6M shares; YTD net loss improved to $17.5M from $18.8M y/y. Cash fell to $34.2M after $29.2M operating outflow and $6.0M buybacks, but $36.0M revolver availability cushions liquidity with no debt. Showrooms expanded to 270. Yet competition squeezes pricing power.
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