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    Andrew Chasanoff • Oppenheimer & Co. Inc.

    Andrew Chasanoff is a Director in Equity Research covering the Consumer Retail sector at Oppenheimer & Co. Inc., where he provides research and analysis on companies such as Life Time Group Holdings. As a lead analyst and team member, he supports coverage of prominent retail names, working alongside senior analysts since joining Oppenheimer. Chasanoff has served in equity research roles of increasing responsibility, having previously held associate positions within the firm. He holds relevant financial industry credentials and focuses his expertise on the U.S. consumer and retail landscape.

    Andrew Chasanoff's questions to Lovesac Co (LOVE) leadership

    Andrew Chasanoff's questions to Lovesac Co (LOVE) leadership • Q3 2025

    Question

    Andrew Chasanoff asked about consumer behavior in the post-election period, how to reconcile positive product launch news with softer Q4 guidance, and for consumer reactions to other recent product launches.

    Answer

    CEO Shawn Nelson described the post-election consumer environment as a 'mixed bag' with continued caution, noting market share gains are occurring because Lovesac is outperforming a challenged category. CFO Keith Siegner added that financing program usage was down nearly 500 bps, potentially impacting conversion. President & COO Mary Fox and CEO Shawn Nelson highlighted positive consumer reactions to the 'any table,' the viral 'PillowSac Accent Chair,' and the new 'charge side,' noting a roughly 50/50 adoption split between new and existing customers for most new products.

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