Earnings summaries and quarterly performance for Lovesac.
Executive leadership at Lovesac.
Board of directors at Lovesac.
Research analysts who have asked questions during Lovesac earnings calls.
Maria Ripps
Morgan Stanley
6 questions for LOVE
Also covers: BARK, DSP, DV +13 more
Michael Baker
D.A. Davidson & Co.
4 questions for LOVE
Also covers: AAP, AMRK, AZO +17 more
Alex Fuhrman
Craig-Hallum Capital Group LLC
3 questions for LOVE
Also covers: APYX, ATER, BNED +21 more
Andrew Chasanoff
Oppenheimer & Co. Inc.
3 questions for LOVE
Eric Des Lauriers
Craig-Hallum Capital Group LLC
3 questions for LOVE
Also covers: AGFY, COCO, CURLF +17 more
Matthew Koranda
Roth Capital Partners, LLC
3 questions for LOVE
Also covers: AOUT, BYRN, CDRE +11 more
Matt Koranda
ROTH Capital Partners
3 questions for LOVE
Also covers: AOUT, BYRN, CDRE +13 more
Thomas Forte
D.A. Davidson & Co.
3 questions for LOVE
Also covers: AENT, AMRK, BIRD +9 more
Brian Nagel
Oppenheimer & Co. Inc.
2 questions for LOVE
Also covers: ASO, AZO, BBY +17 more
Thomas Ferris Forte
Maxim Group LLC
2 questions for LOVE
Tom Forte
Maxim Group
1 question for LOVE
Also covers: AENT, BYON, JAKK +4 more
William Dawson
Oppenheimer & Co. Inc.
1 question for LOVE
Also covers: GRWG
Recent press releases and 8-K filings for LOVE.
Lovesac Discusses Sourcing Strategy, Product Innovation, and Financial Outlook
LOVE
Guidance Update
New Projects/Investments
Demand Weakening
- Lovesac is actively mitigating tariff impacts by shifting the majority of its product sourcing from China (expecting to be out by the end of 2025) to Vietnam, Malaysia, and Indonesia. The company is also onshoring a portion of its sectional production to the United States starting next year, which involves a product redesign for automation and enhanced customer benefits.
- The company has implemented a four-point action plan to address tariffs, including contributions from core vendors, mobilizing production to lower tariff countries, strategic price increases, and cost control.
- Lovesac is expanding its product offerings beyond sectionals and Sacs with new product platforms like "Snug" (chairs, love seats, and couches), and plans to enter two more rooms over the coming years, leveraging its "design-for-life" philosophy.
- The EBITDA forecast for the year is $42 million to $55 million, impacted by tariffs and competitive promotional intensity. Tariffs alone were estimated to be in the high single-digit millions of dollars for the current year, and potentially in the low $30 million range annually before new upholstered furniture tariffs.
- Lovesac maintains its long-term guidance for double-digit sales growth and 25%+ EPS growth, which is contingent on a flat category performance in the furniture market. The current environment is characterized by down mid-single-digit spending and increased promotional activity.
Oct 8, 2025, 7:30 PM
Lovesac Reports Q2 2026 Results and Updates Fiscal 2026 Guidance
LOVE
Earnings
Guidance Update
Product Launch
- Lovesac reported Q2 Fiscal 2026 net sales of $160.5 million, a 2.5% year-over-year increase, with omnichannel comparable net sales up 0.9%. Gross margin was 56.4%, down from 59.0% in the prior year.
- For Fiscal 2026, the company tightened its net sales guidance to $710 million to $740 million and adjusted its adjusted EBITDA forecast to $42 million to $55 million, with diluted EPS expected between $0.52 and $1.05.
- The new product line, Snug by Lovesac (formerly EverCouch), was formally launched with a marketing campaign in Q3 2026, expanding its showroom presence to 100 locations by the end of Q2.
- Lovesac successfully completed its Best Buy partnership exit on September 2 and is implementing a four-point plan to mitigate tariff pressures, expecting gross margin benefits from Q4 onwards.
Sep 11, 2025, 12:30 PM
Lovesac Reports Q2 2026 Results and Updates Fiscal 2026 Guidance
LOVE
Earnings
Guidance Update
Product Launch
- Lovesac reported Q2 2026 net sales of $160.5 million, a 2.5% year-over-year increase, with omnichannel comparable net sales increasing 0.9%.
- Gross margin for Q2 2026 decreased 260 basis points to 56.4% compared to the prior year, primarily due to increases in transportation costs and higher promotional discounting. The company successfully completed its exit from the Best Buy partnership on September 2nd, ahead of plan and under budget.
- The company officially launched its new Snugg by Lovesac product line (formerly EverCouch), expanding its availability to 100 physical locations and initiating a formal marketing campaign.
- For Fiscal Year 2026, Lovesac tightened its net sales guidance to a range of $710 million - $740 million and adjusted its Adjusted EBITDA guidance to $42 million - $55 million.
- For Q3 2026, net sales are estimated to be between $151 million - $161 million, with an expected Adjusted EBITDA loss ranging from $1 million to $7 million, primarily impacted by increased tariffs and competitive discounting pressures.
Sep 11, 2025, 12:30 PM
Lovesac Reports Q2 2026 Results and Updates Fiscal 2026 Guidance
LOVE
Earnings
Guidance Update
Product Launch
- Lovesac reported Q2 Fiscal 2026 net sales of $160.5 million, a 2.5% increase year-over-year, with omnichannel comparable net sales increasing 0.9%. The company achieved an adjusted EBITDA of $0.8 million and a net loss of $6.7 million, or negative $0.45 per common share.
- The company launched its new "Snug by Lovesac" product line, which was soft-launched in 27 showrooms and online in Q2, and expanded to 100 locations by the end of Q2, with a formal marketing campaign beginning earlier this week.
- Lovesac successfully completed its exit from the Best Buy partnership on September 2, ahead of schedule and under budget.
- For the full year Fiscal 2026, Lovesac tightened its net sales guidance to $710 million to $740 million (representing 4% to 9% growth) and expects adjusted EBITDA between $42 million and $55 million.
- Gross margin decreased 260 basis points to 56.4% in Q2 Fiscal 2026, primarily due to increased transportation costs and higher promotional discounting. The company expects full-year gross margins of 57% to 58% and is implementing measures to return to the high 50s, near 60% level over time.
Sep 11, 2025, 12:30 PM
Quarterly earnings call transcripts for Lovesac.
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