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.
MR
Maria Ripps
Morgan Stanley
6 questions for LOVE
Also covers: BARK, DSP, DV +13 more
MB
Michael Baker
D.A. Davidson & Co.
6 questions for LOVE
Also covers: AAP, AMRK, AZO +18 more
Eric Des Lauriers
Craig-Hallum Capital Group LLC
5 questions for LOVE
Also covers: AGFY, COCO, CURLF +17 more
Matt Koranda
ROTH Capital Partners
5 questions for LOVE
Also covers: AOUT, BYRN, CDRE +13 more
TF
Thomas Forte
D.A. Davidson & Co.
5 questions for LOVE
Also covers: AENT, AMRK, BIRD +9 more
BN
Brian Nagel
Oppenheimer & Co. Inc.
4 questions for LOVE
Also covers: ASO, AZO, BBY +18 more
AF
Alex Fuhrman
Craig-Hallum Capital Group LLC
3 questions for LOVE
Also covers: APYX, ATER, BNED +21 more
AC
Andrew Chasanoff
Oppenheimer & Co. Inc.
3 questions for LOVE
Matthew Koranda
Roth Capital Partners, LLC
3 questions for LOVE
Also covers: AOUT, BYRN, CDRE +11 more
Thomas Ferris Forte
Maxim Group LLC
2 questions for LOVE
Tom Forte
Maxim Group
1 question for LOVE
Also covers: AENT, BYON, GOLD +5 more
WD
William Dawson
Oppenheimer & Co. Inc.
1 question for LOVE
Also covers: GRWG
Recent press releases and 8-K filings for LOVE.
Lovesac Outlines FY 2026 Product, Manufacturing, and Growth Strategies
LOVE
Product Launch
New Projects/Investments
Guidance Update
- Lovesac plans significant product expansion in FY 2026, including the growth of its Snug platform into a full sectional offering and the launch of a new high-end sectional platform, aiming for a comprehensive small, medium, and large footprint strategy.
- The company expects to reshoring over 80% of its sectionals production from Asia to the United States by mid-year 2026, with the goal of creating a better, more efficiently made product on a margin-neutral basis and off-balance sheet.
- Lovesac aims to double and triple the company's size, targeting double-digit top-line growth with increasing profit flow-through, while prioritizing full-year profitability, cash flow generation, and maintaining a net cash balance sheet despite challenging market conditions.
- A new Chief Marketing Officer has been hired to evolve brand messaging and enhance the company's omnichannel customer acquisition strategy, leveraging digital platforms, showrooms, and partnerships.
Jan 12, 2026, 4:00 PM
Lovesac outlines 2026 product strategy, reshoring plans, and financial goals
LOVE
Product Launch
New Projects/Investments
Guidance Update
- Lovesac plans its most prolific product launch cycle ever in 2026, including expanding the Snug Sofa Collection and introducing a higher-end sectional platform.
- By mid-2026, Lovesac expects to reshore over 80% of its sectionals production from Asia to the United States, aiming for a margin-neutral basis and a better, more efficiently made product.
- The company is focused on doubling and tripling its size through profitable sales growth, targeting full-year profitability and cash flow generation for FY 2026, despite market headwinds.
- Under new CMO Heidi Cooley, Lovesac is transforming its marketing strategy to expand the brand, focusing on agentic commerce and emotional storytelling, while prioritizing "winning the living room" before expanding to new rooms in the following fiscal year.
Jan 12, 2026, 4:00 PM
Lovesac Outlines FY 2026 Product and Strategic Initiatives
LOVE
Product Launch
New Projects/Investments
Guidance Update
- Lovesac plans to launch a high-end Sactional platform and expand its Snug Sofa Collection in FY 2026, aiming for a "small, medium, large" product strategy.
- The company expects to reshore over 80% of its Sactionals production from Asia to the United States by mid-2026, with the goal of achieving margin-neutrality and delivering a better product with new features and patents. This move is supported by the automation of manufacturing for core components.
- For FY 2026, Lovesac's strategic focus is to "win the living room" and harvest its existing brand, delaying expansion into new rooms until early the following fiscal year. The company aims to double and triple in size, targeting double-digit top-line growth and maintaining full-year profitability and cash flow generation despite macro headwinds.
- Lovesac emphasizes its omnichannel approach through its digital presence, showrooms, and partnerships like Costco, and has hired Heidi Cooley as Chief Marketing Officer to evolve its brand messaging.
Jan 12, 2026, 4:00 PM
Lovesac Reports Q3 2026 Results, Updates FY2026 Outlook, and Details Strategic Shifts
LOVE
Earnings
Guidance Update
Product Launch
- Lovesac reported Q3 2026 net sales of $150.2 million, a 0.2% increase year-over-year, which was about $1 million below guidance. The company posted a net loss of $10.6 million (or -$0.72 per common share) and an Adjusted EBITDA loss of $6.0 million for the quarter.
- The gross margin decreased 240 basis points to 56.1% in Q3 2026, primarily driven by increases in tariffs and transportation costs, as well as increased promotional intensity.
- For Q4 2026, Lovesac estimates net sales of $236 million-$256 million and Adjusted EBITDA between $51 million and $56 million. The full fiscal year 2026 outlook includes net sales of $685 million-$705 million, Adjusted EBITDA between $37 million and $43 million, and net income between $2 million and $8 million.
- The company launched new products, including the PillowSac Chair Jr. and the Swept Arm option for Sactionals. Strategic initiatives include expanding delivery options with scheduled Room of Choice delivery and beta testing white-glove services, and Lovesac is on track to begin domestic production of Sactionals insert pieces next summer.
- While Q3 experienced challenging macro conditions and consumer uncertainty, leading to a 1.2% decrease in omnichannel comparable net sales, the company reported positive comparable sales quarter-to-date in Q4 due to marketing and promotional adjustments.
Dec 11, 2025, 1:30 PM
Lovesac Reports Q3 2026 Results and Updates Fiscal 2026 Outlook
LOVE
Guidance Update
Product Launch
Demand Weakening
- For the third quarter of fiscal 2026, Lovesac reported net sales of $150.2 million, which was about $1 million below guidance, and omnichannel comparable net sales decreased 1.2%. The adjusted EBITDA loss for the quarter was $6.0 million.
- The company provided an updated outlook for Fiscal Year 2026 and Q4 2026, with key estimates as follows :
| Metric | FY 2026 (Estimate) | Q4 2026 (Estimate) |
|---|---|---|
| Net Sales ($USD Millions) | $685 - $705 | $236 - $256 |
| Adjusted EBITDA ($USD Millions) | $37 - $43 | $51 - $56 |
| Gross Margins (%) | 56% - 57% | 57.5% - 58.5% |
| Net Income ($USD Millions) | $2 - $8 | $30 - $36 |
| Diluted EPS ($USD) | $0.15 - $0.49 | $1.88 - $2.22 |
- Macro conditions proved more challenging than anticipated in Q3 2026, with consumer uncertainty leading to choppiness and weakness in lower dollar volume transactions, particularly those below $6,000. This necessitated increased promotional intensity, which pressured gross margins.
- Lovesac introduced new products including the PillowSac Chair Junior and the Swept Arm option for Sactionals. The company also plans to redesign Sactionals core inserts to enable domestic manufacturing and expects to launch a new high-end sectional sofa platform mid-year.
- The company plans to slow net showroom expansion to approximately 10 net openings in fiscal 2027 to optimize its omnichannel strategy and focus on igniting the core business.
Dec 11, 2025, 1:30 PM
Lovesac Reports Q3 2026 Results, Updates Guidance, and Details Strategic Initiatives
LOVE
Earnings
Guidance Update
Product Launch
- For Q3 2026, Lovesac reported net sales of $150.2 million, a 0.2% increase year-over-year, alongside a net loss of $10.6 million (or -$0.72 per common share) and an adjusted EBITDA loss of $6.0 million. Gross margin decreased by 240 basis points to 56.1%, primarily due to higher tariffs, transportation costs, and increased promotional activity.
- The company provided FY 2026 net sales guidance of $685 million-$705 million and adjusted EBITDA guidance of $37 million-$43 million. For Q4 2026, net sales are projected to be $236 million-$256 million, with adjusted EBITDA estimated between $51 million and $56 million.
- Lovesac is advancing strategic initiatives, including plans to begin domestic manufacturing of Sactionals core inserts by summer 2026, aiming for gross margin neutrality or favorability. New product introductions include the PillowSac Chair Junior and a Swept Arm option for Sactionals, with further Snug sofa platform extensions and a new high-end sectional sofa platform expected mid-year.
- To optimize its omnichannel strategy, Lovesac has shifted the launch of its next new room category to early calendar 2027 and plans to slow net showroom expansion to approximately 10 net openings in fiscal 2027.
- Despite challenging macro conditions and consumer uncertainty that led to weakness in lower dollar volume transactions in Q3, the company observed strong growth during the Black Friday and Cyber Monday holiday period.
Dec 11, 2025, 1:30 PM
Lovesac Reports Q3 FY26 Financial Results and Provides FY26 Outlook
LOVE
Earnings
Guidance Update
Demand Weakening
- The Lovesac Company reported net sales of $150.2 million for the third quarter of fiscal 2026 (Q3 FY26), representing a 0.2% increase compared to the prior year period.
- For Q3 FY26, the company recorded a net loss of $(10.6) million, or $(0.72) per diluted share, which widened from a net loss of $(4.9) million or $(0.32) per diluted share in Q3 FY25.
- Adjusted EBITDA for Q3 FY26 was $(6.0) million, a significant decrease from $2.7 million in the prior year period.
- For the full fiscal year 2026, Lovesac expects net sales in the range of $685 million to $705 million and diluted income per common share between $0.15 and $0.49.
- The company anticipates Q4 FY26 net sales to be in the range of $236 million to $256 million, with diluted income per common share between $1.88 and $2.22.
Dec 11, 2025, 12:00 PM
Lovesac Reports Third Quarter Fiscal 2026 Financial Results
LOVE
Earnings
Guidance Update
Demand Weakening
- The Lovesac Company reported net sales of $150.2 million for the third quarter of fiscal 2026, a 0.2% increase compared to the prior year period, alongside a net loss of $(10.6) million.
- Diluted net loss per common share was $(0.72) for the third quarter of fiscal 2026, compared to $(0.32) in the prior year period.
- For the full fiscal year 2026, Lovesac expects net sales in the range of $685 million to $705 million, Adjusted EBITDA between $37 million and $43 million, and net income from $2 million to $8 million.
- CEO Shawn Nelson stated that slight year-over-year growth in net sales for Q3 fiscal 2026 reflected market share gains, and the company has seen solid growth quarter-to-date in Q4 after adjusting marketing strategies.
Dec 11, 2025, 12:00 PM
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
Quarterly earnings call transcripts for Lovesac.
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