The Lovesac Company
- Open
- 16.05
- Day high
- 16.05
- Day low
- 15.51
- Prev close
- 15.99
- Volume
- 164K
- Mkt cap
- $228M
- P/E (TTM)
- 60.0
- EPS (TTM)
- $0.26
- P/B
- 1.1
- P/S
- 0.3
- Yield
- —
- Per share
- —
- ▲Insiders net buying $398K over the last 3 months (3 open-market buys, 1 sale)
- ◆Cluster buying — multiple insiders bought within days
- 🏛Institutions accumulating (13F)
The Lovesac Company (LOVE) is a Consumer Cyclical company listed on NASDAQ. The stock is down 13% over the past year. Over the trailing 3 months, insiders filed 3 open-market buys and 1 sale (SEC Form 4). Drillr has 1 published research article covering LOVE.
The Lovesac Company (LOVE) financials & analyst ratings
Fundamentals (TTM)
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
LOVE earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Jun 11, 2026 | $-1.03 | $-0.76 | +26.2% | $138M | +0.9% |
| Mar 26, 2026 | $2.00 | $2.19 | +9.5% | $248M | +2.2% |
| Dec 11, 2025 | $-0.70 | $-0.72 | -2.9% | $150M | -36.9% |
| Sep 11, 2025 | $-0.72 | $-0.45 | +37.5% | $161M | +3.4% |
| Jun 12, 2025 | $-0.81 | $-0.73 | +9.9% | $138M | -13.7% |
| Dec 12, 2024 | $-0.35 | $-0.32 | +8.6% | $150M | -34.9% |
| Sep 12, 2024 | $-0.46 | $-0.38 | +17.4% | $157M | -0.3% |
| Jun 13, 2024 | $-0.99 | $-0.83 | +16.2% | $133M | -14.5% |
| Dec 6, 2023 | $-0.31 | $-0.15 | +51.6% | $154M | -41.9% |
| Dec 7, 2022 | $-0.73 | $-0.55 | +24.7% | $135M | +0.2% |
| Sep 8, 2022 | $0.41 | $0.45 | +9.8% | $149M | +14.2% |
| Jun 8, 2022 | $-0.21 | $0.12 | +157.1% | $129M | +12.5% |
LOVE insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 21, 2026 | Farag Andrewofficer: EVP and CFO | Grant | 1,132 | — |
| Jul 17, 2026 | Mehra Vineetdirector | Sell | 5,000 | $18.38 |
| Jun 24, 2026 | Farag Andrewofficer: EVP and CFO | Grant | 28,843 | — |
| Jun 23, 2026 | Nelson Shawn Daviddirector, officer: Chief Executive Officer | Buy | 1,830 | $13.64 |
| Jun 22, 2026 | Fox Maryofficer: President | Buy | 1,720 | $14.41 |
| Jun 22, 2026 | HEYER ANDREW Rdirector | Buy | 30,000 | $14.68 |
| Jun 15, 2026 | Siegner Keith R.officer: EVP and CFO | Tax | 2,226 | $16.30 |
| Jun 15, 2026 | Nelson Shawn Daviddirector, officer: Chief Executive Officer | Option | 9,616 | — |
| Jun 15, 2026 | Siegner Keith R.officer: EVP and CFO | Grant | 5,071 | — |
| Jun 15, 2026 | Fox Maryofficer: President | Tax | 4,311 | $16.30 |
| Jun 15, 2026 | Fox Maryofficer: President | Grant | 9,616 | — |
| Jun 15, 2026 | Nelson Shawn Daviddirector, officer: Chief Executive Officer | Tax | 4,126 | $16.30 |
| Jun 15, 2026 | Siegner Keith R.officer: EVP and CFO | Tax | 2,350 | $16.30 |
| Jun 15, 2026 | Nelson Shawn Daviddirector, officer: Chief Executive Officer | Tax | 4,357 | $16.30 |
| Jun 15, 2026 | Fox Maryofficer: President | Tax | 4,553 | $16.30 |
Source: LOVE SEC Form 4 filings, latest Jul 21, 2026. For informational purposes only — not investment advice.
See the full LOVE insider & 13F page →The Lovesac Company company profile
Overview
The Lovesac Company (NASDAQ:LOVE) is a specialty furniture retailer founded in 1995 and headquartered in Stamford, Connecticut. The company went public in 2018 and has established itself as a premium brand in the modular furniture space. Lovesac operates through an omnichannel retail model with 146 showrooms across 39 states, complemented by e-commerce sales and partnerships with major retailers like Best Buy and Costco. The company has built its reputation around innovative, modular furniture systems that can be reconfigured and upgraded over time, targeting affluent consumers who value sustainability and adaptability in their home furnishings.
Business
Lovesac operates in the furniture retail industry, specifically focusing on modular seating solutions and bean bag chairs. The company's business is built around two primary product categories that represent distinct approaches to casual furniture. The flagship product line is Sactionals, which are modular sectional sofas consisting of individual "seats" (cushioned seating units) and "sides" (connecting pieces and arms) that can be arranged in countless configurations. This system allows customers to create custom seating arrangements that can be easily reconfigured, expanded, or reduced based on changing needs or living spaces. Sactionals can incorporate advanced features through the StealthTech platform, which integrates wireless charging, USB ports, and premium audio systems directly into the furniture. Sactionals represent the company's premium offering and primary growth driver, accounting for the majority of revenue growth in recent years. The second major category is Sacs, which are large foam-filled bean bag chairs available in various sizes and fabric options. These products represent the company's original offering and cater to a more casual, youth-oriented market segment. While Sacs continue to generate significant revenue, this category has experienced declining sales in recent quarters. The company also offers various accessories and complementary products including drink holders, footsac blankets, decorative pillows, fitted seat tables, ottomans, and recently introduced items like the PillowSac Accent Chair and AnyTable. These products enhance the core furniture offerings and contribute to higher average order values. Revenue distribution shows Sactionals as the dominant growth engine, while Sacs and accessories represent smaller but still meaningful portions of total sales. The company has been experiencing a shift toward Sactionals as the primary revenue driver, with this category showing consistent growth even during challenging market conditions.
Revenue model
Lovesac generates revenue through direct product sales to consumers via multiple channels. The company operates an omnichannel retail model that includes company-owned showrooms, e-commerce through lovesac.com, and partnerships with major retailers including Best Buy shop-in-shops and Costco roadshow events. The primary revenue streams come from selling modular furniture systems, bean bag chairs, and accessories directly to end consumers. The business model centers on premium pricing for innovative, customizable furniture solutions. Sactionals command higher average selling prices than traditional furniture due to their modular design, premium materials, and integrated technology features like StealthTech. The company maintains gross margins in the high 50% range, reflecting the premium positioning and direct-to-consumer sales approach that eliminates traditional wholesale markups. Key factors that influence profitability include raw material costs, particularly foam and fabric inputs, freight and logistics expenses, and promotional intensity. The company benefits from its direct-to-consumer model which provides higher margins than wholesale distribution, but faces pressure from rising labor costs, supply chain disruptions, and competitive promotional environments. Seasonal patterns also affect margins, with the company typically experiencing stronger performance in the fourth quarter during holiday shopping periods. The customer base consists primarily of affluent consumers who value quality, sustainability, and design flexibility. Many customers become repeat buyers, with repeat business representing approximately 43% of transactions. The modular nature of Sactionals creates opportunities for expansion sales as customers add components or upgrade their configurations over time. The company has also been developing re-commerce capabilities to facilitate trading and resale of products, which could create additional revenue streams while supporting the sustainability value proposition. Economic factors that could impact margins include consumer discretionary spending patterns, housing market trends that affect furniture purchases, inflation in raw materials and labor costs, and potential tariff impacts on imported components. The company has been actively diversifying its supply chain to reduce dependence on Chinese manufacturing, aiming to bring China sourcing below 10% of total production.
Competitive moat
Lovesac's competitive moat is moderate and primarily built around product innovation, brand positioning, and customer ecosystem effects. The company's strongest defensive characteristic is its modular furniture design, which creates switching costs and expansion opportunities once customers invest in the Sactionals system. The ability to reconfigure, upgrade, and expand existing furniture purchases encourages customer loyalty and repeat transactions. The brand has established a premium position in the casual furniture market through its "Designed for Life" philosophy, emphasizing sustainability, durability, and adaptability. This positioning appeals to environmentally conscious consumers and differentiates Lovesac from traditional furniture retailers. The company's direct-to-consumer model and omnichannel presence provide better customer relationships and higher margins compared to wholesale-dependent competitors. However, the moat faces several vulnerabilities. The furniture industry has relatively low barriers to entry for new competitors, and the modular furniture concept could be replicated by larger furniture manufacturers with greater resources. Traditional furniture retailers and newer direct-to-consumer brands continue to expand their offerings and improve their customer experience. The company's premium pricing makes it vulnerable to economic downturns when consumers reduce discretionary spending. The technology integration through StealthTech provides some differentiation, but technology features in furniture can be commoditized over time. While the company has built strong customer loyalty metrics, the furniture purchase cycle is typically measured in years, limiting the frequency of customer interactions and potential switching cost benefits. The competitive landscape includes both traditional furniture retailers adapting to direct-to-consumer models and newer online-first furniture brands. Larger competitors have advantages in manufacturing scale, supply chain efficiency, and marketing reach that could pressure Lovesac's market position over time. The company's success depends heavily on continued product innovation and maintaining its premium brand positioning in an increasingly competitive market.
Risks & safety
The margin of safety appears moderate with some positive financial characteristics but limited by cyclical industry dynamics and recent performance volatility. • **Liquidity and solvency**: Strong cash position of $83.7 million with current ratio of 1.59, indicating adequate short-term liquidity. Debt-to-equity ratio of 0.85 shows manageable leverage levels. • **Profitability and cash generation**: Full-year fiscal 2025 generated positive free cash flow of $18.0 million and operating cash flow of $39.0 million, demonstrating the business can generate cash despite recent quarterly volatility. • **Valuation metrics**: Trading at attractive multiples with P/E ratio of 2.66 based on recent profitable quarters and EV/EBITDA of 2.31, suggesting potential undervaluation relative to growth prospects. • **Balance sheet strength**: Total assets of $532.3 million against total liabilities of $315.9 million provides reasonable equity cushion, though working capital management requires attention given inventory-heavy business model. • **Risk factors**: Exposure to discretionary consumer spending cycles, competitive furniture retail environment, and supply chain complexities. Recent quarters showed earnings volatility with some periods of losses, indicating sensitivity to market conditions. The company appears financially stable with adequate liquidity, but investors should consider the cyclical nature of furniture retail and recent performance variability when assessing downside protection.
Recent development
Over the past few years, Lovesac has pursued several strategic initiatives focused on product innovation, market expansion, and operational efficiency. The company has significantly expanded its product portfolio beyond traditional Sactionals and Sacs, introducing new categories like the PillowSac Accent Chair Frame, which became a viral social media success generating 8.8 million views and selling out quickly upon launch. The AnyTable product represents expansion into complementary furniture categories that integrate with the core Sactionals system. Technology integration has been a major focus through the continued development of the StealthTech platform, which now includes wireless charging capabilities, USB ports, and premium audio systems built directly into the furniture. This platform has grown to approach $100 million in annual sales and represents a key differentiator in the market. The company is also preparing to launch the EverCouch platform in Q2 of fiscal 2026, though details remain limited. Operational improvements have centered on supply chain diversification and omnichannel expansion. Lovesac has been actively reducing its dependence on Chinese manufacturing, targeting less than 10% of production from China to mitigate potential tariff impacts. The retail footprint has grown substantially with plans to reach over 400 showroom locations, while partnerships with Best Buy and Costco have expanded significantly. The company has also invested heavily in digital capabilities, re-platforming its e-commerce site and developing customer relationship tools like the My Hub feature. Strategic leadership changes include hiring Heidi Cooley as the company's first Chief Brand and Marketing Officer, signaling increased focus on brand development and customer acquisition. The company has also initiated its first share buyback program with $40 million authorization, indicating confidence in long-term prospects and commitment to returning capital to shareholders. Recent quarters have shown the company navigating challenging industry conditions while maintaining market share gains and preparing for potential category recovery through continued innovation and operational optimization.
LOVE company profile · for informational purposes only — not investment advice.
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