The Lovesac Company (LOVE)
🔔 Watch stock
symbol.quality_heading
The business works in principle, but one material question is open. As long as it stays open, our findings do not carry a quality verdict.
Whoever buys today bets that price increases, onshoring and tariff refunds heal the gross margin faster than the next tariff round and a sluggish furniture market can wound it — and gets a price-to-sales ratio around 0.3 to 0.4 with buyback tailwind in return. Whoever waits checks three lines in every quarterly report (10-Q): gross margin (is it heading back toward 58 percent?), the new-customer count (does it turn positive?) and the IEEPA refund receipts. As long as all three are open, the stock is a watch-list position with clear checkpoints. The decision is yours.
symbol.quality_note
Lovesac sells a couch built like Lego — its modular "Sactionals" platform carries 91 percent of revenue. The stock is making the rounds on Reddit again (8 mentions in 24 hours per ApeWisdom, as of July 17, 2026), and our in-house stock scanner lists it in three value rankings at once. We read the annual reports (10-K), the quarterly report (10-Q) as of May 3, 2026, and the 2023 restatement filings: revenue that has hovered around $700 million for three years, profit that melted from $47.5 million to $4.1 million, tariffs that cost 380 basis points of margin in the latest quarter — and a tariff refund that is suddenly wiring money back. Not investment advice — just a receipt worth reading down to the last line before you call it a bargain.
Read the analysis
Stock Watch
This analysis is as of July 17, 2026. Stock Watch will tell you what's changed at LOVE since then.
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Appears in These Scanners
This stock currently matches 1 of our scanner strategies — each hit links to the scanner.
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Trading Day
Key levels of the most recently completed trading day — not a live quote.
52-Week Range
Current price 16.80 $ — 61% of the range above the low.
Lowest and highest closing price over the last 52 weeks. The marker shows where the current price sits within that range: close to the high speaks for strength, close to the low for weakness.
Basics
Performance
Technical Indicators
Calculated from the price history · as of 08/04/2026
Valuation
Profitability
Balance Sheet & Safety
Growth
Dividend
This stock currently pays no dividend.
Quality & Screener
AI Rating
NeutralGeprüft am 17.07.2026 gegen die Geschäftsberichte (10-K) für die Geschäftsjahre 2026 (eingereicht 02.04.2026) und 2025 (10.04.2025) sowie die vier jüngsten Quartalsberichte (10-Q): In den ausgewerteten SEC-Filings von The Lovesac Company findet sich kein wesentlicher KI-Bezug — keine KI-Umsatzquelle, kein dokumentierter operativer KI-Einsatz. Die 10-Q enthalten überhaupt keine KI-Erwähnung. Im 10-K GJ 2026 tauchen vier Erwähnungen von „artificial intelligence“ auf, alle im Risiko-/Regulierungsteil: (1) eine generische Aufzählung von Rechtsgebieten („use of artificial intelligence“), (2) die Cybersecurity-Floskel, dass KI Cyberrisiken verschärfen könne, (3) ein Listenpunkt „rapid technological change, including as a result of artificial intelligence“ im E-Commerce-Risikofaktor und (4) — neu gegenüber dem 10-K GJ 2025 — der Hinweis, dass Suchmaschinen auf KI-generierte Suchergebnisse umgestellt haben, was den Traffic auf lovesac.com spürbar senken könne („major search engines can and have shifted to artificial intelligence-generated search results, which may cause us to experience a significant decrease in traffic to our sites“). Das ist ein Kanal-Risiko für den Webshop (27,6 % des Umsatzes GJ 2026), bleibt aber ein einzelner Satz innerhalb eines generischen Such-Marketing-Risikofaktors eines Möbelhändlers, der 67 % seines Umsatzes in eigenen Showrooms erzielt — nach dem Kriterienkatalog (Boilerplate-Floskeln sind kein Bedroht-Beleg; der konkrete Bezug zum Geschäftsmodell muss tragend sein) kein ausreichender Beleg für „bedroht“. Es bleibt bei „neutral“ mit dokumentiertem Negativ-Befund.
View the full file — quotes, sources, reviewed filings
Filings Reviewed: 10-Q 2026-06-11 · 10-Q 2025-12-11 · 10-Q 2025-09-11 · 10-Q 2025-06-12 · 10-K 2026-04-02 · 10-K 2025-04-10
Rated on July 17, 2026 · How the Rating Is Built
Analysts & Price Target
The price target sits 43.9% above the current price.
Combined picture of the price targets and recommendations of every analyst covering the stock. Price targets are expectations for the next 12 months, not promises — and they often follow the price rather than predict it.
Next Reporting Date
- Expected Earnings per Share
- -0.39 $
Expected date of the next quarterly or annual figures. Dates do shift occasionally — only the invitation issued by the company is binding.
Revenue & Profit
Cash Flow
Balance Sheet
Margins
Per Share
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· Total · per year
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The figures could not be loaded right now.
Source: fundamental data
Quarterly Figures
| Quarter | EPS (Earnings Per Share) | EPS YoY (%) | Sales ($M) | Sales YoY (%) | Net Margin (%) | OCF ($M) | FCF ($M) |
|---|---|---|---|---|---|---|---|
| 2025: Q1 | 2.13 | 9.90 | 242 | -3.60 | 14.60 | 44 | 39 |
| 2025: Q2 | -0.73 | – | 138 | 4.30 | -7.80 | -41 | -50 |
| 2025: Q3 | -0.45 | – | 161 | 2.50 | -4.10 | 12 | 8 |
| 2025: Q4 | -0.72 | – | 150 | 0.20 | -7.00 | -5 | -10 |
| 2026: Q1 | 2.19 | 2.80 | 248 | 2.70 | 12.90 | 83 | 79 |
| 2026: Q2 | -0.76 | – | 138 | -0.10 | -8.00 | -35 | -40 |
- EPS (Earnings Per Share):
- Quarterly profit divided by the total share count — how much of the profit works out to a single share.
- YoY (Year over Year):
- Change versus the same quarter a year ago — this is how you compare without seasonal distortion (e.g. the holiday shopping season).
- Sales:
- All revenue for the quarter, before any costs are deducted — the top line of the income statement.
- Net Margin:
- What percentage of sales is left over as profit in the end. Negative means the company is posting a loss.
- OCF (Operating Cash Flow):
- The cash that actually flows into the till from the core business during the quarter — harder to dress up than book profit.
- FCF (Free Cash Flow):
- Operating cash flow minus capital expenditures — the money that's genuinely free to use, say for paying down debt, buybacks, or dividends.
Assessment: Opportunities & Risks
The Sactionals tie customers to an expandable system: 91.1 percent of revenue, repeat customers up 8.8 percent in fiscal 2026, the webshop up 7.1 percent in the quarter ended May 3, 2026 — direct sales through 278 company-owned showrooms with no furniture retailers in between (annual report 10-K FY 2026).
Manufacturing in six Asian countries; gross margin fell 210 basis points to 56.4 percent in FY 2026 (180 bp freight/tariffs), and 380 bp of tariff and freight costs weighed on Q1 FY 2027 — price increases (+330 bp product margin) absorbed only part of it; a new 15 percent global tariff has been announced (10-K FY 2026, 10-Q as of 05/03/2026).
Three years of plateau: $700.3 million (53 weeks), $680.6 million and $697.1 million of revenue in fiscal years 2024 through 2026; new customers down 5.6 percent in FY 2026, comparable sales down 1.0 percent in Q1 FY 2027 — the furniture market hangs on housing, interest rates and consumer sentiment.
No bank debt, an untouched credit line, $57.0 million in cash (May 3, 2026; seasonal, after $101.9 million at February 1), operating cash flow of $49.3 million in FY 2026; a buyback program with $51.7 million remaining, and a share count down a good 5 percent in one year.
The 2023 restatement ($2.2 million of improperly capitalized shipping costs), a $1.5 million SEC settlement (October 29, 2024; control weaknesses remediated per the 10-K), a pending discount-pricing class action, and a CFO change four days after earnings in June 2026 — self-reported and cleaned up, but the streak is too fresh to check off.
A P/S around 0.3 to 0.4 and price/cash flow around 4 to 5 stand against a trailing P/E around 68 (data as of mid-July 2026); $3.6 million in IEEPA refunds have already arrived (through June 10, 2026) and the lawsuit for a full refund is pending — amount and timing remain open.
Lovesac is the case of an intact brand with a damaged bill: $697 million in revenue but only $4.1 million of profit in fiscal 2026, because tariffs and freight are eating the margin while growth has sat on a plateau for three years. Against that stand a balance sheet without bank debt, $49.3 million in operating cash flow, ongoing buybacks and the chance of further tariff refunds after the IEEPA ruling. Whoever invests here buys a cheap revenue base and bets that the margin returns before the market's patience runs out. Not investment advice.
- LOVE reached the research list through the Reddit hype scanner (8 mentions in 24 hours, ApeWisdom, as of July 17, 2026); at the same time, our in-house stock scanner showed three value rankings (P/S, P/CF, P/FCF) and a bearish Pradeep Bonde breakout signal — "cheap" and "bruised" in the same reading.
- Scanner metrics (P/E, P/S, Piotroski, Altman Z) are computed on trailing twelve-month figures; the seasonally weak Q1 of fiscal 2027 (a $11.1 million loss) is in them, while possible further IEEPA refunds naturally are not — Lovesac books them only as the cash arrives.
- The market value figure (~$270 million) comes from the July 17, 2026 feed, sanity-checked against 14,638,550 shares outstanding per the 10-Q as of May 3, 2026; analyses are evergreen, daily prices are not a buy argument. Lovesac's fiscal year ends in early February — every annual figure carries that offset.
About the Company
The Lovesac Company entwirft, fertigt und verkauft Möbel. Das Angebot umfasst Sactionals wie Sitze und Seitenteile, Sacs einschließlich Schaumstoff-Sitzsäcke sowie weitere Produkte wie Getränkehalter, Footsac-Decken, Dekokissen, passende Sitztische und Ottomane.
| Employees | 917 |
|---|---|
| Headquarters | Stamford, CT |
| Website | lovesac.com |
| IPO Date | 26. Jun 2018 |
Management
| Name | Title | Birth Year |
|---|---|---|
| Shawn David Nelson | Founder, CEO & Director | 1977 |
| Mary Fox | President & COO | 1973 |
| Andrew Farag | CFO, Executive VP & Treasurer | – |
| Jacob Pat | Chief Technology & Digital Transformation Officer | 1980 |
| Megan C. Preneta | VP, General Counsel & Secretary | – |
| Heidi Cooley | Executive VP, Chief Brand & Marketing Officer | – |
| Carly Kawaja | Chief People Officer | – |
| John A. Legg | Chief Supply Chain Officer | 1962 |
| Caitlin Churchill | Investor Relations Executive | – |
Executives per the latest required filings; titles kept in their original language. Source: fundamental data.
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 17. Jul 2026 | Mehra Vineet | Director | Sell | 5,000 | 18.38 | 91,909 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character.
View all insider transactions →Chart
Interactive price chart (TradingView).
Data as of: August 3, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.