Lovesac Management
Management criteria checks 3/4
Lovesac's CEO is Shawn Nelson, appointed in Jan 1998, has a tenure of 28.33 years. total yearly compensation is $4.96M, comprised of 12.1% salary and 87.9% bonuses, including company stock and options. directly owns 1.74% of the company’s shares, worth $3.93M. The average tenure of the management team and the board of directors is 2.9 years and 5.9 years respectively.
Key information
Shawn Nelson
Chief executive officer
US$5.0m
Total compensation
| CEO salary percentage | 12.07% |
| CEO tenure | 28.3yrs |
| CEO ownership | 1.7% |
| Management average tenure | 2.9yrs |
| Board average tenure | 5.9yrs |
Recent management updates
Recent updates
Lovesac: Recovering Sales Against Tough Category Declines (Upgrade)
Apr 28
LOVE: Stable Fair Value And Updated Assumptions Will Shape Future Expectations
Analysts have increased their price target on Lovesac by $3, citing updated assumptions regarding discount rates, revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent research points to a more balanced view on Lovesac, where higher price targets sit alongside a cautious tone on execution, valuation, and growth durability.There May Be Reason For Hope In Lovesac's (NASDAQ:LOVE) Disappointing Earnings
Apr 10
LOVE: Buyback Expansion And FY27 Profit Outlook Will Drive Further Upside
Analysts have reduced their average price target on Lovesac by $0.50, reflecting slightly lower assumed revenue growth and P/E multiples, along with modest adjustments to the discount rate and profit margin expectations. Analyst Commentary Recent Street research includes a price target increase of $3, which sits against the backdrop of the slightly reduced average target discussed above.LOVE: Stable Fair Value And Refined Assumptions Will Support Bullish Outlook
Analysts have modestly reduced their price target on Lovesac to $18.00, citing slightly adjusted assumptions around discount rate, revenue growth, profit margin and future P/E that keep their fair value view unchanged at $18.00. Valuation Changes Fair Value: Kept steady at $18.00 per share, indicating no change in the overall valuation outcome.LOVE: Steady Fair Value And Holiday Earnings Guidance Will Support Bullish Outlook
Analysts kept their price target for Lovesac steady at $18.00, citing only small model adjustments around the discount rate, revenue growth, profit margin, and assumed future P/E that did not materially change their overall valuation view. What's in the News Lovesac issued earnings guidance for the fourth quarter of fiscal 2026, with expected net sales between $236 million and $256 million, net income between $30 million and $36 million, and diluted EPS between $1.88 and $2.22 on about 16.2 million diluted shares (company guidance).LOVE: Holiday Profit Outlook And Richer Future P/E Will Support Bullish Thesis
Analysts have maintained their $18.00 price target on Lovesac, citing updated assumptions that combine higher modeled revenue growth and a richer future P/E multiple with slightly softer profit margin expectations and a higher discount rate. What's in the News Lovesac issued earnings guidance for the fourth quarter of fiscal 2026, projecting net sales between $236 million and $256 million and net income between $30 million and $36 million, with expected diluted EPS of $1.88 to $2.22 on about 16.2 million diluted shares (Corporate Guidance).LOVE: Q4 And FY26 Earnings Guidance Will Support Further Upside
Analysts have maintained their fair value estimate for Lovesac at about $24.67 per share, making only small adjustments to discount rate, revenue growth, profit margin, and future P/E assumptions. These changes resulted in a marginal modification to their modeled outlook rather than a meaningful shift in conviction.LOVE: Future Earnings Guidance Will Support Upside Despite Modest Margin Tweaks
Analysts kept their fair value estimate for Lovesac steady at US$24.67, with only marginal tweaks to assumptions such as discount rate, long term revenue growth, profit margin and future P/E, which helped to support an essentially unchanged price target outlook. What's in the News The Lovesac Company issued earnings guidance for the fourth quarter of fiscal 2026, projecting net sales between US$236 million and US$256 million, net income between US$30 million and US$36 million, and diluted EPS of US$1.88 to US$2.22 on about 16.2 million diluted shares (company guidance).LOVE: Holiday Profitability And Margin Outlook Will Support Stronger Bullish Thesis
Analysts are maintaining their fair value estimate for Lovesac at $18.00 while adjusting key assumptions around discount rate, revenue growth, profit margin, and future P/E, reflecting updated views on the company’s risk profile and earnings potential. What's in the News Lovesac issued earnings guidance for Q4 fiscal 2026, with expected net sales of US$236 million to US$256 million and net income of US$30 million to US$36 million, implying diluted EPS of US$1.88 to US$2.22 on about 16.2 million diluted shares (company guidance).LOVE: Future Earnings Power Will Drive Upside Despite Softer Margins
Analysts have lowered their price target on Lovesac to approximately 25 dollars from about 30 dollars, citing expectations for slower revenue growth, softer profit margins, and a higher required return, even as they apply a richer future earnings multiple. What's in the News Lovesac issued fourth quarter 2026 guidance, projecting net sales between 236 million dollars and 256 million dollars and net income between 30 million dollars and 36 million dollars, implying diluted EPS of 1.88 dollars to 2.22 dollars on about 16.2 million shares (company guidance).LOVE: Holiday Profitability Outlook Will Drive Stronger Bullish Thesis
Analysts have reduced their price target on Lovesac from approximately 24 dollars to 18 dollars, reflecting expectations for slower revenue growth, thinner profit margins, and a higher required return on equity, despite a modestly higher assumed future earnings multiple. What's in the News Lovesac issued fourth quarter 2026 guidance, projecting net sales of approximately 236 million dollars to 256 million dollars and net income of 30 million dollars to 36 million dollars, which implies solid profitability in the seasonally important holiday period (company guidance).Take Care Before Jumping Onto The Lovesac Company (NASDAQ:LOVE) Even Though It's 32% Cheaper
Oct 11Returns Are Gaining Momentum At Lovesac (NASDAQ:LOVE)
Oct 10With The Lovesac Company (NASDAQ:LOVE) It Looks Like You'll Get What You Pay For
Jul 24Lovesac: Tariff Risk Not Adequately Considered As Company Launches New Couches
Apr 18The Lovesac Company's (NASDAQ:LOVE) Share Price Is Still Matching Investor Opinion Despite 26% Slump
Mar 11Investors Will Want Lovesac's (NASDAQ:LOVE) Growth In ROCE To Persist
Mar 05Lovesac: Headwinds Are Unlikely To Subside
Jan 08Lovesac: Q3 Wasn't A Disaster, But More Caution Is Needed (Rating Downgrade)
Dec 14Earnings Tell The Story For The Lovesac Company (NASDAQ:LOVE) As Its Stock Soars 35%
Nov 26Lovesac's (NASDAQ:LOVE) Returns On Capital Are Heading Higher
Nov 22
PillowSac Launch Powers Growth Amidst Expansion And Omnichannel Innovation
Lovesac's product innovation and market expansion strategies, like the launch of PACF and AnyTable, indicate potential for future sales growth and market penetration.Lovesac: Innovative Products But Valuation Now Too High
Sep 21An Intrinsic Calculation For The Lovesac Company (NASDAQ:LOVE) Suggests It's 23% Undervalued
Sep 13Lovesac: Still Attractive Despite Guidance Skepticism
Jul 13A Piece Of The Puzzle Missing From The Lovesac Company's (NASDAQ:LOVE) 29% Share Price Climb
May 29Lovesac (NASDAQ:LOVE) Might Have The Makings Of A Multi-Bagger
May 14Lovesac: Faltering Growth Offset By Margin Upside
May 07Lovesac: Hidden Value In The Sofa
Mar 18Returns On Capital Are Showing Encouraging Signs At Lovesac (NASDAQ:LOVE)
Feb 14Why Investors Shouldn't Be Surprised By The Lovesac Company's (NASDAQ:LOVE) 38% Share Price Surge
Dec 20Investors Will Want Lovesac's (NASDAQ:LOVE) Growth In ROCE To Persist
Sep 06CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Feb 01 2026 | US$5m | US$598k | US$4m |
| Nov 02 2025 | n/a | n/a | US$7m |
| Aug 03 2025 | n/a | n/a | US$13m |
| May 04 2025 | n/a | n/a | US$14m |
| Feb 02 2025 | n/a | n/a | US$12m |
| Nov 03 2024 | n/a | n/a | US$7m |
| Aug 04 2024 | n/a | n/a | US$10m |
| May 05 2024 | n/a | n/a | US$15m |
| Feb 04 2024 | US$9m | US$477k | US$24m |
| Oct 29 2023 | n/a | n/a | US$19m |
| Jul 30 2023 | n/a | n/a | US$14m |
| Apr 30 2023 | n/a | n/a | US$21m |
| Jan 29 2023 | US$3m | US$440k | US$26m |
| Oct 30 2022 | n/a | n/a | US$33m |
| Jul 31 2022 | n/a | n/a | US$43m |
| May 01 2022 | n/a | n/a | US$46m |
| Jan 30 2022 | US$2m | US$405k | US$47m |
| Oct 31 2021 | n/a | n/a | US$35m |
| Aug 01 2021 | n/a | n/a | US$35m |
| May 02 2021 | n/a | n/a | US$25m |
| Jan 31 2021 | US$3m | US$342k | US$15m |
| Nov 01 2020 | n/a | n/a | -US$2m |
| Aug 02 2020 | n/a | n/a | -US$11m |
| May 03 2020 | n/a | n/a | -US$14m |
| Feb 02 2020 | US$5m | US$383k | -US$15m |
Compensation vs Market: Shawn's total compensation ($USD4.96M) is above average for companies of similar size in the US market ($USD1.57M).
Compensation vs Earnings: Shawn's compensation has been consistent with company performance over the past year.
CEO
Shawn Nelson (48 yo)
28.3yrs
Tenure
US$4,955,340
Compensation
Mr. Shawn David Nelson founded The Lovesac Company in 1998 and has been its Chief Executive Officer since February 27, 2017 and Director since 2017. Mr. Nelson is the lead designer of the Company’s patente...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Founder | 28.3yrs | US$4.96m | 1.74% $ 3.9m | |
| President & COO | 4.5yrs | US$4.44m | 0.47% $ 1.1m | |
| Executive VP | 2.9yrs | US$1.78m | 0.21% $ 479.4k | |
| Chief Technology & Digital Transformation Officer | less than a year | no data | no data | |
| VP, General Counsel & Secretary | no data | no data | no data | |
| Executive VP | 1.1yrs | no data | no data | |
| Chief People Officer | 2.8yrs | no data | no data | |
| Chief Supply Chain Officer | 3.6yrs | no data | no data | |
| Investor Relations Executive | no data | no data | no data |
2.9yrs
Average Tenure
50yo
Average Age
Experienced Management: LOVE's management team is considered experienced (2.9 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Founder | 9.3yrs | US$4.96m | 1.74% $ 3.9m | |
| Independent Chairman of the Board | 16.3yrs | US$223.56k | 2.39% $ 5.4m | |
| Independent Director | less than a year | US$110.15k | no data | |
| Independent Director | less than a year | US$122.87k | no data | |
| Independent Director | 4.9yrs | US$183.56k | 0.14% $ 323.3k | |
| Independent Director | 6.9yrs | US$188.56k | 0.27% $ 616.8k | |
| Independent Director | 3.8yrs | US$173.56k | 0.11% $ 257.3k | |
| Independent Director | 6.9yrs | US$183.56k | 0.12% $ 271.0k |
5.9yrs
Average Tenure
60.5yo
Average Age
Experienced Board: LOVE's board of directors are considered experienced (5.9 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/05 18:33 |
| End of Day Share Price | 2026/05/05 00:00 |
| Earnings | 2026/02/01 |
| Annual Earnings | 2026/02/01 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
The Lovesac Company is covered by 8 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Maria Ripps | Canaccord Genuity |
| Eric Des Lauriers | Craig-Hallum Capital Group LLC |
| Thomas Forte | D.A. Davidson & Co. |