DashboardPortfoliosWatchlistCommunityDiscoverScreener
NOT FOR DISTRIBUTION
Loading...
  • Stocks
  • /
  • Consumer Durables
Updated 1m ago
LOVE logo

The Lovesac CompanyNasdaqGM:LOVE Stock Report

Market Cap US$205.7m
Updated 1m ago
Share Price
n/a
1Y-21.2%
7D-16.7%
1D-2.5%
Portfolio Value
​
View

The Lovesac Company

NasdaqGM:LOVE Stock Report

Market Cap: US$205.7m

  • Company Overview
  • Valuation
  • Future Growth
  • Past Performance
  • Financial Health
  • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

Lovesac (LOVE) Stock Overview

Designs, manufactures, and sells furniture. More details

LOVE fundamental analysis
Snowflake Score
Valuation3/6
Future Growth1/6
Past Performance4/6
Financial Health6/6
Dividends0/6

Rewards

Price-To-Earnings ratio (11.2x) is below the US market (18.4x)

Earnings are forecast to grow 8.68% per year

Earnings grew by 38.7% over the past year

Trading at good value compared to peers and industry

Risk Analysis

LOVE passed our risk checks.

LOVE Community Fair Values

Create Narrative

See what 23 others think this stock is worth. Follow their fair value or set your own to get alerts.

Analyst Price Targets

AN
AnalystConsensusTarget
42.4% undervalued intrinsic discount
AnalystConsensusTarget
•2mo ago

EverCouch And Reclining Seat Will Drive Market Expansion

155
0
8
AN
AnalystLowTarget
22.7% undervalued intrinsic discount
AnalystLowTarget
•3mo ago

Macroeconomic Headwinds And Supply Chain Risks Will Hinder Home Furnishings

49
0
1
AN
AnalystHighTarget
63.4% undervalued intrinsic discount
AnalystHighTarget
•1y ago

Remote Work And Sustainability Will Drive Modular Furniture Demand

19
0
0

Top Analyst Narratives

AN
AnalystConsensusTarget
42.4% undervalued intrinsic discount
AnalystConsensusTarget
•2mo ago

EverCouch And Reclining Seat Will Drive Market Expansion

155
0
8
AN
AnalystLowTarget
22.7% undervalued intrinsic discount
AnalystLowTarget
•3mo ago

Macroeconomic Headwinds And Supply Chain Risks Will Hinder Home Furnishings

49
0
1
AN
AnalystHighTarget
63.4% undervalued intrinsic discount
AnalystHighTarget
•1y ago

Remote Work And Sustainability Will Drive Modular Furniture Demand

19
0
0
View all narratives

The Lovesac Company Competitors

Flexsteel Industries

Symbol: NasdaqGS:FLXS
Market cap: US$338.6m

Bassett Furniture Industries

Symbol: NasdaqGS:BSET
Market cap: US$156.7m

Ethan Allen Interiors

Symbol: NYSE:ETD
Market cap: US$550.7m

XMax

Symbol: NasdaqCM:XMAX
Market cap: US$551.0m

Price History & Performance

Summary of share price highs, lows and changes for Lovesac
Historical stock prices
Current Share PriceUS$13.91
52 Week HighUS$19.25
52 Week LowUS$10.33
Beta2.03
1 Month Change-19.55%
3 Month Change-14.92%
1 Year Change-21.23%
3 Year Change-34.39%
5 Year Change-79.22%
Change since IPO-42.02%

Recent News & Updates

Seeking Alpha • 12h

Lovesac: Internet Sales Declines Are Dragging This Company Down

Summary Lovesac faces deteriorating fundamentals, with negative comp sales and repeated guidance cuts signaling a fading brand in a tough macro environment. FY27 sales outlook was slashed to $690–$710M with adjusted EBITDA margin midpoint now just 4.8%, reflecting ongoing operational headwinds. LOVE's growth is now reliant on new showroom openings, as existing store sales and online revenue both decline amid intensifying competition and discounting. Despite a low 4.1x EV/FY26 EBITDA valuation, persistent losses, margin pressure, and capital constraints make LOVE a clear value trap to avoid. Read the full article on Seeking Alpha

Recent updates

Seeking Alpha • 12h

Lovesac: Internet Sales Declines Are Dragging This Company Down

Summary Lovesac faces deteriorating fundamentals, with negative comp sales and repeated guidance cuts signaling a fading brand in a tough macro environment. FY27 sales outlook was slashed to $690–$710M with adjusted EBITDA margin midpoint now just 4.8%, reflecting ongoing operational headwinds. LOVE's growth is now reliant on new showroom openings, as existing store sales and online revenue both decline amid intensifying competition and discounting. Despite a low 4.1x EV/FY26 EBITDA valuation, persistent losses, margin pressure, and capital constraints make LOVE a clear value trap to avoid. Read the full article on Seeking Alpha
User avatar
Narrative Update • Jun 23

LOVE: Execution In Weak Home Category Will Support Further Upside

Analysts have lifted their price target on Lovesac to $20, a $2 increase, citing the recent Q1 beat on revenue, gross margins, and EBITDA, along with what they view as solid execution in a weak home furnishings backdrop. Analyst Commentary Recent research commentary on Lovesac focuses on how the company is executing in what is described as a weak home furnishings category, and how that execution lines up with the new US$20 price target.
User avatar
Narrative Update • Jun 06

LOVE: Expanded Buybacks And Raised Outlook Will Support Future Upside Potential

Analysts have raised their price target on Lovesac by $3 to reflect updated assumptions on discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Lovesac increased its equity buyback plan on March 26, 2026, adding US$40 million to the remaining authorization and bringing the total remaining authorization to US$54.1 million.
User avatar
Narrative Update • May 15

LOVE: Higher Price Objective And Buybacks Will Support Future Upside Potential

Analysts have raised their price target on Lovesac by $3, citing updated assumptions related to revenue growth, profit margins, and a slightly adjusted discount rate, while keeping their fair value estimate unchanged at $18.00. Analyst Commentary Even with the higher price target, bearish analysts are framing the change as a fine tune to their models rather than a shift in conviction on Lovesac.
User avatar
Narrative Update • Apr 24

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.
Analysis Article • Apr 10

There May Be Reason For Hope In Lovesac's (NASDAQ:LOVE) Disappointing Earnings

The market was pleased with the recent earnings report from The Lovesac Company ( NASDAQ:LOVE ), despite the profit...
User avatar
Narrative Update • Apr 09

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.
User avatar
Narrative Update • Mar 26

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.
User avatar
Narrative Update • Mar 11

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).
User avatar
Narrative Update • Feb 25

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).
User avatar
Narrative Update • Feb 08

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.
User avatar
Narrative Update • Jan 25

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).
User avatar
Narrative Update • Jan 11

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).
User avatar
Narrative Update • Dec 27

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).
User avatar
Narrative Update • Dec 13

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).
Analysis Article • Oct 11

Take Care Before Jumping Onto The Lovesac Company (NASDAQ:LOVE) Even Though It's 32% Cheaper

The Lovesac Company ( NASDAQ:LOVE ) shareholders won't be pleased to see that the share price has had a very rough...
Analysis Article • Oct 10

Returns Are Gaining Momentum At Lovesac (NASDAQ:LOVE)

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
Analysis Article • Jul 24

With The Lovesac Company (NASDAQ:LOVE) It Looks Like You'll Get What You Pay For

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...
Seeking Alpha • Apr 18

Lovesac: Tariff Risk Not Adequately Considered As Company Launches New Couches

Summary Lovesac rebounded modestly after the company's FY26 plan called for a return to growth, amid an upcoming launch of its first couch product. This outlook may be tough to hit, especially as tariffs cloud over the global macroeconomy. Lovesac sources half of its products from Vietnam. Comparable sales trends continue to show high single digit declines. Lovesac is only managing to grow via aggressive store expansion, but its available liquidity is limited. Though cheap at <4x forward adjusted EBITDA, Lovesac isn't worth the risk. Read the full article on Seeking Alpha
Analysis Article • Mar 11

The Lovesac Company's (NASDAQ:LOVE) Share Price Is Still Matching Investor Opinion Despite 26% Slump

To the annoyance of some shareholders, The Lovesac Company ( NASDAQ:LOVE ) shares are down a considerable 26% in the...
Analysis Article • Mar 05

Investors Will Want Lovesac's (NASDAQ:LOVE) Growth In ROCE To Persist

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Seeking Alpha • Jan 08

Lovesac: Headwinds Are Unlikely To Subside

Summary Lovesac's stock has been volatile, with recent declines due to lowered guidance and a challenging furniture market, leading to a flat performance over the past year. Despite a better valuation post-drop, I maintain a sell rating on Lovesac, pending evidence of a sales recovery in FY26. Q3 results were disappointing, with a -2.7% revenue decline and missed expectations, highlighting potential over-investment in showrooms. Management is expecting sales to rebound in FY26, but with trends expected to worsen into Q4 and a poor track record for hitting guidance, we think it's best to wait. Read the full article on Seeking Alpha
Seeking Alpha • Dec 14

Lovesac: Q3 Wasn't A Disaster, But More Caution Is Needed (Rating Downgrade)

Summary Lovesac's Q3 results missed expectations with weak showroom sales. Still, cost control remained relatively good, and the sales were in line with industry peers. The FY2025 guidance was lowered considerably, and Lovesac seems to have a very uncertain short-term outlook. While the report wasn't a disaster, I believe that more caution is now needed in financial estimates; I believe that LOVE stock now comes with a fair margin of safety. Read the full article on Seeking Alpha
Analysis Article • Nov 26

Earnings Tell The Story For The Lovesac Company (NASDAQ:LOVE) As Its Stock Soars 35%

Despite an already strong run, The Lovesac Company ( NASDAQ:LOVE ) shares have been powering on, with a gain of 35% in...
Analysis Article • Nov 22

Lovesac's (NASDAQ:LOVE) Returns On Capital Are Heading Higher

What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
User avatar
New Narrative • Sep 21

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.
Seeking Alpha • Sep 21

Lovesac: Innovative Products But Valuation Now Too High

Summary Lovesac has resolved previous accounting issues, with a clean audit opinion and improved internal controls under new CFO Keith Siegner. The company launched successful new products like the PillowSac Accent Chair and AnyTable, driving innovation and market penetration. Despite a slight revenue increase, Lovesac faces larger net losses due to higher operating costs, but maintains strong financial health with no long-term debt. Lovesac's stock has risen significantly recently; I recommend adding to positions if the stock price returns to summer levels. Read the full article on Seeking Alpha
Analysis Article • Sep 13

An Intrinsic Calculation For The Lovesac Company (NASDAQ:LOVE) Suggests It's 23% Undervalued

Key Insights The projected fair value for Lovesac is US$33.13 based on 2 Stage Free Cash Flow to Equity Lovesac is...
Seeking Alpha • Jul 13

Lovesac: Still Attractive Despite Guidance Skepticism

Summary Lovesac's growth has slowed down due to industry weakness, but underneath, the company is still expanding showrooms, creating a great foundation for a growth return. The company's FY2025 guidance could see a revisit downwards as industry struggles seem to persist, but the long-term growth story still stands. The stock's valuation is still attractive, compensating for the short-term growth issues. Read the full article on Seeking Alpha
Analysis Article • May 29

A Piece Of The Puzzle Missing From The Lovesac Company's (NASDAQ:LOVE) 29% Share Price Climb

The Lovesac Company ( NASDAQ:LOVE ) shares have had a really impressive month, gaining 29% after a shaky period...
Analysis Article • May 14

Lovesac (NASDAQ:LOVE) Might Have The Makings Of A Multi-Bagger

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Seeking Alpha • May 07

Lovesac: Faltering Growth Offset By Margin Upside

Summary Lovesac's stock has fallen 10% year to date, but its solid earnings and valuation support protect it from substantial downside. The company's top-line growth has decelerated sharply, but its expanding gross margins help offset the slowdown. With a modest valuation, high-margin products, and an expanding showroom presence, there is justification for a small investment in Lovesac. Read the full article on Seeking Alpha
Seeking Alpha • Mar 18

Lovesac: Hidden Value In The Sofa

Summary Lovesac trades at 6x EV to my 2027 EBIT projection, offering an attractive investment opportunity. Lovesac's unique business model and popular products contribute to its robust revenue growth and high gross margins. The company has multiple avenues for growth, including market penetration, product expansion, innovation, and improving its channel mix. Read the full article on Seeking Alpha
Analysis Article • Feb 14

Returns On Capital Are Showing Encouraging Signs At Lovesac (NASDAQ:LOVE)

What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
Analysis Article • Dec 20

Why Investors Shouldn't Be Surprised By The Lovesac Company's (NASDAQ:LOVE) 38% Share Price Surge

The The Lovesac Company ( NASDAQ:LOVE ) share price has done very well over the last month, posting an excellent gain...

Shareholder Returns

LOVEUS Consumer DurablesUS Market
7D-16.7%-5.6%-2.2%
1Y-21.2%-15.4%13.1%

Return vs Industry: LOVE underperformed the US Consumer Durables industry which returned -15.4% over the past year.

Return vs Market: LOVE underperformed the US Market which returned 13.1% over the past year.

Price Volatility

Is LOVE's price volatile compared to industry and market?
LOVE volatility
LOVE Average Weekly Movement8.5%
Consumer Durables Industry Average Movement6.7%
Market Average Movement6.9%
10% most volatile stocks in US Market15.4%
10% least volatile stocks in US Market2.9%

Stable Share Price: LOVE has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: LOVE's weekly volatility (8%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19951,400Shawn Nelsonwww.lovesac.com

The Lovesac Company designs, manufactures, and sells furniture. It offers sactionals, such as seats and sides; sacs, including foam beanbag chairs; and other products comprising drink holders, footsac blankets, decorative pillows, fitted seat tables, and ottomans. The company also provides StealthTech, a home theater system; and PillowSac, an accent chair.

The Lovesac Company Fundamentals Summary

How do Lovesac's earnings and revenue compare to its market cap?
LOVE fundamental statistics
Market capUS$205.68m
Earnings (TTM)US$17.89m
Revenue (TTM)US$697.65m
11.2x
P/E Ratio
0.3x
P/S Ratio

Is LOVE overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
LOVE income statement (TTM)
RevenueUS$697.65m
Cost of RevenueUS$287.17m
Gross ProfitUS$410.48m
Other ExpensesUS$392.59m
EarningsUS$17.89m

Last Reported Earnings

Aug 02, 2026

Next Earnings Date

n/a

Earnings per share (EPS)1.24
Gross Margin58.84%
Net Profit Margin2.56%
Debt/Equity Ratio0%

How did LOVE perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/11 23:36
End of Day Share Price 2026/09/11 00:00
Earnings2026/08/02
Annual Earnings2026/02/01

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* 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

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

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.

AnalystInstitution
Maria RippsCanaccord Genuity
Eric Des LauriersCraig-Hallum Capital Group LLC
Thomas ForteD.A. Davidson & Co.

Make Better Investing Decisions Anywhere

Scan to download
Open AppStoreOpen Google Play
Chrome Web Store
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
View Data Sources
Markets
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
Investing Ideas
  • Undervalued Companies
  • Dividend Powerhouses
  • Insider Buying
  • Nuclear Energy
  • Autonomous Vehicles
  • Artificial Intelligence
  • Crypto and Blockchain
  • Cybersecurity
  • More ideas
Stock Communities
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
Features & Tools
  • Portfolio Tracker
  • Stock Screener & Alerts
  • Narratives & Fair Values
  • Dividend Calculator
News & Discovery
  • Latest Stock News
  • Global Market Insights
  • The Foxhole
  • Investing Ideas
  • Community Narratives
  • What's New
Simply Wall St
  • Plans & Pricing
  • Advertising
  • About Us
  • Contact Us
  • Careers
  • Help Center
  • Learn Stock Investing
  • Affiliate Program
  • Business & Enterprise
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • Terms and Conditions
  • Privacy Policy
  • AI Terms
  • Financial Services Guide