Lovesac
Sells modular couches, Sacs, and home seating through showrooms and ecommerce.
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Profile
Builds around Sactionals, a washable and reconfigurable couch platform, with Sacs, PillowSac Chair, StealthTech, Snugg, and accessories around it. Sales are concentrated in the US through showrooms, ecommerce, and other channels, with one reportable segment.
Started with Shawn Nelson's oversized foam Sac in 1995 and now centers on Sactionals, a washable, changeable, reconfigurable couch platform. Current products include Sactionals Reclining Seat, Sacs, PillowSac Chair, StealthTech, Snugg, and accessories grouped under Other.
Runs as a founder-led, direct-to-consumer furniture brand from Stamford, with sales concentrated in the US. Showrooms are the main channel, supported by ecommerce and smaller third-party pop-up or shop-in-shop channels.
Execution depends on product architecture that can evolve across covers, seats, sound, reclining, and room use cases. Sactionals account for most sales, and the public-company record includes a recent SEC accounting settlement tied to shipping-expense controls.
Company facts
Categories
Key statistics
Year to date +10.6% · Average volume (30d) 200.0K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Jun 12, 2026 | DA Davidson | Reiterate | Buy | $18 | $20 |
| Jun 11, 2026 | Canaccord Genuity | Target | $24 | $22 | |
| Mar 27, 2026 | Roth Capital | Target | $31 | $22 | |
| Dec 12, 2025 | Maxim Group | Target | $38 | $26 | |
| Dec 12, 2025 | Canaccord Genuity | Reiterate | Buy | $45 | $24 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jun 11, 2026Q1 FY27 | −$1.03 | −$0.76 | +26.2% | $136.7M | $138.2M | +1.1% | +0.31% |
| Mar 26, 2026Q4 FY26 | $2.00 | $2.19 | +9.5% | $242.8M | $248.0M | +2.2% | −1.67% |
| Dec 11, 2025Q3 FY26 | −$0.70 | −$0.72 | −2.9% | $242.8M | $150.2M | −38.1% | +10.42% |
| Sep 11, 2025Q2 FY26 | −$0.72 | −$0.45 | +37.5% | $155.3M | $160.5M | +3.4% | −0.06% |
Financial highlights
| 12 quarters | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | |
|---|---|---|---|---|---|---|---|
| Revenue | $241.5M | $138.4M | $160.5M | $150.2M | $248.0M | $138.2M | |
| Gross profit | $145.8M | $74.4M | $90.6M | $84.2M | $144.0M | $72.0M | |
| Operating income | $47.6M | −$15.0M | −$8.8M | −$15.8M | $44.9M | −$17.4M | |
| Net income | $35.3M | −$10.8M | −$6.7M | −$10.6M | $32.1M | −$11.1M | |
| Diluted EPS | $2.13 | −$0.73 | −$0.45 | −$0.72 | $2.19 | −$0.76 | |
| Gross margin | 60.4% | 53.7% | 56.4% | 56.1% | 58.1% | 52.1% | |
| Operating margin | 19.7% | -10.8% | -5.5% | -10.5% | 18.1% | -12.6% |
Fiscal years (4-quarter sums)FY22 $498.2M · FY23 $651.5M · FY24 $700.3M · FY25 $680.6M · FY26 $697.1M
Revenue by product · Q1 FY27
Balance sheet, May 3, 2026Cash & short-term investments $57.0M · Total debt $190.9M · Total assets $501.0M · Shareholders' equity $205.5M
Dividends
No dividends on record.
Ownership
Institutions and insiders are filed separately and overlap, so together they can pass the whole company. No split is drawn from them.
Shares outstanding 14.64M · Float —
Float — provider float is below the insider stake.
The provider's float is smaller than the insider stake it should exclude, so it is not shown.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Andrew R. Heyer · director | 2.53M | 17.27% | Form 4 | Jun 22, 2026 |
| BlackRock, Inc. | 1.21M | 8.29% | 13F | Aug 7, 2026 |
| Anson Funds Management LP | 1.18M | 8.09% | 13F | Aug 13, 2026 |
| Anson Advisors Inc. | 1.05M | 7.10% | 13D | Apr 14, 2025 |
| Senvest Management, LLC | 990.2K | 6.76% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 17, 2026 | Vineet Mehra | director | −5,000 | $18.38 |
| Jun 22, 2026 | Shawn David Nelson | director, officer: Chief Executive Officer | +1,830 | $13.64 |
| Jun 18, 2026 | Andrew R. Heyer | director | +30,000 | $14.68 |
| Jun 22, 2026 | Mary Fox | officer: President | +1,720 | $14.41 |
| Apr 16, 2026 | Shawn David Nelson | director, officer: Chief Executive Officer | +1,477 | $16.95 |
Peers
- La-Z-Boy
Direct seating rival in recliners, sectionals, and upholstered sofas
- Williams-Sonoma
Premium omnichannel home-furnishing rival through Pottery Barn and West Elm
- Wayfair
Large online home marketplace competing for furniture ecommerce demand
- RH
Luxury home-furnishing rival for affluent living-room and design spend
- Arhaus
Premium showroom-based home-furnishing rival with artisan positioning
- Ethan Allen Interiors
Interior-design furniture rival with custom upholstery and design centers
- Havertys
Regional branded furniture retailer overlapping in upholstery and showrooms
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Lovesac | $15.99 | +0.13% | $234.1M | 61.5 | 41.8 | 0.3 | −0.1% |
| La-Z-Boy | $32.59 | +0.06% | $1.30B | 16.5 | 13.0 | 0.6 | −3.4% |
| Williams-Sonoma | $235.06 | −0.02% | $27.68B | 24.1 | 23.9 | 3.5 | +6.7% |
| Wayfair | $104.07 | +0.32% | $14.21B | — | 30.7 | 1.1 | +7.5% |
| RH | $149.25 | −0.15% | $2.83B | 28.9 | 23.7 | 0.8 | −1.7% |
| Arhaus | $8.98 | +0.11% | $1.27B | 18.1 | 17.9 | 0.7 | +7.4% |
| Ethan Allen Interiors | $23.48 | 0.00% | $597.2M | 15.0 | 19.3 | 1.0 | −8.5% |
| Havertys | $27.36 | −0.04% | $453.3M | 39.7 | 13.0 | 0.6 | +7.7% |
| Median | 21.1 | 19.3 | 0.8 | +6.7% |