The Lovesac Company (LOVE) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Sep 03, 2026

Before Open (Confirmed)

Period Ending

2027 (Q2)

Consensus EPS Forecast

-0.36

Last Year’s EPS

-0.45

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 4 Analysts Ratings

Earnings Call Summary

Q1 2027

Earnings Call Date:Jun 11, 2026|

% Change Since:

Earnings Call Sentiment|Neutral

The call balanced near‑term execution challenges (freight/tariff pressure, condensed margins, quarterly losses and softness in sub‑$6k transactions) with multiple strategic progress points (e‑commerce growth, product platform momentum, showroom performance, onshoring progress, improved marketing efficiency, strong cash position and positive full‑year guidance). Management positioned the business for multi‑quarter operational improvements and longer‑term profitable growth while prudently excluding uncertain tariff recoveries from guidance.

Company Guidance

Lovesac's fiscal 2027 guidance calls for full-year net sales of $700M–$740M, adjusted EBITDA of $35M–$46M, and gross margins of 56%–57%, with advertising ~12% of sales, SG&A ~40%–41%, estimated net income of $5M–$12M (diluted EPS $0.34–$0.81 on ~14.8M diluted shares) and an effective tax rate ~39%–40% at the midpoint. For Q2 the company expects net sales of $157M–$166M, adjusted EBITDA between -$4M and $2M, gross margins 57.5%–58.5%, advertising ~14.5% of sales, SG&A 44.5%–46.5%, net loss $3M–$7M and basic loss per share $0.20–$0.48 on ~14.7M basic shares. Guidance includes approximately $3.6M of tariff refunds collected (the company is not counting potential future recoveries) and contemplates modest inventory increases versus the prior year.

Revenue Relative Performance vs Category

Net sales were $138.2M, down $0.2M or 0.1% year-over-year, outperforming the furniture category which declined 2.2% and the high-end furniture segment which declined 5%.

E‑commerce Growth and Improved Digital Metrics

Internet sales increased $2.4M or 7.1% to $35.7M; e-commerce penetration rose ~170 basis points year-over-year; record levels of web customer satisfaction were reported.

Platform & Product Momentum (Snug, Recliner, Large Configurations)

Other net sales (including the Snug platform) increased 228.1% year-over-year; Snug customers were ~80% new to Lovesac, and nearly half of Snug sales were online. Larger configurations showed significant momentum and the reclining seat attachment rate remained nearly 1 in 3 configurations.

Marketing & Brand Lift

Here for Life campaign and related marketing drove 1.2 billion earned impressions, paid search up 33%, estimated media‑attributed revenues up ~13%, and double‑digit improvements in return on ad spend while advertising spend declined 10.7% to $16.6M.

Showroom Network Performance and Expansion

Showroom net sales increased $0.6M or 0.6% to $97.1M; the showroom fleet reached 281 locations; showroom conversion increased year-over-year, the quote pipeline rose ~12%, and reported one‑year net cash paybacks for showrooms.

Balance Sheet Strength & Capital Allocation

Ended the quarter with $57.0M cash, $35M committed availability, no borrowings on the credit facility; repurchased $2.4M of stock and have ~$51.7M remaining under the repurchase authorization.

Strategic Supply‑Chain Advancement — Onshoring

On track to begin domestic manufacturing of Sactional seats in summer; expected long‑term benefits include reduced cost volatility, faster fulfillment, and improved resiliency; products redesigned for manufacturability and IP refresh while maintaining reverse compatibility.

Full‑Year and Q2 Financial Outlook (Positive Long‑Term Targets)

Full‑year guidance: net sales $700M–$740M, adjusted EBITDA $35M–$46M, gross margin 56%–57%, estimated net income $5M–$12M (EPS $0.34–$0.81). Q2 guidance: net sales $157M–$166M, adjusted EBITDA between -$4M and $2M, gross margin 57.5%–58.5%.

The Lovesac Company (LOVE) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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LOVE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 03, 2026	2027 (Q2)	-0.36 / -	-0.45	―	―	―
Jun 11, 2026	2027 (Q1)	-1.05 / -0.76	-0.73	-4.11% (-0.03)	―
Mar 26, 2026	2026 (Q4)	1.99 / 2.19	2.13	2.82% (+0.06)	―
Dec 11, 2025	2026 (Q3)	-0.69 / -0.72	-0.32	-125.00% (-0.40)	―
Sep 11, 2025	2026 (Q2)	-0.70 / -0.45	-0.38	-18.42% (-0.07)	―
Jun 12, 2025	2026 (Q1)	-0.79 / -0.73	-0.83	12.05% (+0.10)	―
Apr 10, 2025	2025 (Q4)	1.87 / 2.13	1.87	13.90% (+0.26)	―
Dec 12, 2024	2025 (Q3)	-0.35 / -0.32	-0.15	-113.33% (-0.17)	―
Sep 12, 2024	2025 (Q2)	-0.44 / -0.38	-0.04	-850.00% (-0.34)	―
Jun 13, 2024	2025 (Q1)	-0.96 / -0.83	-0.28	-196.43% (-0.55)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

LOVE Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jun 11, 2026	$16.48	$16.30	-1.09%
Mar 26, 2026	$11.29	$13.76	+21.88%
Dec 11, 2025	$13.74	$12.67	-7.79%
Sep 11, 2025	$20.75	$17.67	-14.84%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.