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

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Earnings Data

Report Date

Jun 10, 2026

Before Open (Confirmed)

Period Ending

2027 (Q1)

Consensus EPS Forecast

-1.05

Last Year’s EPS

-0.73

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 4 Analysts Ratings

Earnings Call Summary

Q4 2026

Earnings Call Date:Mar 26, 2026|

% Change Since:

Earnings Call Sentiment|Neutral

The call presented a balanced view: the company delivered modest revenue growth, full‑year profitability and positive free cash flow while building strategic advantages (digital momentum, showroom productivity, product innovation and a move to onshore manufacturing). However, meaningful near‑term margin and earnings pressure from tariffs, freight, promotions and a cautious Q1 FY27 guide temper the outlook. Management emphasized long‑term optionality and investments that should improve unit economics over multiple years but acknowledged short‑term uncertainty.

Company Guidance

Lovesac's fiscal 2027 guidance calls for net sales of $700–750M, adjusted EBITDA of $33–44M, gross margin of 56–57%, advertising of ~12% of sales, SG&A of ~40–41% of sales, net income of $5–14M and diluted EPS of $0.34–0.95 (≈14.7M diluted weighted average shares), with ~8 net new showrooms (± a couple), ~ $20M capex and a modest inventory build expected. For Q1 they forecast net sales of $133–139M, an adjusted EBITDA loss of $(12)–(16)M, gross margin of 51.5–52.5%, advertising ~13% of sales, SG&A 51–53% of sales, net loss of $(14)–(18)M and diluted loss per share $(0.95)–(1.22) (14.7M shares). Management is planning on a low-single-digit category decline, has baked in tariff and shipping pressures (no assumed IEEPA tariff recovery), expects a full‑year tax rate closer to ~30%, and noted an expanded share‑repurchase authorization of ~$40M incremental (total ~ $54.1M).

Revenue Growth and Year‑End Financial Strength

Full‑year net sales of $697.1M, up 2.4% year‑over‑year; Q4 net sales $248.0M, up 2.7% YoY. Company delivered full‑year positive free cash flow, ended Q4 with $101.9M cash, $36M committed availability, no borrowings and no debt, and reduced inventory 14% YoY.

Strong Internet and Digital Performance

Internet sales grew 12.3% in Q4 to $79.2M; web demand rose double‑digits year‑over‑year, Cyber Monday more than doubled vs. prior year, and web customer satisfaction reached a record high — evidence of early success from recent digital leadership changes.

Omnichannel Gains and Showroom Productivity

Showroom net sales increased 3.5% in Q4 to $159.8M driven by 21 net new showrooms; fleet reached ~278 stores with the FY cohort on pace to deliver 1‑year cash paybacks and associate productivity up mid‑teens % vs. prior year after enhanced field incentives.

Product Innovation & Platform Adoption

Reclining Seat surpassed expectations — included in ~1 of every 3 new Sactional setups in FY26 and drove strong repeat behavior (repeat customers ~40% of Reclining Seat sales). Other product line (including Snugg) rose 191.9% in Q4; Sactionals sales up 1% in Q4.

Made‑in‑America & Supply Chain Progress

Exited FY26 with 0 production from China (was ~50% a few years ago); accelerated onshoring program with domestic Sactionals seat insert production planned this summer. Management expects domestic production can be gross‑margin neutral to current levels (excluding tariffs) over time and to reduce cost volatility and lead times.

Capital Allocation Flexibility

Board approved incremental $40M repurchase authorization (total authorization ~ $54.1M available). Management expects to be opportunistic with capital while retaining flexibility to invest in growth (guidance includes ~$20M capex and ~8 net new showrooms).

Brand and Marketing Evolution Showing Traction

Completed brand evolution and transitioned to a digital‑first marketing playbook; holiday campaigns and social initiatives produced strong engagement and conversion (notably Black Friday and Cyber Monday strength) and early signs of improved return on ad spend.

Resale & Circularity as Acquisition Engine

Launched 'Loved by Lovesac' resale platform in 29 states; ~70% of resale buyers were new to the ecosystem, indicating resale is a meaningful acquisition and LTV channel when scaled.

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
Jun 10, 2026	2027 (Q1)	-1.05 / -	-0.73	―	―	―
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)	―
Apr 11, 2024	2024 (Q4)	1.93 / 1.87	1.74	7.47% (+0.13)	―

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
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%
Jun 12, 2025	$20.50	$16.82	-17.95%

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.