The earnings call reflected a generally positive sentiment with notable growth in showroom sales and successful product innovations like EverCouch and the reclining seat. However, challenges such as a decline in internet sales and pressures from a highly promotional environment were also evident. The decision to end the Best Buy partnership, while strategically sound, led to some financial adjustments.

Company Guidance

During The Lovesac Company's fiscal 2026 first-quarter earnings call, guidance was provided with several key metrics outlined. The company reported total net sales of $138.4 million, marking a year-over-year increase of 4.3%, despite a 5% decline in the overall category. Omnichannel comparable net sales rose by 2.8%, driven by new and non-comparable touchpoint contributions. The company achieved SG&A leverage and improved adjusted EBITDA, net loss, and net loss per common share by double-digit percentages from the previous year. Lovesac reaffirmed its full-year guidance, estimating net sales between $700 million and $750 million, with an adjusted EBITDA ranging from $48 million to $60 million. For the second quarter, they projected net sales of $157 million to $166 million and an adjusted EBITDA loss between $2 million and $7 million. The company's strategy to mitigate tariff impacts was emphasized, alongside a focus on innovation, exemplified by the successful launch of the EverCouch platform.

Revenue Growth

Total net sales increased 4.3% year-over-year to $138.4 million, with showroom net sales up 18.2%.

Product Innovation Success

The Recline of Civilization campaign for the new reclining seat generated 5 billion earned impressions and increased engagements by over 600% across digital channels.

EverCouch Launch

EverCouch, a new product platform, doubled Lovesac's total addressable market, receiving positive initial feedback and expanding to 27 showrooms.

Healthy Balance Sheet

The company ended the quarter with $26.9 million in cash and $36 million in committed availability, with no borrowings on their credit facility.

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

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LOVE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 11, 2025	2026 (Q2)	-0.70 / -	-0.38	―	―	―
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)	―
Dec 06, 2023	2024 (Q3)	- / -0.10	-0.55	80.91% (+0.45)	―
Nov 03, 2023	2024 (Q2)	-0.27 / -0.15	-0.55	72.73% (+0.40)	―
Jun 07, 2023	2024 (Q1)	-0.41 / -0.28	0.12	-333.33% (-0.40)	―

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 12, 2025	$20.50	$16.82	-17.95%
Apr 10, 2025	$15.93	$18.49	+16.07%
Dec 12, 2024	$37.68	$25.74	-31.69%
Sep 12, 2024	$21.02	$25.50	+21.31%

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.