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 -

Q2 2026

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

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 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.