NASDAQ$LOVE

The Lovesac Company · Q3 2026 earnings

Q3 2026 earnings · · Before market open · Investor relations

Briefing

The Lovesac Company reported Q3 2026, revenue of $150.2M.

For Q3 2026, The Lovesac Company reported revenue of $150.2M. Management discusses segment performance, capital allocation, and outlook in the earnings filing.

  • Revenue $150.2M.
  • The Lovesac Company highlights liquidity, operations, and 2026 priorities.
  • The Lovesac Company highlights liquidity, operations, and 2026 priorities.

Headline financials

Total Revenue

$150M

Previous: $150M+0.2%
EPS (adj)

-$0.72

Previous: -$0.32-125.0%
Gross Margin

56.1%

Previous: 58.5%-4.1%
Omni-channel Comparable Net Sales Growth

-1.2%

Previous: -8.3%+85.5%
Internet Sales Growth

-16.9%

Previous: 12.1%-239.7%
Ending Showroom Count

275

Previous: 258+6.6%
SG&A as % of Net Sales

49.9%

Previous: 47.9%+4.2%
Advertising & Marketing as % of Net Sales

14.0%

Previous: 13.3%+5.3%
Adjusted EBITDA

-$5.97M

Previous: $2.68M-322.9%
Capital Expenditures

-$18.2M

Previous: -$15.7M-15.7%
Free Cash Flow

-$28.8M

Previous: -$20.7M-39.2%
Net Income

-$10.6M

Previous: -$4.93M-114.0%
Operating Income

-$15.8M

Previous: -$7.72M-104.6%
Gross Profit

$84.2M

Previous: $87.6M-3.9%
Cash & Equivalents

$23.7M

Previous: $61.7M-61.5%
Total Assets

$496M

Previous: $500M-0.8%

Revenue & EPS history

Lovesac · Revenue · Quarterly

$150M

Q3 2026+0.2%vs Q3 2025
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

Lovesac · $138M total across 3 segments · Q1 2027

  • Showrooms
    $97.1M
  • Internet
    $35.7M
  • Other
    $5.46M

Forward guidance

The release discusses The Lovesac Company's outlook for upcoming periods, including capital allocation, operating priorities, and market risks, without relying solely on numeric EPS bridges.

Tailwinds

  • The Lovesac Company cites operational execution and demand trends supporting the outlook.
  • Balance sheet and liquidity actions aim to fund growth and returns.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q3 2026

Historical avgQ3 2026

+3.8%

Avg return

Earnings day

+2.2%

Avg return

5 days after

+10.2%

Avg return

30 days after

50%

16 / 32 earnings

Positive

+72.0%

Q4 2020

Best reaction

-30.1%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027-1.6%-13.7%
Q4 2026+1.2%-4.2%
Q3 2026-7.8%+0.1%+17.2%
Q2 2026-14.8%-13.5%-31.6%
Q1 2026+3.2%+6.6%+6.3%
Q4 2025+16.1%+22.3%+26.2%
Q3 2025-30.1%-29.2%-28.9%
Q2 2025+24.9%+26.8%+23.9%
Q1 2025-6.7%-10.4%+3.8%
Q4 2024-16.4%-17.1%+8.4%
Q3 2024+18.4%+20.8%+19.7%
Q2 2024-4.5%+1.7%+21.7%
Q1 2024-7.3%-8.4%+3.6%
Q4 2023+18.4%+20.4%+12.5%
Q3 2023-15.4%-11.9%+17.7%
Q2 2023-4.9%-12.6%-32.0%
Q1 2023-16.5%-22.5%-13.9%
Q4 2022+15.9%+9.1%-5.3%
Q3 2022+27.3%+17.1%-13.3%
Q2 2022+33.7%+29.2%+42.4%
Q1 2022+6.9%+6.5%-15.6%
Q4 2021-2.8%+1.3%+15.5%
Q3 2021+20.5%+9.1%+40.5%
Q2 2021-9.4%-11.5%+10.0%
Q1 2021+7.9%+4.8%+35.9%
Q4 2020+72.0%+87.1%+133.6%
Q3 2020-25.9%-13.5%-0.6%
Q2 2020+3.0%+11.0%-4.8%
Q1 2020-21.0%-20.7%-29.0%
Q4 2019+33.2%-6.8%+34.7%
Q3 2019+8.9%-1.3%+4.3%
Q2 2019-4.3%-4.9%+2.9%
Q1 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018
Q4 2016
Q3 2016
Q2 2016
Q1 2016

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