Lovesac (LOVE)
Sells modular couches, Sacs, and home seating through showrooms and ecommerce.
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Builds around Sactionals, a washable and reconfigurable couch platform, with Sacs, PillowSac Chair, StealthTech, Snugg, and accessories around it. Sales are concentrated in the US through showrooms, ecommerce, and other channels, with one reportable segment.
Started with Shawn Nelson's oversized foam Sac in 1995 and now centers on Sactionals, a washable, changeable, reconfigurable couch platform. Current products include Sactionals Reclining Seat, Sacs, PillowSac Chair, StealthTech, Snugg, and accessories grouped under Other.
Runs as a founder-led, direct-to-consumer furniture brand from Stamford, with sales concentrated in the US. Showrooms are the main channel, supported by ecommerce and smaller third-party pop-up or shop-in-shop channels.
Execution depends on product architecture that can evolve across covers, seats, sound, reclining, and room use cases. Sactionals account for most sales, and the public-company record includes a recent SEC accounting settlement tied to shipping-expense controls.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 10, 2026 | Canaccord Genuity | Target | Target: $22 | Target: $20 |
| Jun 12, 2026 | DA Davidson | Reiterate | Rating: —Target: $18 | Target: $20 |
| Jun 11, 2026 | Canaccord Genuity | Target | Target: $24 | Target: $22 |
| Mar 27, 2026 | Roth Capital | Target | Target: $31 | Target: $22 |
| Dec 12, 2025 | Maxim Group | Target | Target: $38 | Target: $26 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Aug 2, 2026Cash & short-term investments $68.8M · Total debt $191.0M · Total assets $539.0M · Shareholders' equity $210.0M
- Revenue
- $161.2M
- Operating income
- $10.9M
- Net income
- $7.4M
No dividends on record.
| Institutions | ≈ 98.36% | 14.19M shares | |
|---|---|---|---|
| 131 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 7.85% | 1.13M shares | |
| 10 holders · as of Sep 11, 2026 | |||
| Strategic holders | 22.23% | 3.21M shares | |
| 2 holders · as of Feb 4, 2022 | |||
| Adds to | 128.44% | ||
14.42M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 128.44%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Capital, LLCStrategic | 16.25% | 2.34M | filed Oct 24, 2018 |
Granahan Investment Management LLCInstitution | 9.01% | 1.30M | filed Feb 14, 2023 |
BlackRock, Inc.Institution | 8.41% | 1.21M | as of Jun 30, 2026 |
Anson Funds Management LPInstitution | 8.21% | 1.18M | as of Jun 30, 2026 |
Senvest Management, LLCInstitution | 6.87% | 990,212 | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 17, 2026 | Vineet Mehra | director | −5,000 | $18.38 |
| Jun 22, 2026 | Shawn David Nelson | director, officer: Chief Executive Officer | +1,830 | $13.64 |
| Jun 18, 2026 | Andrew R. Heyer | director | +30,000 | $14.68 |
| Jun 22, 2026 | Mary Fox | officer: President | +1,720 | $14.41 |
| Apr 16, 2026 | Shawn David Nelson | director, officer: Chief Executive Officer | +1,477 | $16.95 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Lovesac | $14.56 | −0.42% | $214.0M | 12.0 | 156.5 | 0.3 | +0.5% |
| La-Z-Boy | $30.28 | −1.24% | $1.23B | 15.5 | 12.1 | 0.6 | −3.4% |
| Williams-Sonoma | $230.83 | −0.80% | $27.40B | 23.8 | 23.3 | 3.4 | +6.7% |
| Wayfair | $100.46 | −6.42% | $14.70B | — | 29.7 | 1.1 | +7.5% |
| RH | $125.67 | −3.80% | $2.47B | 23.2 | 18.3 | 0.7 | +2.6% |
| Arhaus | $9.01 | −3.00% | $1.31B | 18.7 | 18.0 | 0.8 | +7.4% |
| Ethan Allen Interiors | $21.12 | −0.98% | $542.8M | 13.7 | 17.4 | 0.9 | −8.5% |
| Havertys | $27.52 | −2.65% | $468.4M | 41.0 | 13.0 | 0.6 | +7.7% |
| Median | 21.0 | 18.0 | 0.8 | +6.7% |