Jul 2026 (Q2 FY27) — Sep 10, 2026
The Lovesac Company Q2 FY27 — Record Sales, Prolific Innovation Roadmap, and Strategic Pricing Adjustments
Read the full callLovesac earnings: last reported Thu, 10 Sep 2026, for the quarter ended Jul 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 161 | +0.4% YoY | Quarterly, as filed | Quarter to Aug 2026 | Revenue from operations as filed. |
| Operating margin | 6.8 | +12.3 pts YoY | Operating profit / revenue | Quarter to Aug 2026 | For the quarter; a change is in percentage points. |
| Net profit | 7.4 | Quarterly, as filed | Quarter to Aug 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
1Y: $14.36 on 17 Oct 2025 → $14.4. High $18.7 (16 Jul 2026), low $10.54 (20 Mar 2026).
Overview
Call summaries
The Lovesac Company Q2 FY27 — Record Sales, Prolific Innovation Roadmap, and Strategic Pricing Adjustments
Read the full callThe Lovesac Company Q1 FY27 — Strategic Investments Drive Market Share Gains Amidst Macro Headwinds
Read the full callEvery analysed call
Financials
Net profit, year on year: +212% (quarter to aug 2026 against aug 2025).
| Line item | Nov 2024 | Feb 2025 | May 2025 | Aug 2025 | Nov 2025 | Feb 2026 | May 2026 | Aug 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 150 | 241 | 138 | 161 | 150 | 248 | 138 | 161 |
| Operating profit | -8 | 48 | -15 | -9 | -16 | 45 | -17 | 11 |
| Operating margin | −5.2% | 19.7% | −10.8% | −5.5% | −10.5% | 18.1% | −12.6% | 6.8% |
| Profit before tax | -7 | 48 | -15 | -9 | -16 | 46 | -17 | 12 |
| Tax rate | 29.8% | 26.8% | 25.9% | 23.8% | 32.4% | 29.6% | 33.6% | 38.9% |
| Net profit | -5 | 35 | -11 | -7 | -11 | 32 | -11 | 7 |
| EPS ($ per share) | -0.32 | — | -0.73 | -0.45 | -0.72 | — | -0.76 | 0.51 |
| Line item | Feb 2019 | Feb 2020 | Jan 2021 | Jan 2022 | Jan 2023 | Feb 2024 | Feb 2025 | Feb 2026 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | -63 | -78 | -63 | -16 | 11 | 34 | 26 | 24 |
| Total liabilities | 26 | 36 | 63 | 211 | 216 | 265 | 316 | 316 |
| Fixed assets | 19 | 24 | 26 | 34 | 53 | 71 | 78 | 86 |
| Total assets | 105 | 126 | 171 | 369 | 409 | 482 | 532 | 535 |
| Line item | Feb 2019 | Feb 2020 | Jan 2021 | Jan 2022 | Jan 2023 | Feb 2024 | Feb 2025 | Feb 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | -7 | -11 | 41 | 33 | -21 | 76 | 39 | 49 |
| Cash from investing | -11 | -11 | -9 | -15 | -26 | -29 | -22 | -24 |
| Cash from financing | 58 | 21 | -2 | -3 | -2 | -4 | -21 | -7 |
| Net cash flow | — | -1 | 30 | 14 | -49 | 44 | -3 | 18 |
| Capital expenditure | -11 | -10 | -8 | -15 | -25 | -29 | -21 | -23 |
| Free cash flow | -18 | -21 | 32 | 18 | -47 | 48 | 18 | 26 |
49 filings between Nov 18, 2025 and Sep 9, 2026.
Purchases
$515.2K
4 purchases by 3 insiders
Sales
$91.9K
1 sale by 1 insider
Also filed: 1 gift.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| HEYER ANDREW R | $440.4K | — | Jun 18, 2026 |
| Mehra Vineet | — | $91.9K | Jul 17, 2026 |
| Nelson Shawn David | $50.0K | — | Jun 22, 2026 |
| Fox Mary | $24.8K | — | Jun 22, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 9, 2026 | Boehme Alan Director | Award | 5,238 | $0 |
| Jul 17, 2026 | Mehra Vineet Director | Sale | 5,000 | $91.9K |
| Jun 22, 2026 | Nelson Shawn David Chief Executive Officer | Purchase | 1,830 | $25.0K |
| Jun 22, 2026 | Fox Mary President | Purchase | 1,720 | $24.8K |
| Jun 18, 2026 | HEYER ANDREW R Director | Purchase | 30,000 | $440.4K |
| Jun 11, 2026 | Nelson Shawn David Chief Executive Officer | Tax withheld | 4,357 | $71.0K |
| Jun 11, 2026 | Siegner Keith R. EVP and CFO | Award | 5,071 | $0 |
| Jun 11, 2026 | Siegner Keith R. EVP and CFO | Tax withheld | 2,350 | $38.3K |
| Jun 11, 2026 | Siegner Keith R. EVP and CFO | Tax withheld | 2,226 | $36.3K |
| Jun 11, 2026 | Nelson Shawn David Chief Executive Officer | Tax withheld | 4,126 | $67.3K |
| Jun 11, 2026 | Fox Mary President | Award | 9,616 | $0 |
| Jun 11, 2026 | Fox Mary President | Tax withheld | 4,553 | $74.2K |
| Jun 11, 2026 | Fox Mary President | Tax withheld | 4,311 | $70.3K |
| Jun 11, 2026 | Nelson Shawn David Chief Executive Officer | Award | 9,616 | $0 |
| Jun 10, 2026 | McLallen Walter Field Director | Award | 6,308 | $0 |
| Jun 10, 2026 | Mehra Vineet Director | Award | 6,308 | $0 |
| Jun 10, 2026 | Leite Sharon M Director | Award | 6,308 | $0 |
| Jun 10, 2026 | Romig Shirley Director | Award | 6,308 | $0 |
| Jun 10, 2026 | HEYER ANDREW R Director | Award | 6,308 | $0 |
| Jun 10, 2026 | HEYER ANDREW R Director | Award | 6,308 | $0 |
| Apr 16, 2026 | Nelson Shawn David Chief Executive Officer | Purchase | 1,477 | $25.0K |
| Apr 15, 2026 | Nelson Shawn David Chief Executive Officer | Tax withheld | 2,197 | $36.6K |
| Apr 15, 2026 | Fox Mary President | Option exercise | 4,848 | $0 |
| Apr 15, 2026 | Fox Mary President | Tax withheld | 2,296 | $38.2K |
| Apr 15, 2026 | Fox Mary President | Option exercise | 17,066 | $0 |
| Apr 15, 2026 | Fox Mary President | Tax withheld | 8,080 | $134.5K |
| Apr 15, 2026 | Fox Mary President | Tax withheld | 2,132 | $35.5K |
| Apr 15, 2026 | Fox Mary President | Tax withheld | 7,433 | $123.8K |
| Apr 15, 2026 | Nelson Shawn David Chief Executive Officer | Option exercise | 4,848 | $0 |
| Apr 15, 2026 | Nelson Shawn David Chief Executive Officer | Option exercise | 17,066 | $0 |
| Apr 15, 2026 | Nelson Shawn David Chief Executive Officer | Tax withheld | 7,731 | $128.7K |
| Apr 15, 2026 | Nelson Shawn David Chief Executive Officer | Tax withheld | 2,040 | $34.0K |
| Apr 15, 2026 | Nelson Shawn David Chief Executive Officer | Tax withheld | 7,113 | $118.4K |
| Apr 15, 2026 | Siegner Keith R. EVP and CFO | Option exercise | 7,714 | $0 |
| Apr 15, 2026 | Siegner Keith R. EVP and CFO | Tax withheld | 3,575 | $59.5K |
| Apr 15, 2026 | Siegner Keith R. EVP and CFO | Tax withheld | 3,289 | $54.8K |
| Mar 18, 2026 | Siegner Keith R. EVP and CFO | Option exercise | 2,963 | $0 |
| Mar 18, 2026 | Siegner Keith R. EVP and CFO | Option exercise | 4,802 | $0 |
| Mar 18, 2026 | Siegner Keith R. EVP and CFO | Option exercise | 7,097 | $0 |
| Mar 18, 2026 | Nelson Shawn David Chief Executive Officer | Option exercise | 4,504 | $0 |
| Mar 18, 2026 | Nelson Shawn David Chief Executive Officer | Option exercise | 9,106 | $0 |
| Mar 18, 2026 | Nelson Shawn David Chief Executive Officer | Option exercise | 15,701 | $0 |
| Mar 18, 2026 | Fox Mary President | Option exercise | 4,504 | $0 |
| Mar 18, 2026 | Fox Mary President | Option exercise | 9,106 | $0 |
| Mar 18, 2026 | Fox Mary President | Option exercise | 15,701 | $0 |
| Feb 3, 2026 | HEYER ANDREW R Director | Award | 279 | $0 |
| Dec 23, 2025 | Nelson Shawn David Chief Executive Officer | Gift | 6,050 | $0 |
| Nov 18, 2025 | Fox Mary President | Tax withheld | 1,145 | $0 |
| Nov 18, 2025 | Fox Mary President | Award | 2,417 | $28.1K |
| Oct 14, 2025 | Nelson Shawn David Chief Executive Officer | Purchase | 1,000 | $14.4K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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