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Lovesac Co

lovesac.com

Lovesac Co (NASDAQ: LOVE) is a specialty furniture company that designs and sells modular, washable seating products direct to consumers through showrooms and e-commerce. Revenue comes from transactional sales of furniture and accessories, with no subscription component disclosed. Sactionals, a patented modular sectional sofa system built from standardized "seats" and "sides" with approximately 200 interchangeable cover options, represent a majority of net sales as of FY2026 (fiscal year ended February 1, 2026). The secondary product line, Sacs, consists of oversized foam-filled beanbag chairs. A third category, Other, includes accessories such as drink holders, Footsac blankets, decorative pillows, fitted seat tables, ottomans, and the Sactionals Power Hub. In May 2025 the company launched Snugg, a new premium seating platform with washable, changeable covers and disassembly capability. Lovesac does not pay cash dividends and operates an active share repurchase program with $14.1 million remaining as of February 1, 2026.

Products & Services

Sactionals (patented modular sectional sofas, majority of net sales, FY2026); Sacs (oversized foam-filled beanbag chairs); Other accessories including Footsac blankets, drink holders, decorative pillows, fitted seat tables, ottomans, and the Sactionals Power Hub; AnyTable (launched September 2024); Sactionals Reclining Seat (launched November 2024); Snugg premium seating platform (launched May 2025).

Revenue Model

Transactional retail sales of furniture and accessories through an omni-channel platform combining physical showrooms, e-commerce, and other brand-enhancing distribution channels. No subscription or recurring-fee revenue model is disclosed in the filing.

Customers & Markets

Direct-to-consumer residential furniture buyers. No disclosed customer concentration data. End-market demand is driven by consumer spending on home furnishings and is sensitive to interest rate and inflation conditions, as noted in FY2026 10-K risk factors.

Geographic Exposure

Filing does not specify revenue by geography. Domestic manufacturing initiatives are mentioned, implying primary U.S. retail presence. Sourcing is international.

Financial Snapshot

Revenue
TTM
$696.9M
Gross Margin
TTM
55.67%
Net Income
TTM
$3.812M
Current Assets
2026 Q2
Current Liabilities
2026 Q2
Current Ratio
2026 Q2
155.01%
Total Assets
2026 Q2
Total Liabilities
2026 Q2
Book Value
2026 Q2
$205.5M
Cash
2026 Q2
P/E
TTM
64.09
Free Cash Flow
TTM
$35.00M

Stock Price

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Market Cap: $244.32 Million

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