Tariffs and Shipping Costs Weigh Heavily on Lovesac's Quarterly Performance
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 11 2025
0mins
Should l Buy LOVE?
Source: Benzinga
Quarterly Performance: Lovesac reported a third-quarter EPS loss of 72 cents, missing Wall Street's forecast, with sales of $150.166 million falling short of expectations due to a 1.2% decline in comparable net sales.
Financial Outlook: The company has lowered its fiscal 2026 earnings outlook to 15-49 cents per share and revenue forecast to $685-705 million, both below previous estimates and analyst expectations.
Cost Pressures: Increased costs in transportation and tariffs contributed to a 3.9% decline in gross profit and a significant operating loss of $15.8 million compared to the previous year.
Stock Reaction: Following the earnings report, Lovesac's stock fell 18.12% in premarket trading, reflecting investor concerns over the company's financial performance and outlook.
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Analyst Views on LOVE
Wall Street analysts forecast LOVE stock price to rise
6 Analyst Rating
6 Buy
0 Hold
0 Sell
Strong Buy
Current: 13.030
Low
17.00
Averages
23.17
High
35.00
Current: 13.030
Low
17.00
Averages
23.17
High
35.00
About LOVE
The Lovesac Company is a technology-driven company that designs, manufactures, and sells furniture. Its product offering consists of modular couches called Sactionals, premium foam beanbag chairs called Sacs, the PillowSac Accent Chair, an immersive surround sound home theater system called StealthTech, and Sactionals Reclining Seat. Its Sactional products include several patented features relating to their geometry and modularity, coupling mechanisms and other features. The Sac product line offers about five different sizes, ranging from over 35 pounds to 95 pounds with the capacity to seat more than three people on the larger model Sacs. Its Other product line offers Sactional-specific drink holders, Footsac blankets, decorative pillows, fitted seat tables and ottomans in varying styles and finishes, and its Sactionals Power Hub. It markets and sells its products primarily online directly at www.lovesac.com, supported by direct-to-consumer touch-feel points.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Hotline Service Introduction: During the campaign, Lovesac launches the [SIT]UATIONSHIP hotline, inviting consumers to call 1-866-SOFA-SZN to share their couch stories for a chance to win a new sofa, increasing brand engagement and attracting potential customers.
- Market Research Support: According to a YouGov survey, half of Americans aged 18-34 have experienced a 'situationship', and the campaign cleverly leverages this cultural phenomenon to emphasize the importance of furniture choices, boosting brand awareness.
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- Valentine's Day Campaign Launch: The Lovesac Company partners with 'Summer House' star Amanda Batula to launch a Valentine's Day campaign encouraging consumers to end relationships with unsuitable couches in favor of high-quality Lovesac sofas, thereby enhancing customer quality of life.
- Market Research Backing: According to a YouGov survey, nearly half of Americans aged 18-34 have experienced a 'situationship', cleverly linking this concept to furniture consumption and emphasizing the need for true comfort and durability in sofa choices.
- Interactive Hotline Introduction: During the campaign, Lovesac will launch the [SIT]UATIONSHIP Hotline, inviting consumers to share their stories with old couches for a chance to win a new Lovesac sofa, which not only increases brand interactivity but also enhances customer engagement.
- Brand Philosophy Reinforcement: Lovesac founder Shawn Nelson emphasizes the brand's commitment to providing high-quality, sustainable furniture designed to meet long-term consumer needs through innovative design and durability, thereby establishing a unique brand identity in a competitive market.
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- Valentine's Day Campaign Launch: Lovesac partners with 'Summer House' star Amanda Batula to promote a Valentine's Day campaign encouraging consumers to end relationships with unsuitable couches in favor of durable Lovesac sofas, enhancing their quality of life.
- Hotline Service Introduction: During the campaign, Lovesac launches the [SIT]UATIONSHIP hotline, inviting consumers to call 1-866-SOFA-SZN to share their couch stories for a chance to win a new sofa, increasing brand engagement and attracting potential customers.
- Market Research Support: According to a YouGov survey, half of Americans aged 18-34 have experienced a 'situationship', and the campaign cleverly leverages this cultural phenomenon to emphasize the importance of furniture choices, boosting brand awareness.
- Brand Philosophy Reinforcement: Lovesac highlights the high quality and durability of its products, with CEO Shawn Nelson stating the brand's commitment to providing comfortable and long-lasting furniture, aiming to change consumer reliance on 'good enough' couches and enhance brand image.
See More
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- Valentine's Day Campaign Launch: The Lovesac Company partners with 'Summer House' star Amanda Batula to launch a Valentine's Day campaign encouraging consumers to end relationships with unsuitable couches in favor of high-quality Lovesac sofas, thereby enhancing customer quality of life.
- Market Research Backing: According to a YouGov survey, nearly half of Americans aged 18-34 have experienced a 'situationship', cleverly linking this concept to furniture consumption and emphasizing the need for true comfort and durability in sofa choices.
- Interactive Hotline Introduction: During the campaign, Lovesac will launch the [SIT]UATIONSHIP Hotline, inviting consumers to share their stories with old couches for a chance to win a new Lovesac sofa, which not only increases brand interactivity but also enhances customer engagement.
- Brand Philosophy Reinforcement: Lovesac founder Shawn Nelson emphasizes the brand's commitment to providing high-quality, sustainable furniture designed to meet long-term consumer needs through innovative design and durability, thereby establishing a unique brand identity in a competitive market.
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- Commitment to Financial Transparency: The company's listing on OTCQX requires high financial reporting standards and best practices in corporate governance, further reinforcing Cannara's commitment to strong governance and transparency, likely attracting more institutional and retail investors.
- Financial Results Announcement: Cannara plans to release its Q1 2026 financial results on January 26, 2026, with the CEO and CFO hosting a live webcast to provide performance insights and answer investor questions, enhancing engagement with stakeholders.
- Shareholder Meeting Arrangement: The company reminds shareholders of the Annual General Meeting scheduled for January 29, 2026, which will be held via live webcast, encouraging advance voting and active participation in corporate governance.
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- Sales Growth: In December 2025, Cannara achieved a 14.7% share of cannabis retail sales in Quebec, reflecting a 100-basis point month-over-month improvement, indicating strong consumer demand for its premium products and enhancing overall company performance.
- Product Innovation: The successful launch of five vape SKUs marks the largest product category launch in recent Canadian cannabis history, which is expected to further drive market share growth and meet consumer demand for high-quality vape products.
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- Holiday Celebration: During Couchmas 2025, Lovesac is launching a series of giveaways aimed at providing extra comfort to deserving individuals and families, reflecting the brand's commitment to customer care and community support.
- Brand Ambassador: Santa Claus serves as Lovesac's official Couchmas spokesperson, enhancing brand image and emotional connection with consumers, which further solidifies its position in the home furnishings market.
- Innovation and Sustainability: Known for its innovation, comfort, and sustainability, Lovesac's event not only showcases the uniqueness of its products but also emphasizes the brand's commitment to social responsibility during the holiday season.
- Market Impact: Through this initiative, Lovesac aims to boost brand awareness and potentially attract more consumer interest in its products, thereby driving sales growth and enhancing its competitive edge in the market.
See More
