Added to YB: 2026-01-19
Pitch date: 2026-01-15
LOVE [bullish]
The Lovesac Company
-2.5%
current return
Author Info
Company Info
The Lovesac Company designs, manufactures, and sells furniture. It offers sactionals, such as seats and sides; sacs, including foam beanbag chairs; and other products comprising drink holders, footsac blankets, decorative pillows, fitted seat tables, and ottomans.
Market Cap
$222.8M
Pitch Price
$15.99
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.73
P/E
33.51
EV/Sales
0.57
Sector
Household Durables
Category
growth
Thoughts on the ICR Conference 2026 Day 2: Lovesac Company $LOVE
LOVE: Furniture co w/ 46% repeat customers creating razors/blades model. Reshoring US manufacturing w/o cost increase or capex. Poached CROX CMO. Trading 0.32x P/S vs 3.23x peak. New recliners 2026, outdoor furniture 2027 should drive 20%+ growth return. Target 2.0x P/S.
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