Lovesac Co. (The) (LOVE)
NASDAQConsumer DiscretionaryFurnishings, Fixtures & AppliancesSnapshot 2026-09-15
$14.94+1.70%
Close 2026-09-15 · 1-day change
NASDAQConsumer DiscretionaryFurnishings, Fixtures & AppliancesSnapshot 2026-09-15
Research Workspace
Put LOVE beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Home Furnishings: structurally weak cohort (structural / late-cycle), so the cyclical early-warning is suppressed.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Achieve revenue of $700M to $740M in fiscal 2027: FY27 guidance $720M vs $700M-$740M target.
View ThesisMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 42% in its worst 12-month stretch.
View RiskLOVE's growth depends on achieving revenue of $700M to $740M in fiscal 2027. The latest earnings beat showed revenue growth of 4% year over year, but guidance remains a concern. LOVE trades at 19× P/E versus a peer median of 15×, indicating the market expects more growth than currently reflected. If LOVE cuts guidance on the next call, that would negatively impact expectations. Peer multiples imply a price about 10% above where it trades. This read is provisional; the thesis is on watch.
Trailing returns as of 2026-09-15. LOVE is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 5 analysts currently covering LOVE (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare LOVE with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| LOVE Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 5 valuation methods, at three horizons. As of 2026-09-15. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Home Furnishings — fair value, gap to price, and forward P/E.
Compare the value case
Put LOVE next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Drive revenue growth through showroom expansion and product innovation
Entry-level buyers avoiding may hinder revenue growth.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-15. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Threatens: Achieve revenue growth
Lowered guidance impacts revenue growth expectations.
Advances: Drive revenue growth through showroom expansion and product innovation
Record sales indicate successful showroom expansion and product innovation.
Threatens: Achieve revenue growth
Earnings beat but revenue shortfall impacts growth outlook.
Advances: Achieve revenue growth
Guidance on significant revenue growth and new manufacturing.
Advances: Improve net income
Smaller than expected loss indicates improved cost management.