Welcome to our dedicated page for Lovesac Co. SEC filings (Ticker: LOVE), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Lovesac Company's SEC filings document a Delaware corporation with common stock listed on Nasdaq under LOVE. The record includes Form 8-K reports for operating results, Regulation FD disclosures, share repurchase authorization, and director appointments, along with proxy materials for board governance, director compensation, shareholder voting, and executive compensation matters.
These filings describe the company's home furnishing business, including Sactionals, Sacs, accessories, retail stores, and online sales, while also presenting capital structure details, reported financial condition, and governance policies. Recent event reports connect formal disclosure to earnings releases, repurchase programs, and board composition changes.
Lovesac Co/The received an amended Schedule 13G/A from The Vanguard Group reporting that, after an internal realignment, Vanguard and certain subsidiaries disaggregated holdings and report separate beneficial ownership. The filing states amount beneficially owned: 0 and percent of class: 0% as of the amendment.
The Lovesac Company is expanding its shareholder return efforts by increasing its share repurchase authorization by up to $40 million, bringing the total program size to approximately $54.1 million. The company expects to fund repurchases using existing cash and future free cash flow, while management will decide timing, pricing, and volume based on market conditions and other factors. Buybacks may occur through open market purchases, privately negotiated deals, or accelerated share repurchase arrangements, and can be started or paused at any time without prior notice. Management highlights confidence in its fiscal 2027 plan and balance sheet strength, aiming to support growth investments while returning capital to shareholders.
The Lovesac Company is expanding its shareholder return efforts by increasing its share repurchase authorization by up to $40 million, bringing the total program size to approximately $54.1 million. The company expects to fund repurchases using existing cash and future free cash flow, while management will decide timing, pricing, and volume based on market conditions and other factors. Buybacks may occur through open market purchases, privately negotiated deals, or accelerated share repurchase arrangements, and can be started or paused at any time without prior notice. Management highlights confidence in its fiscal 2027 plan and balance sheet strength, aiming to support growth investments while returning capital to shareholders.
The Lovesac Company reported modest sales growth but sharply lower profits for fiscal 2026. Net sales rose 2.4% to $697.1 million, while gross margin fell to 56.4% as higher inbound, tariff, and logistics costs outweighed price increases.
Full-year net income dropped to $4.1 million from $11.6 million, though operating cash flow improved to $49.3 million. Cash reached $101.9 million with no debt outstanding. The board authorized an additional $40 million share repurchase, lifting remaining capacity to about $54.1 million.
For fiscal 2027, the company guides net sales to $700–$750 million, Adjusted EBITDA of $33–$44 million, and net income of $5–$14 million, alongside ongoing showroom expansion and new product initiatives.
The Lovesac Company reported modest sales growth but sharply lower profits for fiscal 2026. Net sales rose 2.4% to $697.1 million, while gross margin fell to 56.4% as higher inbound, tariff, and logistics costs outweighed price increases.
Full-year net income dropped to $4.1 million from $11.6 million, though operating cash flow improved to $49.3 million. Cash reached $101.9 million with no debt outstanding. The board authorized an additional $40 million share repurchase, lifting remaining capacity to about $54.1 million.
For fiscal 2027, the company guides net sales to $700–$750 million, Adjusted EBITDA of $33–$44 million, and net income of $5–$14 million, alongside ongoing showroom expansion and new product initiatives.
Lovesac Co President Mary Fox reported compensation-related equity activity involving performance-based restricted stock units (RSUs). On March 18, 2026, she acquired 29,311 shares of common stock at $0.00 per share through the vesting and conversion of performance-based RSUs.
The vested shares came from portions of three RSU grants awarded on April 15, 2023, June 11, 2024, and April 15, 2025. The unearned balances of those performance-based RSU tranches were forfeited back to the company. Following these transactions, Fox directly holds 67,229 shares of Lovesac common stock. The filing shows no open‑market purchases or sales; the movements reflect equity awards vesting and related forfeitures.
Lovesac Co Chief Executive Officer Shawn David Nelson reported a set of compensation-related equity transactions involving performance-based restricted stock units and common stock. On March 18, 2026, portions of three tranches of performance-based RSUs granted in April 2023, June 2024, and April 2025 vested, and the corresponding RSUs were exercised into common shares. The filing shows he acquired a total of 29,311 shares of common stock through these derivative exercises at a stated price of $0.0000 per share. Unearned balances from each performance grant were forfeited back to Lovesac, reflected as dispositions of RSUs to the issuer. After these transactions, Nelson holds 198,371 shares of Lovesac common stock directly and an additional 52,094 shares indirectly through The LDPV Holding Trust, for which a footnote states he has sole authority over share disposition. No open-market purchases or sales are reported in this filing, underscoring that the activity is tied to equity incentive vesting rather than discretionary trading.
Lovesac Co EVP and CFO Keith R. Siegner reported equity compensation activity tied to performance-based restricted stock units. On March 18, 2026, he acquired 14,862 shares of Common Stock at a price of $0.00 per share through the vesting and settlement of multiple tranches of performance-based RSUs. The footnotes state these RSUs were originally granted between June 2023 and April 2025 and vested in part, while the unearned balances from each grant were forfeited back to the company. Following these transactions, Siegner directly held 30,237 shares of Lovesac common stock. There were no open-market purchases or sales; all movements reflect compensation-related vesting, settlement, and forfeiture.
Lovesac Co. ownership disclosure: Springhouse-affiliated entities report beneficial ownership of 905,874 shares (6.20% of the class) and Brian Gaines reports beneficial ownership of 918,674 shares (6.28% of the class), as shown as of 12/31/2025.
The filing lists the filing group as Springhouse Capital (U.S.), L.P.; Springhouse Capital Management, L.P.; Springhouse Asset Management LLC; Springhouse Capital Management G.P., LLC, and individual Brian Gaines. Shared voting and dispositive power for the Springhouse entities is shown as 905,874 shares; Mr. Gaines is shown with 12,800 sole votes and dispositive shares in addition to the shared amounts.
Hood River Capital Management LLC filed an amended beneficial ownership report on Lovesac Co., disclosing holdings of 987,744 shares of common stock. This represents 6.76% of the outstanding class as of the reporting date. Hood River reports no voting power over these shares but has sole power to dispose of them.
The firm certifies that the shares were acquired and are held in the ordinary course of business, and not for the purpose of changing or influencing control of Lovesac. The filing is signed by Robert Schmaltz as CCO and COO, reflecting an institutional investment position above the 5% threshold that triggers disclosure.
Investment Company, Inc., an institutional investment adviser, filed an amended Schedule 13G reporting beneficial ownership of 500,002 shares of Lovesac Co common stock, equal to 3.4% of the class as of the stated event date.
The firm reports sole voting and dispositive power over these shares, held through three funds that own 99,115, 321,333 and 79,554 shares, respectively. It certifies the position is held in the ordinary course of business and not for the purpose of changing or influencing control of Lovesac.
Arrowstreet Capital has reported a new passive stake in Lovesac. Arrowstreet Capital, Limited Partnership and Arrowstreet Capital Holding LLC beneficially own 780,636 Lovesac common shares, representing 5.3% of the class as of the reported date. They have sole voting power over 748,036 shares and sole dispositive power over 780,636 shares.
The shares are held across investment advisory clients of Arrowstreet Capital, and no individual client is known to hold more than 5% of Lovesac’s stock. The firms certify the position was acquired and is held in the ordinary course of business, without the purpose or effect of changing or influencing control of Lovesac.