
Lovesac Company (LOVE) Stock Forecast & Price Target
Lovesac Company (LOVE) Analyst Ratings
Bulls say
Lovesac is positioned well because its product pipeline is expanding the addressable market while reinforcing a “good, better, best” assortment, with new sectional launches, a premium upgrade, and a long-awaited “new room” that should support growth. The company is also showing operational resilience: 1Q26 revenue of $138.2M beat consensus, gross margin was 52.1%, and EBITDA loss of $10.5M was better than expected, while 2Q sales of $161.2M were roughly in line and high-end demand above $6,000 remained strong. Additional support comes from improving leading indicators, including a 12% rise in written quotes, better demand than reported sales, and potential upside from $17.2M in tariff refunds.
Bears say
Lovesac is facing a weaker fundamental setup as 2Q26 results were only in line with consensus excluding tariff refund benefits, yet management cut full-year and implied back-half guidance, including 3Q, amid an uncertain macro backdrop and competitive pressure. The lowered outlook appears to reflect added prudence from a new CFO as well as timing shifts in new product launches, but near-term demand remains vulnerable given industry declines of 2% to 2.7% and the company’s own sales growth assumptions only modestly improving to $724M in 2026 and $823M in 2027. The stock is further pressured by valuation and execution risk from succession concerns, lower-cost knockoffs, and intense competition from Amazon, Ikea, Overstock, Walmart, and Wayfair, which also helped drive EBITDA estimates down to $33.0M and $35.9M.
This aggregate rating is based on analysts' research of Lovesac Company and is not a guaranteed prediction by Public.com or investment advice.
Lovesac Company (LOVE) Analyst Forecast & Price Prediction
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