Flexsteel Industries, Inc. (FLXS)
Similar size · 1.67x market cap
Furnishings, Fixtures & Appliances
YouTube · Q4 FY2026 · 2026-08-20
LOVE · NasdaqGM
The Lovesac Company
Furnishings, Fixtures & Appliances · United States
USD 13.50-5.9% daily changeQuote 2026-09-18 · USD
- Market cap (USD)
- US$194.72M
- Trailing P/E
- 11.07x
- Forward P/E
- 5.90x
- Quarterly revenue growth
- 0.4%
- Trailing net margin
- 2.6%
- Indicated dividend yield
- —
Snapshot 2026-09-20 · Latest financial period 2026-08-02 · Yahoo Finance. Quotes may be delayed; reporting periods can differ.
Next earnings: 2026-12-10 (provider estimate, not issuer-confirmed).
Company background
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. The company also provides StealthTech, a home theater system; and PillowSac, an accent chair. It markets its products primarily through website, as well as showrooms, lifestyle centers, mobile concierges, kiosks, and street locations in 45 states in the United States; and in store pop-up-shops and shop-in-shops, and barter inventory transactions. The Lovesac Company was founded in 1995 and is based in Stamford, Connecticut.
Company websiteQ2 FY2027
Go beyond the headline.
LOVE Stock: The Refund Made the Profit. Can Retail Make the Cash? — Q2 FY2027
Published 2026-09-11
Short takes Q2 FY2027
Lovesac Profit: The Refund Was Bigger Than Earnings #LOVE #Shorts
Watch Short on YouTube
Q2 FY2027 REPORT HIGHLIGHTS
What’s changed for LOVE
Lovesac Q2 FY2027: the tariff refund, underlying margins, holiday profit hurdle, seasonal cash and a transparent per-share valuation.
The profit headline needs a refund bridge.
Reported EPS is $0.51; the issuer says the refund adds $0.86.
Underlying demand remains soft.
Comparable sales and both new and repeat customer counts fell.
The holiday quarter still carries the year.
Annual and Q3 guide midpoints imply about $53.8M Q4 adjusted EBITDA.
Cash is seasonal.
H1 FCF is negative despite the receipt; inventory and buybacks use funding.
Value the common claim explicitly.
Our 16.5M gross-share model and $15M cash reserve are assumptions with sensitivities.
Comparable businesses
LOVE peer comparison
Same business group first, then company size. Preferred market cap: 0.5–2x; extended range: one-third–3x. Outside that range, industry benchmarks are labeled separately and excluded from peer medians.
| Metric | LOVEThe Lovesac CompanySnapshot 2026-09-20Financial period: 2026-08-02 | FLXSFlexsteel Industries, Inc.Snapshot 2026-09-20Financial period: 2026-06-30 | LZBLa-Z-Boy IncorporatedSnapshot 2026-09-20Financial period: 2026-07-25 |
|---|---|---|---|
| Market capMarket value, converted to USD | US$194.72M | US$326.07M | US$1.20B |
| Forward P/EProvider forward earnings estimate | 5.90x | 13.17x | 10.61x |
| EV / EBITDAEnterprise value / trailing EBITDA | 18.30x | 7.79x | 7.61x |
| Revenue growthLatest quarter vs prior-year quarter | 0.4% | 0.7% | -3.4% |
| Operating marginLatest reported quarter | -5.6% | 14.2% | 2.7% |
| Free cash flow yieldTrailing cash flow / market cap | 9.7% | 10.7% | 15.3% |
| Net debt / EBITDANet debt / trailing EBITDA | 7.06x | 0.76x | 1.39x |
| Debt / equityTotal debt / positive book equity | 0.91x | 0.39x | 0.53x |
| Trailing P/ETrailing twelve-month earnings | 11.07x | 13.13x | 15.15x |
| Price / bookPrice / positive book equity per share | 0.96x | 2.45x | 1.18x |
| EV / salesEnterprise value / trailing revenue | 0.45x | 0.79x | 0.70x |
| Earnings growthLatest quarter vs prior-year quarter | — | 36.6% | — |
| Gross marginTrailing twelve months | 56.0% | 24.7% | 45.2% |
| Net marginTrailing twelve months | 2.6% | 7.2% | 3.9% |
| Return on equityProvider trailing return; positive equity only | 8.8% | 22.0% | 8.0% |
| Free cash flow marginTrailing free cash flow / revenue | 2.7% | 7.6% | 8.7% |
| Dividend yieldIndicated annual dividend / price | — | 1.3% | 3.3% |
| Earnings payoutProvider trailing dividend payout | 0.0% | 14.0% | 48.0% |
| Current ratioCurrent assets / current liabilities | 1.47x | 2.09x | 1.67x |
| BetaProvider historical market sensitivity | 2.03 | 0.59 | 1.25 |
YouTube · Q4 FY2026 · 2026-08-20
La-Z-Boy Incorporated (LZB)
Larger industry benchmark · 6.14x market cap
Furnishings, Fixtures & Appliances
YouTube · Q1 FY2027 · 2026-08-20
Comparison methodology & limitations
Reviewed operating groups override broad sector classifications. Other companies are matched only within a sufficiently specific provider industry. Business mix, geography and accounting standards can still differ. Market caps are converted to USD using exchange rates captured during the snapshot refresh. Financial ratios that would mix currencies are omitted. Snapshots must be at most 14 days old and no more than seven days apart for automatic selection.
Peer medians require at least two valid similar-size peers for each metric. Negative earnings, nonpositive equity, missing data and irrelevant bank ratios are not presented as attractive valuations. A higher or lower number is not automatically a better investment. Financial statement periods are not calendar-aligned across companies.
Reported performance
Financial trends
Periods are grouped by their ending calendar year or quarter, not identical fiscal calendars. Exact period-end dates appear in tooltips and reported figures. When reporting currencies differ and a recent captured FX rate is available, money and EPS are normalized to USD for comparison. This is not a historical FX restatement. Gaps are not estimated.
Financial statements load separately from the research page.
Source: . Window ends at the latest available reporting period.
Revenue
Reported figures
Financial data & calculation notes
Standalone charts use the stated reporting currency. When a chart comparison spans currencies, money and EPS can be normalized to USD using a recent captured FX snapshot; this is for comparison only, not a historical FX restatement. Stock-based compensation is noncash. Free cash flow is operating cash flow less capital spending, which may include capitalized software. Missing metrics are not estimated or assumed to be zero. Banking and insurance ratios require industry-specific interpretation. Latest restatements may differ from figures in older episodes.
Market context
Valuation & price history
Adjusted closing price
Price history loads separately.
Price figures
Earnings-multiple scenario
Illustrative price = your earnings-per-share assumption × your P/E assumption. This is not a price target or a complete valuation model.
Starting assumptions, when available, use provider forward estimates as of 2026-09-20. Negative earnings require a different valuation method. This calculation omits balance-sheet, dilution and execution risks.
THE RESEARCH RECORD
Research history for LOVE
Q2 FY20272026-09-11
FREE RESEARCH PACKET · Q2 FY2027
LOVE: The Refund Made the Profit. Can Retail Make the Cash?
Lovesac Q2 FY2027: the tariff refund, underlying margins, holiday profit hurdle, seasonal cash and a transparent per-share valuation.
Research published September 10, 2026 · Download original report
Read Research PacketLOVE Stock: The Refund Made the Profit. Can Retail Make the Cash? — Q2 FY2027
Presentation · 2026-09-11 · YouTube
Short takes Q2 FY2027
Lovesac Profit: The Refund Was Bigger Than Earnings #LOVE #Shorts
Watch Short on YouTube