LOVE at a glance
Lovesac Co (LOVE, SEC CIK 1701758) filed its latest 10-K annual report on April 2, 2026, a 10-Q quarterly report on September 10, 2026, an 8-K current report on September 10, 2026 and Form 4 insider filings as recently as September 11, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended February 1, 2026 (FY2026), Lovesac Co (LOVE) reported revenue of $697.1 million (up 2.4% from FY2025) and net income of $4.1 million. Diluted EPS was $0.28.
- As of June 30, 2026, 23 institutional investment managers tracked by SignalX reported holding Lovesac Co (LOVE) shares worth $86.0 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Mehra Vineet on July 17, 2026 of 5,000 shares at $18.38 per share.
- In the last 90 days, LOVE insiders reported 0 open-market purchases ($0) and 1 open-market sale ($92K) on Form 4, a net sale of $92K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $697.1M
- +2.4% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$92K
- 13F holders
- 23 funds
- $86.0M · −1 vs prior quarter
- Latest 8-K
- Sep 10, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Aug 2, 2026
Management Discussion & Analysis
- Second-quarter tariff refunds $21.0M, including $20.0M cost-of-merchandise reduction and $0.7M interest income
- Macroeconomic headwinds from inflation, interest rates, housing conditions, tariffs, and weaker discretionary spending
- Demand slowdown attributed to broader economic factors, potentially continuing in future periods
Risk Factors
- Share repurchases totaled 274,426 shares at $17.74 average price
- Repurchase authorization increased by $40.0 million on March 26, 2026
- Separation agreement with Keith Siegner filed June 15, 2026
- No director or officer adopted, modified, or terminated trading arrangements during the quarter
AI summary of the LOVE 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 fiscal 2027 results ended August 2, 2026
- Press release issued September 10, 2026
Item EX-99.1: Item EX-99.1
- Andrew Farag appointed CFO and Treasurer effective immediately, replacing Keith Siegner
- Siegner remains temporarily to support transition, limiting near-term disruption risk
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Andrew Farag becomes CFO, principal accounting officer, EVP and treasurer effective June 15, 2026
- New CFO compensation: $560,000 salary, 70% target bonus, $791,000 annual RSUs and $255,000 signing bonus
Item 2.02: Results of Operations and Financial Condition
- Q1 fiscal 2027 results covered the period ended May 3, 2026
- Press release issued June 11, 2026
AI summaries of LOVE 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for LOVE
Don't miss the next LOVE filing
- Alerts as it files. A push when LOVE files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut LOVE, by share count.
- Ask anything. An AI agent that reads every LOVE filing and answers with sources.
LOVE alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Boehme Alan | M | Sep 9, 2026 | 5,238 | - |
| Boehme Alan | A | Sep 9, 2026 | 5,238 | - |
| Mehra Vineet | Sell | Jul 17, 2026 | 5,000 | $18.38 |
| Farag Andrew | A | Jul 17, 2026 | 1,132 | - |
| Farag Andrew | A | Jun 23, 2026 | 28,843 | - |
| Fox Mary | Buy | Jun 22, 2026 | 1,720 | $14.41 |
| Nelson Shawn David | Buy | Jun 22, 2026 | 1,830 | $13.64 |
| HEYER ANDREW R | Buy | Jun 18, 2026 | 30,000 | $14.68 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | $700.3M | $680.6M | $697.1M |
| Gross Profit | - | $397.8M | $393.2M |
| Operating Income | - | $13.6M | $5.4M |
| Net Income | - | $11.6M | $4.1M |
| Gross Margin | - | 58.5% | 56.4% |
| Op. Margin | - | 2.0% | 0.8% |
| Net Margin | - | 1.7% | 0.6% |
| Balance Sheet | |||
| Total Assets | - | $532.3M | $534.7M |
| Equity | - | $216.4M | $218.7M |
| ROE | - | 5.3% | 1.9% |
| Per Share | |||
| EPS | - | $0.69 | $0.28 |
| Cash Flow | |||
| Operating CF | - | $39.0M | $49.3M |
| CapEx | $28.7M | $21.0M | $23.1M |
Source: XBRL data in Lovesac Co (LOVE)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate LOVE share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 23 | $86.0M |
| Q1 2026 | 24 | $74.6M |
| Q4 2025 | 23 | $84.5M |
| Q3 2025 | 23 | $91.7M |
| Q2 2025 | 25 | $99.9M |
| Q1 2025 | 20 | $78.3M |
| Q4 2024 | 17 | $114.6M |
| Q3 2024 | 14 | $74.0M |
- AQR Capital Management+238.9K (+704%)
- BlackRock+170.7K (+16%)
- Dimensional Fund Advisors+38.1K (+6%)
- Vanguard Portfolio Management LLC+19.5K (+15%)
- Northern Trust+13.0K (+13%)
- Millennium Management−293.8K (-73%)
- FMR LLC (Fidelity)−64.1K (-6%)
- Goldman Sachs Group−15.8K (-12%)
- State Street Corp−12.8K (-4%)
- Invesco Ltd−3.4K (-4%)
- Ameriprise Financial+83.5K
- Citadel Advisors LLC−79.7K
- Mangrove Partners−15.5K
Source: 13F-HR filings on SEC EDGAR (aggregated from 169 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
LOVE filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 11, 2026 | - | - | - |
| 10-Q | Sep 10, 2026 | Aug 2, 2026 | Analysis | |
| 8-K | Sep 10, 2026 | - | Analysis | - |
| 4 | Jul 21, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jun 24, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 8-K | Jun 15, 2026 | - | Analysis | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 8-K | Jun 11, 2026 | - | Analysis | - |
| 10-Q | Jun 11, 2026 | May 3, 2026 | Analysis | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 8-K | Jun 9, 2026 | - | Analysis | |
| 4 | Apr 20, 2026 | - | - | - |
Related Consumer Discretionary companies
- ARHS · Arhaus, Inc.Retail-Furniture Stores
- HVT · HAVERTY FURNITURE COMPANIES INCRetail-Furniture Stores
- FLWS · 1 800 FLOWERS COM INCRetail-Retail Stores, NEC
- ANF · ABERCROMBIE & FITCH CO /DE/Retail-Family Clothing Stores
- ASO · Academy Sports & Outdoors, Inc.Retail-Miscellaneous Shopping Goods Stores
- GOLF · Acushnet Holdings Corp.Sporting & Athletic Goods, NEC
- ADNT · Adient plcMotor Vehicle Parts & Accessories
- AAP · ADVANCE AUTO PARTS INCRetail-Auto & Home Supply Stores
LOVE SEC filings: frequently asked questions
Are LOVE insiders buying or selling?
In the last 90 days, Lovesac Co (LOVE) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $91,909 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold LOVE stock?
As of June 30, 2026, the largest Lovesac Co (LOVE) holders among the 13F filers tracked by SignalX were BlackRock ($20.2 million), FMR LLC (Fidelity) ($16.4 million), Dimensional Fund Advisors ($10.4 million), Vanguard Capital Management LLC ($10.0 million), State Street Corp ($4.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was LOVE's revenue in fiscal year 2026?
For the fiscal year ended February 1, 2026 (FY2026), Lovesac Co (LOVE) reported revenue of $697.1 million (up 2.4% from FY2025) and net income of $4.1 million. Diluted EPS was $0.28. The figures come from the XBRL data in the 10-K.
What did LOVE report in its latest 8-K?
Lovesac Co (LOVE) filed an 8-K on September 10, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 fiscal 2027 results ended August 2, 2026.
What are the latest LOVE SEC filings?
Lovesac Co (LOVE) filed its latest 10-K annual report on April 2, 2026, a 10-Q quarterly report on September 10, 2026, an 8-K current report on September 10, 2026 and a Form 4 insider filing on September 11, 2026.
What is LOVE's SEC CIK number?
Lovesac Co (LOVE)'s SEC Central Index Key (CIK) is 1701758. EDGAR lists every LOVE filing under that number.
Ask anything about LOVE
The research agent reads LOVE's filings, financials, insider trades and 13F holders, then answers with sources.