Lovesac Co to Host Investor Day Transcript - Thomson StreetEvents

Lovesac Co to Host Investor Day Transcript

Lovesac Co to Host Investor Day Transcript - Thomson StreetEvents
Lovesac Co to Host Investor Day Transcript
Published Dec 17, 2024
36 pages (30075 words) — Published Dec 17, 2024
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Abstract:

Edited Transcript of LOVE.OQ corporate analyst meeting

  
Brief Excerpt:

...Thanks, everybody. All right. Before we get started, I have the obligatory Safe Harbor statement I need to read to everybody. I'd like to remind you that some of the information discussed will include forward-looking statements regarding future events and our future financial performance. These include statements about our future expectations, financial projections, and our plans and prospects. Actual results may differ materially from those set forth in such statements. For a discussion of these risks and uncertainties, you should review our filings with the SEC. You should not rely on our forward-looking statements as predictions of future events. All forward-looking statements that we make today are based on assumptions and beliefs as of today and we undertake no obligation to update them except as required by applicable law. Our discussion today will include non-GAAP financial measures including EBITDA and adjusted EBITDA. These non-GAAP measures should be considered in addition to...

  
Report Type:

Transcript

Source:
Thomson StreetEvents
Company:
Lovesac Co
Ticker
LOVE.OQ
Time
3:00pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Matt Koranda - Roth MKM - Analyst : All right. Matt Koranda with ROTH Capital. Thanks, guys, for all the detail in the presentation, really appreciate it. Maybe just starting with the product innovation and the EverCouch that you guys introduced, I know you're probably going to get the question, so I'll just ask it. How are we factoring in cannibalization there? I know you mentioned not a lot of smaller configurations on the Sactionals platform. So probably not going to be a lot, but maybe just touch on that and the price points that we're thinking about for the EverCouch to start with? And then how does this -- I guess, the other tough question is, how does this not sort of run counter to the modularity thesis around Lovesac and the Designed for Life component of the thesis for you guys? Maybe just touch on those points first.

Question: Matt Koranda - Roth MKM - Analyst : Can I ask one quick fiscal '26 follow up? So maybe just for Keith, it sounds like the product is launching in the middle of '26. Any -- would you venture to kind of give us a rough contribution of how much is built into next year from EverCouch? And then maybe just -- you mentioned category negative next year is the assumption, still outgrowing nicely. Does anything in the range that you provided factor in a positive inflection in your omni comps next year? And maybe just timing of when we might think that could happen.

Table Of Contents

Lovesac Co Q3 2026 Earnings Call Transcript – 2025-12-11 – US$ 54.00 – Edited Transcript of LOVE.OQ earnings conference call or presentation 11-Dec-25 1:30pm GMT

Lovesac Co Q2 2026 Earnings Call Transcript – 2025-09-11 – US$ 54.00 – Edited Transcript of LOVE.OQ earnings conference call or presentation 11-Sep-25 12:30pm GMT

Lovesac Co Q1 2026 Earnings Call Transcript – 2025-06-12 – US$ 54.00 – Edited Transcript of LOVE.OQ earnings conference call or presentation 12-Jun-25 12:30pm GMT

Lovesac Co Q4 2025 Earnings Call Transcript – 2025-04-10 – US$ 54.00 – Edited Transcript of LOVE.OQ earnings conference call or presentation 10-Apr-25 12:30pm GMT

Lovesac Co Q3 2025 Earnings Call Transcript – 2024-12-12 – US$ 54.00 – Edited Transcript of LOVE.OQ earnings conference call or presentation 12-Dec-24 1:30pm GMT

Lovesac Co Q2 2025 Earnings Call Transcript – 2024-09-12 – US$ 54.00 – Edited Transcript of LOVE.OQ earnings conference call or presentation 12-Sep-24 12:30pm GMT

Lovesac Co Q1 2025 Earnings Call Transcript – 2024-06-13 – US$ 54.00 – Edited Transcript of LOVE.OQ earnings conference call or presentation 13-Jun-24 12:30pm GMT

Lovesac Co Q2 2024 Earnings Call Transcript – 2023-11-03 – US$ 54.00 – Edited Transcript of LOVE.OQ earnings conference call or presentation 3-Nov-23 12:30pm GMT

Lovesac Co at Oppenheimer Consumer Growth and E-Commerce Conference (Virtual) Transcript – 2023-06-12 – US$ 54.00 – Edited Transcript of LOVE.OQ presentation 12-Jun-23 4:00pm GMT

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Thomson StreetEvents. "Lovesac Co to Host Investor Day Transcript" Dec 17, 2024. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/Lovesac-Co-to-Host-Investor-Day-T16149497>
  
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Thomson StreetEvents. (2024). Lovesac Co to Host Investor Day Transcript Dec 17, 2024. New York, NY: Alacra Store. Retrieved Nov 06, 2026 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Lovesac-Co-to-Host-Investor-Day-T16149497>
  
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