The Lovesac's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of The Lovesac (LOVE) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: The Lovesac vs Its Competitors
- TTM: Trailing 12-month revenue of 698M vs 25,207M combined for its competitors (2.7% combined share).
- Trending: Latest-quarter revenue run-rate is decelerating (-7.6% annualized vs trailing 12 months), vs accelerating (+3.7%) for its tracked peer group.
- Growth: The Lovesac generated 0.5% revenue growth year over year in Q2 2026, vs 6.4% for its competitors combined.
- Profitability: Its 4.6% net margin compares with -1.2% for the peer group.
- Scale: The Lovesac ranks #28 of 58 companies by market capitalization in the Specialty Retail industry, holding 0.2% of industry market cap.
- Peer revenue share: The Lovesac accounted for 2.4% of combined revenue among its tracked peer group, down from 2.6% a year earlier.
- Peer differentiation: Revenue per employee of $3.47M compares with $0.56M for the peer group (6.2x).
- Structure: The Lovesac operates in the following segments: Sactionals, Sacs, Other Operating.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
LOVE Sales vs. its Competitors, Q2 2026
The Lovesac reported revenue growth of 0.45 % year on year in Q2 2026, below its competitors' combined revenue growth of 6.42 %.
With a net margin of 4.61 %, The Lovesac achieved higher profitability than its competitors (-1.21 %).
The Lovesac generated 2.41 % of the combined sales of its peer group, down from 2.55 % a year earlier.
API endpoints for this dataset
The Lovesac vs. its Competitors, Q2 2026
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in The Lovesac reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across The Lovesac and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| The Lovesac Company | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (7) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (2) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across The Lovesac's competitor groups requires a Commercial License.
For context: the Specialty Retail industry grew revenue 16.4% year over year, combined, vs 0.5% for The Lovesac. The Lovesac's share of combined industry revenue moved from 0.08% to 0.07%, a loss of 0.01 percentage points.
The Lovesac's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| The Lovesac Company | Yes | Yes | Yes | No |
| Competitors combined (8) | ||||
| Similar-Size Competitors (10) | ||||
| Similar Growth & Profitability (8) | 100.00 % (8 of 8) | 75.00 % (6 of 8) | 75.00 % (6 of 8) | 0.00 % (0 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
LOVE Stock Performance relative to its Competitors
LOVE Stock Performance relative to Similar-Size Competitors
LOVE Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Arhaus Inc | 282.9% | Outperformed |
| 2 | Williams sonoma Inc | 282.9% | Outperformed |
| 3 | Wayfair inc | 282.9% | Outperformed |
| 4 | Haverty Furniture Companies Inc | 282.9% | Outperformed |
| 5 | La z boy Incorporated | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for The Lovesac's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
The Lovesac's Comment on Competition and Industry Peers
Publicly Traded Peers of The Lovesac Company
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 The Lovesac Company |
231.50 | 697.65 |
 Williams sonoma Inc |
30,205.70 | 8,004.50 |
 Wayfair inc |
14,749.68 | 12,904.00 |
 Rh |
2,467.98 | 3,425.68 |
 Arhaus Inc |
2,012.26 | 1,407.93 |
 La z boy Incorporated |
1,269.04 | 2,109.68 |
| SUBTOTAL | 50,936.97 | 30,666.94 |
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Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on The Lovesac Company versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
The Lovesac's Competitors Named by the Company
Competitive relationships identified from The Lovesac reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Sleep Number Corporation | Company report | 85% |
| Haverty Furniture Companies Inc | Company report | 85% |
| La z boy Incorporated | Company report | 85% |
| Williams sonoma Inc | Company report | 85% |
| Grayscale Ethereum Staking Mini Etf | Company report | 85% |
| Wayfair inc | Company report | 85% |
| Rh | Company report | 85% |
| Arhaus Inc | Company report | 85% |
Company report basis, confidence, active dates and source counts for The Lovesac's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
The Lovesac's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| The Lovesac Company | Sactionals 91.06 % |
| Williams sonoma Inc | Reportable 100.00 % |
| Wayfair inc | US 88.89 % |
| Rh | RH Segment 86.89 % |
| Arhaus Inc | Reportable 100.00 % |
| La z boy Incorporated | Wholesale 67.70 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
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The Lovesac's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| The Lovesac Company | 232 | 3,470,910 | 89,010 |
| Williams sonoma Inc | 30,206 | 404,268 | 59,550 |
| Wayfair inc | 14,750 | 1,008,125 | -25,078 |
| Rh | 2,468 | 1,415,571 | 42,583 |
| Arhaus Inc | 2,012 | 502,831 | 24,706 |
| La z boy Incorporated | 1,269 | 206,831 | 8,101 |
| PEERS TOTAL | 50,705 | 558,732 | 17,938 |
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The Lovesac's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Williams sonoma Inc | Non-US 4.07 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
The Lovesac's Position in Industry Market Structure
Market-capitalization share and concentration across all 54 companies in The Lovesac's industry classification, broader than the peer set above. Market cap in millions of $.The Lovesac ranks #28 of 54 companies by market capitalization in its industry, holding 0.18 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 1,718, indicating a moderately concentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Jd com Inc | 42,588 | 32.51 % |
| 2 | Ulta Beauty Inc | 28,346 | 21.64 % |
| 3 | Dick s Sporting Goods inc | 12,731 | 9.72 % |
| 4 | Firstcash Holdings Inc | 8,176 | 6.24 % |
| 5 | Signet Jewelers Limited | 1,234 | 5.2% |
| 6 | Academy Sports And Outdoors Inc | 1,234 | 5.2% |
| 7 | Bath and Body Works Inc | 1,234 | 5.2% |
| 8 | Bobs Discount Furniture Inc | 1,234 | 5.2% |
| 9 | Rh | 1,234 | 5.2% |
| 10 | Ezcorp Inc | 1,234 | 5.2% |
| 28 | The Lovesac Company | 232 | 0.18 % |
Market cap and industry share for the rest of The Lovesac's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-11-06.
The Lovesac's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 23 | Star Group L p | 433 | 13.30 % |
| 24 | Haverty Furniture Companies Inc | 412 | 12.88 % |
| 25 | Build a bear Workshop Inc | 375 | -43.13 % |
| 26 | Atrenew Inc | 361 | 9.49 % |
| 27 | Envela Corporation | 1,234 | 12.3% |
| 28 | The Lovesac Company | 232 | 20.27 % |
| 29 | High Tide inc | 1,234 | 12.3% |
| 30 | Newegg Commerce Inc | 1,234 | 12.3% |
| 31 | 1 800 Flowers Com Inc | 1,234 | 12.3% |
| 32 | Playboy Inc | 1,234 | 12.3% |
| 33 | Brilliant Earth Group Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of The Lovesac's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-11-06. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
The Lovesac's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Specialty Retail industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (102 companies). See the full Specialty Retail industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 58.84 % | 31.43 % (avg) | +27.4 pp |
| Operating Margin | 4.44 % | industry median | +4.3 pp |
| EBITDA Margin | 7.13 % | -2.63 % (avg) | +9.8 pp |
| Capital Intensity (Capex / Revenue) | 3.30 % | 3.07 % (avg) | +0.2 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
The Lovesac's Valuation vs Competitive Position
Valuation multiples vs the Specialty Retail industry average (102 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Specialty Retail industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 13.1x | 31.2x | -18.2x |
| EV / EBITDA | 3.4x | 9.3x | -5.9x |
| P/B | 1.1x | 3.4x | -2.3x |
| Return on Equity | 8.69 % | industry aggregate | -599.78 % |
| Return on Invested Capital | 4.14 % | 0.67 % (avg) | 3.47 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
The Lovesac's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|
| Revenue Growth | - | 0.00 % | 37.43 % | 55.34 % | 7.54 % | -2.80 % | 2.42 % |
| Operating Margin | -6.77 % | -6.77 % | 4.64 % | 7.72 % | 5.28 % | 3.81 % | 1.96 % |
| Return on Invested Capital | -9.32 % | -8.58 % | 4.11 % | 8.40 % | 6.40 % | 3.53 % | 1.84 % |
| P/E | - | - | 72.1x | 8.3x | 14.1x | 52.5x | 50.5x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
The Lovesac's Strategic Group Map
The Lovesac is shown in red; its closest peers by combined growth, margin and ROIC are labeled. See Methodology: Strategic Group Map for how this chart is built.
The Lovesac's trailing-12-month revenue growth of 1.1% and operating margin of 4.4% compares with an average of 2.7% growth and 4.5% margin across its 8 closest peers by combined growth, margin and ROIC -- The Lovesac sits below that peer average on growth and below it on margin.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
The Lovesac's BCG Growth-Share Matrix
See Methodology: BCG Growth-Share Matrix for how relative share and growth are calculated and thresholded.
The Lovesac falls in the Dog quadrant: relative market share of 0.01x vs its largest competitor, in an industry growing revenue -1.3% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
The Lovesac's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | Moderate | Industry HHI of 1,718 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Moderate, in line with the industry | Capital intensity (capex / revenue) of 3.30 % vs industry average 3.07 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on The Lovesac's dedicated Suppliers and Customers pages, not here.
The Lovesac's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
The Lovesac falls in the Low attractiveness / Medium strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
The Lovesac's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Outperforming the U.S.A. 500 over the trailing 12 months.
Weaknesses
- Return on equity 599.8 points below the industry aggregate.
- Latest-quarter revenue run-rate is decelerating (-7.6% annualized vs trailing 12 months).
- Low relative market share vs the industry leader (0.01x).
Opportunities
- Trades at a lower P/E than the industry average (13.1x vs 31.2x) despite a higher return on invested capital -- a possible re-rating opportunity.
- A meaningful share of competitors (37.50 %) show financial-distress signals, a possible opening to gain share.
Threats
No rule matched.
Methodology: see Methodology: SWOT Analysis.
The Lovesac's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| The Lovesac Company | 0.44 | 1.50 | - |
| Williams sonoma Inc | 0.48 | 1.40 | - |
| Wayfair inc | 0.54 | 0.80 | - |
| Rh | 0.05 | 1.19 | 124.68 |
| Arhaus Inc | 0.50 | 1.32 | - |
| La z boy Incorporated | 0.72 | 1.83 | - |
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
The Lovesac's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| The Lovesac Company | Q2 2026 | +0.4 % | - |
| Williams sonoma Inc | Q2 2026 | +6.7 % | +36.6 % |
| Wayfair inc | Q2 2026 | +7.5 % | - |
| Rh | Q1 2026 | -1.6 % | - |
| Arhaus Inc | Q2 2026 | +7.4 % | +13.1 % |
| La z boy Incorporated | Q2 2026 | -3.4 % | - |
| PEERS TOTAL | +4.1 % | - |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
The Lovesac's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| The Lovesac Company | Q2 2026 | -27.1 % | -47.8 % |
| Williams sonoma Inc | Q2 2026 | -2.5 % | +12.9 % |
| Wayfair inc | Q2 2026 | +7.3 % | +100.0 % |
| Rh | Q1 2026 | +2.4 % | -25.4 % |
| Arhaus Inc | Q2 2026 | +1.3 % | +51.5 % |
| La z boy Incorporated | Q2 2026 | -5.6 % | +26.1 % |
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The Lovesac's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| The Lovesac Company | 3.46% | 3.30% | 8.69% |
| Williams sonoma Inc | 22.15% | 25.15% | 57.79% |
| Wayfair inc | - | - | - |
| Rh | 2.14% | 2.67% | 515.43% |
| Arhaus Inc | 4.94% | 7.42% | 17.23% |
| La z boy Incorporated | 4.17% | 6.25% | 7.92% |
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
The Lovesac's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| The Lovesac Company | 13.06 | 0.33 |
| Williams sonoma Inc | 26.14 | 3.77 |
| Wayfair inc | - | 1.14 |
| Rh | 25.33 | 0.72 |
| Arhaus Inc | 28.62 | 1.43 |
| La z boy Incorporated | 16.19 | 0.60 |
| PEERS AVERAGE | 51.97 | 1.66 |
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.