Canaccord Genuity reiterates Buy rating on Lovesac stock amid mixed outlook

Published 12/09/2025, 12:12
Canaccord Genuity reiterates Buy rating on Lovesac stock amid mixed outlook

Investing.com - Canaccord Genuity has maintained its Buy rating and $30.00 price target on The Lovesac Co. (NASDAQ:LOVE), currently trading at $17.67, following the company’s fiscal second quarter results. According to InvestingPro data, the stock has declined over 13% in the past week, reflecting the market’s reaction to recent developments.

The furniture retailer reported revenue broadly in line with expectations and positive growth for the second consecutive quarter. With a healthy gross profit margin of 57.7% and positive net income over the last twelve months, profitability exceeded the upper end of the guidance range despite an estimated 4% decline in overall furniture spending, with July showing the strongest performance.

Lovesac made strategic progress during the quarter, soft-launching its Snugg by Lovesac line and implementing a more user-friendly website design that has improved customer engagement and conversion rates. The company’s third-quarter revenue outlook aligns with market expectations, while fiscal year 2026 revenue guidance was narrowed but maintained at the midpoint.

The furniture maker lowered its FY26 adjusted EBITDA guidance due to tariff pressures and competitive discounting expected to compress gross margins more than previously estimated. To address these headwinds, Lovesac is working with vendors on concessions, selectively raising prices, and continuing to diversify manufacturing away from China.

Canaccord Genuity noted that Lovesac shares are under pressure following the earnings report, with consistent revenue growth and gross margin stabilization likely needed for a sustained stock rally. The firm believes the current valuation at 0.4x forward revenue and approximately 5x adjusted EBITDA already reflects near-term macro challenges. InvestingPro analysis suggests the stock is currently undervalued, with additional insights available in the comprehensive Pro Research Report, which covers key metrics and expert analysis for smarter investment decisions.

In other recent news, Lovesac reported its financial results for the second quarter of 2025. The company announced a larger-than-expected loss per share, with an EPS of -$0.45, missing analyst projections of -$0.27. Despite this, Lovesac’s revenue slightly exceeded expectations, reaching $160.5 million compared to the anticipated $159.97 million. These financial results are part of the company’s recent developments. No mergers or acquisitions were reported in the recent updates. Additionally, there were no new analyst upgrades or downgrades from firms at this time. Investors and analysts will likely continue to monitor Lovesac’s financial performance closely.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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