<p>Lovesac 公司 ((LOVE)) 已举行其第三季度财报电话会议。请继续阅读会议的主要亮点。</p>
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<p>Lovesac 公司的最近财报电话会议展现了平衡的情绪，突出了成就与挑战。公司庆祝了产品创新和战略营销的成功，同时也提到了收入指引的不足和毛利率的压力。尽管在国内制造和领导力方面取得了进展，但宏观经济条件和消费者行为的变化影响了财务结果。</p>
<h2>成功的产品发布</h2>
<p>Lovesac 公司报告了新产品的成功发布，包括 Snug 平台和 Pillow Sac Chair Junior，这些产品受到了消费者的好评。这些产品推动了销售增长，Snug 平台在网上表现尤为出色。这一成功预计将推动公司未来的增长。</p>
<h2>扩大国内制造能力</h2>
<p>Lovesac 在国内制造能力方面取得了进展，计划在明年夏天开始生产分数插入件。这一举措预计将为毛利率带来潜在好处，并增强产品特性，与公司的战略目标相一致。</p>
<h2>关键销售期间的强劲表现</h2>
<p>公司在关键销售期间经历了强劲的增长，尤其是在历史上最强的网络星期一。黑色星期五和网络星期一的综合表现超过了去年的结果，标志着 Lovesac 的重大成就。</p>
<h2>创新营销和客户参与</h2>
<p>Lovesac 向数字营销和影响者合作的转变开始产生积极效果，尤其在第四季度尤为明显。这些营销策略的变化是公司增强客户参与和推动销售的努力的一部分。</p>
<h2>加强领导力和治理</h2>
<p>公司通过任命 Jacob Pat 为首席技术官和 Wan Ling Martello 加入董事会，增强了领导团队。这些任命预计将提升 Lovesac 在数字转型和消费者参与方面的专业知识。</p>
<h2>销售指引未达预期</h2>
<p>尽管有积极的发展，Lovesac 第三季度的净销售额略低于预期，为 1.502 亿美元，未达到指引，差距约为 100 万美元。这一下降归因于宏观经济挑战和消费者的不确定性。</p>
<h2>毛利率下降</h2>
<p>公司的毛利率下降了 240 个基点，降至 56.1%，受到关税、运输成本和促销活动增加的影响。这一下降反映了影响公司财务表现的更广泛经济压力。</p>
<h2>小额交易的挑战</h2>
<p>Lovesac 注意到小额交易（低于 6000 美元）表现疲软，影响了第三季度的整体销售表现。这一趋势突显了在不同交易规模中维持销售势头所面临的挑战。</p>
<h2>经营亏损增加</h2>
<p>公司报告本季度经营亏损为 1580 万美元，较去年同期的 770 万美元有所增加。这一下降是由于销售、一般和行政费用以及营销成本的增加所致。</p>
<h2>前瞻性指引</h2>
<p>展望未来，Lovesac 提供了 2026 财年的指引，预计净销售额在 6.85 亿至 7.05 亿美元之间，调整后的 EBITDA 在 3700 万至 4300 万美元之间。公司计划专注于产品创新，特别是 “为生活设计” 平台，并增强客户获取策略。尽管市场挑战重重，Lovesac 仍希望实现适度的市场份额增长，并计划放缓实体店扩张，同时加强数字营销工作。</p>
<p>总之，Lovesac 公司的财报电话会议反映了乐观与谨慎的混合情绪。尽管公司在产品创新和营销方面取得了显著进展，但仍面临宏观经济条件和消费者行为变化带来的持续挑战。前瞻性指引表明，公司将战略性地专注于创新和数字参与，以应对这些挑战并推动未来增长。</p>

LOVE

<p>Lovesac 公司的第三季度财报电话会议强调了成就与挑战。成功之处包括产品创新、国内制造扩张以及在关键时期的强劲销售。然而，公司面临收入指引不足、毛利率下降和运营亏损增加的问题。尽管面临这些挑战，Lovesac 计划专注于产品创新和数字营销，以推动未来的增长，预计 2026 财年的净销售额将在 6.85 亿至 7.05 亿美元之间</p>

<p>The Lovesac Co ((LOVE)) has held its Q3 earnings call. Read on for the main highlights of the call.</p>
<div class="lb-trans"><p>Lovesac 公司 ((LOVE)) 已举行其第三季度财报电话会议。请继续阅读会议的主要亮点。</p>
</div><h3>Claim 50% Off TipRanks Premium and Invest with Confidence</h3>
<div class="lb-trans"><h3>享受 TipRanks Premium 50% 折扣，自信投资</h3>
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<li>Stay ahead of the market with the latest news and analysis so your portfolio is always positioned for maximum potential</li>
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<div class="lb-trans"><ul>
<li>解锁对冲基金级别的数据和强大的投资工具，帮助您做出更聪明、更精准的决策</li>
<li>通过最新的新闻和分析保持市场领先，使您的投资组合始终处于最大潜力的状态</li>
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</div><p>The Lovesac Company’s recent earnings call presented a balanced sentiment, highlighting both achievements and challenges. The company celebrated successes in product innovation and strategic marketing, while also addressing revenue guidance shortfalls and gross margin pressures. Despite advancements in domestic manufacturing and leadership, macroeconomic conditions and shifting consumer behaviors have influenced financial outcomes.</p>
<div class="lb-trans"><p>Lovesac 公司的最近财报电话会议展现了平衡的情绪，突出了成就与挑战。公司庆祝了产品创新和战略营销的成功，同时也提到了收入指引的不足和毛利率的压力。尽管在国内制造和领导力方面取得了进展，但宏观经济条件和消费者行为的变化影响了财务结果。</p>
</div><h2>Successful Product Launches</h2>
<div class="lb-trans"><h2>成功的产品发布</h2>
</div><p>The Lovesac Company reported a successful launch of new products, including the Snug platform and the Pillow Sac Chair Junior, which have been well-received by consumers. These products have contributed to sales growth, with the Snug platform performing particularly well online. This success is expected to drive future growth for the company.</p>
<div class="lb-trans"><p>Lovesac 公司报告了新产品的成功发布，包括 Snug 平台和 Pillow Sac Chair Junior，这些产品受到了消费者的好评。这些产品推动了销售增长，Snug 平台在网上表现尤为出色。这一成功预计将推动公司未来的增长。</p>
</div><h2>Expansion of Domestic Manufacturing</h2>
<div class="lb-trans"><h2>扩大国内制造能力</h2>
</div><p>Lovesac is making strides in its domestic manufacturing capabilities, with plans to begin production of fractional insert pieces by next summer. This move is anticipated to offer potential benefits in gross margins and enhance product features, aligning with the company’s strategic goals.</p>
<div class="lb-trans"><p>Lovesac 在国内制造能力方面取得了进展，计划在明年夏天开始生产分数插入件。这一举措预计将为毛利率带来潜在好处，并增强产品特性，与公司的战略目标相一致。</p>
</div><h2>Strong Performance in Key Sales Periods</h2>
<div class="lb-trans"><h2>关键销售期间的强劲表现</h2>
</div><p>The company experienced robust growth during key sales periods, notably achieving the strongest Cyber Monday in its history. The combined performance of Black Friday and Cyber Monday surpassed last year’s results, marking a significant achievement for Lovesac.</p>
<div class="lb-trans"><p>公司在关键销售期间经历了强劲的增长，尤其是在历史上最强的网络星期一。黑色星期五和网络星期一的综合表现超过了去年的结果，标志着 Lovesac 的重大成就。</p>
</div><h2>Innovative Marketing and Customer Engagement</h2>
<div class="lb-trans"><h2>创新营销和客户参与</h2>
</div><p>Lovesac’s shift towards digital marketing and influencer partnerships has started to yield positive results, particularly noticeable in the fourth quarter. These strategic changes in marketing are part of the company’s efforts to enhance customer engagement and drive sales.</p>
<div class="lb-trans"><p>Lovesac 向数字营销和影响者合作的转变开始产生积极效果，尤其在第四季度尤为明显。这些营销策略的变化是公司增强客户参与和推动销售的努力的一部分。</p>
</div><h2>Strengthened Leadership and Governance</h2>
<div class="lb-trans"><h2>加强领导力和治理</h2>
</div><p>The company has bolstered its leadership team with the addition of Jacob Pat as Chief Technology Officer and Wan Ling Martello to the board. These appointments are expected to enhance Lovesac’s expertise in digital transformation and consumer engagement.</p>
<div class="lb-trans"><p>公司通过任命 Jacob Pat 为首席技术官和 Wan Ling Martello 加入董事会，增强了领导团队。这些任命预计将提升 Lovesac 在数字转型和消费者参与方面的专业知识。</p>
</div><h2>Missed Revenue Guidance</h2>
<div class="lb-trans"><h2>销售指引未达预期</h2>
</div><p>Despite positive developments, Lovesac’s third-quarter net sales were slightly below expectations at $150.2 million, missing guidance by approximately $1 million. This shortfall was attributed to macroeconomic challenges and consumer uncertainty.</p>
<div class="lb-trans"><p>尽管有积极的发展，Lovesac 第三季度的净销售额略低于预期，为 1.502 亿美元，未达到指引，差距约为 100 万美元。这一下降归因于宏观经济挑战和消费者的不确定性。</p>
</div><h2>Decreased Gross Margin</h2>
<div class="lb-trans"><h2>毛利率下降</h2>
</div><p>The company’s gross margin decreased by 240 basis points to 56.1%, impacted by increased tariffs, transportation costs, and promotional activities. This decline reflects the broader economic pressures affecting the company’s financial performance.</p>
<div class="lb-trans"><p>公司的毛利率下降了 240 个基点，降至 56.1%，受到关税、运输成本和促销活动增加的影响。这一下降反映了影响公司财务表现的更广泛经济压力。</p>
</div><h2>Challenges in Smaller Transactions</h2>
<div class="lb-trans"><h2>小额交易的挑战</h2>
</div><p>Lovesac noted a weakness in smaller transactions under $6,000, which affected overall sales performance in the third quarter. This trend highlights the challenges faced in maintaining sales momentum across different transaction sizes.</p>
<div class="lb-trans"><p>Lovesac 注意到小额交易（低于 6000 美元）表现疲软，影响了第三季度的整体销售表现。这一趋势突显了在不同交易规模中维持销售势头所面临的挑战。</p>
</div><h2>Increased Operating Loss</h2>
<div class="lb-trans"><h2>经营亏损增加</h2>
</div><p>The company reported an operating loss of $15.8 million for the quarter, up from $7.7 million in the previous year. This increase was driven by higher selling, general, and administrative expenses, as well as elevated marketing costs.</p>
<div class="lb-trans"><p>公司报告本季度经营亏损为 1580 万美元，较去年同期的 770 万美元有所增加。这一下降是由于销售、一般和行政费用以及营销成本的增加所致。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指引</h2>
</div><p>Looking ahead, Lovesac provided guidance for fiscal 2026, projecting net sales between $685 million and $705 million, with adjusted EBITDA ranging from $37 million to $43 million. The company plans to focus on product innovation, particularly the Design for Life platforms, and enhance customer acquisition strategies. Despite a challenging market, Lovesac aims for modest market share gains and plans to slow physical store expansion while strengthening its digital marketing efforts.</p>
<div class="lb-trans"><p>展望未来，Lovesac 提供了 2026 财年的指引，预计净销售额在 6.85 亿至 7.05 亿美元之间，调整后的 EBITDA 在 3700 万至 4300 万美元之间。公司计划专注于产品创新，特别是 “为生活设计” 平台，并增强客户获取策略。尽管市场挑战重重，Lovesac 仍希望实现适度的市场份额增长，并计划放缓实体店扩张，同时加强数字营销工作。</p>
</div><p>In conclusion, The Lovesac Company’s earnings call reflected a mix of optimism and caution. While the company is making significant strides in product innovation and marketing, it faces ongoing challenges from macroeconomic conditions and consumer behavior shifts. The forward-looking guidance suggests a strategic focus on innovation and digital engagement to navigate these challenges and drive future growth.</p>
<div class="lb-trans"><p>总之，Lovesac 公司的财报电话会议反映了乐观与谨慎的混合情绪。尽管公司在产品创新和营销方面取得了显著进展，但仍面临宏观经济条件和消费者行为变化带来的持续挑战。前瞻性指引表明，公司将战略性地专注于创新和数字参与，以应对这些挑战并推动未来增长。</p>
</div>

Lovesac 的财报电话会议：在挑战中进行创新