Earnings Call Summary | The Lovesac(LOVE.US) Q3 2025 Earnings Conference
Earnings Call Summary | The Lovesac(LOVE.US) Q3 2025 Earnings Conference
Adjusted EBITDA was pressured by deleverage in SG&A but saw an increase to $2.7 million from $2.5 million the prior year.The following is a summary of the The Lovesac Company (LOVE) Q3 2025 Earnings Call Transcript:
以下是The Lovesac公司（LOVE）2025年第三季度業績會的摘要：
Financial Performance:
財務表現：
Lovesac reported a Q3 2025 net sales of $149.9 million, a decline of 2.7% year-over-year.
Gross margin expanded slightly due to a decrease in inbound transportation costs, partially offset by higher promotional discounting.
Adjusted EBITDA was pressured by deleverage in SG&A but saw an increase to $2.7 million from $2.5 million the prior year.
Lovesac報告2025年第三季度淨銷售額爲14990萬美元，同比下降2.7%。
毛利率略有擴大，因入境運輸成本下降，但因更高的促銷折扣部分抵消。
調整後的EBITDA受到SG&A槓桿效應的壓力，但從去年250萬美元增加至270萬美元。
Business Progress:
業務進展：
Lovesac launched significant new products in Q3 2025, namely the 'AnyTable', and a variety of Sactional configurations including a new 'StealthTech' charging side, and the innovative pull-forward of the power recliner.
Despite a constrained holiday market, Lovesac managed to introduce the power recliner ahead of schedule, supporting their strategic focus on product innovation and customer engagement.
The company opened five new showrooms, continuing its expansion and aiming for a total of over 30 showrooms for fiscal 2025.
Lovesac在2025年第三季度推出了重要的新產品，即'AnyTable'，以及包括新的'StealthTech'充電側面在內的各種Sactional配置，以及創新的前移電動躺椅。
儘管假日市場受到限制，Lovesac還是設法提前推出電動躺椅，支持他們在產品創新和客戶參與方面的戰略重點。
公司開設了五個新展示廳，繼續擴張，目標是在2025財年總共超過30個展示廳。
Opportunities:
機會：
Introduced the innovative Sactionals recliner, targeting the 25% of the broader sectional category demanding reclining features, enhancing customer engagement and expanding market opportunity.
Plans to expand strategic marketing efforts, including hiring a new Chief Marketing Officer, aiming to enhance brand awareness and conversion efficiently.
推出創新的Sactionals可 recliner，針對25%需求可 recliner 功能的整體沙發市場，增強客戶參與度並擴大市場機會。
計劃擴展戰略營銷工作，包括招聘新的首席營銷官，旨在提高品牌知名度和轉化效率。
Risks:
風險：
Persistent market challenges post-pandemic, with ongoing consumer spending caution impacting sales despite high interest (indicated by double-digits quote pipeline growth).
Economic environment leading to reduced consumer finance usage, impacting final sales conversions.
後疫情時期持續面臨市場挑戰，消費謹慎影響銷售，儘管利好消息（由雙位數報價管道增長指示）。
經濟環境導致消費金融使用減少，影響最終銷售轉化。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：欲了解更全面的細節，請參閱IR網站。 文章僅供投資者參考，不構成任何指導或推薦建議。
譯文內容由第三人軟體翻譯。
