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Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
The Lovesac Company
The Lovesac Company (LOVE) investor relations material
The Lovesac Company 28th Annual ICR Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual ICR Conference 2026 summary12 Jan, 2026
Product innovation and development
Major product launches planned for 2025 and 2026, including expansion of the Snug platform and introduction of a high-end Sactional platform.
Snug platform targets entry-level customers, while a larger, premium Sactional will broaden the offering.
Mid-2025 will see the onshoring of Sactional production to the U.S., with new materials and features, maintaining compatibility with previous products.
New manufacturing will use a mix of metal, wood, and resin, introducing new patents and improved efficiency.
The strategy aims to win the living room before expanding into new rooms in the following fiscal year.
Manufacturing and supply chain strategy
Sactional production will be reshored to the U.S. mid-year, with a year-long ramp and overlap with current supply.
Manufacturing will be margin-neutral, leveraging automation and high volume of core components.
Off-balance sheet manufacturing partnerships will provide redundancy and resilience.
Multiple suppliers are planned to ensure supply chain stability.
The move is strategic regardless of tariff changes, aiming for long-term strength and stability.
Brand and marketing evolution
New CMO, Heidi Cooley, joined in April, bringing experience from Crocs and focusing on brand storytelling.
Marketing strategy is shifting toward agentic commerce, emotional storytelling, and innovative campaigns like Couchmas.
Media mix is evolving to leverage new channels and connect with consumers more deeply.
Larger campaigns are planned to support portfolio expansion and reach more households.
The Snug platform's branding reflects this new marketing direction.
Detail reshoring's long-term strategic benefits?
How will new marketing expand brand reach?
Explain the path to double/triple company size?
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Next The Lovesac Company earnings date
Q4 202631 Mar, 2026
The Lovesac Company
Next The Lovesac Company earnings date
Q4 202631 Mar, 2026
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Frequently asked questions
The Lovesac Company, Inc., together with its subsidiaries, designs, manufactures, and sells furniture for consumers in the United States, Canada, and internationally. The company offers alternative furniture products, including Sacs and Sactionals that are used as chairs, couches, loveseats, sectionals, sofas, and ottomans. It also offers online subscription to various product information delivered through e-mails; and financing support services.
The company sells its products through its own stores located throughout the United States; independent sales representatives; traditional retailers; third party Internet retailers; and e-commerce storefronts on Instagram and Facebook marketplace as well as through online channels. The Lovesac Company was founded in 1995 and is based in Stamford, Connecticut.
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