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Side-by-side financial comparison of Lovesac Co (LOVE) and Ranpak Holdings Corp. (PACK). Click either name above to swap in a different company.
Lovesac Co is the larger business by last-quarter revenue ($150.2M vs $93.7M, roughly 1.6× Ranpak Holdings Corp.). On growth, Ranpak Holdings Corp. posted the faster year-over-year revenue change (2.3% vs 0.2%). Over the past eight quarters, Ranpak Holdings Corp.'s revenue compounded faster (13.7% CAGR vs -22.6%).
The Lovesac Company is an American furniture retailer, specializing in a patented modular furniture system called Sactionals. Sactionals consist of two combinable pieces, “Seats” and “Sides,” as well as custom-fit covers and associated accessories. Lovesac also sells Sacs, a bag seat filled with a proprietary foam mixture.
Ranpak Holdings Corp. manufactures machines and paper products used in protective paper-based packing for shipping goods and merchandise for e-commerce and industry, along with automation solutions. The company is based in Concord, Ohio, and has production facilities and offices in Reno, Nevada; Kansas City, Missouri; the Netherlands; Czech Republic; Shanghai and Singapore. The paper packaging material can be used for multiple applications like wrapping, cushioning, void fill and cold chain p...
LOVE vs PACK — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $150.2M | $93.7M |
| Net Profit | $-10.6M | — |
| Gross Margin | 56.1% | 39.0% |
| Operating Margin | -10.5% | -1.0% |
| Net Margin | -7.0% | — |
| Revenue YoY | 0.2% | 2.3% |
| Net Profit YoY | -114.0% | — |
| EPS (diluted) | $-0.72 | $-0.11 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $150.2M | $93.7M | ||
| Q3 25 | $160.5M | $83.6M | ||
| Q2 25 | $138.4M | $77.8M | ||
| Q1 25 | $241.5M | $77.6M | ||
| Q4 24 | $149.9M | $91.6M | ||
| Q3 24 | $156.6M | $78.6M | ||
| Q2 24 | $132.6M | $72.8M | ||
| Q1 24 | $250.5M | $72.5M |
| Q4 25 | $-10.6M | — | ||
| Q3 25 | $-6.7M | $-10.4M | ||
| Q2 25 | $-10.8M | $-7.5M | ||
| Q1 25 | $35.3M | $-10.9M | ||
| Q4 24 | $-4.9M | — | ||
| Q3 24 | $-5.9M | $-8.1M | ||
| Q2 24 | $-13.0M | $5.5M | ||
| Q1 24 | $31.0M | $-8.1M |
| Q4 25 | 56.1% | 39.0% | ||
| Q3 25 | 56.4% | 41.1% | ||
| Q2 25 | 53.7% | 37.1% | ||
| Q1 25 | 60.4% | 39.8% | ||
| Q4 24 | 58.5% | 45.2% | ||
| Q3 24 | 59.0% | 43.8% | ||
| Q2 24 | 54.3% | 43.5% | ||
| Q1 24 | 59.7% | 44.6% |
| Q4 25 | -10.5% | -1.0% | ||
| Q3 25 | -5.5% | -6.8% | ||
| Q2 25 | -10.8% | -12.5% | ||
| Q1 25 | 19.7% | -10.3% | ||
| Q4 24 | -5.2% | 1.5% | ||
| Q3 24 | -5.3% | -5.3% | ||
| Q2 24 | -13.5% | -7.1% | ||
| Q1 24 | 16.1% | -6.6% |
| Q4 25 | -7.0% | — | ||
| Q3 25 | -4.1% | -12.4% | ||
| Q2 25 | -7.8% | -9.6% | ||
| Q1 25 | 14.6% | -14.0% | ||
| Q4 24 | -3.3% | — | ||
| Q3 24 | -3.7% | -10.3% | ||
| Q2 24 | -9.8% | 7.6% | ||
| Q1 24 | 12.4% | -11.2% |
| Q4 25 | $-0.72 | $-0.11 | ||
| Q3 25 | $-0.45 | $-0.12 | ||
| Q2 25 | $-0.73 | $-0.09 | ||
| Q1 25 | $2.22 | $-0.13 | ||
| Q4 24 | $-0.32 | $-0.13 | ||
| Q3 24 | $-0.38 | $-0.10 | ||
| Q2 24 | $-0.83 | $0.07 | ||
| Q1 24 | $1.91 | $-0.10 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $23.7M | $63.0M |
| Total DebtLower is stronger | — | $401.9M |
| Stockholders' EquityBook value | $189.3M | $534.9M |
| Total Assets | $495.5M | $1.1B |
| Debt / EquityLower = less leverage | — | 0.75× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $23.7M | $63.0M | ||
| Q3 25 | $34.2M | $49.9M | ||
| Q2 25 | $26.9M | $49.2M | ||
| Q1 25 | $83.7M | $65.5M | ||
| Q4 24 | $61.7M | $76.1M | ||
| Q3 24 | $72.1M | $69.5M | ||
| Q2 24 | $72.4M | $65.1M | ||
| Q1 24 | $87.0M | $55.1M |
| Q4 25 | — | $401.9M | ||
| Q3 25 | — | $403.1M | ||
| Q2 25 | — | $403.1M | ||
| Q1 25 | — | $405.2M | ||
| Q4 24 | — | $406.4M | ||
| Q3 24 | — | $403.2M | ||
| Q2 24 | — | $396.1M | ||
| Q1 24 | — | $396.7M |
| Q4 25 | $189.3M | $534.9M | ||
| Q3 25 | $197.5M | $537.8M | ||
| Q2 25 | $201.2M | $539.0M | ||
| Q1 25 | $216.4M | $544.1M | ||
| Q4 24 | $196.5M | $548.1M | ||
| Q3 24 | $202.1M | $564.3M | ||
| Q2 24 | $205.3M | $566.2M | ||
| Q1 24 | $217.5M | $560.0M |
| Q4 25 | $495.5M | $1.1B | ||
| Q3 25 | $493.7M | $1.1B | ||
| Q2 25 | $483.7M | $1.1B | ||
| Q1 25 | $532.3M | $1.1B | ||
| Q4 24 | $499.7M | $1.1B | ||
| Q3 24 | $481.1M | $1.1B | ||
| Q2 24 | $477.2M | $1.1B | ||
| Q1 24 | $482.2M | $1.1B |
| Q4 25 | — | 0.75× | ||
| Q3 25 | — | 0.75× | ||
| Q2 25 | — | 0.75× | ||
| Q1 25 | — | 0.74× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.71× | ||
| Q2 24 | — | 0.70× | ||
| Q1 24 | — | 0.71× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-4.9M | $19.5M |
| Free Cash FlowOCF − Capex | $-10.2M | — |
| FCF MarginFCF / Revenue | -6.8% | — |
| Capex IntensityCapex / Revenue | 3.5% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $-13.6M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-4.9M | $19.5M | ||
| Q3 25 | $12.2M | $8.5M | ||
| Q2 25 | $-41.4M | $-3.6M | ||
| Q1 25 | $44.0M | $-1.3M | ||
| Q4 24 | $-4.2M | $6.5M | ||
| Q3 24 | $6.2M | $10.1M | ||
| Q2 24 | $-7.0M | $19.6M | ||
| Q1 24 | $56.3M | $5.2M |
| Q4 25 | $-10.2M | — | ||
| Q3 25 | $7.8M | — | ||
| Q2 25 | $-50.0M | — | ||
| Q1 25 | $38.7M | — | ||
| Q4 24 | $-6.6M | — | ||
| Q3 24 | $119.0K | — | ||
| Q2 24 | $-14.3M | — | ||
| Q1 24 | $49.5M | — |
| Q4 25 | -6.8% | — | ||
| Q3 25 | 4.9% | — | ||
| Q2 25 | -36.1% | — | ||
| Q1 25 | 16.0% | — | ||
| Q4 24 | -4.4% | — | ||
| Q3 24 | 0.1% | — | ||
| Q2 24 | -10.8% | — | ||
| Q1 24 | 19.8% | — |
| Q4 25 | 3.5% | — | ||
| Q3 25 | 2.7% | — | ||
| Q2 25 | 6.2% | — | ||
| Q1 25 | 2.2% | — | ||
| Q4 24 | 1.6% | — | ||
| Q3 24 | 3.9% | — | ||
| Q2 24 | 5.5% | — | ||
| Q1 24 | 2.7% | — |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 1.25× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 3.56× | ||
| Q1 24 | 1.82× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LOVE
| Showrooms | $102.7M | 68% |
| Internet | $37.3M | 25% |
| Other | $10.2M | 7% |
PACK
| Other | $47.9M | 51% |
| Europe And Asia Segment | $45.8M | 49% |
