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Side-by-side financial comparison of Lovesac Co (LOVE) and BRC Group Holdings, Inc. (RILY). Click either name above to swap in a different company.
BRC Group Holdings, Inc. is the larger business by last-quarter revenue ($188.3M vs $150.2M, roughly 1.3× Lovesac Co). BRC Group Holdings, Inc. runs the higher net margin — 47.9% vs -7.0%, a 55.0% gap on every dollar of revenue. On growth, Lovesac Co posted the faster year-over-year revenue change (0.2% vs -21.9%). Over the past eight quarters, BRC Group Holdings, Inc.'s revenue compounded faster (-15.4% 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.
LOVE vs RILY — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $150.2M | $188.3M |
| Net Profit | $-10.6M | $90.3M |
| Gross Margin | 56.1% | 79.5% |
| Operating Margin | -10.5% | 32.3% |
| Net Margin | -7.0% | 47.9% |
| Revenue YoY | 0.2% | -21.9% |
| Net Profit YoY | -114.0% | 1710.8% |
| EPS (diluted) | $-0.72 | $2.78 |
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 | $188.3M | ||
| Q3 25 | $160.5M | $215.3M | ||
| Q2 25 | $138.4M | $188.2M | ||
| Q1 25 | $241.5M | $197.2M | ||
| Q4 24 | $149.9M | $241.0M | ||
| Q3 24 | $156.6M | $225.5M | ||
| Q2 24 | $132.6M | $256.0M | ||
| Q1 24 | $250.5M | $263.4M |
| Q4 25 | $-10.6M | $90.3M | ||
| Q3 25 | $-6.7M | $91.1M | ||
| Q2 25 | $-10.8M | $139.5M | ||
| Q1 25 | $35.3M | $-10.0M | ||
| Q4 24 | $-4.9M | $-5.6M | ||
| Q3 24 | $-5.9M | $-284.4M | ||
| Q2 24 | $-13.0M | $-433.6M | ||
| Q1 24 | $31.0M | $-49.2M |
| Q4 25 | 56.1% | 79.5% | ||
| Q3 25 | 56.4% | 83.7% | ||
| Q2 25 | 53.7% | 81.3% | ||
| Q1 25 | 60.4% | 81.4% | ||
| Q4 24 | 58.5% | 79.8% | ||
| Q3 24 | 59.0% | 82.1% | ||
| Q2 24 | 54.3% | 84.5% | ||
| Q1 24 | 59.7% | 85.3% |
| Q4 25 | -10.5% | 32.3% | ||
| Q3 25 | -5.5% | 30.4% | ||
| Q2 25 | -10.8% | 5.7% | ||
| Q1 25 | 19.7% | -31.2% | ||
| Q4 24 | -5.2% | -69.2% | ||
| Q3 24 | -5.3% | -36.4% | ||
| Q2 24 | -13.5% | -90.8% | ||
| Q1 24 | 16.1% | -6.1% |
| Q4 25 | -7.0% | 47.9% | ||
| Q3 25 | -4.1% | 42.3% | ||
| Q2 25 | -7.8% | 74.1% | ||
| Q1 25 | 14.6% | -5.1% | ||
| Q4 24 | -3.3% | -2.3% | ||
| Q3 24 | -3.7% | -126.1% | ||
| Q2 24 | -9.8% | -169.4% | ||
| Q1 24 | 12.4% | -18.7% |
| Q4 25 | $-0.72 | $2.78 | ||
| Q3 25 | $-0.45 | $2.91 | ||
| Q2 25 | $-0.73 | $4.50 | ||
| Q1 25 | $2.22 | $-0.39 | ||
| Q4 24 | $-0.32 | $-0.01 | ||
| Q3 24 | $-0.38 | $-9.39 | ||
| Q2 24 | $-0.83 | $-14.35 | ||
| Q1 24 | $1.91 | $-1.71 |
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 | $226.6M |
| Total DebtLower is stronger | — | $1.4B |
| Stockholders' EquityBook value | $189.3M | $-171.5M |
| Total Assets | $495.5M | $1.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $23.7M | $226.6M | ||
| Q3 25 | $34.2M | $184.2M | ||
| Q2 25 | $26.9M | $267.4M | ||
| Q1 25 | $83.7M | $138.3M | ||
| Q4 24 | $61.7M | $146.9M | ||
| Q3 24 | $72.1M | $159.2M | ||
| Q2 24 | $72.4M | $236.9M | ||
| Q1 24 | $87.0M | $190.7M |
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $189.3M | $-171.5M | ||
| Q3 25 | $197.5M | $-260.5M | ||
| Q2 25 | $201.2M | $-351.7M | ||
| Q1 25 | $216.4M | $-496.8M | ||
| Q4 24 | $196.5M | $-488.2M | ||
| Q3 24 | $202.1M | $-497.6M | ||
| Q2 24 | $205.3M | $-218.3M | ||
| Q1 24 | $217.5M | $228.4M |
| Q4 25 | $495.5M | $1.7B | ||
| Q3 25 | $493.7M | $1.7B | ||
| Q2 25 | $483.7M | $1.5B | ||
| Q1 25 | $532.3M | $1.5B | ||
| Q4 24 | $499.7M | $1.8B | ||
| Q3 24 | $481.1M | $2.2B | ||
| Q2 24 | $477.2M | $3.2B | ||
| Q1 24 | $482.2M | $5.0B |
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 | $26.2M |
| Free Cash FlowOCF − Capex | $-10.2M | — |
| FCF MarginFCF / Revenue | -6.8% | — |
| Capex IntensityCapex / Revenue | 3.5% | — |
| Cash ConversionOCF / Net Profit | — | 0.29× |
| TTM Free Cash FlowTrailing 4 quarters | $-13.6M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-4.9M | $26.2M | ||
| Q3 25 | $12.2M | $-60.6M | ||
| Q2 25 | $-41.4M | $-25.6M | ||
| Q1 25 | $44.0M | $184.0K | ||
| Q4 24 | $-4.2M | $-2.7M | ||
| Q3 24 | $6.2M | $19.5M | ||
| Q2 24 | $-7.0M | $111.5M | ||
| Q1 24 | $56.3M | $135.4M |
| 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 | — | 0.29× | ||
| Q3 25 | — | -0.66× | ||
| Q2 25 | — | -0.18× | ||
| Q1 25 | 1.25× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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% |
RILY
| Transferred At Point In Time | $101.4M | 54% |
| Wealth Management Segment | $30.7M | 16% |
| Corporate Finance Consulting And Investment Banking Fees | $27.1M | 14% |
| Services And Fees | $24.8M | 13% |
| Commissions Fees And Reimbursed Expenses | $4.8M | 3% |
