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Side-by-side financial comparison of Lovesac Co (LOVE) and Urban Edge Properties (UE). Click either name above to swap in a different company.
Lovesac Co is the larger business by last-quarter revenue ($150.2M vs $132.6M, roughly 1.1× Urban Edge Properties). Urban Edge Properties runs the higher net margin — 17.1% vs -7.0%, a 24.1% gap on every dollar of revenue. On growth, Urban Edge Properties posted the faster year-over-year revenue change (12.2% vs 0.2%). Over the past eight quarters, Urban Edge Properties's revenue compounded faster (11.6% 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.
Urban Edge Properties is a publicly traded real estate investment trust (REIT) that owns, operates, and develops high-quality retail and mixed-use properties, primarily located in densely populated urban and suburban markets across the United States. Its portfolio covers grocery-anchored shopping centers, lifestyle outlets, and community-focused commercial assets.
LOVE vs UE — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $150.2M | $132.6M |
| Net Profit | $-10.6M | $22.6M |
| Gross Margin | 56.1% | — |
| Operating Margin | -10.5% | — |
| Net Margin | -7.0% | 17.1% |
| Revenue YoY | 0.2% | 12.2% |
| Net Profit YoY | -114.0% | -6.7% |
| EPS (diluted) | $-0.72 | $0.18 |
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.
| Q1 26 | — | $132.6M | ||
| Q4 25 | $150.2M | $119.6M | ||
| Q3 25 | $160.5M | $120.1M | ||
| Q2 25 | $138.4M | $114.1M | ||
| Q1 25 | $241.5M | $118.2M | ||
| Q4 24 | $149.9M | $116.4M | ||
| Q3 24 | $156.6M | $112.4M | ||
| Q2 24 | $132.6M | $106.5M |
| Q1 26 | — | $22.6M | ||
| Q4 25 | $-10.6M | $12.4M | ||
| Q3 25 | $-6.7M | $14.9M | ||
| Q2 25 | $-10.8M | $58.0M | ||
| Q1 25 | $35.3M | $8.2M | ||
| Q4 24 | $-4.9M | $30.1M | ||
| Q3 24 | $-5.9M | $9.1M | ||
| Q2 24 | $-13.0M | $30.8M |
| Q1 26 | — | — | ||
| Q4 25 | 56.1% | — | ||
| Q3 25 | 56.4% | — | ||
| Q2 25 | 53.7% | — | ||
| Q1 25 | 60.4% | — | ||
| Q4 24 | 58.5% | — | ||
| Q3 24 | 59.0% | — | ||
| Q2 24 | 54.3% | — |
| Q1 26 | — | — | ||
| Q4 25 | -10.5% | 11.3% | ||
| Q3 25 | -5.5% | 13.4% | ||
| Q2 25 | -10.8% | 53.9% | ||
| Q1 25 | 19.7% | 7.6% | ||
| Q4 24 | -5.2% | 27.6% | ||
| Q3 24 | -5.3% | 8.9% | ||
| Q2 24 | -13.5% | 30.6% |
| Q1 26 | — | 17.1% | ||
| Q4 25 | -7.0% | 10.4% | ||
| Q3 25 | -4.1% | 12.4% | ||
| Q2 25 | -7.8% | 50.8% | ||
| Q1 25 | 14.6% | 6.9% | ||
| Q4 24 | -3.3% | 25.9% | ||
| Q3 24 | -3.7% | 8.1% | ||
| Q2 24 | -9.8% | 28.9% |
| Q1 26 | — | $0.18 | ||
| Q4 25 | $-0.72 | $0.09 | ||
| Q3 25 | $-0.45 | $0.12 | ||
| Q2 25 | $-0.73 | $0.46 | ||
| Q1 25 | $2.22 | $0.07 | ||
| Q4 24 | $-0.32 | $0.25 | ||
| Q3 24 | $-0.38 | $0.07 | ||
| Q2 24 | $-0.83 | $0.26 |
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 | $50.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $189.3M | $1.4B |
| Total Assets | $495.5M | $3.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $50.0M | ||
| Q4 25 | $23.7M | $48.9M | ||
| Q3 25 | $34.2M | $77.8M | ||
| Q2 25 | $26.9M | $53.0M | ||
| Q1 25 | $83.7M | $48.0M | ||
| Q4 24 | $61.7M | $41.4M | ||
| Q3 24 | $72.1M | $67.9M | ||
| Q2 24 | $72.4M | $78.6M |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $189.3M | $1.4B | ||
| Q3 25 | $197.5M | $1.4B | ||
| Q2 25 | $201.2M | $1.4B | ||
| Q1 25 | $216.4M | $1.4B | ||
| Q4 24 | $196.5M | $1.4B | ||
| Q3 24 | $202.1M | $1.3B | ||
| Q2 24 | $205.3M | $1.3B |
| Q1 26 | — | $3.4B | ||
| Q4 25 | $495.5M | $3.3B | ||
| Q3 25 | $493.7M | $3.3B | ||
| Q2 25 | $483.7M | $3.3B | ||
| Q1 25 | $532.3M | $3.3B | ||
| Q4 24 | $499.7M | $3.3B | ||
| Q3 24 | $481.1M | $3.2B | ||
| Q2 24 | $477.2M | $3.2B |
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 | $39.1M |
| Free Cash FlowOCF − Capex | $-10.2M | — |
| FCF MarginFCF / Revenue | -6.8% | — |
| Capex IntensityCapex / Revenue | 3.5% | 1.5% |
| Cash ConversionOCF / Net Profit | — | 1.73× |
| TTM Free Cash FlowTrailing 4 quarters | $-13.6M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $39.1M | ||
| Q4 25 | $-4.9M | $182.7M | ||
| Q3 25 | $12.2M | $55.7M | ||
| Q2 25 | $-41.4M | $43.5M | ||
| Q1 25 | $44.0M | $32.6M | ||
| Q4 24 | $-4.2M | $153.2M | ||
| Q3 24 | $6.2M | $36.6M | ||
| Q2 24 | $-7.0M | $41.2M |
| Q1 26 | — | — | ||
| Q4 25 | $-10.2M | $81.8M | ||
| Q3 25 | $7.8M | $26.1M | ||
| Q2 25 | $-50.0M | $19.6M | ||
| Q1 25 | $38.7M | $11.9M | ||
| Q4 24 | $-6.6M | $42.5M | ||
| Q3 24 | $119.0K | $12.2M | ||
| Q2 24 | $-14.3M | $19.9M |
| Q1 26 | — | — | ||
| Q4 25 | -6.8% | 68.4% | ||
| Q3 25 | 4.9% | 21.7% | ||
| Q2 25 | -36.1% | 17.2% | ||
| Q1 25 | 16.0% | 10.0% | ||
| Q4 24 | -4.4% | 36.6% | ||
| Q3 24 | 0.1% | 10.8% | ||
| Q2 24 | -10.8% | 18.6% |
| Q1 26 | — | 1.5% | ||
| Q4 25 | 3.5% | 84.4% | ||
| Q3 25 | 2.7% | 24.6% | ||
| Q2 25 | 6.2% | 20.9% | ||
| Q1 25 | 2.2% | 17.5% | ||
| Q4 24 | 1.6% | 95.1% | ||
| Q3 24 | 3.9% | 21.7% | ||
| Q2 24 | 5.5% | 20.1% |
| Q1 26 | — | 1.73× | ||
| Q4 25 | — | 14.71× | ||
| Q3 25 | — | 3.73× | ||
| Q2 25 | — | 0.75× | ||
| Q1 25 | 1.25× | 3.97× | ||
| Q4 24 | — | 5.09× | ||
| Q3 24 | — | 4.03× | ||
| Q2 24 | — | 1.34× |
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% |
UE
| Rental revenue | $124.2M | 94% |
| Other | $8.4M | 6% |
