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Side-by-side financial comparison of Lovesac Co (LOVE) and Vericel Corp (VCEL). Click either name above to swap in a different company.
Lovesac Co is the larger business by last-quarter revenue ($150.2M vs $92.9M, roughly 1.6× Vericel Corp). Vericel Corp runs the higher net margin — 25.0% vs -7.0%, a 32.0% gap on every dollar of revenue. On growth, Vericel Corp posted the faster year-over-year revenue change (23.3% vs 0.2%). Vericel Corp produced more free cash flow last quarter ($12.8M vs $-10.2M). Over the past eight quarters, Vericel Corp's revenue compounded faster (34.6% 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.
Vericel Corporation is a publicly traded American biopharmaceutical company which was known prior to October 2014 as Aastrom Bio. Aastrom Bio was formed in 1989 in Ann Arbor, Michigan.
LOVE vs VCEL — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $150.2M | $92.9M |
| Net Profit | $-10.6M | $23.2M |
| Gross Margin | 56.1% | 78.7% |
| Operating Margin | -10.5% | 24.1% |
| Net Margin | -7.0% | 25.0% |
| Revenue YoY | 0.2% | 23.3% |
| Net Profit YoY | -114.0% | 17.3% |
| EPS (diluted) | $-0.72 | $0.46 |
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 | $92.9M | ||
| Q3 25 | $160.5M | $67.5M | ||
| Q2 25 | $138.4M | $63.2M | ||
| Q1 25 | $241.5M | $52.6M | ||
| Q4 24 | $149.9M | $75.4M | ||
| Q3 24 | $156.6M | $57.9M | ||
| Q2 24 | $132.6M | $52.7M | ||
| Q1 24 | $250.5M | $51.3M |
| Q4 25 | $-10.6M | $23.2M | ||
| Q3 25 | $-6.7M | $5.1M | ||
| Q2 25 | $-10.8M | $-553.0K | ||
| Q1 25 | $35.3M | $-11.2M | ||
| Q4 24 | $-4.9M | $19.8M | ||
| Q3 24 | $-5.9M | $-901.0K | ||
| Q2 24 | $-13.0M | $-4.7M | ||
| Q1 24 | $31.0M | $-3.9M |
| Q4 25 | 56.1% | 78.7% | ||
| Q3 25 | 56.4% | 73.5% | ||
| Q2 25 | 53.7% | 73.7% | ||
| Q1 25 | 60.4% | 69.0% | ||
| Q4 24 | 58.5% | 77.6% | ||
| Q3 24 | 59.0% | 71.9% | ||
| Q2 24 | 54.3% | 69.5% | ||
| Q1 24 | 59.7% | 68.9% |
| Q4 25 | -10.5% | 24.1% | ||
| Q3 25 | -5.5% | 5.1% | ||
| Q2 25 | -10.8% | -3.2% | ||
| Q1 25 | 19.7% | -24.3% | ||
| Q4 24 | -5.2% | 24.5% | ||
| Q3 24 | -5.3% | -4.3% | ||
| Q2 24 | -13.5% | -11.5% | ||
| Q1 24 | 16.1% | -10.7% |
| Q4 25 | -7.0% | 25.0% | ||
| Q3 25 | -4.1% | 7.5% | ||
| Q2 25 | -7.8% | -0.9% | ||
| Q1 25 | 14.6% | -21.4% | ||
| Q4 24 | -3.3% | 26.3% | ||
| Q3 24 | -3.7% | -1.6% | ||
| Q2 24 | -9.8% | -8.9% | ||
| Q1 24 | 12.4% | -7.5% |
| Q4 25 | $-0.72 | $0.46 | ||
| Q3 25 | $-0.45 | $0.10 | ||
| Q2 25 | $-0.73 | $-0.01 | ||
| Q1 25 | $2.22 | $-0.23 | ||
| Q4 24 | $-0.32 | $0.40 | ||
| Q3 24 | $-0.38 | $-0.02 | ||
| Q2 24 | $-0.83 | $-0.10 | ||
| Q1 24 | $1.91 | $-0.08 |
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 | $137.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $189.3M | $354.6M |
| Total Assets | $495.5M | $488.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $23.7M | $137.5M | ||
| Q3 25 | $34.2M | $135.4M | ||
| Q2 25 | $26.9M | $116.9M | ||
| Q1 25 | $83.7M | $112.9M | ||
| Q4 24 | $61.7M | $116.2M | ||
| Q3 24 | $72.1M | $101.7M | ||
| Q2 24 | $72.4M | $102.5M | ||
| Q1 24 | $87.0M | $110.6M |
| Q4 25 | $189.3M | $354.6M | ||
| Q3 25 | $197.5M | $321.9M | ||
| Q2 25 | $201.2M | $306.8M | ||
| Q1 25 | $216.4M | $295.5M | ||
| Q4 24 | $196.5M | $292.0M | ||
| Q3 24 | $202.1M | $257.5M | ||
| Q2 24 | $205.3M | $243.0M | ||
| Q1 24 | $217.5M | $233.9M |
| Q4 25 | $495.5M | $488.0M | ||
| Q3 25 | $493.7M | $453.3M | ||
| Q2 25 | $483.7M | $435.6M | ||
| Q1 25 | $532.3M | $424.6M | ||
| Q4 24 | $499.7M | $432.7M | ||
| Q3 24 | $481.1M | $390.4M | ||
| Q2 24 | $477.2M | $376.8M | ||
| Q1 24 | $482.2M | $356.7M |
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 | $15.0M |
| Free Cash FlowOCF − Capex | $-10.2M | $12.8M |
| FCF MarginFCF / Revenue | -6.8% | 13.8% |
| Capex IntensityCapex / Revenue | 3.5% | 2.4% |
| Cash ConversionOCF / Net Profit | — | 0.65× |
| TTM Free Cash FlowTrailing 4 quarters | $-13.6M | $24.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-4.9M | $15.0M | ||
| Q3 25 | $12.2M | $22.1M | ||
| Q2 25 | $-41.4M | $8.2M | ||
| Q1 25 | $44.0M | $6.6M | ||
| Q4 24 | $-4.2M | $22.2M | ||
| Q3 24 | $6.2M | $10.2M | ||
| Q2 24 | $-7.0M | $18.5M | ||
| Q1 24 | $56.3M | $7.2M |
| Q4 25 | $-10.2M | $12.8M | ||
| Q3 25 | $7.8M | $19.5M | ||
| Q2 25 | $-50.0M | $81.0K | ||
| Q1 25 | $38.7M | $-7.6M | ||
| Q4 24 | $-6.6M | $8.5M | ||
| Q3 24 | $119.0K | $-9.2M | ||
| Q2 24 | $-14.3M | $1.8M | ||
| Q1 24 | $49.5M | $-6.8M |
| Q4 25 | -6.8% | 13.8% | ||
| Q3 25 | 4.9% | 28.8% | ||
| Q2 25 | -36.1% | 0.1% | ||
| Q1 25 | 16.0% | -14.5% | ||
| Q4 24 | -4.4% | 11.2% | ||
| Q3 24 | 0.1% | -15.9% | ||
| Q2 24 | -10.8% | 3.4% | ||
| Q1 24 | 19.8% | -13.3% |
| Q4 25 | 3.5% | 2.4% | ||
| Q3 25 | 2.7% | 3.9% | ||
| Q2 25 | 6.2% | 12.9% | ||
| Q1 25 | 2.2% | 27.0% | ||
| Q4 24 | 1.6% | 18.3% | ||
| Q3 24 | 3.9% | 33.5% | ||
| Q2 24 | 5.5% | 31.8% | ||
| Q1 24 | 2.7% | 27.3% |
| Q4 25 | — | 0.65× | ||
| Q3 25 | — | 4.35× | ||
| Q2 25 | — | — | ||
| Q1 25 | 1.25× | — | ||
| Q4 24 | — | 1.12× | ||
| 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% |
VCEL
| MACI Implants And Kits | $84.1M | 90% |
| Other | $8.8M | 10% |
