vs
Side-by-side financial comparison of Lulu's Fashion Lounge Holdings, Inc. (LVLU) and Northfield Bancorp, Inc. (NFBK). Click either name above to swap in a different company.
Lulu's Fashion Lounge Holdings, Inc. is the larger business by last-quarter revenue ($66.1M vs $41.3M, roughly 1.6× Northfield Bancorp, Inc.). Lulu's Fashion Lounge Holdings, Inc. runs the higher net margin — -48.2% vs -1545.5%, a 1497.3% gap on every dollar of revenue. On growth, Northfield Bancorp, Inc. posted the faster year-over-year revenue change (12.7% vs -11.8%). Northfield Bancorp, Inc. produced more free cash flow last quarter ($52.5M vs $-2.6M). Over the past eight quarters, Northfield Bancorp, Inc.'s revenue compounded faster (15.0% CAGR vs -14.7%).
Lulu's Fashion Lounge Holdings, Inc. is a direct-to-consumer women's fashion retailer offering affordable, trendy apparel, footwear, and accessories. It primarily serves Gen Z and millennial consumers across North America, operating mainly via its e-commerce platform, with limited pop-up physical locations to boost customer engagement.
Northfield Bancorp, Inc. is a regional bank holding company based in the United States, operating primarily across the U.S. Northeast region. It provides a full range of personal and commercial banking services including deposit accounts, mortgage loans, commercial lending, and wealth management solutions for retail consumers, small to medium-sized businesses and local community clients.
LVLU vs NFBK — Head-to-Head
Income Statement — Q4 FY2024 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $66.1M | $41.3M |
| Net Profit | $-31.9M | $-27.4M |
| Gross Margin | 37.9% | — |
| Operating Margin | -52.8% | -1263.3% |
| Net Margin | -48.2% | -1545.5% |
| Revenue YoY | -11.8% | 12.7% |
| Net Profit YoY | -340.9% | -343.6% |
| EPS (diluted) | $-13.46 | $-0.68 |
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 | — | $41.3M | ||
| Q3 25 | — | $39.2M | ||
| Q2 25 | — | $38.9M | ||
| Q1 25 | — | $34.8M | ||
| Q4 24 | $66.1M | $36.7M | ||
| Q3 24 | $80.5M | $31.8M | ||
| Q2 24 | $92.0M | $31.5M | ||
| Q1 24 | $77.3M | $31.3M |
| Q4 25 | — | $-27.4M | ||
| Q3 25 | — | $10.8M | ||
| Q2 25 | — | $9.6M | ||
| Q1 25 | — | $7.9M | ||
| Q4 24 | $-31.9M | $11.3M | ||
| Q3 24 | $-6.9M | $6.5M | ||
| Q2 24 | $-10.8M | $6.0M | ||
| Q1 24 | $-5.7M | $6.2M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 37.9% | — | ||
| Q3 24 | 38.1% | — | ||
| Q2 24 | 45.5% | — | ||
| Q1 24 | 42.3% | — |
| Q4 25 | — | -1263.3% | ||
| Q3 25 | — | 37.7% | ||
| Q2 25 | — | 35.6% | ||
| Q1 25 | — | 31.0% | ||
| Q4 24 | -52.8% | 38.0% | ||
| Q3 24 | -8.5% | 27.9% | ||
| Q2 24 | -4.9% | 29.1% | ||
| Q1 24 | -8.0% | 27.2% |
| Q4 25 | — | -1545.5% | ||
| Q3 25 | — | 27.4% | ||
| Q2 25 | — | 24.6% | ||
| Q1 25 | — | 22.6% | ||
| Q4 24 | -48.2% | 30.7% | ||
| Q3 24 | -8.5% | 20.5% | ||
| Q2 24 | -11.7% | 18.9% | ||
| Q1 24 | -7.4% | 19.9% |
| Q4 25 | — | $-0.68 | ||
| Q3 25 | — | $0.27 | ||
| Q2 25 | — | $0.24 | ||
| Q1 25 | — | $0.19 | ||
| Q4 24 | $-13.46 | $0.27 | ||
| Q3 24 | $-2.47 | $0.16 | ||
| Q2 24 | $-3.92 | $0.14 | ||
| Q1 24 | $-0.15 | $0.15 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $4.5M | $164.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $13.4M | $690.1M |
| Total Assets | $108.2M | $5.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $164.0M | ||
| Q3 25 | — | $131.7M | ||
| Q2 25 | — | $97.6M | ||
| Q1 25 | — | $101.7M | ||
| Q4 24 | $4.5M | $167.7M | ||
| Q3 24 | $6.3M | $232.9M | ||
| Q2 24 | $1.8M | $153.5M | ||
| Q1 24 | $5.5M | $238.8M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $666.4M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | — | $690.1M | ||
| Q3 25 | — | $719.6M | ||
| Q2 25 | — | $710.3M | ||
| Q1 25 | — | $711.1M | ||
| Q4 24 | $13.4M | $704.7M | ||
| Q3 24 | $43.8M | $699.6M | ||
| Q2 24 | $48.7M | $693.0M | ||
| Q1 24 | $57.7M | $698.4M |
| Q4 25 | — | $5.8B | ||
| Q3 25 | — | $5.7B | ||
| Q2 25 | — | $5.7B | ||
| Q1 25 | — | $5.7B | ||
| Q4 24 | $108.2M | $5.7B | ||
| Q3 24 | $153.5M | $5.7B | ||
| Q2 24 | $145.3M | $5.7B | ||
| Q1 24 | $160.6M | $5.9B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.95× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $-2.5M | $53.7M |
| Free Cash FlowOCF − Capex | $-2.6M | $52.5M |
| FCF MarginFCF / Revenue | -3.9% | 127.1% |
| Capex IntensityCapex / Revenue | 0.0% | 2.8% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.3M | $89.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $53.7M | ||
| Q3 25 | — | $13.9M | ||
| Q2 25 | — | $14.1M | ||
| Q1 25 | — | $9.4M | ||
| Q4 24 | $-2.5M | $31.1M | ||
| Q3 24 | $-5.5M | $14.0M | ||
| Q2 24 | $3.7M | $6.9M | ||
| Q1 24 | $6.9M | $4.2M |
| Q4 25 | — | $52.5M | ||
| Q3 25 | — | $13.6M | ||
| Q2 25 | — | $13.9M | ||
| Q1 25 | — | $9.2M | ||
| Q4 24 | $-2.6M | $30.0M | ||
| Q3 24 | $-5.9M | $13.7M | ||
| Q2 24 | $3.4M | $6.7M | ||
| Q1 24 | $6.4M | $3.8M |
| Q4 25 | — | 127.1% | ||
| Q3 25 | — | 34.6% | ||
| Q2 25 | — | 35.7% | ||
| Q1 25 | — | 26.3% | ||
| Q4 24 | -3.9% | 81.6% | ||
| Q3 24 | -7.3% | 43.2% | ||
| Q2 24 | 3.7% | 21.1% | ||
| Q1 24 | 8.3% | 12.1% |
| Q4 25 | — | 2.8% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | — | 0.6% | ||
| Q1 25 | — | 0.7% | ||
| Q4 24 | 0.0% | 3.1% | ||
| Q3 24 | 0.5% | 0.7% | ||
| Q2 24 | 0.4% | 0.8% | ||
| Q1 24 | 0.7% | 1.4% |
| Q4 25 | — | — | ||
| Q3 25 | — | 1.29× | ||
| Q2 25 | — | 1.48× | ||
| Q1 25 | — | 1.20× | ||
| Q4 24 | — | 2.76× | ||
| Q3 24 | — | 2.14× | ||
| Q2 24 | — | 1.16× | ||
| Q1 24 | — | 0.68× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LVLU
| Single Reportable Segment | $63.0M | 95% |
| Other | $2.4M | 4% |
| Stored Value Cards | $750.0K | 1% |
NFBK
Segment breakdown not available.
