$LoveSac - Update/ pt.2

u/tdewault95 · Reddit — r/ValueInvesting · January 10, 2026 at 07:57 · ⬆ 3 pts  | View on Reddit ↗
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Original Reddit post

LoveSac has multiple catalysts including Costco return, new product launches, margin expansion from manufacturing repatriation, and the author remains heavily long.

LOVE — LONG The author argues LoveSac is positioned for upside because it is back in Costco, which previously coincided with a surge in 2021/22, and it is launching new products over the next 18 months. New white-glove assembly, a resell/credit program, and repatriating manufacturing by end of 2026 are expected to improve margins, while reduced linear TV marketing shifts spend to influencers. The author sold options and remains heavily long the stock, expecting to add options on a dip. The main stated risk is that as a furniture company it could go belly up.

Sold my options today, now just heavy in the stock. I will buy more options with another dip.

Score 3
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Ideas
u/tdewault95 Reddit r/ValueInvesting
LoveSac catalysts: Costco return, new products, margin expansion, heavy long.
The author argues LoveSac is positioned for upside because it is back in Costco, which previously coincided with a surge in 2021/22, and it is launching new products over the next 18 months. New white-glove assembly, a resell/credit program, and repatriating manufacturing by end of 2026 are expected to improve margins, while reduced linear TV marketing shifts spend to influencers. The author sold options and remains heavily long the stock, expecting to add options on a dip. The main stated risk is that as a furniture company it could go belly up.
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This Reddit post, published January 10, 2026, features u/tdewault95 discussing LOVE. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/tdewault95  · Tickers: LOVE