Lovesac CEO 坦言:家具市场仍承压,促销活动盛行

投资观察
Jun 11

Lovesac Co. 首席执行官肖恩·纳尔逊在与分析师的电话会议中指出,当前整个家具品类依然面临压力,促销活动盛行。在此背景下,消费者正倾向于选择那些执行严谨、产品平台具备结构性优势的差异化品牌。纳尔逊表示:“这正是 Lovesac 多年来精心构建并付诸实践的。”他提到,公司正受益于从一家产品驱动型公司向一个多平台、多房间生活方式品牌的战略转型。纳尔逊补充说,公司将进一步贯彻这一理念,今年将增强其客厅产品线,并计划在 2027 年将业务拓展至家中的新空间。由于最近一个季度亏损扩大,并下调了全年展望,Lovesac 的股价随后暴跌了 10%。

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