JaguarConsumer – Lovesac ($LOVE)
Episode 3 of JaguarConsumer series covers the bull case for Lovesac. The furniture stock has been on fire since we last covered it on Dec 7th, rising from $32 to $56. Incredible hyper growth in all metrics reported in the most recent earnings release, led by strong performance in its omni channel digital strategy. Long term agreement with Costco, recently signed partnership with Best Buy, and assortments of new product launches all continue to be positive drivers of growth while penetration in the upholstery segment remains low.