Lovesac Co（LOVE）のニュースとイベントLOVELovesac Co

MiniMed Short Interest Rises to 102.9%

Welcome to this week's installment of "The Short Interest Report" - The Fly's weekly recap of short interest trends among some of the most widely followed high-short-float stocks. Using the data from our partner, which utilizes the latest information from stock lenders to estimate short interest changes for thousands of publicly traded companies, this report will screen for some of biggest changes in short interest as a percentage of free float and days-to-cover ratios while also considering the short interest data on some of the more volatile and heavier-traded names of the week. Based on the availability of data from Ortex, the report tracks the trading period that covers prior Friday through Thursday of this week, excluding holidays. As a basis of comparison for stocks discussed below, the S&P 500 index was up 1.3%, the Nasdaq Composite was up 1.2%, the Russell 2000 index was down 0.4%, the Russell 2000 Growth ETFwas down 1.2% and the Russell 2000 Value ETFwas flat in the five-day trading session range through October 8.SHORT INTEREST GAINERSAs profiled last week, Ortex-reported short interest in MiniMedhas been climbing steadily since mid-September as the stock price has continued to close its post-earnings gap higher on September 1st. This week, however, the bearish positioning increase to yet another record high was particularly pronounced. Short interest as a percentage of free float on MiniMed jumped from 78.6% to 102.9%, though days-to-cover fell from 12.5 to 10.5 as trading activity on the stock spiked. The stock was up about 1% in the five-day period covered, with shares of MiniMed still trading close to their initial IPO levels below $20 after topping $24 per share following Q4 results in early September.Ortex-reported short interest in Lovesactroughed around 24% in the final week of August and has been trending to the upside since. This week short interest as a percentage of free float increased from 30.4% to 34.2% - the highest level since late April. Days to cover on the name rose from 13.3 to 15.0 as trading volumes have dropped off over the past two weeks. Shares were up 2.5% in the five-day period through Thursday but inclusive of Friday's 2.6% slide, Lovesac is down about 4% year-to-date – middle of the pack among its furnishings and fixtures peers.Ortex-reported short interest in Sable Offshorehad tracked within the 32% to 34% range from mid-August through the final week of September as the stock price fell deeper below $5, but while the retreat in shares appears to have subsided this week, bears are betting on further downside. In the five-day period through Thursday, short interest as a percentage of free float rose from 36.9% to 41.3% - a two-month high. Days to cover was up a more modest margin from 5.7 to 5.9 – a three-month high. While the stock was up 17% this week, Sable has lost 59% year-to-date, though a constructive research note from William Blair earlier this week, speculating that the days of production and cash flow delays may be in the past, may help recast the outlook for this mixed-sentiment energy play.SHORT INTEREST DECLINERSShares of Replimunehad doubled overnight on July 30 following a positive FDA AdCom vote in favor of the company's experimental melanoma treatment RP1 and multiple subsequent sell-side upgrades. Bears, seeking some profit-taking from the extreme stock price jolt, boosted exposure from 33% to about 43% over the coming month, but with shares holding their gains, that thesis is being reconsidered. This week, Ortex-reported short interest on Replimune was down from 33.4% to 30.7% and days-to-cover on the name slipped from 5.5 to 5.1. Shares were off by 3.1% in the five-day period through Thursday but bounced by nearly 3% on Friday and now stand with a year-to-date gain of 38%.

Lovesac Appoints Andrew Farag as CFO

The Lovesac Co. announced it has appointed Andrew Farag as the company's Executive Vice President, Chief Financial Officer and Treasurer, effective immediately. He succeeds Keith Siegner who has stepped down from the role but will remain with the Company for a short period to support the transition. "We are thrilled to welcome Andrew to the Lovesac team at this pivotal moment in our company's evolution," said Shawn Nelson, Chief Executive Officer. "Having worked with Andrew previously in a consulting capacity, we saw firsthand the value he brings to complex business challenges. With his extensive experience driving operational excellence and financial discipline across retail, consumer goods, and manufacturing companies, he is the perfect partner as we execute on the most ambitious product innovation roadmap in Lovesac's history. His proven ability to optimize financial operations, lead systems implementations, and drive business growth and margin improvements through marketing, supply chain, manufacturing, and organizational strategic initiatives aligns perfectly with our strategic priorities as we pursue our mission to become the most loved home brand in America." Most recently, Farag served as Managing Director at Riveron, where he provided strategic finance and corporate advisory solutions.

Stocks Rebound as Retail Investors Submit Over $100B for SpaceX IPO

Stocks rebounded from one-month lows on Thursday as gains for chip producers offset risks of higher interest rates. AI infrastructure stocks continued to carry the momentum ahead of the SpaceX IPO tomorrow. Retail investors are said to have submitted more than $100B for the offering, due to be the largest in history. While the producer prices index pointed to accelerating price increases in May, bets on whether the Fed will raise rates this year were also influenced by President Trump calling off planned strikes against Iran and claiming that final points on a deal "have been, in both concept and great detail, approved by all parties involved."Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Oracleshares fell after the cloud giant's higher-than-expectedovershadowed strong quarterly resultsEatonannouncedits Mobility Group with Danain a Reverse Morris Trust transaction creating a combined company valued at over $10BMicrosoft'sXbox business planning significant layoffs next month,Humanaannounced anto divest its minority interest in end-of-life services provider GentivaNavanshares advanced after the AI-powered travel and expenses platform2. WALL STREET CALLS:Oppenheimerof SpaceXwith an Outperform rating and $195 price target ahead of tomorrow's initial public offeringIntelto Buy at BofA on increased foundry visibilityJefferiesGeneral Dynamicsto Buy on marine segment growthMoffettNathansonChewyafter Q1 reportAlexandria Real Estateto Underweight at Morgan Stanley3. AROUND THE WEB:Microsoftis restricting employees from using Claude Fable 5 because of Anthropic's new 30-day data retention requirements, The Verge saysA German regional court has ruled that Googleis directly liable for false claims in its AI-generated search overviews, The Decoder reportsSea'sShopee is cutting hundreds of developer jobs globally, Bloomberg saysOpenAI is considering significant price cuts for its AI services to compete with rival Anthropic, which it expects to make similar moves, WSJ reportsSoftBank'sdiscussions with potential creditors to raise $6B from a margin loan backed by its stake in OpenAI have stalled, Bloomberg says4. MOVERS:Stitch Fixgained after reporting, with EPS and revenue beating consensusVirgin Galacticincreased afterEvlivenfinished higher afterfrom the Phase 1 ENABLE trial of ELVN-001PureCycle Technologiesclosed lower after announcing aEnsign Groupfell after being targeted inthis week5. EARNINGS/GUIDANCE:Vera Bradleyreportedand backed its guidance for FY27Driven Brandsreportedand reaffirmed its outlook for FY26McGraw Hillreported Q4 results, with CEO Philip Moyeron "the strength of our strategy, the speed of our innovation and the depth of trust that we have from the education community"Lovesacprovidedand narrowed its outlook for FY27DXC Technologyits outlook for FY27 and FY29INDEXES:The Dow rose 929.97, or 1.86%, to 50,848.75, the Nasdaq gained 640.16, or 2.54%, to 25,809.66, and the S&P 500 advanced 127.31, or 1.75%, to 7,394.30.