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为好奇的投资者而做。

首页/LUVU/申报文件变化

LUVU 最新10-K变化

将 LUVU 最新的定期申报(10-K/10-Q)与上一份同类型申报逐章节对比:每个章节新增/删除的段落数与原文摘录。全部为确定性文本对比——无相似度评分、无方向判断、非投资建议。

对比:10-K · 2026-09-29 与上一份 10-K · 2025-10-14

章节结果新增删除微调未变
业务概况文字有新增/删除+1−1~841
风险因素文字有新增/删除+7−2~221
法律诉讼无段落级文字变化0001
管理层讨论与分析文字有新增/删除+12−11~1212

计数单位为段落;"新增/删除"指相对上一份文件新增/删除的文字,不含方向或好坏判断。

未列出(无法可靠提取或缺失):市场风险(第7A项)

代表性摘录

每个章节最多 5 条、每条约 300 字符的原文摘录,直接来自两份 SEC 文件。

业务概况

相对上期新增的文字 · 来源:10-K · 2026-09-29

  • Changes in U.S. trade policy, including tariffs on certain goods imported into the United States from international suppliers had increased the costs of certain raw materials, parts or components used in our products. Such increases did not materially affect our sales and our business. However, due …

相对上期删除的文字 · 来源:10-K · 2025-10-14

  • Changes in U.S. trade policy, including tariffs on certain goods imported into the United States from international suppliers have increased the costs of certain raw materials, parts or components used in our products. Such an increase may materially and adversely affect our sales and our business, …

风险因素

相对上期新增的文字 · 来源:10-K · 2026-09-29

  • We have been adversely affected by increases in raw material and shipping costs related to increases in fuel cost.
  • We have experienced increased raw material and shipping costs as higher fuel costs, including those associated with the war in Iran, have raised transportation, logistics, and supplier costs across our supply chain. These increases have adversely affected our overall cost structure, liquidity, busin…
  • Our Board currently consists of a single director, and we are substantially dependent upon our Chief Executive Officer and controlling shareholder.
  • Louis Friedman is CEO, President, Chairman/sole director and controlling shareholder. Consequently, Board oversight is concentrated. There are no independent directors; no Audit/Compensation/Nominating Committees, and no audit committee financial expert. The death, incapacity, resignation or unavail…
  • Our controlling shareholder has the ability to determine the outcome of matters submitted to shareholders.

相对上期删除的文字 · 来源:10-K · 2025-10-14

  • We have been adversely affected by the effects of import tariffs and weak economic conditions.
  • Import tariffs have adversely affected our liquidity, business, financial condition, and results of operations by increasing our overall cost structure, and such effects will be further exacerbated if we are unable to achieve commensurate increases in the prices we charge our customers. Uncertainty …

管理层讨论与分析

相对上期新增的文字 · 来源:10-K · 2026-09-29

  • Net Sales. Net sales grew 5.8% in fiscal 2026 compared to fiscal 2025. Our Direct to Consumer segment rose by $0.1 million, or 2%, compared to fiscal 2025, while our Wholesale segment rose by $1.3 million or 8%. Wholesale increase was related to the continued increase in our dropship network. The di…
  • Gross profit. Gross profit, derived from net sales less the cost of product sales, includes the cost of materials, direct labor, manufacturing overhead, and depreciation. Total gross profit as a percentage of sales for the year ended June 30, 2026, increased to 31.5% from 29.5% in the prior year. Gr…
  • Operating expenses. Excluding depreciation expense, total operating expenses for the year ended June 30, 2026, were 27% of net sales, or $7,386,273, compared to 28% of net sales, or $7,274,981 for the year ended June 30, 2025. The 1.5% increase in operating expenses from the prior year was primarily…
  • Income tax expense. Income tax expense was $674,636 for the fiscal year ended June 30, 2026, compared to $0 in the prior fiscal year. Fiscal 2026 income tax expense consisted of a deferred tax provision of approximately $719,000, partially offset by the reversal of approximately $44,000 of prior tax…
  • Net Income/ (Loss). We had a net loss from operations of ($245,718) or ($0.00) per diluted share, for the year ended June 30, 2026 compared with net loss from operations of ($448,659) or $0.00 per diluted share, for the year ended June 30, 2025. The decrease in loss is due to flat operating expenses…

相对上期删除的文字 · 来源:10-K · 2025-10-14

  • Net Sales. Net sales remained nearly flat in fiscal 2025 compared to fiscal 2024. Our Direct to Consumer segment rose by $1.1 million, or 16%, compared to FY2024, while our Wholesale segment declined by $1 million. The direct sales channel includes consumer sales via our three websites. The growth i…
  • Gross profit. Gross profit, derived from net sales less than product sales, includes the cost of materials, direct labor, manufacturing overhead, and depreciation. Total gross profit as a percentage of sales for the year ended June 30, 2025, decreased to 26% from 27% in the prior year. Gross profit …
  • Operating expenses. Excluding depreciation expense, total operating expenses for the year ended June 30, 2025, were 25% of net sales, or $6,114,497, compared to 24% of net sales, or $5,940,238, for the year ended June 30, 2024. The 3% increase in operating expenses from the prior year was primarily …
  • Income tax expense. Income tax expenses were $0 compared to an expense of ($162,000) in the prior fiscal year.
  • Net Income/ (Loss). We had a net loss from operations of $448,659 or $(0.01) per diluted share, for the year ended June 30, 2025 compared with net loss from operations of $398,602 or $(0.01) per diluted share, for the year ended June 30, 2024 due to decrease in net sales and increase in operating ex…

如何读 10-Q 的风险因素(第 1A 项)

10-Q 的风险因素章节有三种常见形态,本页按其一分类展示:

  • 指向(pointer) — 公司仅声明"无重大变化"并指向年度 10-K 的完整风险因素;本季没有自己的风险文本可对比。
  • 部分更新(partial) — 公司写明"除下述外无重大变化",只更新部分风险;摘录展示的正是本季新增的内容。
  • 全文重述(restated) — 本季重新给出完整风险因素。若上一季只是"指向",则无法逐段对比,本页会将其标为"本季全文重述"。

这只是对文件结构的客观描述,不构成对风险高低的判断。

数据来自 SEC EDGAR 两份申报文件的文本级对比 · 确定性计算(无 AI 生成内容)· 仅供参考 · 非投资建议

LUVU 更多分析

LUVU 全览LUVU 量化评级LUVU 公允价值(DCF)LUVU 同业对比LUVU 营收历史LUVU AI 深度研报