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Lemonade LMND Business Segments — Sales and marketing

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Other financials

Income statement

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Revenue$258.0M+70.6%
Net income-$35.8M+42.6%
EPS (diluted)-$0.47+45.3%

Balance sheet

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Cash & equivalents$386.5M+20.9%
Total debt$20.8M-4.6%
Total equity$518.0M-5.0%
Total assets$2.0B+5.5%

Cash flow

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Operating cash flow-$600.0K+98.7%
CapEx$3.5M+52.2%
Free cash flow-$4.1M+91.7%

Valuation

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Market cap$4.01B+6.4%
Enterprise value$3.65B+7.1%
P/S4.8×-1.5×

Profitability

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Net margin-16.4%-6.0pp
FCF margin-15.4%-6.4pp

Returns & leverage

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Return on equity-26.1%-5.5pp
Debt / equity0.0×

Where this comes from

Reported directly by Lemonade in its filing.

Tagged under the XBRL concept us-gaap:SellingAndMarketingExpense.

The source filing: Lemonade’s 10-Q, filed April 30, 2026.

Filed
Apr 30, 2026, 3:41 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0001691421-26-000034
Line itemThree Months Ended March 31, 20262025
Total revenue$258.0$151.2
less: Loss and loss adjustment expenses, net133.385.4
Other insurance expense24.126.1
Sales and marketing11.85.1
Advertising expenses54.338.1
Technology development26.922.0
General and administrative35.028.1
Interest expense6.23.3

Item 1. Financial Statements.

FAQ

What is Lemonade's business segments — sales and marketing?
Lemonade (LMND) reported business segments — sales and marketing of $11.8M in Q1 2026.
How has Lemonade's business segments — sales and marketing changed year-over-year?
Lemonade's business segments — sales and marketing increased by 131.4% year-over-year, from $5.1M to $11.8M.
What is the long-term trend for Lemonade's business segments — sales and marketing?
Over 3 years (2022 to 2025), Lemonade's business segments — sales and marketing has grown at a -9.3% compound annual growth rate (CAGR), from $49.8M to $37.1M.
What does business segments — sales and marketing mean?
Reflects the total expenditure dedicated to sales force support, customer acquisition efforts, and brand promotion activities within the segment. It is a key metric for assessing the cost of customer acquisition and the effectiveness of the segment's growth strategy. High spending here is expected to drive future revenue growth through increased policyholder volume.

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