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Bob's Discount Furniture executive Carol Glaser exercised stock options to acquire 35,000 shares of common stock. On March 17 and March 25, 2026, she exercised options at $2.04 per share, converting them into common stock. After these transactions, she directly owns 273,069 shares of Bob's Discount Furniture common stock. The transactions are classified as derivative exercises, with no open-market purchases or sales reported in this filing.
Bob’s Discount Furniture, Inc. presents its annual overview of a rapidly growing omnichannel value furniture retailer with 209 showrooms across 26 U.S. states as of December 28, 2025. The company emphasizes everyday low prices, curated assortments, fast delivery and a vertically integrated logistics network.
Bob’s outlines plans to grow its store base toward more than 500 locations by 2035, drive comparable sales with marketing, technology and localized assortments, and leverage scale for margin expansion. The report also highlights key risks, including reliance on foreign suppliers, intense competition, macroeconomic and housing cyclicality, tariffs and data privacy and cybersecurity obligations.
Bob’s Discount Furniture reported solid growth for fiscal 2025 and detailed its recent IPO and debt payoff. Net revenue rose 16.8% to $2.37 billion, with comparable sales up 7.7% and adjusted EBITDA increasing to $240.8 million, or 10.2% of net revenues. Net income grew to $121.7 million from $87.9 million, with diluted EPS up to $1.07.
In the fourth quarter, net revenue increased 8.2% to $648.8 million and net income reached $41.0 million. The company ended 2025 with 209 stores in 26 states, total liquidity of $177.6 million, and inventories of $350.3 million.
On February 6, 2026, the company completed an IPO at $17.00 per share, selling 19,450,000 shares for approximately $302.7 million of net proceeds, which, together with existing liquidity, was used to prepay about $350.0 million of Term Loan debt. For fiscal 2026, including a 53rd week, the company expects net revenues of $2.60–$2.625 billion, adjusted EBITDA of $255–$265 million, and adjusted net income of $121–$129 million.
BCPE BDF Investor, LP, an entity associated with Bain Capital, sold 2,917,500 shares of Bob's Discount Furniture, Inc. common stock at $15.9375 per share on February 13, 2026. The sale was made in connection with the company’s initial public offering at the IPO price, net of underwriting discounts and commissions.
After this transaction, 95,370,751 shares of common stock were reported as indirectly beneficially owned by BCPE BDF Investor. The Form 4 is filed by Jennifer Lynn Davis, a partner of Bain Capital Investors, LLC, who may be deemed to share voting and dispositive power over these shares but disclaims beneficial ownership except for her pecuniary interest.
Bob's Discount Furniture, Inc. reported an insider transaction linked to its initial public offering. On February 13, 2026, BCPE BDF Investor, LP, an entity associated with Bain Capital, sold 2,917,500 shares of Common Stock at $15.9375 per share, equal to the IPO price net of underwriting discounts. After this sale, 95,370,751 shares of Common Stock remained beneficially owned indirectly. Voting and investment decisions for BCPE BDF Investor, LP are made by partners of Bain Capital Investors, LLC, where John Thomas Kilgallon is a partner; he may be deemed to share power over these shares but disclaims beneficial ownership except for his pecuniary interest.
Bain Capital–affiliated entities reported a large share sale in Bob's Discount Furniture. Through BCPE BDF Investor, LP, they sold 2,917,500 shares of common stock on February 13, 2026, in connection with the company’s initial public offering.
The shares were sold at $15.9375 per share, equal to the IPO price net of underwriting discounts and commissions. Following the transaction, BCPE BDF Investor indirectly holds 95,370,751 shares of common stock. The Bain Capital entities may be deemed to share voting and dispositive power over these shares and each disclaims beneficial ownership except to the extent of its pecuniary interest.
Bob's Discount Furniture, Inc. reported that its Chief Executive Officer, President and director, William G. Barton, received a grant of stock options on February 12, 2026. The award covers 138,471 stock options with an exercise price of $19.69 per share.
The options were granted at no cost to Barton and are exercisable until February 12, 2036. They vest in four equal annual installments starting on February 12, 2027, which ties this compensation to multi-year service and performance at the company.
Kang Soyoung reported acquisition or exercise transactions in a Form 4 filing for BOBS. The filing lists transactions totaling 4,062 shares. Following the reported transactions, holdings were 4,062 shares.
Bob's Discount Furniture, Inc. director Aamir Mir M reported receiving a grant of stock options under the company’s equity plan. On February 12, 2026, he was awarded options to acquire 4,062 shares of common stock at an exercise price of $19.69 per share.
The options were granted at no cost and are exercisable until February 12, 2036. They vest in four equal annual installments starting on February 12, 2027, meaning the director earns the right to exercise 25% of the options each year over four years.
Bob's Discount Furniture, Inc. reported that officer Stephen Nesle, Chief Marketing Officer and Senior Vice President, was granted stock options on February 12, 2026. The award covers 11,015 stock options with an exercise price of $19.69 per share, expiring on February 12, 2036. These options vest in four equal annual installments starting on February 12, 2027, and are held as direct beneficial ownership.