Every 8-K that Bob’s Discount Furniture, Inc. (BOBS) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow BOBS and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BOBS filings page.
Bob’s Discount Furniture, Inc. updated its full fiscal year 2026 outlook for GAAP net income. After announcing second quarter 2026 results and reaffirming its 2026 financial outlook on August 6, 2026, the company determined that the prior GAAP net income guidance reflecting a tariff refund had inadvertently omitted the related tax impact.
The corrected outlook sets projected GAAP net income for full fiscal year 2026 at $142 million to $150 million. The company states that all other metrics in its previously issued 2026 financial outlook remain unchanged.
Bob’s Discount Furniture, Inc. reported second‑quarter fiscal 2026 net revenue of $619.6 million, up 8.8% from $569.5 million, with comparable sales growth of 2.3%. Net income was $57.8 million and diluted EPS $0.43, while adjusted net income was $27.8 million and adjusted diluted EPS $0.20.
Gross profit was $319.1 million, including $37.9 million of IEEPA tariff refunds, for a 51.5% gross margin; adjusted gross margin was 45.4% versus 46.4% a year earlier. Adjusted EBITDA was $60.8 million, or 9.8% of revenue, compared with $62.8 million, or 11.0%, in the prior‑year quarter.
The company opened 4 new stores, ending the quarter with 218 locations, and reported total liquidity of $176.6 million. Management reaffirmed full‑year 2026 guidance, including net revenues of $2,600 to $2,625 million, net income of $152 to $160 million, adjusted EBITDA of $255 to $265 million and adjusted net income of $121 to $129 million, plus expected 53rd‑week contributions.
Bob’s Discount Furniture reported first quarter 2026 net revenue of $578.1 million, up 8.5% from $532.8 million, with comparable sales rising 1.2%. The company opened 5 new stores, ending the quarter with 214 locations across 26 states.
Gross profit grew 8.4% to $256.5 million and gross margin held at 44.4%, while SG&A rose 9.0% to $235.1 million, slightly lifting SG&A as a percentage of revenue. Net income fell to $2.5 million from $13.1 million, or $0.02 per diluted share versus $0.12, mainly reflecting higher interest expense and non-recurring items. Adjusted net income was $11.1 million and adjusted diluted EPS was $0.09.
Adjusted EBITDA was $37.6 million, roughly flat year over year, at 6.5% of revenue. Liquidity totaled $127.1 million. The company repaid its Term Loan during the quarter and later amended its Credit Facility, expanding maximum availability to $200.0 million and extending maturity to April 2031. Bob’s reaffirmed full‑year 2026 guidance, including net revenue of $2.600–$2.625 billion, net income of $113–$121 million, adjusted EBITDA of $255–$265 million, about 20 new stores, and approximately 135 million fully diluted shares outstanding.
Bob’s Discount Furniture, Inc., through its indirect subsidiary BDF Acquisition Corp., amended its Revolving Credit Agreement to expand liquidity and extend its term. The amendment increased total revolving commitments from $125 million to $200 million and allows additional increases of up to $50 million if lenders provide further commitments. The maturity date was extended from July 1, 2029 to April 29, 2031, and new lenders were added. The borrowing base formula was revised to remove the Tranche B borrowing base and to include cash and cash equivalents subject to a control agreement in calculating availability, while all other credit agreement terms remain in effect.
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.