{"filings":[{"id":2114556,"accession_number":"0001628280-26-054531","cik":2085187,"company_name":"Bob's Discount Furniture, Inc.","ticker":"BOBS","form_type":"8-K","filed_at":"2026-08-07T00:36:32+00:00","items":["7.01","9.01"],"status":"ready","headline":"Bob's Discount Furniture corrects FY2026 GAAP net income guidance to $142M-$150M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["On Aug 6, 2026, company reaffirmed FY2026 outlook but corrected GAAP net income range to $142M-$150M.","Correction reflects tariff refund received in Q2; prior range inadvertently excluded tax impact.","All other FY2026 metrics remain unchanged from Aug 6, 2026 outlook.","Company announced Q2 2026 results on same date."],"consensus_eps_estimate":0.2032,"consensus_eps_actual":0.46,"consensus_revenue_estimate":null,"consensus_revenue_actual":1197666000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":1755633465.6,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2088039,"accession_number":"0001628280-26-053807","cik":2085187,"company_name":"Bob's Discount Furniture, Inc.","ticker":"BOBS","form_type":"8-K","filed_at":"2026-08-06T10:56:27+00:00","items":["2.02","9.01"],"status":"ready","headline":"Bob's Discount Furniture Q2 revenue up 8.8% to $619.6M; adjusted EPS down to $0.20 from $0.29","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $619.6M (+8.8% YoY); comparable sales +2.3% driven by higher average order value.","GAAP net income $57.8M ($0.43 diluted EPS) vs $35.2M ($0.31) prior year; includes $37.9M IEEPA tariff refunds.","Adjusted net income $27.8M ($0.20 adjusted diluted EPS) vs $32.2M ($0.29) prior year; adjusted EBITDA $60.8M vs $62.8M.","Opened 4 new stores; ended quarter with 218 stores in 27 states; reaffirms full-year 2026 guidance.","Adjusted gross margin 45.4% vs 46.4% due to unfavorable freight rates partially offset by product mix shift."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1755633465.6,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":97644,"accession_number":"0001628280-26-031665","cik":2085187,"company_name":"Bob's Discount Furniture, Inc.","ticker":"BOBS","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Bob's Discount Furniture Q1 revenue $578M (+8.5%), net income drops to $2.5M from $13.1M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $578.1M (+8.5% YoY); comparable sales +1.2%; opened 5 new stores (214 total).","Net income $2.5M ($0.02 diluted EPS) vs $13.1M ($0.12) YoY; adjusted EPS $0.09 vs $0.13.","Adjusted EBITDA $37.6M (6.5% margin) vs $37.3M (7.0%) YoY.","Gross margin flat at 44.4%; SG&A as % of revenue up to 40.7% from 40.5%, including $2.0M termination fee.","Company maintains full-year fiscal 2026 financial guidance."],"consensus_eps_estimate":null,"consensus_eps_actual":0.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":578096000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1755633465.6,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":97643,"accession_number":"0001628280-26-028946","cik":2085187,"company_name":"Bob's Discount Furniture, Inc.","ticker":"BOBS","form_type":"8-K","filed_at":"2026-04-30T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Bob's Discount Furniture upsizes revolver to $200M and extends maturity to 2031","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Revolving credit commitments increased from $125M to $200M, plus $50M accordion feature.","Maturity date extended from July 1, 2029 to April 29, 2031.","Borrowing base amended to remove Tranche B and add cash equivalents under control agreement.","JPMorgan Chase and Morgan Stanley added as lenders and Letter of Credit Issuers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1755633465.6,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":112643,"accession_number":"0001628280-26-018714","cik":2085187,"company_name":"Bob's Discount Furniture, Inc.","ticker":"BOBS","form_type":"8-K","filed_at":"2026-03-17T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Bob's Discount Furniture Q4 revenue +8.2% to $648.8M; FY2026 guidance revenue $2.6-2.625B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $648.8M (+8.2% YoY); diluted EPS $0.35 (vs $0.34). Adjusted EPS $0.35.","FY2025 revenue $2.4B (+16.8%); net income $121.7M (up from $87.9M); diluted EPS $1.07.","FY2026 guidance: revenue $2.6-2.625B, adjusted EBITDA $255-265M, net income $113-121M.","IPO closed Feb 6, 2026 at $17/sh; net proceeds $302.7M used to prepay $350M term loan.","Opened 20 new stores in FY2025, ending with 209 stores in 26 states."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1755633465.6,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}