Bob's Discount Furniture Q4 revenue +8.2% to $648.8M; FY2026 guidance revenue $2.6-2.625B

Bob's Discount Furniture, Inc.

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.

Key facts

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Earnings Releases SEC 8-K Item 2.02 confidence 0.95

Bob's Discount Furniture, Inc. reported fourth fiscal quarter and fiscal year ended December 28, 2025 results: revenue $648.8 million, net income $41.0 million, EPS $0.35.

Period: fourth fiscal quarter and fiscal year ended December 28, 2025
Revenue: $648.8 million
Net income: $41.0 million
EPS: $0.35
Result: reported results

Exact text from the filing

runway for growth, we are well-positioned to deliver sustainable value for our customers, team members, and shareholders.” Fourth Quarter of Fiscal Year 2025 • Net revenue of $648.8 million increased 8.2% from $599.8 million in the fourth quarter of fiscal year 2024 driven by new stores and comparable sales growth. • The Company opened three new stores and ended the

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Source: SEC EDGAR

accession 0001628280-26-018714

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