{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-018714","form_type":"8-K","ticker":"BOBS","cik":"0002085187","company_name":"Bob's Discount Furniture, Inc.","filed_at":"2026-03-17T23:59:59+00:00","discovered_at":"2026-05-14T18:02:37.222657+00:00","generated_at":"2026-05-15T11:07:53.959779+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Bob's Discount Furniture Q4 revenue +8.2% to $648.8M; FY2026 guidance revenue $2.6-2.625B","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-018714","json":"https://secwatch.observer/filing/0001628280-26-018714.json","markdown":"https://secwatch.observer/filing/0001628280-26-018714.md","text":"https://secwatch.observer/filing/0001628280-26-018714.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/2085187/000162828026018714/0001628280-26-018714-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/2085187/000162828026018714/formxearningsreleasecoverp.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T11:07:53.959779+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"57799bea2a847ffaf110f0745665b4e90ca5dae8","claim":"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.","evidence_excerpt":"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","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/2085187/000162828026018714/0001628280-26-018714-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fourth fiscal quarter and fiscal year ended December 28, 2025"},{"label":"Revenue","value":"$648.8 million"},{"label":"Net income","value":"$41.0 million"},{"label":"EPS","value":"$0.35"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}