---
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"
generated_at: "2026-05-15T11:07:53.959779+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-018714
- JSON: https://secwatch.observer/filing/0001628280-26-018714.json
- Plain text: https://secwatch.observer/filing/0001628280-26-018714.txt

## Key facts
- Earnings Releases
  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
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/2085187/000162828026018714/0001628280-26-018714-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.
