---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-26-031665"
form_type: "8-K"
ticker: "BOBS"
cik: "0002085187"
company_name: "Bob's Discount Furniture, Inc."
filed_at: "2026-05-07T23:59:59+00:00"
generated_at: "2026-05-14T22:07:52.414680+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# Bob's Discount Furniture Q1 revenue $578M (+8.5%), net income drops to $2.5M from $13.1M

## Summary
- 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.

## SEC filing metadata
- accession: 0001628280-26-031665
- form_type: 8-K
- ticker: BOBS
- cik: 0002085187
- company_name: Bob's Discount Furniture, Inc.
- filed_at: 2026-05-07T23:59:59+00:00
- event_type: earnings
- sentiment: negative
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/2085187/000162828026031665/0001628280-26-031665-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/2085187/000162828026031665/bobs-20260507.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-031665
- JSON: https://secwatch.observer/filing/0001628280-26-031665.json
- Plain text: https://secwatch.observer/filing/0001628280-26-031665.txt

## Source-grounded claims
- claim_id: ecd1443a19ae91ebe614f80b8bdf3f45cadb6715
  claim: Bob's Discount Furniture, Inc. reported first fiscal quarter ended March 29, 2026 results: revenue $578.1 million, net income $2.5 million, EPS $0.02. Guidance reaffirmed.
  evidence_excerpt: by the tremendous opportunity ahead and confident in our team's ability to deliver sustained success through The Bob's Way." First Quarter of Fiscal Year 2026 • Net revenue of $578.1 million increased 8.5% from $532.8 million in the first quarter of fiscal year 2025 driven by new stores and comparable sales growth. • The Company opened 5 new stores and ended the
  evidence_url: https://www.sec.gov/Archives/edgar/data/2085187/000162828026031665/0001628280-26-031665-index.htm

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