secwatch.observer — SEC 8-K summary
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Issuer:     Bob's Discount Furniture, Inc. (BOBS)
CIK:        0002085187
Form:       8-K
Filed at:   2026-05-07T23:59:59+00:00
Accession:  0001628280-26-031665
Event type: earnings
Sentiment:  negative
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/2085187/000162828026031665/0001628280-26-031665-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/2085187/000162828026031665/bobs-20260507.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-031665

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer