Bob's Discount Furniture Q2 revenue up 8.8% to $619.6M; adjusted EPS down to $0.20 from $0.29

Bob's Discount Furniture, Inc.

Net revenue $619.6M (+8.8% YoY); comparable sales +2.3% driven by higher average order value.
GAAP net income $57.8M ($0.43 diluted EPS) vs $35.2M ($0.31) prior year; includes $37.9M IEEPA tariff refunds.
Adjusted net income $27.8M ($0.20 adjusted diluted EPS) vs $32.2M ($0.29) prior year; adjusted EBITDA $60.8M vs $62.8M.
Opened 4 new stores; ended quarter with 218 stores in 27 states; reaffirms full-year 2026 guidance.
Adjusted gross margin 45.4% vs 46.4% due to unfavorable freight rates partially offset by product mix shift.

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