secwatch.observer — SEC 8-K summary
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Issuer:     Bob's Discount Furniture, Inc. (BOBS)
CIK:        0002085187
Form:       8-K
Filed at:   2026-08-06T10:56:27+00:00
Accession:  0001628280-26-053807
Event type: earnings
Sentiment:  neutral
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/2085187/000162828026053807/0001628280-26-053807-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/2085187/000162828026053807/bobs-20260806.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-053807

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