Recent 8-K filings for BOBS

• August 6, 2026, 8:36 PM ET earnings materiality 0.40 neutral item 7.01item 9.01

  Bob's Discount Furniture corrects FY2026 GAAP net income guidance to $142M-$150M

  On Aug 6, 2026, company reaffirmed FY2026 outlook but corrected GAAP net income range to $142M-$150M.

• August 6, 2026, 6:56 AM ET earnings materiality 0.70 neutral item 2.02item 9.01

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

  Net revenue $619.6M (+8.8% YoY); comparable sales +2.3% driven by higher average order value.

• May 7, 2026, 7:59 PM ET earnings materiality 0.70 negative item 2.02item 9.01 ◈ Earnings Releases

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

  Net revenue $578.1M (+8.5% YoY); comparable sales +1.2%; opened 5 new stores (214 total).

• April 30, 2026, 7:59 PM ET debt materiality 0.60 neutral item 1.01item 2.03item 9.01 ◈ Debt Financings◈ Material Agreements

  Bob's Discount Furniture upsizes revolver to $200M and extends maturity to 2031

  Revolving credit commitments increased from $125M to $200M, plus $50M accordion feature.

• March 17, 2026, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

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

  Q4 revenue $648.8M (+8.2% YoY); diluted EPS $0.35 (vs $0.34). Adjusted EPS $0.35.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.75 · Median 0.70 · Most common event earnings

1 positive 1 negative 3 neutral

source · BOBS on sec.gov