Every material Form 8-K Bob's Discount Furniture, Inc. has filed with the SEC since August 06, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Bob's Discount Furniture reported fiscal third-quarter 2026 results for the quarter ended September 27, 2026, with net revenue up 10.3% and net income up 28.8%. The company reaffirmed its full-year 2026 revenue and net income guidance, and adjusted diluted earnings per share fell slightly year over year, so shareholders see stronger sales and profit against a small dip in the adjusted measure.
Net revenue of $680.4 million rose 10.3% from $616.9 million, with 11 new stores opened and 229 stores in 28 states
Net income rose 28.8% to $41.7 million; diluted EPS was $0.31 versus $0.29, while adjusted diluted EPS was $0.28 versus $0.29
Results include $4.9 million of IEEPA tariff refunds; adjusted gross margin was 45.7% versus 46.0% a year earlier
Full-year 2026 guidance reaffirmed: net revenue $2,600 to $2,625 million and net income $145 to $153 million
Bob's Discount Furniture said in an August 6, 2026 Regulation FD filing that it reaffirmed its fiscal 2026 outlook but corrected the GAAP net income range to $142 million to $150 million. The earlier range inadvertently excluded the tax impact of a tariff refund received in the second quarter. All other metrics in the outlook remain unchanged, so the correction applies to GAAP net income only.
Corrected fiscal 2026 GAAP net income outlook: $142 million to $150 million.
The correction adds the tax impact of a tariff refund received in the second quarter, which the earlier range had omitted.
Full fiscal 2026 outlook reaffirmed; all other metrics remain unchanged from the August 6, 2026 outlook.
Second quarter 2026 financial results were announced on August 6, 2026.
Bob's Discount Furniture reported second-quarter fiscal 2026 results for the quarter ended June 28, 2026, with net revenue up 8.8% to $619.6 million. GAAP net income rose to $57.8 million, helped by $45.1 million in approved IEEPA tariff refunds, while adjusted net income, which excludes those refunds, fell to $27.8 million from $32.2 million. The company reaffirmed its full-year 2026 guidance but now expects higher pre-opening expenses of approximately $26 million.
Net revenue of $619.6 million rose 8.8% from $569.5 million; comparable sales grew 2.3% and the company opened 4 new stores, ending with 218.
GAAP net income of $57.8 million and diluted EPS of $0.43 compare with $35.2 million and $0.31 a year earlier; results include $45.1 million in approved IEEPA tariff refunds.
Adjusted net income fell to $27.8 million from $32.2 million, adjusted diluted EPS fell to $0.20 from $0.29, and adjusted EBITDA fell to $60.8 million from $62.8 million.
Full-year 2026 guidance reaffirmed: net revenues of $2,600 to $2,625 million and net income of $152 to $160 million; pre-opening expenses now expected at approximately $26 million versus $23 to $24 million previously.
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