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AI brief of an SEC Form 8-K · Bob's Discount Furniture, Inc. (BOBS)

Bob's Discount Furniture Q3 revenue rises 10.3% to $680.4 million; outlook reaffirmed

Positive Impact 3 of 5 earnings Written later

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.

Key points

  • 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

The filing

CompanyBob's Discount Furniture, Inc. (BOBS)
Form8-K, current report
Filed with the SECNov 5, 2026, 6:56 AM ET
Accession number0001628280-26-070532

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 11:48 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 05, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.