NYSE$BOBS
Bob's Discount Furniture, Inc · Q2 2026 earnings
Q2 2026 earnings · · After market close
Briefing
Bob's Discount Furniture reported Q2 2026 net revenues of $619.6 million and net income of $57.8 million.
The company achieved 8.8% revenue growth driven by retail and eCommerce channels along with comparable sales growth of 2.3%. Gross margin expanded significantly due to IEEPA tariff refunds, while operating income rose 61% year-over-year. The quarter also included the company's IPO and repayment of its Term Loan.
- Q2 net revenues grew 8.8% to $619.6 million with comparable sales up 2.3%.
- Gross profit increased 20.7% to $319.1 million, boosted by $37.9 million in tariff refunds.
- Operating income rose 61.3% to $78.5 million; diluted EPS reached $0.43.
- Opened 4 new stores, expanding to 218 locations across 27 states.
Headline financials
Revenue & EPS history
Bob's Discount Furniture, Inc · Revenue · Quarterly
$620M
Revenue by segment
Bob's Discount Furniture, Inc · $620M total across 2 segments · Q2 2026
- Retail$512M—82.7%
- eCommerce$107M—17.3%
Forward guidance
The company plans continued new store expansion and omnichannel growth while monitoring tariff and geopolitical developments.
Tailwinds
- Proven store economics support expansion to over 500 stores by 2035
- Amended revolving facility increases liquidity to $200 million
Headwinds
- Tariff policy remains fluid with potential future impacts
- Geopolitical events may affect fuel costs and consumer spending
Discussion
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