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Bob's Discount Furniture
Bob's Discount Furniture (BOBS) investor relations material
Bob's Discount Furniture has been private
Bob's Discount Furniture Registration Filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Registration Filing summary26 Jan, 2026
Company overview and business model
Operates as a rapidly growing omnichannel retailer of value home furnishings with 206 showrooms across 26 states as of September 28, 2025.
Business model centers on offering quality, stylish furniture at everyday low prices, estimated to be 10% below value-oriented competitors’ lowest promoted prices.
Focuses on a curated, narrow and deep product assortment, efficient supply chain, and vertically integrated logistics network.
Omnichannel platform enables seamless shopping online, in-store, by phone, and via mobile app, with unified inventory and logistics.
Growth strategy targets expansion to over 500 stores by 2035, leveraging proven market entry playbook and attractive unit economics.
Financial performance and metrics
Net revenue increased 20.4% to $1.72 billion for the nine months ended September 28, 2025, from $1.43 billion in the prior year period.
Net income rose 63.6% to $81 million for the nine months ended September 28, 2025.
Adjusted EBITDA grew 35.7% to $164 million for the nine months ended September 28, 2025.
Comparable sales growth was 10.5% (or 9.7% adjusted) for the nine months ended September 28, 2025, reversing a 7.6% decline in the prior year period.
For fiscal year 2025, preliminary estimates show net revenues of $2.37 billion, net income of $119–$122 million, and adjusted EBITDA of $238–$241 million.
Gross margin for fiscal year 2025 expected between 45.6% and 45.7%.
Use of proceeds and capital allocation
Net proceeds of approximately $320.6 million from the IPO (at $18.00/share midpoint) will be used to prepay $350 million of indebtedness under the Term Loan Facility.
Any remaining proceeds will be used for general corporate purposes.
The company does not anticipate paying dividends post-offering but may reevaluate the policy in the future.
Strategy for new Vietnam/upholstery tariffs?
New store AUV: 'Good, Better, Best' and zone pricing?
Advisory agreement termination and dividend recap impact?
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Bob's Discount Furniture
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