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Earnings analysis · 10-Q

BOBS earnings analysis

Filed May 7, 2026 · Our reading of the company's report

The latest report

Bob's Discount Furniture, Inc. reported Q1 2026 results with revenues of $578.1 million, a 8.5% increase year-over-year, and an earnings per share (EPS) of $0.09, exceeding expectations of $0.07. Despite revenue growth,…

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Bob's Discount Furniture, Inc. reported Q1 2026 results with revenues of $578.1 million, a 8.5% increase year-over-year, and an earnings per share (EPS) of $0.09, exceeding expectations of $0.07. Despite revenue growth, net income dropped significantly to $2.5 million, down 80.9% from the previous year's $13.1 million, primarily due to increased operational costs and interest expenses.

Read the original on SEC.gov

From revenue to operating profit

Where each $100 of revenue went in this report.

Of every $100 of revenue Cost of sales $56 Operating expenses $41 Left as operating profit $3

Cost of sales, operating expenses, and what remained. Figures are rounded to whole dollars.

Reported figures

Earnings per share
$0.09

What stood out

  • Revenue Growth of 8.5%

    Net revenues increased by $45.3 million to $578.1 million compared to $532.8 million in the same quarter last year.

  • EPS Beat Consensus Estimates

    Reported EPS of $0.09 exceeded the estimated EPS of $0.07, resulting in an EPS surprise of 28.57%.

  • Comparable Sales Growth

    Comparable sales increased by 1.2%, driven by improved conversion and average order value.

  • Increased Operating Cash Flow

    Operating cash flow increased to $28.9 million from $3.7 million in Q1 2025.

  • New Store Openings

    The company opened five new stores and a Midwest regional distribution center in the quarter.

  • Stable Gross Margin

    Gross margin remained flat at 44.4% despite rising costs.

What to watch

  • Significant Net Income Decline

    Net income fell to $2.5 million, an 80.9% decrease from $13.1 million in Q1 2025.

  • Rising Interest Expenses

    Interest expenses increased to $15.3 million, a $14.4 million rise compared to Q1 2025.

  • Increased SG&A Expenses

    SG&A expenses grew by 9% to $235.1 million, affected by new store costs and increasing payroll.

Management's outlook

The company reaffirmed full-year 2026 guidance of $2.6 billion to $2.625 billion in revenues and EPS expectations between $0.84 and $0.95.

Earlier filings 1

10-K · March 18, 2026

Bob’s presents a clear growth-and-scale strategy anchored in an omnichannel model, with 209 showrooms across 26 states (as of December 28, 2025) and a stated path to more than 500 stores by 2035. The company emphasizes…

This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.