Bob's Discount Furniture Earnings Call Transcripts
Fiscal Year 2026
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Q3 revenue rose 10.3% and adjusted EBITDA grew 18%, supported by comps, new stores and SG&A leverage. Fuel and freight costs pressured gross margin, while FY26 revenue and earnings guidance was maintained.
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Q2 2026 saw 9% net sales growth, strong omnichannel and e-commerce gains, and continued market share expansion despite industry headwinds. Guidance for 2026 was reiterated, with disciplined cost management and Southeast expansion underway.
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Net revenue rose 8.5% to $578.1M with 1.2% comp sales growth, driven by new stores and strong merchandising. Adjusted EBITDA margin was 6.5%, and full-year guidance was reiterated, with 20 new stores planned and continued market share gains despite industry headwinds.
Fiscal Year 2025
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Delivered strong FY25 growth with 16.8% higher sales and 24.1% adjusted EBITDA growth, driven by new stores, omnichannel initiatives, and market share gains. Guidance for FY26 reflects modest comp growth, continued expansion, and a debt-free balance sheet.