Bob's Discount Furniture reports Q2 revenue up 8.8%, receives $45.1M tariff refund

Filed August 6, 2026 · Period ending August 6, 2026 · ~1 min read

Key Changes

• high

  Received $45.1M in IEEPA tariff refunds, with $37.9M boosting Q2 gross profit, $5.7M reducing inventory, and $1.5M as interest income; the $41.9M receivable was collected after quarter end.

  Exhibit 99.1 view on EDGAR →
• high

  Q2 net revenue rose 8.8% to $619.6M driven by new stores and 2.3% comparable sales growth (higher average order value and conversion offset lower in-store traffic).

  Exhibit 99.1 view on EDGAR →
• high

  Q2 net income was $57.8M ($0.43 per diluted share) versus $35.2M ($0.31) prior year; adjusted net income was $27.8M ($0.20 per share) versus $32.2M ($0.29), reflecting underlying operating pressure.

  Exhibit 99.1 view on EDGAR →