| Metric | Value ($ M) | Q1 FY27 | Q2 FY26 |
|---|---|---|---|
| Revenue | 619.57 | 7.2% | 8.8% |
| Total Income | 619.57 | 7.2% | 8.8% |
| Expenditure | 541.08 | 3.5% | 3.9% |
| PBT | 79.55 | 3549.1% | 66.6% |
| Net Profit | 57.80 | 2193.7% | 64.2% |
| OPM | 12.67% | 9.68pp | 4.13pp |
| NPM | 9.33% | 8.89pp | 3.15pp |
| EPS | 0.44 | 2100.0% | 37.5% |
Bob's Discount Furniture Announces Q2 2026 Financial Results with 8.8% Net Revenue Increase
06 Aug 2026 · 6 Aug, 4:33 pm
Summary
Bob's Discount Furniture reported a strong second quarter for fiscal year 2026, with net revenue climbing 8.8% year-over-year to $619.6 million, supported by a 2.3% increase in comparable sales. Gross profit saw a substantial 20.7% increase, reaching $319.1 million, with a reported gross margin of 51.5%. Net income grew significantly to $57.8 million from $35.2 million in the prior year, and diluted earnings per share increased to $0.43. The company also expanded its retail footprint by opening 4 new stores and reaffirmed its full-year financial guidance.
Key Highlights
- 1
Bob's Discount Furniture announced financial results for the second fiscal quarter ended June 28, 2026, with net revenue increasing by 8.8% to $619.6 million compared to the prior year period.
- 2
Comparable sales increased by 2.3% in the second quarter of fiscal year 2026, driven by higher average order value and conversion.
- 3
Gross profit increased by 20.7% to $319.1 million in the second quarter of fiscal year 2026, resulting in a gross margin of 51.5%.
- 4
Net income for the second quarter of fiscal year 2026 was $57.8 million, a significant increase from $35.2 million in the same period last year.
- 5
Diluted net income per share rose to $0.43 in the second quarter of fiscal year 2026, up from $0.31 in the second quarter of fiscal year 2025.
- 6
The company opened 4 new stores in the second quarter and ended the period with 218 stores across 27 states.
- 7
Bob's Discount Furniture reaffirmed its full fiscal year 2026 financial guidance for net revenues, comparable sales growth, net income, and Adjusted EBITDA.
Management Comments
Bill Barton
Our strong second quarter results demonstrate the resilience of Bob’s business model and the effectiveness of our strategy in a demanding retail environment. As consumers remain focused on value, our Everyday Low Price approach continues to resonate, driving market share gains and reinforcing our competitive position. These results are a testament to the outstanding execution of our teams and the unique culture that sets Bob’s apart. By remaining disciplined in our investments and focused on delivering exceptional value and a differentiated experience to our customers, we are well positioned to capitalize on the significant growth opportunities ahead.
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