Bob’s Discount Furniture Q2 FY2026 Earnings: Tariff Refunds Lift GAAP Profit

Bob’s Discount Furniture reported fiscal Q2 2026 net revenue of $619.6 million, up 8.8%, and diluted EPS of $0.43 versus $0.31 a year earlier. A $37.9 million IEEPA tariff refund recognized in cost of sales lifted GAAP gross margin to 51.5% and net income to $57.8 million, while adjusted gross margin declined to 45.4% and adjusted EBITDA fell to $60.8 million. Comparable sales increased 2.3%, four stores opened, and the company reaffirmed full-year guidance while raising expected pre-opening expense to about $26 million.