Core Viewpoint - Bob's Discount Furniture has filed for an initial public offering (IPO) in the US, proposing to sell 19.45 million shares, with an additional option for underwriters to acquire up to 2.91 million shares from a selling stockholder [1] Group 1: IPO Details - The expected IPO price is between $17 and $19 per share, and the company plans to trade on the New York Stock Exchange under the ticker symbol "BOBS" [2] - JP Morgan Securities and Morgan Stanley are the joint-lead book-running managers, with RBC Capital Markets and UBS Securities also involved as book-running managers [2] - Additional co-managers include Baird, KeyBanc Capital Markets, Raymond James & Associates, AmeriVet Securities, Loop Capital Markets, R Seelaus & Co, and Samuel A. Ramirez & Company [3] Group 2: Financial Performance - For the first nine months of fiscal 2025, revenue increased by 20% year-on-year to $1.71 billion, while net income rose by 64% to $80.6 million [4] - In the same period a year earlier, revenue was $1.42 billion and net income was $49.3 million [4] - Comparable sales growth was reported at 10.5%, driven by the retail channel, despite inflationary conditions and tariff pressures [5] Group 3: Operational Insights - The store estate expanded by 11.4% year-on-year, reaching 206 outlets as of September 28, 2025 [5] - The company highlighted tariff exposure, noting that most merchandise is sourced overseas, with Vietnam accounting for nearly 63% of product cost volume [4]

Group 1 - Bain Capital-backed Bob's Discount Furniture Inc. is seeking to raise up to approximately $370 million through an IPO, with plans to issue 19.45 million shares at a price range of $17 to $19 per share, potentially valuing the company at around $2.5 billion [1][2] - Post-IPO, Bain Capital and its affiliates are expected to hold about three-quarters of the company's outstanding common stock, maintaining a controlling interest [1] - Bob's operates over 200 stores across 26 states in the U.S. and aims to expand to over 500 stores by 2035, focusing on a discount furniture retail strategy [2] Group 2 - The IPO environment for consumer-facing companies remains challenging due to concerns over U.S. consumer resilience, tariffs from the Trump administration, and high interest rates, which have suppressed the IPO activity in the retail and apparel sectors [2] - For the nine months ending September 28, the company reported an adjusted EBITDA of $164 million, with same-store sales growth of nearly 11%. The net profit was $80.7 million on revenues of $1.72 billion, compared to a net profit of $49.3 million and revenues of $1.43 billion in the same period last year [2] - The IPO is being underwritten by JPMorgan, Morgan Stanley, Royal Bank of Canada, and UBS, with shares expected to trade on the New York Stock Exchange under the ticker symbol "BOBS" [2]

As filed with the Securities and Exchange Commission on January 26, 2026. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 1 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Bob's Discount Furniture, Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) Delaware 5712 46-4501905 (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Identification Number) 434 Tolland ...

Core Viewpoint - Bob's Discount Furniture has submitted an IPO application to raise funds for debt repayment, planning to list on the New York Stock Exchange under the ticker "BOBS" [1]. Financial Performance - For the 12 months ending September 28, 2025, the company reported revenues of $2 billion and a net profit of $119 million [3]. - The average transaction value is approximately $1,400 [11]. Business Expansion - Currently, Bob's Discount Furniture operates over 200 showrooms across 26 states in the U.S. and plans to expand to over 500 stores by 2035 [5]. Market Context - The IPO plan comes at a time when the retail sector is experiencing a downturn in IPO activity, but it is expected to help revitalize the industry [7]. - The company remains optimistic about the housing market, which is seen as a potential driver for increased demand for home goods [22]. Product and Revenue Structure - The majority of the company's revenue comes from physical stores (86%), with e-commerce accounting for 14% [14]. - Soft furniture is the highest revenue-generating category, followed by case goods [14]. Supply Chain and Production - To mitigate tariff risks, the company has shifted all key production processes out of China, with 63% of product costs sourced from Vietnam and 27% from the U.S. as of October 24 [16]. Customer Demographics - Approximately 46% of the company's customers have annual household incomes exceeding $100,000, and about 27% earn over $150,000 [26]. - The number of new customers with incomes over $150,000 has increased by nearly 25% year-over-year [26].

As filed with the Securities and Exchange Commission on January 9, 2026. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Bob's Discount Furniture, Inc. (Exact name of registrant as specified in its charter) (Primary Standard Industrial Classification Code Number) Delaware 5712 46-4501905 (I.R.S. Employer Identification Number) 434 Tolland Turnpike Manchester, CT 06042 (860) 474-1200 (Address, including zip code, and tel ...