Core Insights - BJ's Wholesale Club Holdings, Inc. is accelerating its digital transformation to enhance member engagement and drive revenue growth through expanded omnichannel capabilities and digital tool integration [1] Digital Performance - There was a 30% year-over-year increase in digitally enabled comparable sales during Q3 of fiscal 2025, contributing to a two-year stacked growth of 61%, showcasing the effectiveness of technology investments [2][9] - More than 90% of BJ's digital orders are fulfilled directly through clubs, enhancing service speed and operational control, which deepens member engagement [3] Member Engagement and Revenue - The BJ's mobile app is a critical tool for member engagement, facilitating digital coupon clipping, product location, and deli item preordering, leading to a record membership fee income of $126.3 million in Q3, a 9.8% increase year-over-year [4][9] - Membership remains the primary growth engine, with the company maintaining 8 million members and achieving a higher-tier membership penetration of 41%, up 50 basis points sequentially, alongside a strong renewal rate of 90% [5] Growth Strategy - Management emphasizes the integration of digital capabilities with physical locations as essential for sustained growth, with plans to open seven new clubs in Q4 of fiscal 2025 and a target of 25 to 30 new clubs over the next two fiscal years [6]

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 Insights - Currys has upgraded its full-year profit outlook following strong peak trading, with group profit before tax expected to be between £180 million and £190 million, representing an 11% to 17% year-on-year increase [2][5] Financial Performance - Group revenue rose 8% year on year to £4.2 billion, with adjusted EBIT increasing 32% to £54 million, resulting in adjusted EPS of £0.06 [4] - Free cash flow increased by 68% to £84 million, and closing net cash was reported at £133 million [4] - The company expects year-end net cash to exceed £100 million despite planned pension contributions of £82 million and shareholder returns of £75 million [1] Product Performance - Mobile sales were highlighted as a key growth area, with UK mobile sales up 10.6% and the iD mobile MVNO adding one million customers over the past two years [3] - Other strong-performing categories included coffee machines (up 31%), robot floor care (up 65%), and smart glasses (up 270%) [3] Margin and Cost Management - Gross margin percentage fell by 40 basis points in the first half due to inflationary pressures, but underlying gross margin improved during peak trading [6] - The company anticipates a high single-digit negative impact from the living wage in the next year, offset by a mid-single-digit upside from rates reform [8] Capital Allocation and Shareholder Returns - Shareholder returns in the first half totaled £46 million, including £16 million in dividends and £30 million in buybacks [7] - An interim dividend of £0.75 was declared, and a £50 million buyback program is set to restart [7] Strategic Focus - Currys' strategy emphasizes enhancing customer experience through omnichannel execution and colleague engagement, with a customer satisfaction NPS of 56 in the UK and 64 in the Nordics [9][10] - Services with recurring revenue rose 11% and now represent 30% of sales, with credit products accounting for 24% of UK sales [11] Market Dynamics - The Nordics market showed strong recovery, with inflation and interest rates under 2%, contributing to improved consumer confidence [13] - Currys' market share in the UK increased by 60 basis points during peak trading [14] B2B Expansion - Small and medium-sized business (SMB) customers currently account for 8% of sales, with B2B sales growing 21% in the UK and 25% in the Nordics [15]

Financial Data and Key Metrics Changes - The company reported over $700 million in annual sales, indicating significant growth potential in the consumer market [1] - The focus for the upcoming year is on achieving profitable sales growth and maintaining a strong balance sheet despite challenges in the market [22][25] Business Line Data and Key Metrics Changes - The Snug Sofa Collection was launched in 2025, aimed at a lower price point, and will expand into a full sectional platform in 2026 [2][4] - A new high-end sectional platform is also set to launch in 2026, diversifying the product offerings [4] Market Data and Key Metrics Changes - The company plans to reshore its entire sectionals production back to the United States, which is expected to enhance product quality and efficiency while remaining margin-neutral [5][7] - The company is positioned to benefit from a potential recovery in the housing market, which could positively impact sales [1][34] Company Strategy and Development Direction - The overarching strategy is to "win the living room" and expand into new rooms in the future, focusing on brand strength and customer loyalty [8][23] - The company is investing in marketing and brand positioning to enhance its presence and storytelling in the market [18][19] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenges posed by tariffs and consumer uncertainty but emphasized a focus on long-term profitability and cash flow generation [22][24] - The company is optimistic about future growth, aiming for double-digit growth in the top line without relying on category support [24] Other Important Information - The company has made significant investments in people, processes, and new stores over the past few years to position itself for future growth [20][21] - The new CMO, Heidi Cooley, is expected to play a crucial role in evolving the brand's messaging and marketing strategies [17] Q&A Session Summary Question: Can you elaborate on the made in America initiative and its impact on the business? - Management confirmed that the reshoring initiative will allow for production in a margin-neutral way, enhancing product quality and reducing reliance on tariffs [9][10][12] Question: What are the plans for store growth and omnichannel strategy? - The company is focusing on an omnichannel approach, balancing digital presence with physical showrooms to enhance customer experience [26][28][30] Question: How does the company plan to leverage past investments for future growth? - Management stated that the goal is to double or triple the company, focusing on profitable sales growth and maintaining a strong balance sheet despite market challenges [21][22][24]

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 ...

Core Insights - Aritzia's U.S. business is the primary growth driver, with a 54% increase in U.S. net revenue to CAD 621 million in Q3, supported by nearly 60% traffic growth in U.S. e-commerce and approximately 30% square footage growth [1][5] - The company reported a total net revenue of CAD 1.04 billion in Q3, a 43% year-over-year increase, with comparable sales up 34%, exceeding prior guidance [2][3] - Aritzia achieved its first-ever billion-dollar quarter, driven by strong demand for its "everyday luxury" products and effective execution in retail and e-commerce [3][5] Financial Performance - Adjusted EBITDA rose 52% to CAD 208 million, with a margin of 20%, despite facing approximately 410 basis points of headwinds from tariffs and de minimis changes [4][14] - Gross profit increased 44% year-over-year to CAD 479 million, with a gross margin of 46%, benefiting from fixed-cost leverage and improved markdowns [13] - The company ended the quarter with CAD 620 million in cash, no debt, and plans for opportunistic share repurchases [15] Growth Strategies - Aritzia plans to open 12–14 new boutiques annually in the U.S., targeting a long-term goal of 180–200 stores [5][7] - E-commerce net revenue grew 58% in Q3 to CAD 383 million, attributed to brand demand, marketing, and the successful launch of a mobile app that has reached 1.4 million downloads [8][9] - The international e-commerce website saw sales more than double compared to Q3 last year, with expectations to triple in two years [12] Outlook - For Q4, Aritzia guided net revenue of CAD 1.1 billion to CAD 1.125 billion, representing growth of 23%–26%, driven by double-digit comparable sales growth and boutique openings [16] - The full-year fiscal 2026 net revenue forecast was raised to CAD 3.615 billion to CAD 3.64 billion, reflecting a growth of 32%–33% [17]

Core Insights - The merger between DXL and FullBeauty aims to redefine inclusive apparel by creating a retailer that offers a broader selection, improved quality, and enhanced customer experience for plus-size and Big + Tall consumers [4][9][10] Company Overview - FullBeauty has been dedicated to serving plus-size women and Big + Tall men since 1901, evolving with technology and customer preferences to provide a unique fit and experience [1][5] - DXL focuses on providing Big + Tall men with the freedom to choose their style, offering a wide range of national and private brands [3][9] Merger Details - The merger is structured as a stock-for-stock transaction, with DXL shareholders owning 45% and FullBeauty shareholders owning 55% of the combined entity [16][19] - The combined company is expected to generate approximately $25 million in annual run rate cost synergies by 2027 [17][18] Financial Performance - For the last 12 months ending October 2025, DXL and FullBeauty generated approximately $1.2 billion in combined net sales, with an adjusted EBITDA of approximately $45 million [10][11] - The merger is projected to enhance the financial position of the combined company, allowing for strong free cash flow and reduced leverage [7][9] Market Positioning - The merger addresses the fragmented market for plus-size and Big + Tall apparel, creating a scaled omnichannel platform that treats sizing inclusivity as a category rather than a niche [8][9] - The combined company will have a diversified customer offering, with approximately 54% of products aimed at women and 46% at men, covering various styles and price points [12][13] Operational Synergies - The merger will leverage both companies' strengths in manufacturing, data science, and customer engagement to create a powerful platform for innovation [6][11] - The integration is expected to streamline operations, reduce costs, and enhance customer experiences through improved inventory management and personalized marketing [14][15][18] Leadership and Governance - The combined company will be led by a management team from both organizations, with Jim Fogarty as CEO and Peter Stratton as CFO [20][19] - The Board of Directors will consist of members from both companies, ensuring a balanced governance structure [20]

Group 1 - IKEA plans to close seven stores in China starting from February 2, 2026, including locations in Shanghai, Guangzhou, Tianjin, Nantong, Xuzhou, Ningbo, and Harbin as part of an optimization exercise to improve efficiency across physical and digital channels [1] - Customers affected by the closures will still have access to other IKEA stores in the same cities and through online operations, including the website, mobile apps, WeChat mini-program, and flagship stores on platforms like Tmall and JD.com [2] - China remains a strategic market for IKEA, which has been sourcing from the country since the 1960s and opened its first store in 1998, now operating 41 offline customer meeting points and multiple digital channels [2][3] Group 2 - Recent developments include the redesign of the Xuhui store, the opening of five new stores of varying sizes, and the launch of its presence on JD.com, with support for employees affected by the closures through a transparent process [4] - The company plans to focus growth in Beijing and Shenzhen, with over ten small-format stores expected to open in these cities over the next two years, including IKEA Dongguan in February 2026 and IKEA Tongzhou in April [5] - IKEA is increasing the volume of products sourced from US manufacturing facilities in response to rising import costs due to tariffs, marking a reversal of the long-term decline in domestic production for the US market [5][6]

Core Insights - Bed Bath & Beyond has appointed Executive Chairman Marcus Lemonis as its new CEO, with plans to cut costs and pursue expansion opportunities, including acquisitions [1] - Lemonis emphasizes the importance of home ownership and aims to make the journey of home-related purchases more achievable and affordable for customers [2] Company Strategy - The company owns several brands, including Bed Bath & Beyond, Overstock, buybuy Baby, and Kirkland's Home, and has a blockchain asset portfolio [4] - Lemonis states that the core business is stabilized and outlines plans to return Bed Bath & Beyond to profitable growth [4] - The strategy includes prioritizing an omnichannel retail model and expanding revenue streams by offering high-margin services such as warranties, insurance products, and financing tools [5] Technological Integration - Plans are in place to develop tools and services that assist customers during significant home-related moments, leveraging AI technology to create additional revenue [8] Acquisition and Investment Plans - The company will pursue acquisitions and investments to fill category gaps, enhance consumer services, and create business synergies over the next 12 months [9] - In September, Bed Bath & Beyond acquired the Kirkland's Home trade name and related assets for approximately $10 million, aiming to convert existing Kirkland's stores into Bed Bath & Beyond Home locations, which is expected to add about $350 million to net revenue [10][11]

Core Insights - Retail trends in 2026 are shaped by structural shifts that accelerated in 2025, driven by economic pressures, changing consumer behavior, and technological advancements [1] Group 1: Artificial Intelligence in Retail - The adoption of artificial intelligence in retail saw a significant increase in 2025, with large retailers moving beyond pilot projects to implement AI for demand forecasting, inventory management, personalized recommendations, and automated customer service [3] - AI tools are expected to become integral to everyday retail operations in 2026, influencing product discovery and cost control through AI-powered shopping assistants, dynamic pricing engines, and predictive supply chain systems [4] - Data governance and ethical use of AI are gaining importance, with regulators indicating tighter oversight of automated decision-making, making transparency around customer data and algorithmic processes a competitive issue [5] Group 2: Omnichannel Retail Strategies - Omnichannel retail has transitioned from a differentiator to a basic requirement for relevance, with consumers expecting a seamless experience across online platforms, mobile apps, and physical stores [6] - Retailers focused on deeper channel integration in 2025, investing in services like click-and-collect tied to store inventory, mobile checkout systems, and digital tools to support in-store staff [7]