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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Bob's Discount Furniture
Bob's Discount Furniture (BOBS) investor relations material
Bob's Discount Furniture has been private
Bob's Discount Furniture Registration Filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Registration Filing summary9 Jan, 2026
Company overview and business model
Operates as a rapidly growing omnichannel retailer of value home furnishings with 206 showrooms across 26 states as of September 28, 2025.
Business model centers on offering quality, stylish furniture at everyday low prices, estimated to be 10% below value-oriented competitors’ lowest promoted prices.
Focuses on a curated, narrow and deep product assortment, efficient supply chain, and vertically integrated logistics network for fast delivery.
Omnichannel strategy integrates online, in-store, phone, and mobile app shopping, with 73% of in-store customers engaging across multiple channels in fiscal 2025.
Growth strategy targets expansion to over 500 stores by 2035, leveraging proven unit economics and disciplined market entry.
Financial performance and metrics
Net revenue increased 20.4% to $1.72 billion for the nine months ended September 28, 2025, from $1.43 billion in the prior year period.
Net income rose 63.6% to $81 million for the nine months ended September 28, 2025.
Adjusted EBITDA grew 35.7% to $164 million for the nine months ended September 28, 2025.
Comparable sales growth was 10.5% (adjusted 9.7%) for the nine months ended September 28, 2025, reversing a 7.6% decline in the prior year period.
Store count increased by 11.4% to 206 units as of September 28, 2025.
For fiscal year 2024, net revenues were $2.03 billion, net income $87.9 million, and adjusted EBITDA $194 million.
Maintains strong liquidity with $123.4 million in cash and $124.4 million in available borrowing capacity as of September 28, 2025.
Use of proceeds and capital allocation
Net proceeds from the IPO will be used to prepay all outstanding indebtedness under a $350 million Term Loan Facility, which was used to fund a $423.3 million cash dividend to shareholders in October 2025.
Any remaining proceeds will be used for general corporate purposes.
No current plans to pay dividends post-IPO; future dividends will be evaluated regularly.
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Bob's Discount Furniture
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