BOBS · CIK 0002085187
What Bob's Discount Furniture, Inc. told the SEC could break it.
2 self-disclosed vulnerabilities, pulled from its own filings, each in the company’s words, with the source. This is the risk register almost nobody reads.
A limited set so far, we surface every cited disclosure we’ve extracted for BOBS. More may follow as additional filings are processed.
In its own words
What could break it.
Geographic concentration
- Vietnam ~63% of product cost volume (FY2025)medium
Having moved all key production out of China, sourcing is now concentrated in Vietnam (~63% of product cost volume in FY2025) and the U.S. (~28%); substantially all products come from non-exclusive foreign third-party suppliers.
“Our flexible sourcing strategy enabled us to move all key production out of China, mitigating known tariff risk, while preserving the ability to pivot as circumstances evolve. Today, our primary sourcing markets are Vietnam and the United States, representing approximately 63% and 28% of our product cost volume in fiscal year 2025, respectively, and we continue to explore additional emerging markets.”
Regulatory & policy
- furniture import tariffs (Vietnam 20%; upholstered wood 25%→30%)medium
Exposed to 2025 furniture import tariffs: a 20% tariff on all Vietnam-imported products and a 25% tariff on certain upholstered wooden furniture (rising to 30% on Jan 1, 2027), with risk that future tariffs stack rather than replace existing ones.
“the United States and Vietnam governments announced a trade deal between the countries that imposes 20% tariffs on all products imported to the United States from Vietnam. In addition, in October 2025, the United States government imposed a 25% tariff on imports of certain upholstered wooden furniture imports, which is set to rise to 30% on January 1, 2027.”
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