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BOBS

Bob's Discount Furniture, Inc.

BOBS

NYSE·Consumer Cyclical·Specialty Retail·Mkt cap $2.3B

$17.64

+7.36%

P/E

23.21

Mkt Cap

$2.3B

52-Wk Range

$9.74–$23.49

52-Week Range

$9.74 - $23.49

P/E

23.21

Fwd P/E

19.12

Beta

1.84

Div Yield

0.00%

Avg Vol

1.1M

Shares Out

130.4M

Mkt Cap

$2.3B

Price action

Price chart

Up 3.6% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Strong brand recognition and 30+ years of market experience
  • E-commerce-focused business model with reduced overhead costs
  • Diverse product portfolio addressing multiple home furnishing categories
  • Direct-to-consumer distribution eliminating middlemen

Bear Case

1 risk

  • Above-average volatility (beta 1.8).

Growth

Strong growth ahead

Expansion of online market penetration and digital marketing reach

Value

Fairly valued vs Specialty Retail peers

Momentum

Hot

+48.0% over 3m

Quality

Strong

Solid business

Dividend

None

No dividend

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 5, 2026

Q3 26 RECAP

AUG 6, 2026

Reported EPS of $0.20 vs $0.20 consensus (+0.4% surprise). Revenue of $619.6M vs $620.3M expected (-0.1%).

EPS beat +0.4%
Revenue miss

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+0.4%

Revenue trend · last 3Q

Q4 24

Q1 26

Q2 26

$599.8M

$578.1M

$619.6M

Margins · last 3Q

Gross

51.5%

Operating

13.6%

Profit

9.3%

Wall Street consensus

7 analysts · 86% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

6

86%

Hold

1

14%

Sell

0%

Median Price Target

Latest: Evercore · Aug 7, 2026

vs Industry

How BOBS stacks vs Specialty Retail

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.