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BOBS

Bob's Discount Furniture, Inc.

BOBS

NYSE·Consumer Cyclical·Specialty Retail·Mkt cap $2.1B

$16.08

-0.68%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$9.74 - $23.49

P/E

50.25

Fwd P/E

15.19

Beta

2.96

Div Yield

0.00%

Avg Vol

1.2M

Shares Out

130.4M

Mkt Cap

$2.1B

Price action

Price chart

Down 4.9% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

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

  • High volatility (beta 3.0). Larger-than-normal price swings expected.

Growth

Strong growth ahead

Expansion of online market penetration and digital marketing reach

Value

Attractively priced below Specialty Retail peer average

Momentum

Hot

+44.4% over 3m

Quality

Strong

Mixed fundamentals

Dividend

None

No dividend

Earnings track record

Recent earnings results

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

Next: Jun 16, 2026

Q2 26 RECAP

MAY 7, 2026

Reported EPS of $0.09 vs $0.06 consensus (+42.0% surprise). Revenue of $578.1M vs $578.8M expected (-0.1%).

EPS beat +42.0%
Revenue miss

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+42.0%

Next: Jun 16, 2026

Revenue trend · last 2Q

Q4 24

Q1 26

$599.8M

$578.1M

Margins · last 2Q

Gross

Operating

Profit

0.4%

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

$16.00

-0.5% vs $16.08

Low $14.00
Median $16.00
High $24.00

Latest: Evercore · $16.00 · May 8, 2026

3 analysts covering

vs Industry

How BOBS stacks vs Specialty Retail

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

Industry comparison data unavailable for this stock.