Bob's Discount Furniture (BOBS) Stock Overview
Engages in retailing home furnishings furnishings in the United States. More details
| Snowflake Score | |
|---|---|
| Valuation | 1/6 |
| Future Growth | 2/6 |
| Past Performance | 4/6 |
| Financial Health | 3/6 |
| Dividends | 0/6 |
BOBS Community Fair Values
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Analyst Price Targets
Bob's Discount Furniture, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$16.85 |
| 52 Week High | US$23.49 |
| 52 Week Low | US$9.74 |
| Beta | 0 |
| 1 Month Change | 2.49% |
| 3 Month Change | 56.89% |
| 1 Year Change | n/a |
| 3 Year Change | n/a |
| 5 Year Change | n/a |
| Change since IPO | -1.00% |
Recent News & Updates
BOBS: Index Additions And Margin Assumptions Will Shape Future Risk Balance
Analysts raised their price target on Bob's Discount Furniture by $2 to $18 from $16, reflecting updated views on valuation, discount rate assumptions, and profit margin expectations. Analyst Commentary Recent moves around Bob's Discount Furniture show a split between the latest price target increase and a series of earlier reductions that point to lingering concerns about the stock's risk and reward tradeoff.Bob's Discount Furniture: Unit Growth Is Still Not Fully Priced In
Summary Bob's Discount Furniture is rated Buy, driven by robust unit growth, attractive store economics, and a compelling value pricing model. BOBS targets >500 stores by 2035, with mature stores delivering ~$9M AUV, >60% cash-on-cash returns by year two, and ~2-year payback. Value strategy underpins share gains: everyday prices are ~10% below value competitors’ lowest promotions, and ~86% of orders are in stock for rapid delivery. At 16.5x NTM PE, BOBS offers ~22% upside to ~$20/share on FY2027 EPS, with further rerating potential if execution and margin expansion persist. Read the full article on Seeking Alpha
BOBS: Pullback Will Set Up Future Rebound On Value-Focused Execution
The analyst price target for Bob's Discount Furniture has been reduced by $1.85 to reflect a slightly lower fair value estimate and modestly adjusted assumptions for the discount rate, revenue growth, profit margin, and future P/E, as highlighted across several recent analyst reports that have cut their targets on the stock. Analyst Commentary Recent research on Bob's Discount Furniture shows a mix of optimism and caution, with several firms trimming price targets while at least one new report introduces a more constructive stance on the stock's potential.Recent updates
BOBS: Index Additions And Margin Assumptions Will Shape Future Risk Balance
Analysts raised their price target on Bob's Discount Furniture by $2 to $18 from $16, reflecting updated views on valuation, discount rate assumptions, and profit margin expectations. Analyst Commentary Recent moves around Bob's Discount Furniture show a split between the latest price target increase and a series of earlier reductions that point to lingering concerns about the stock's risk and reward tradeoff.Bob's Discount Furniture: Unit Growth Is Still Not Fully Priced In
Summary Bob's Discount Furniture is rated Buy, driven by robust unit growth, attractive store economics, and a compelling value pricing model. BOBS targets >500 stores by 2035, with mature stores delivering ~$9M AUV, >60% cash-on-cash returns by year two, and ~2-year payback. Value strategy underpins share gains: everyday prices are ~10% below value competitors’ lowest promotions, and ~86% of orders are in stock for rapid delivery. At 16.5x NTM PE, BOBS offers ~22% upside to ~$20/share on FY2027 EPS, with further rerating potential if execution and margin expansion persist. Read the full article on Seeking AlphaBOBS: Pullback Will Set Up Future Rebound On Value-Focused Execution
The analyst price target for Bob's Discount Furniture has been reduced by $1.85 to reflect a slightly lower fair value estimate and modestly adjusted assumptions for the discount rate, revenue growth, profit margin, and future P/E, as highlighted across several recent analyst reports that have cut their targets on the stock. Analyst Commentary Recent research on Bob's Discount Furniture shows a mix of optimism and caution, with several firms trimming price targets while at least one new report introduces a more constructive stance on the stock's potential.Rapid Store Expansion And Omnichannel Risks Will Eventually Support A Modest Upside Potential
Catalysts About Bob's Discount Furniture Bob's Discount Furniture is a value-focused furniture retailer with an omnichannel model and more than 200 showrooms across the United States. What are the underlying business or industry changes driving this perspective?Store Expansion And Omnichannel Integration Will Support Long Term Furniture Demand
Catalysts About Bob's Discount Furniture Bob's Discount Furniture is a U.S. furniture retailer focused on offering high quality, stylish home furnishings at everyday low prices through a nationwide showroom and omnichannel model. What are the underlying business or industry changes driving this perspective?
Nationwide Store Expansion And Omnichannel Execution Will Reshape This Furniture Retailer’s Long-Term Potential
Catalysts About Bob's Discount Furniture Bob's Discount Furniture is a value-focused furniture retailer with a nationwide showroom footprint and an omnichannel sales model. What are the underlying business or industry changes driving this perspective?Shareholder Returns
| BOBS | US Specialty Retail | US Market | |
|---|---|---|---|
| 7D | 8.7% | 4.1% | -1.5% |
| 1Y | n/a | 5.7% | 16.0% |
Return vs Industry: Insufficient data to determine how BOBS performed against the US Specialty Retail industry.
Return vs Market: Insufficient data to determine how BOBS performed against the US Market.
Price Volatility
| BOBS volatility | |
|---|---|
| BOBS Average Weekly Movement | 12.5% |
| Specialty Retail Industry Average Movement | 7.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: BOBS's share price has been volatile over the past 3 months compared to the US market.
Volatility Over Time: Insufficient data to determine BOBS's volatility change over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1991 | 5,950 | Bill Barton | www.mybobs.com |
Bob's Discount Furniture, Inc. engages in retailing home furnishings furnishings in the United States. It provides products in several categories including upholstered living room furniture, bedroom, dining room, mattresses, and home decors. It sells its products through ecommerce channels.
Bob's Discount Furniture, Inc. Fundamentals Summary
| BOBS fundamental statistics | |
|---|---|
| Market cap | US$2.22b |
| Earnings (TTM) | US$111.10m |
| Revenue (TTM) | US$2.41b |
Is BOBS overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| BOBS income statement (TTM) | |
|---|---|
| Revenue | US$2.41b |
| Cost of Revenue | US$1.31b |
| Gross Profit | US$1.10b |
| Other Expenses | US$990.11m |
| Earnings | US$111.10m |
Last Reported Earnings
Mar 29, 2026
Next Earnings Date
Aug 06, 2026
| Earnings per share (EPS) | 0.85 |
| Gross Margin | 45.63% |
| Net Profit Margin | 4.60% |
| Debt/Equity Ratio | 5.3% |
How did BOBS perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/07/29 22:13 |
| End of Day Share Price | 2026/07/29 00:00 |
| Earnings | 2026/03/29 |
| Annual Earnings | 2025/12/28 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Bob's Discount Furniture, Inc. is covered by 14 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Peter Benedict | Baird |
| Robert Ohmes | BofA Global Research |
| Jeremy Hamblin | Craig-Hallum Capital Group LLC |