Bob's Discount Furniture Future Growth
Future criteria checks 2/6
Bob's Discount Furniture is forecast to grow earnings and revenue by 13.3% and 8% per annum respectively. EPS is expected to grow by 9.5% per annum. Return on equity is forecast to be 20.8% in 3 years.
Key information
13.3%
Earnings growth rate
9.48%
EPS growth rate
| Specialty Retail earnings growth | 9.8% |
| Revenue growth rate | 8.0% |
| Future return on equity | 20.85% |
| Analyst coverage | Good |
| Last updated | 02 Jun 2026 |
Recent future growth updates
Recent updates
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.
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?Bob's Discount Furniture: A Compelling 'Buy' After Post-IPO Crash
Summary Bob’s Discount Furniture trades at a compelling valuation after a 30% post-IPO decline, and is now rated a "Buy." BOBS targets national expansion, planning 20 new stores in 2026, and sees potential for over 500 U.S. locations. FY26 guidance calls for 1.5%-2.5% comp sales growth, 10% total revenue growth, and $255-$265 million adjusted EBITDA at a 5.7x EV/EBITDA multiple. Risks include lockup expiration, Bain’s 75% ownership, and macro/tariff headwinds, but these risks are priced in at the stock's current valuation lows. Read the full article on Seeking Alpha
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?Earnings and Revenue Growth Forecasts
| Date | Revenue | Earnings | Free Cash Flow | Cash from Op | Avg. No. Analysts |
|---|---|---|---|---|---|
| 12/31/2028 | 3,050 | 159 | 159 | 263 | 7 |
| 12/31/2027 | 2,798 | 141 | 136 | 228 | 13 |
| 12/31/2026 | 2,610 | 114 | 99 | 212 | 13 |
| 3/29/2026 | 2,413 | 111 | 91 | 190 | N/A |
| 12/28/2025 | 2,368 | 122 | 81 | 164 | N/A |
| 9/28/2025 | 2,319 | 119 | 112 | 188 | N/A |
| 12/29/2024 | 2,028 | 88 | 83 | 161 | N/A |
| 12/31/2023 | 2,008 | 78 | 167 | 197 | N/A |
| 1/1/2023 | 2,106 | 28 | 1 | 52 | N/A |
Analyst Future Growth Forecasts
Earnings vs Savings Rate: BOBS's forecast earnings growth (13.3% per year) is above the savings rate (3.5%).
Earnings vs Market: BOBS's earnings (13.3% per year) are forecast to grow slower than the US market (18.6% per year).
High Growth Earnings: BOBS's earnings are forecast to grow, but not significantly.
Revenue vs Market: BOBS's revenue (8% per year) is forecast to grow slower than the US market (12.7% per year).
High Growth Revenue: BOBS's revenue (8% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: BOBS's Return on Equity is forecast to be high in 3 years time (20.8%)
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/28 14:04 |
| End of Day Share Price | 2026/06/26 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
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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 |