Bob's Discount Furniture
Value furniture retailer joining showrooms and eCommerce through shared inventory and logistics.
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Profile
Sells furniture, mattresses, bedding and home décor at everyday prices through U.S. showrooms and digital channels. A narrow, deep assortment and shared inventory, pricing and logistics systems tie the channels together, while third-party suppliers provide substantially all merchandise.
Sells living-room, bedroom, dining, office and youth furniture, mattresses, bedding and décor through more than 200 U.S. showrooms, eCommerce, phone and mobile channels. Retail and eCommerce form one reportable segment; delivery fees and third-party protection plans supplement merchandise sales.
Pairs everyday pricing with a narrow, deep assortment organized across Good, Better and Best tiers. Shared inventory, pricing, merchandising and logistics systems connect physical and digital orders, while a national distribution-center and regional-depot network supports prompt direct-to-home fulfillment.
Relies on non-exclusive third-party suppliers for substantially all merchandise and on third-party partners for most customer deliveries. Most products are sourced outside the United States, concentrated in Vietnam, making costs and availability dependent on tariffs, freight conditions and supplier execution.
Company facts
Categories
Key statistics
Year to date +1.7% · Average volume (30d) 1.0M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 7, 2026 | Evercore ISI | Reiterate | Outperform | $16 | $20 |
| Aug 7, 2026 | Robert W. Baird | Target | $14 | $19 | |
| Aug 6, 2026 | RBC Capital | Reiterate | Outperform | $26 | $22 |
| May 8, 2026 | Evercore ISI | Target | $16 | ||
| May 8, 2026 | Robert W. Baird | Target | $14 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q2 FY26 | $0.20 | $0.20 | +0.4% | $620.3M | $619.6M | −0.1% | −3.94% |
| May 7, 2026Q1 FY26 | $0.06 | $0.09 | +42.0% | $578.8M | $578.1M | −0.1% | +7.66% |
| Mar 17, 2026Q4 FY25 | $0.30 | $0.35 | +16.7% | $587.8M | — | — | −0.20% |
Financial highlights
| 5 quarters | — | Q4 FY24 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | — | $599.8M | $616.9M | $648.8M | $578.1M | $619.6M | |
| Gross profit | — | $273.0M | $283.8M | $296.5M | $256.5M | $319.1M | |
| Operating income | — | $56.1M | $51.5M | $59.6M | $21.4M | $84.1M | |
| Net income | — | $38.6M | $32.3M | $41.0M | $2.5M | $57.8M | |
| Diluted EPS | — | $0.30 | $0.00 | $0.32 | $0.02 | $0.44 | |
| Gross margin | — | 45.5% | 46.0% | 45.7% | 44.4% | 51.5% | |
| Operating margin | — | 9.4% | 8.3% | 9.2% | 3.7% | 13.6% |
Revenue by product · Q2 FY26
Balance sheet, Jun 28, 2026Cash & short-term investments $32.0M · Total debt $821.7M · Total assets $1.92B · Shareholders' equity $531.2M
Dividends
No dividends on record.
Ownership
Shares outstanding 130.63M · Float 107.00M · 81.9% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Bain Capital Investors LLC | 95.37M | 73.01% | 13F | May 15, 2026 |
| BCPE BDF Investor, LP | 95.37M | 73.00% | 13G | May 15, 2026 |
| FMR LLC | 5.16M | 3.95% | 13F | May 15, 2026 |
| Alyeska Investment Group, L.P. | 2.51M | 1.92% | 13F | May 15, 2026 |
| Edmond J. English · director | 2.18M | 1.67% | Form 4 | Feb 4, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 12, 2026 | William G. Barton | director, officer: See Remarks | +200 | $12.17 |
| May 8, 2026 | William G. Barton | director, officer: See Remarks | +22,150 | $13.56 |
| Feb 13, 2026 | Bain Capital Investors LLC | 10 percent owner | −2,917,500 | $15.94 |
| Feb 13, 2026 | John Thomas Kilgallon | director, 10 percent owner: | −2,917,500 | $15.94 |
| Feb 13, 2026 | Jennifer Lynn Davis | director, 10 percent owner: | −2,917,500 | $15.94 |
Peers
- Wayfair
Online home-furnishings marketplace with growing store touchpoints
- Williams-Sonoma
Pottery Barn and West Elm overlap in omnichannel home furnishings
- La-Z-Boy
Branded upholstery and Joybird eCommerce pressure seating sales
- Havertys
Regional furniture showrooms with direct category and store overlap
- Arhaus
Premium showrooms compete for whole-home furniture purchases
- RH
Luxury galleries overlap in curated home-furnishings categories
- Ethan Allen Interiors
Vertically integrated furniture and design centers overlap in home retail
- Lovesac
Modular seating specialist overlaps in sofas, showrooms, and online
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Bob's Discount Furniture | $17.31 | +0.03% | $2.26B | 22.2 | 17.0 | 0.9 | — |
| Wayfair | $104.07 | +0.32% | $14.21B | — | 30.7 | 1.1 | +7.5% |
| Williams-Sonoma | $235.06 | −0.02% | $27.68B | 24.1 | 23.9 | 3.5 | +6.7% |
| La-Z-Boy | $32.59 | +0.06% | $1.30B | 16.5 | 13.0 | 0.6 | −3.4% |
| Havertys | $27.36 | −0.04% | $453.3M | 39.7 | 13.0 | 0.6 | +7.7% |
| Arhaus | $8.98 | +0.11% | $1.27B | 18.1 | 17.9 | 0.7 | +7.4% |
| RH | $149.25 | −0.15% | $2.83B | 28.9 | 23.7 | 0.8 | −1.7% |
| Ethan Allen Interiors | $23.48 | 0.00% | $597.2M | 15.0 | 19.3 | 1.0 | −8.5% |
| Lovesac | $15.99 | +0.13% | $234.1M | 61.5 | 41.8 | 0.3 | −0.1% |
| Median | 24.1 | 21.5 | 0.8 | +3.3% |