Bob's Discount Furniture, Inc.
BOBS
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Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.
- Bob's Discount Furniture is positioned well in the specialty retail sector, benefiting from a growing consumer demand for affordable home furnishings.
- Revenue increased by 7% from the prior quarter, reaching $620 million.
- Gross margin improved significantly to 51.5%, up from 44.4% in the previous quarter.
- The company's high debt-to-equity ratio of 168.25 raises concerns about financial stability and risk during economic downturns.
- The overall score indicates a 'Sell' signal with a score of -10.00, reflecting negative market sentiment.
- Operating margin has fluctuated, with a recent expansion to 13.6% but previously lower margins in earlier quarters.
Fundamentals
| Market cap | $1.86B | Enterprise value | $2.73B | Trailing P/E | 14.13 | Forward P/E | 13.50 |
| PEG | — | Price / book | 3.51 | Beta | — | Dividend yield | 0.00% |
| Revenue growth | 8.8% | Earnings growth | 38.7% | Gross margin | 46.9% | Operating margin | 12.7% |
| Profit margin | 5.4% | ROE | — | ROA | — | Debt / equity | 1.68 |
| Current ratio | 0.90 | Free cash flow | — | Analyst recommendation | none | Mean target | $22.92 |
| 52w high | $23.49 | 52w low | $9.74 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | 2025-Q1 | |
|---|---|---|---|---|---|---|
| Revenue | $620M | $578M | $649M | $617M | $570M | — |
| Op margin | 13.6% | 3.7% | 9.2% | 8.3% | 8.7% | — |
| Net income | $57.8M | $2.5M | $41.0M | $32.3M | $35.2M | — |
| Gross margin | 51.5% | 44.4% | 45.7% | 46.0% | 46.4% | — |
| Gross profit | $319M | $257M | $297M | $284M | $264M | — |
| Operating income | $84.1M | $21.4M | $59.6M | $51.5M | $49.4M | — |
- Revenue +7% vs prior quarter ($620M vs $578M).
- Gross margin 51.5% (was 44.4% prior quarter).
- Operating margin expanded to 13.6%.
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| Revenue | $2.4B | $2.0B | $2.0B | $2.1B |
| Op margin | 7.7% | 6.7% | 6.4% | 2.8% |
| Net income | $122M | $87.9M | $78.1M | $27.6M |
| Gross margin | 45.7% | 46.8% | 46.5% | 40.5% |
| Gross profit | $1.1B | $948M | $935M | $853M |
| Operating income | $181M | $135M | $128M | $59.5M |
Headline risk — review
• [CRITICAL · balance sheet] Mattress chain files Chapter 11 bankruptcy after 24 years
News
2026-09-17 · Bob’s Discount Furniture Turns Social Content Into Sales with Season 2 of Hit Social Series "Till Decor Do Us Part"
2026-08-30 · Mattress chain files Chapter 11 bankruptcy after 24 years
2026-08-14 · Bob's Discount Furniture (BOBS) Q2 Results Put Fair Value Back In Focus
2026-08-10 · Bob’s Discount Furniture is winning over higher-income shoppers
2026-08-09 · Wealthy shoppers are propping up the furniture industry's recovery
2026-08-08 · Bob's Discount Furniture Q2 Earnings Call Highlights
2026-08-07 · Bob's Discount Furniture's Q2 Beat Reflects Continued Market Share Gains, RBC Says
2026-08-07 · RBC Adjusts PT on Bob's Discount Furniture to $22 From $19, Maintains Outperform Rating
2026-08-06 · Bobs Discount Furniture Inc (BOBS) (Q2 2026) Earnings Call Highlights: E-Commerce Surge and ...
2026-08-06 · Bob’s Discount Furniture Jumps on Q2 Revenue Growth
2026-08-06 · Bob's Discount Furniture (BOBS) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
2026-08-06 · Bob's Discount Furniture: Q2 Earnings Snapshot
Price (daily)
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