Bob's Discount Furniture, Inc. (BOBS) Stock

Bob's Discount Furniture, Inc. (BOBS) is a Consumer Discretionary stock trading at $15.13 (as of 2026-07-24), with a market capitalization of $1.98B. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Bob’s Discount Furniture, Inc. retails home furnishings in the United States, offering items across categories such as living rooms, bedrooms, mattresses, dining rooms, occasional tables, lamps, outdoor products, and related accessories. The company sells its products via the Internet.

Understand Bob's Discount Furniture, Inc.: how it makes money

Bob's Discount Furniture sells home furnishings (living rooms, bedrooms, mattresses, dining rooms, and more) through the Internet in the United States, earning money by generating net revenue from these product sales.

Profitability hinges on whether furniture net revenue can generate enough gross margin to cover operating costs, because the company operates with a low operating margin.

Revenue by segment (latest quarter)
Net Rev$0.6B

Business quality (Weak): Clear business description and basic margin context are provided, but the only operating metric shown is New Stores Opened, so there is limited visibility into sales and demand drivers.

Valuation: At 686× earnings, BOBS trades 3489% above the Retail average (19×). Note: one-time items can distort reported P/E.

Bull case

  • Product assortment across multiple home-furnishing categories: The company offers products in living rooms, bedrooms, mattresses, dining rooms, occasional tables, lamps, outdoors, and accessories.
  • Maintains meaningful gross margin: Gross margin is 44.4% for the period shown (2026-03-29).
  • Expansion signal: New Stores Opened was 5.0 (count), with an implication of 3.

Bear case

  • Low operating margin: Operating margin is 3.0% (2026-03-29), leaving less room for cost increases or softer gross margin.
  • Profit model sensitivity to margin versus costs: Because net revenue must cover operating expenses to reach operating income, small shifts in gross margin or operating costs can matter.
  • Limited operating visibility from provided KPIs: Only New Stores Opened is provided as an operating metric, so it is harder to assess how store expansion translates into demand and sales performance.
Valuation — source: SEC EDGAR (first-party)
Price$15.13
Market Cap$1.98B
Price / Book4.19
FCF Yield-0.8%
Profitability & Growth — source: SEC EDGAR
Revenue Growth (YoY)8.5%
EPS Growth (YoY)-83.3%
FCF Growth (YoY)-77.5%
Valuation vs Sector & Industry
Sector P/E (Consumer Discretionary)21.6
Industry P/E (Retail)18.8
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderBain Capital Investors LLC ($1.12B)
Institutional Holders Tracked10
Company
SectorConsumer Discretionary
IndustryRetail
CEOWilliam G. Barton
CountryUS
IPO Date1991-01-01

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BOBS earnings history · BOBS institutional & insider holders · BOBS KPIs & operating metrics · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-07-24.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.