Bob's Discount Furniture (BOBS)
Value furniture retailer joining showrooms and eCommerce through shared inventory and logistics.
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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
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 7, 2026 | Evercore ISI | Reiterate | Rating: —Target: $16 | Target: $20 |
| Aug 7, 2026 | Robert W. Baird | Target | Target: $14 | Target: $19 |
| Aug 6, 2026 | RBC Capital | Reiterate | Rating: —Target: $26 | Target: $22 |
| May 8, 2026 | Evercore ISI | Target | Target: — | Target: $16 |
| May 8, 2026 | Robert W. Baird | Target | Target: — | Target: $14 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 28, 2026Cash & short-term investments $32.0M · Total debt $821.7M · Total assets $1.92B · Shareholders' equity $531.2M
- Revenue
- $619.6M
- Operating income
- $84.1M
- Net income
- $57.8M
No dividends on record.
| Institutions | ≈ 98.34% | 128.52M shares | |
|---|---|---|---|
| 110 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 2.24% | 2.93M shares | |
| 10 holders · as of May 20, 2026 | |||
| Adds to | 100.58% | ||
130.69M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 100.58%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Bain Capital Investors LLCInstitution | 72.98% | 95.37M | as of Jun 30, 2026 |
BCPE BDF Investor, LPInstitution | 72.98% | 95.37M | filed May 15, 2026 |
FMR LLCInstitution | 5.71% | 7.46M | as of Jun 30, 2026 |
Edmond J. EnglishInsiderdirector | 1.67% | 2.18M | filed Feb 4, 2026 |
BlackRock, Inc.Institution | 1.44% | 1.88M | as of Jun 30, 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 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Bob's Discount Furniture | $15.06 | +4.29% | $1.89B | 14.0 | 14.8 | 0.8 | — |
| Wayfair | $106.81 | +1.77% | $14.38B | — | 31.5 | 1.1 | +7.5% |
| Williams-Sonoma | $232.67 | +2.43% | $26.75B | 23.3 | 23.5 | 3.3 | +6.7% |
| La-Z-Boy | $30.43 | +2.46% | $1.19B | 15.1 | 12.2 | 0.6 | −3.4% |
| Havertys | $28.48 | +2.93% | $458.4M | 40.1 | 13.5 | 0.6 | +7.7% |
| Arhaus | $9.21 | +5.49% | $1.24B | 17.6 | 18.4 | 0.7 | +7.4% |
| RH | $132.11 | +3.86% | $2.40B | 22.6 | 19.3 | 0.7 | +2.6% |
| Ethan Allen Interiors | $21.43 | +2.19% | $533.6M | 13.4 | 17.6 | 0.9 | −8.5% |
| Lovesac | $14.29 | +5.35% | $198.5M | 11.1 | 153.6 | 0.3 | +0.5% |
| Median | 17.6 | 18.8 | 0.7 | +4.6% |