Bob's Discount Furniture, Inc. (BOBS)
Manchester, CT, US
Bob's Discount Furniture, Inc. specializes in the retail of home furnishings throughout the United States. Their product line is extensive, covering categories such as living room, bedroom, and dining room furniture, as well as mattresses, occasional tables, lighting fixtures, outdoor pieces, and various home accessories. Sales are primarily conducted through their online platform. The entity, which was formerly known as BDF Holding Corp., adopted its current name, Bob's Discount Furniture, Inc., in October 2025. Established in 1991, the company is headquartered in Manchester, Connecticut.
Based on only 1 article — low confidence
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -5.32% | +0.16% | +11.14% | -37.90% | -26.73% | -26.73% | -26.73% | -26.73% | -26.73% | -26.73% | -26.73% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 4 | 0 |
| Buy | 7 | 0 |
| Hold | 2 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 3 |
18.00
+8.1%
|
| Last Quarter | 6 |
21.83
+31.1%
|
| Last Year | 6 |
21.83
+31.1%
|
| All Time | 6 |
21.83
+31.1%
|
-
Revenue growth Specialty Retail: +6.4%+16.8% ★
-
EPS growth Specialty Retail: +20.6%+59.7% ★
-
FCF margin FCF growth · Specialty Retail: +29.3%-0.1% Q1'26: -0.5%
-
EBIT margin Specialty Retail: +5.4%+7.1% ★ Q1'26: +3.0%
-
ROIC Specialty Retail: +6.5%+24.8% ★ Q1'26: +5.3%
-
Share dilution Specialty Retail: +0.1%-12.7% ★
-
Debt / EBITDA Net debt/EBITDA · Specialty Retail: 0.14×1.68× Q1'26: 6.13×
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2025 actual |
Dec 2026 10 Rev. Ana. 8 EPS Ana. |
Dec 2027 10 Rev. Ana. 8 EPS Ana. |
Dec 2028 7 Rev. Ana. 4 EPS Ana. |
Dec 2029 6 Rev. Ana. 1 EPS Ana. |
Dec 2030 3 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|
| Revenue |
2.37B
est: 2.37B (+0.0%)
|
2.61B
2.60B – 2.62B
+10.2% YoY
|
2.80B
2.79B – 2.81B
+7.2% YoY
|
3.05B
3.05B – 3.05B
+9.0% YoY
|
3.34B
3.32B – 3.35B
+9.4% YoY
|
3.63B
3.61B – 3.65B
+8.8% YoY
|
| EBITDA |
237.99M
est: 201.60M (+18.1%)
|
222.21M
221.03M – 223.29M
+10.2% YoY
|
238.27M
237.42M – 239.12M
+7.2% YoY
|
259.73M
259.72M – 259.73M
+9.0% YoY
|
284.14M
282.63M – 285.52M
+9.4% YoY
|
309.01M
307.36M – 310.50M
+8.8% YoY
|
| EBIT |
166.88M
est: 129.20M (+29.2%)
|
142.41M
141.65M – 143.10M
+10.2% YoY
|
152.70M
152.16M – 153.24M
+7.2% YoY
|
166.45M
166.45M – 166.45M
+9.0% YoY
|
182.10M
181.13M – 182.98M
+9.4% YoY
|
198.03M
196.98M – 198.99M
+8.8% YoY
|
| Net Income |
121.72M
est: 111.10M (+9.6%)
|
105.18M
103.50M – 106.87M
-5.3% YoY
|
120.41M
117.06M – 123.75M
+14.5% YoY
|
136.58M
130.42M – 142.73M
+13.4% YoY
|
152.44M
151.38M – 153.40M
+11.6% YoY
|
179.74M
178.50M – 180.87M
+17.9% YoY
|
| SGA |
913.79M
est: 926.80M (-1.4%)
|
1.02B
1.02B – 1.03B
+10.2% YoY
|
1.10B
1.09B – 1.10B
+7.2% YoY
|
1.19B
1.19B – 1.19B
+9.0% YoY
|
1.31B
1.30B – 1.31B
+9.4% YoY
|
1.42B
1.41B – 1.43B
+8.8% YoY
|
| EPS |
1.10
est: 0.96 (+14.1%)
|
0.93
0.91 – 0.94
-3.6% YoY
|
1.06
1.03 – 1.09
+13.9% YoY
|
1.19
1.15 – 1.25
+12.5% YoY
|
1.34
1.33 – 1.35
+12.5% YoY
|
1.58
1.57 – 1.59
+17.9% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-08 | Evercore ISI Group | Outperform | Outperform | Maintain |
| 2026-05-05 | UBS | Buy | Buy | Maintain |
| 2026-05-04 | RBC Capital | Outperform | Outperform | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-08 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-07 | C- | 1/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
Owner Earnings
Owner's Earnings history not available.
Ownership Overview
Ownership breakdown not available.
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional history not available.
Top holders not available.
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC | 0.03% | 332.8K | 0.20% |
| 2 | Franklin U.S. Small Cap Multifactor Index ETF FLQS | 0.02% | 11.8K | 0.35% |
| 3 | Fidelity MSCI Consumer Discretionary Index ETF FDIS | 0.02% | 361.2K | 0.08% |
| 4 | Invesco Russell 2000 Dynamic Multifactor ETF OMFS | 0.02% | 52.5K | 0.39% |
| 5 | iShares Morningstar Small Cap Value ETF ISCV | 0.01% | 91.0K | 0.06% |
| 6 | iShares Russell 2000 Growth ETF IWO | 0.01% | 1.86M | 0.24% |
| 7 | State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc) R2US.L | 0.01% | 602.7K | 0.30% |
| 8 | Xtrackers Russell 2000 UCITS ETF 1C XRSU.L | 0.01% | 292.9K | 0.30% |
| 9 | Invesco Russell 2000 UCITS ETF RTYS.L | 0.01% | 31.2K | 0.25% |
| 10 | Global X - Russell 2000 ETF RSSL | 0.01% | 143.0K | 0.08% |
Insider Activity
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| William G. Barton | CEO, President & Director | 3M | male |
| Carol Glaser | Chief Merchandising Officer & Executive VP | 1M | female |
| Ramesh Murthy | COO & Executive VP | 1M | male |
| Carl E. Lukach | CFO, Executive VP & Treasurer | 1M | male |
| Stephen Moeller | Chief Growth Officer & Executive VP | 971.7K | male |
| Patricia Davies | Chief Human Resources Officer & Senior VP | — | female |
| Robert A. Bogan | CTO & Senior VP | — | male |
| Ryan Schaffer | Chief Legal & Development Officer and Corporate Secretary | — | male |
| Stephen Nesle | Chief Marketing Officer & Senior VP | — | male |
| Edmond J. English | Executive Chairman | — | male |
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for BOBS
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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