Bob’s Discount Furniture (NYSE:BOBS) Issues Earnings Results

Bob’s Discount Furniture (NYSE:BOBS) issued its earnings results on Thursday. The company reported $0.28 EPS for the quarter, hitting analysts’ consensus estimates of $0.28, Zacks reports. The company had revenue of $680.44 million during the quarter. During the same quarter in the prior year, the company earned $0.29 EPS. Bob’s Discount Furniture’s quarterly revenue was up 10.3% on a year-over-year basis.

Here are the key takeaways from Bob’s Discount Furniture’s conference call:

• Third-quarter revenue rose 10.3% to $680 million, with comparable sales up 3.8%; adjusted EBITDA increased 18% to $75.5 million, and adjusted EBITDA margin expanded to 11.1%.
• Omnichannel sales continued to gain traction: e-commerce sales grew approximately 28%, reaching 17.6% of revenue, while customers using both stores and digital channels spent nearly 20% more per order than average.
• Bob’s opened a record 11 stores in the quarter, bringing the year-to-date total to 20; management said newer store cohorts are generally exceeding expectations and reiterated its target of 10% unit growth in 2027.
• Fuel and inventory costs pressured gross margin, which fell 30 basis points to 45.7% excluding a tariff refund; management now expects full-year gross margin to decline 20–30 basis points, though it maintained its revenue and adjusted EBITDA outlook.

Bob’s Discount Furniture Stock Up 2.1%

NYSE:BOBS traded up $0.41 during trading hours on Friday, reaching $19.88. The company’s stock had a trading volume of 1,893,218 shares, compared to its average volume of 1,057,420. The stock has a 50 day moving average price of $15.46 and a two-hundred day moving average price of $15.03. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.28 and a current ratio of 0.90. The company has a market capitalization of $2.60 billion and a P/E ratio of 31.12. Bob’s Discount Furniture has a 12 month low of $9.73 and a 12 month high of $23.49.

Key Headlines Impacting Bob’s Discount Furniture

Here are the key news stories impacting Bob’s Discount Furniture this week:

• Positive Sentiment: Third-quarter revenue rose 10.3% year over year to $680.4 million, exceeding estimates by about $14.2 million. The company also reported GAAP EPS of $0.31, $0.04 above estimates. Article
• Positive Sentiment: Management projects approximately 10% unit growth in 2027, signaling continued expansion. Article
• Neutral Sentiment: BOBS maintained its 2026 revenue outlook of $2.60 billion to $2.63 billion. Reaffirming guidance provides some visibility, but the company did not raise its forecast. Article
• Negative Sentiment: Management cited fuel headwinds, which could add cost pressure and weigh on margins as the company pursues growth. Article

Analyst Ratings Changes

A number of equities research analysts have weighed in on BOBS shares. Robert W. Baird set a $19.00 target price on Bob’s Discount Furniture in a research report on Friday, August 7th. Royal Bank Of Canada cut their price target on Bob’s Discount Furniture from $22.00 to $21.00 and set an “outperform” rating on the stock in a research note on Friday. Evercore set a $18.00 price target on Bob’s Discount Furniture in a research note on Tuesday, October 13th. Finally, Weiss Ratings upgraded Bob’s Discount Furniture from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, August 17th. Eleven analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $23.75.

Bob’s Discount Furniture Company Profile

Bob’s Discount Furniture is a U.S. furniture retailer that sells a broad selection of furniture and home furnishings at value-oriented prices. Its merchandise includes living room, bedroom, dining room and home office furniture, as well as mattresses, rugs, lighting, décor and other household products.

The company was founded in 1991 by Robert “Bob” Kaufman in Newington, Connecticut. Bob’s operates an omnichannel retail model that combines a network of showrooms with online shopping and related delivery and service capabilities.