BOBS DISCOUNT FURNITURE INC (BOBS)
Consumer Discretionary · Furniture retail / home furnishings retail · NYSE
A rapidly growing omnichannel value furniture retailer with 209 stores nationally, delivering stylish home furnishings at everyday low prices through vertically integrated logistics and a curated merchandising strategy.
What BOBS DISCOUNT FURNITURE INC does
Bob's Discount Furniture is a nationally scaled omnichannel retailer of value home furnishings with 209 showrooms across 26 U.S. states as of December 2025. The company operates on an "Everyday Low Prices" model, offering furniture priced below value-oriented competitors' lowest promoted prices through curated merchandising, longstanding sourcing relationships, and an efficient supply chain. Bob's combines physical retail locations with integrated e-commerce, mobile app, and phone ordering channels, supported by a vertically integrated logistics network of six distribution centers enabling delivery in as few as three days.
Themes: ["Furniture retail / home furnishings","Value-oriented retail","Omnichannel retail experience","Supply chain efficiency / vertically integrated logistics","Direct-to-consumer delivery (3-day fulfillment)"]
Fundamentals
- Price$15.33 as of 2026-07-09 close
- Market cap$1.9B as of 2026-07-10
- 1-year return-14.2% as of 2026-07-09 close
- P/E15.67 as of 2026-07-10
- Net margin+5.1% as of 2026-07-10
- Gross margin+45.7% as of 2026-07-10
- ROE+74.3% as of 2026-07-10
- Debt / equity0.18 as of 2026-07-10
- Beta3.16 as of 2026-07-10
Key risks (from latest filing)
["Tariff exposure: 25% tariff on upholstered wooden furniture (scheduled to increase to 30% January 2027), with ongoing uncertainty regarding potential recovery and reinstatement of tariffs under alternative legal authorities","Geopolitical and supply chain disruption: Iran conflict, volatile fuel prices, and potential supply chain disruptions could increase costs and impact discretionary consumer spending","Discretionary consumer spending sensitivity: Inflation and economic pressures may adversely affect customer demand for furniture as a discretionary category"]
Competitors & peers
- Wayfair (W)
- RH (Restoration Hardware) (RH)
- Haverty Furniture Companies (HVT)
- Ethan Allen Interiors (ETH)
- Upland Industries (furniture manufacturers/retailers)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.