Bob’s Discount Furniture (NYSE:BOBS) Posts Quarterly Earnings Results, Hits Expectations

Bob’s Discount Furniture (NYSE:BOBS) posted its earnings results on Thursday. The company reported $0.28 EPS for the quarter, hitting the consensus estimate of $0.28, Zacks reports. The business had revenue of $680.44 million for the quarter. During the same period in the previous year, the firm posted $0.29 earnings per share. Bob’s Discount Furniture’s quarterly revenue was up 10.3% compared to the same quarter last year.

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 Down 0.7%

Shares of BOBS stock traded down $0.13 on Friday, hitting $19.34. The stock had a trading volume of 3,015,696 shares, compared to its average volume of 656,872. The business has a 50 day moving average of $15.50 and a 200 day moving average of $15.05. The stock has a market cap of $2.53 billion and a price-to-earnings ratio of 17.42. The company has a debt-to-equity ratio of 0.14, a current ratio of 0.90 and a quick ratio of 0.28. Bob’s Discount Furniture has a 12-month low of $9.73 and a 12-month high of $23.49.

Wall Street Analyst Weigh In

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

Key Stories Impacting Bob’s Discount Furniture

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

• Positive Sentiment: Q3 earnings and revenue beat expectations. Bob’s reported adjusted EPS of $0.31, beating estimates by $0.04, and revenue of $680.4 million, $14.19 million above estimates. Revenue grew 10.3% year over year, a strong sales trend that may support investor confidence. Read More.
• Positive Sentiment: 2026 outlook held; 2027 unit growth planned. The company maintained its 2026 revenue forecast of $2.6 billion–$2.63 billion and projects 10% unit growth in 2027, signaling continued expansion. Read More.
• Neutral Sentiment: Fuel costs remain a headwind. The company cited fuel-related pressure alongside its growth plans, which could weigh on costs even as it maintains its revenue outlook. Read More.
• Negative Sentiment: RBC trimmed its price target. Royal Bank of Canada lowered its target from $22 to $21, potentially tempering enthusiasm. It kept an “outperform” rating, however, and the revised target still implies upside from the cited share price. Read More.

About Bob’s Discount Furniture

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.