Bob’s Discount Furniture (NYSE:BOBS – Get Free Report) released its quarterly earnings results on Thursday. The company reported $0.28 EPS for the quarter, meeting the consensus estimate of $0.28, Zacks reports. The company had revenue of $680.44 million for the quarter. Bob’s Discount Furniture’s revenue was up 10.3% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.29 earnings per share.
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 Trading Up 5.4%
NYSE BOBS traded up $0.99 during trading hours on Thursday, hitting $19.32. The company’s stock had a trading volume of 2,532,366 shares, compared to its average volume of 733,668. The stock has a fifty day moving average of $15.46 and a 200 day moving average of $15.03. Bob’s Discount Furniture has a twelve month low of $9.73 and a twelve month high of $23.49. The firm has a market capitalization of $2.53 billion and a P/E ratio of 30.20. The company has a quick ratio of 0.28, a current ratio of 0.90 and a debt-to-equity ratio of 0.14.
Analyst Upgrades and Downgrades
Several research analysts have issued reports on the company. Robert W. Baird set a $19.00 price objective on Bob’s Discount Furniture in a report on Friday, August 7th. Royal Bank Of Canada reiterated an “outperform” rating on shares of Bob’s Discount Furniture in a research report on Monday, October 26th. Evercore set a $18.00 target price 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 research report on Monday, August 17th. Eleven research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat, Bob’s Discount Furniture currently has a consensus rating of “Moderate Buy” and a consensus price target of $23.83.
View Our Latest Report on BOBS
Key Headlines Impacting Bob’s Discount Furniture
Here are the key news stories impacting Bob’s Discount Furniture this week:
- Positive Sentiment: Revenue increased 10.3% year over year to $680.4 million, beating analysts’ estimates by about $14.2 million. A separate earnings report cited GAAP EPS of $0.31, $0.04 above estimates. Bob’s Discount Furniture Q3 results
- Positive Sentiment: The company’s third-quarter net income rose, and management reaffirmed its 2026 revenue outlook, supporting confidence in its sales trajectory. Bob’s Discount 3Q net up; company backs 2026 revenue view
- Negative Sentiment: One reported EPS measure was $0.28, in line with consensus but below $0.29 a year earlier. This tempers the positive sales picture, although the separate report cited higher GAAP EPS of $0.31. Bob’s Discount Furniture earnings results
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.
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