BOBS · Bob's Discount Furniture, Inc.
Price & Indicators
The closing range uses available history since Feb 5, 2026; less than a full year is stored.
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY27 earnings call · Aug 6, 2026TL;DR. Bob's reported Q2 net revenue up 8.8% to $619.6M with 2.3% comp sales and 4 new stores, but adjusted EBITDA margin compressed 120 bps to 9.8% and adjusted EPS fell to $0.20 from $0.29 due to unfavorable freight comparisons; the company recognized $37.9M in IEEPA tariff refunds (excluded from adjusted results) and reaffirmed full-year 2026 guidance.
- + Net revenue grew 8.8% to $619.6M on new stores and 2.3% comp sales.
- + Comparable sales rose 2.3% on a higher AOV and conversion despite industry traffic headwinds.
- + Opened 4 new stores in Q2 (YTD 9), entering South Carolina and expanding the store base to 218 across 27 states.
- + E-commerce sales grew nearly 25% YoY, lifting penetration more than 200 bps to 17.3% of total sales.
- + GAAP net income jumped 64.1% to $57.8M and gross profit rose 20.7% to $319.1M, aided by a $37.9M IEEPA tariff refund.
- + Company reaffirmed full-year 2026 guidance: $2.6B–$2.625B revenue, 1.5%–2.5% comps, $255M–$265M adjusted EBITDA.
- − Adjusted EPS fell to $0.20 from $0.29 and adjusted net income declined to $27.8M from $32.2M.
- − Gross margin (ex-tariff refund) declined 100 bps YoY as unfavorable ocean freight comparisons offset mix benefits.
- − Industry store traffic remains a headwind with no clear bottom signaled.
- − Back-half outlook flags incremental cost pressures from fuel, ocean freight surcharges, and foam.
- − Pre-opening expenses raised to ~$26M from prior $23M–$24M range due to accelerated Southeast timing.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Specialty Retail — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
BOBS
this stock
Bob's Discount Furniture, Inc.
|
$1.93B | — | — | — | 3.7% |
|
WSM
Williams Sonoma Inc
|
$26.07B | +25.5% | +1.2% | 22.7 | 4.6% |
|
ULTA
Ulta Beauty, Inc.
|
$23.30B | -10.6% | +9.7% | 19.9 | 5.2% |
|
CASY
Caseys General Stores Inc
|
$22.19B | +8.1% | +10.2% | 28.9 | 3.8% |
|
BBY
Best Buy Co Inc
|
$19.56B | +38.7% | +0.4% | 15.5 | 7.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| BOBS | -6.3% | -17.7% | +44.1% | -11.7% | — |
| SPY | -0.3% | -0.1% | +20.1% | -0.7% | +11.7% |
| vs SPY | -5.9% | -17.6% | +24.0% | -11.0% | — |