US · Consumer Cyclical · Specialty Retail
EPS came in at 0.20 against a street estimate of 0.20 — a beat of 0.0%.
with an average price target of $22.92.
CONFIDENT Q2 comp +2.3% on AOV gains and conversion despite traffic headwinds. 9 new stores YTD, targeting 10% unit growth. Tariff refunds bolster playbook; guidance reiterated despite freight/foam pressures. Q2 FY26 New market entries (9 stores YTD: South Carolina, North Carolina, Tennessee) performing at/ahead of pro forma. Infill locations particularly strong with lower marketing requirements. Analysts pressed on tariff deployment (refunds as option, not mandate), traffic sustainability, competitive pricing gaps, and margin upside. Management emphasized cost mitigation flexibility, omnichannel execution, and confidence in algorithm despite macro volatility. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| Bain Capital Investors LLC | 72.98% |
| FMR Inc | 3.95% |
| Alyeska Investment Group, L.P. | 1.92% |
| Sunriver Management LLC | 1.24% |
| Emerald Advisers, LLC | 1.23% |
| Balyasny Asset Management LLC | 1.01% |
| Point72 Asset Management, L.P. | 0.90% |
| Emerald Mutual Fund Advisers Trust | 0.80% |
| Document | Date |
|---|---|
| Reg FD disclosure · Q3 FY2027 BOB'S DISCOUNT FURNITURE, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Full fiscal year 2026 GAAP net income guidance: $142 million to $150 million • | 2026-08-07 |
| Quarterly report · Q2 FY2027 BOB'S DISCOUNT FURNITURE, INC. – FORM 10-Q SUMMARY Quarter Ended June 28, 2026 --- HEADLINE NUMBERS • Net revenues (6 months): $1,197.7 million, up | 2026-08-06 |
| Results announced · Q3 FY2027 BOB'S DISCOUNT FURNITURE Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net revenue of $619.6 million, up 8.8% from $569.5 million in Q2 2025 • Compara | 2026-08-06 |
| Quarterly report · Q1 FY2027 BOB'S DISCOUNT FURNITURE, INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net revenues: $578.1 million (Q1 2026) vs $532.8 million (Q1 2025) — up 8.5 | 2026-05-07 |
| Results announced · Q2 FY2027 BOB'S DISCOUNT FURNITURE Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net revenue: $578.1 million, up 8.5% from $532.8 million in Q1 2025 • Comparabl | 2026-05-07 |
| Material agreement · Q1 FY2027 BOB'S DISCOUNT FURNITURE, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Revolving credit facility increased from $125 million to $200 million • Maturit | 2026-04-30 |
| Annual report FY2025 BOB'S DISCOUNT FURNITURE, INC. — 10-K SUMMARY HEADLINE NUMBERS • Fiscal year ended December 28, 2025 (52-week year) • 209 showrooms operating across | 2026-03-18 |
Readable in the app.
| Announcement | Date |
|---|---|
| Updated GAAP net income guidance for fiscal year 2026 to reflect tariff refund Bob's Discount Furniture issued a correction to its fiscal year 2026 financial guidance announced on August 6, 2026. The company received a tariff refund in the second quarter, which it init | 2026-08-07 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Bob's Discount Furniture, Inc. — free to start.
Google PlayApp StoreData updated 2026-09-18.