Bob's Discount Furniture

BOBS · NYSE

$15.19+$0.02 (+0.13%)TodayMarket closed · Oct 20, 4:05 PM ET

Prev close $15.17

BOBS analyst rating

BuyConsensus of 11 analysts over the last 12 months. 82% rate it a buy.

Strong buy0
Buy9
Hold2
Underperform0
Sell0

12-month price target · 15 analysts

Average $23.46 (+54.4% upside)

Low: $19.19
Now: $15.19
High: $29.40

Upgrades and downgrades

The latest rating actions, newest first

BOBS analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Evercore ISI Group	Oct 13, 2026	Maintains	Outperform	$20.00 → $18.00	69%
RBC Capital	Aug 7, 2026	Maintains	Outperform	$19.00 → $22.00	54%
Evercore ISI Group	Aug 7, 2026	Maintains	Outperform	$18.00 → $20.00	69%
Evercore ISI Group	Jul 7, 2026	Maintains	Outperform	$16.00 → $18.00	69%
RBC Capital	May 8, 2026	Maintains	Outperform	$18.00 → $19.00	54%
Evercore ISI Group	May 8, 2026	Maintains	Outperform	$18.00 → $16.00	69%
UBS	May 5, 2026	Maintains	Buy	$27.00 → $24.00	70%
RBC Capital	May 4, 2026	Maintains	Outperform	$25.00 → $18.00	54%
Evercore ISI Group	Apr 7, 2026	Maintains	Outperform	$20.00 → $18.00	69%
Craig-Hallum	Apr 1, 2026	Initiates	Buy	$21.00	56%

The case for and against

Updated Oct 14, 2026

Bull case

Bobs Discount Furniture is well positioned to outperform a stable furniture category because its everyday-low-price model, narrow/deep buying strategy, and supply-chain efficiency support prices about 10% below value-oriented peers while keeping roughly 86% of orders in stock and deliverable in as few as 3 days. Recent results reinforce that advantage, with 2Q comps up 2.3% year over year on higher average order value, improved conversion, and growing penetration from higher-income households, while management reiterated FY'26 comp guidance of +1.5% to 2.5%. The outlook is further strengthened by expected gross margin leverage in the back half, expanding Southeast presence, and modest tariff relief as the company continues to take share and build confidence in sustained EBITDA growth.

Bear case

Bobs Discount Furniture is facing a deteriorating demand backdrop, with traffic still soft and only “green shoots” in a few markets, while heavier promotional activity is being used to defend share against a fragmented, low-loyalty furniture category. At the same time, management expects back-half cost pressure from ocean freight surcharges, raw material inflation, and higher fuel-related delivery and linehaul costs, which threatens gross margin even as 1Q modeled EBITDA is only $35.6M and operating margin is 2.8%. The outlook is further weakened by structural risks: the business sources 73% of goods overseas, is exposed to tariffs and supply-chain disruption, and depends on continued unit expansion despite limited attractive store locations and housing affordability keeping turnover at historical lows.

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