Latest revenue
$578.1M
as of 2026-03-29
Latest net income
$2.5M
as of 2026-03-29
Net margin
0.4%
as of 2026-03-29
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $1.51B
- Enterprise value
- $1.51B
- P/E (trailing)
- —
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.0%
- 52-wk high
- $23.49
- 52-wk low
- $9.73
- Beta
- —
- Shares out
- 130.6M
5-year trend
What this company does
Item 1. Business Our Company Bob’s Discount Furniture is a rapidly growing, nationally proven omnichannel retailer of value home furnishings with 209 showrooms as of December 28, 2025 across 26 U.S. states. Since our founding in 1991, we have built our ethos as a trusted and reliable brand offering superior value and service, without compromising on quality or style. “The Bob’s Way” embodies our brand and culture. It’s our unwavering commitment to honesty, integrity, transparency and fun in every aspect of our business – an ethos that has remained unchanged for more than 30 years and continues to be our North Star as we help our customers turn the places they live into the homes they love.…
AI summary unavailable — showing raw filing excerpt
Generated from BOBS's filing dated 2026-03-18
Key risks
Item 1A. Risk Factors The risks and uncertainties set out below are not the only risks we face. Additional risks and uncertainties not currently known to us or that we currently deem to be immaterial also may materially and adversely affect our business, financial condition, results of operations, liquidity and stock price. If any of the following events occur, our business, financial condition, and operating results could be materially and adversely affected, and the trading price of our common stock could decline. Risks Related to Our Business We are subject to risks associated with our reliance on foreign manufacturing, suppliers and imports for our products. We procure the majority of…
AI summary unavailable — showing raw filing excerpt
Generated from BOBS's filing dated 2026-03-18
Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-29 | $578.1M | +8.5% | $2.5M | -80.9% | 0.4% |
Q1 2025 2025-03-30 | $532.8M | — | $13.1M | — | 2.5% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Retail-Furniture Stores · SIC 5712
Your notes
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Insider activity
Insider buying
$834.8K
Insider selling
$139.5M
Net activity
−$138.7M
Distinct insiders
9
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns BOBS
Institutional value
$74.0M
Total shares held
6.3M
Distinct holders
22
As of
2026-03-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | EMERALD ADVISERS, LLC | 1.3M | $15.8M | — | New |
| 2 | BlackRock, Inc. | 889.8K | $10.5M | — | New |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 870.2K | $10.2M | — | New |
| 4 | EMERALD MUTUAL FUND ADVISERS TRUST | 764.7K | $9.0M | — | New |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 722.6K | $8.5M | — | New |
| 6 | JANE STREET GROUP, LLC | 439.2K | $5.2M | — | New |
| 7 | UBS Group AG | 278.5K | $3.3M | — | New |
| 8 | SEI INVESTMENTS CO | 269.1K | $3.2M | — | New |
| 9 | SEVEN GRAND MANAGERS, LLC | 150.0K | $1.8M | — | New |
| 10 | Walleye Capital LLC | 148.2K | $1.7M | — | New |
| 11 | VANGUARD FIDUCIARY TRUST CO | 119.3K | $1.4M | — | New |
| 12 | AXQ CAPITAL, LP | 100.1K | $1.2M | — | New |
| 13 | BW Gestao de Investimentos Ltda. | 100.0K | $1.2M | — | New |
| 14 | Caitong International Asset Management Co., Ltd | 33.3K | $391.6K | — | New |
| 15 | Universal- Beteiligungs- und Servicegesellschaft mbH | 27.9K | $328.2K | — | New |
| 16 | Chicago Capital, LLC | 18.0K | $211.7K | — | New |
| 17 | Hudson Bay Capital Management LP | 12.7K | $149.5K | — | New |
| 18 | Vanguard Global Advisers, LLC | 10.5K | $123.9K | — | New |
| 19 | Legal & General Group Plc | 589 | $6.9K | — | New |
| 20 | Costello Asset Management, INC | 500 | $5.9K | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once BOBS's latest filing finishes processing.