Bob's Discount Furniture Q2 Earnings Call Highlights
Bob's Discount Furniture NYSE: BOBS reported second-quarter revenue growth of 8.8% as new store openings and a 2.3% increase in comparable sales offset continued pressure on in-store traffic.

Bob's Discount Furniture, Inc. specializes in the retail of home furnishings throughout the United States. Their product line is extensive, covering categories ...
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Est. EPS $0.27 · Revenue $666.28M · 9 analysts
Est. EPS $0.92 · Revenue $2.61B · 8 analysts
Est. EPS $0.12 · Revenue $629.09M · 6 analysts
Est. EPS $0.26 · Revenue $675.05M · 3 analysts
EPS $0.25 · Revenue $616.92M
EPS $0.67 · Revenue $2.03B
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $2.4B | +16.8% | +7.2% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $121.7M | +38.4% | +2196.3% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +45.7% | -2.4% | +16.1% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +7.1% | +6.2% | +267.2% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +5.1% | +18.6% | +2042.6% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $81.4M | -1.8% | +1412.8% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +3.4% | -15.9% | +1324.9% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 243.2% | -9.9% | -17.5% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 0.87x | +3.2% | +6.8% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $1.8B | -2.5% | +6.4% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 1.07 vs 0.96 | +11.0% | 0.44 vs 0.20 | +120.9% |
| Revenue Surprise | $2.4B vs $2.4B | +0.0% | $619.6M vs $620.3M | -0.1% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| May 18, 2026 | Moeller Stephen | officer: See Remarks | Stock Options (Right to Buy) | D | 30,000 | $5.61 |
| May 18, 2026 | Moeller Stephen | officer: See Remarks | Common Stock | A | 30,000 | $5.61 |
| May 12, 2026 | BARTON WILLIAM G | director, officer: See Remarks | Common Stock | A | 200 | $12.17 |
| May 8, 2026 | BARTON WILLIAM G | director, officer: See Remarks | Common Stock | A | 22,150 | $13.56 |
| Mar 25, 2026 | Glaser Carol | officer: See Remarks | Common Stock | A | 25,000 | $2.04 |
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
William G. Barton | CEO, President & Director | USD 2,657,882 | Male | 1957 | Active |
Carol Glaser | Chief Merchandising Officer & Executive VP | USD 1,088,223 | Female | 1967 | Active |
Ramesh Murthy | COO & Executive VP | USD 1,045,303 | Male | 1966 | Active |
Carl E. Lukach | CFO, Executive VP & Treasurer | USD 1,010,273 | Male | 1981 | Active |
Stephen Moeller | Chief Growth Officer & Executive VP | USD 971,672 | Male | 1978 | Active |
Edmond J. English | Executive Chairman | — | Male | 1953 | Active |
Robert A. Bogan | CTO & Senior VP | — | Male | 1969 | Active |
Ryan Schaffer | Chief Legal & Development Officer and Corporate Secretary | — | Male | 1979 | Active |
Stephen Nesle | Chief Marketing Officer & Senior VP | — | Male | 1968 | Active |
Patricia Davies | Chief Human Resources Officer & Senior VP | — | Female | 1958 | Active |
Bob's Discount Furniture NYSE: BOBS reported second-quarter revenue growth of 8.8% as new store openings and a 2.3% increase in comparable sales offset continued pressure on in-store traffic.

Bob's Discount Furniture, Inc. (BOBS) Q2 2026 Earnings Call Transcript

The headline numbers for Bob's Discount Furniture (BOBS) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

MANCHESTER, Conn.--(BUSINESS WIRE)--Bob's Discount Furniture, Inc. (NYSE:BOBS) (“We”, “our”, the “Company”, “Bob's Discount Furniture” or “Bob's”) today announced financial results for the second fiscal quarter ended June 28, 2026. "Our strong second quarter results demonstrate the resilience of Bob's business model and the effectiveness of our strategy in a demanding retail environment. As consumers remain focused on value, our Everyday Low Price approach continues to resonate, driving market.

Bob's Discount Furniture's (NYSE: BOBS - Get Free Report) lock-up period will expire on Tuesday, August 4th. Bob's Discount Furniture had issued 19,450,000 shares in its IPO on February 5th. The total size of the offering was $330,650,000 based on an initial share price of $17.00. After the end of the company's lock-up period, restrictions preventing

| Report Date | Employees | Form Type | Filing Date | SEC Filing |
|---|---|---|---|---|
| Dec 28, 2025 | 5,950 | 10-K | Mar 18, 2026 | View |