Bob's Discount Furniture

BOBS

Specialty Retail · Consumer Cyclical

Price

$16.21

-0.30 (-1.82%)

Market Cap

$2.12B

Winston Score

Winston is serious

Below-average fundamentals — multiple weak pillars.

Share count falling — buybacks

−12.7% over 3y

The company has reduced its share count over this period, returning value to shareholders through buybacks.

Diluted shares outstanding: 130.4M (2022) → 113.8M (2025)

Bob's Discount Furniture is a furniture and home goods retailer that sells sofas, beds, mattresses, and dining sets at lower prices than many competitors. It targets everyday shoppers looking for affordable home furnishings and operates primarily in the northeastern and mid-Atlantic United States, with some expansion into other regions. The company is known for its no-frills, warehouse-style stores and its long-running founder-led brand identity built around value pricing.

Bob's makes money by selling furniture directly to consumers through its physical retail stores and its website. With roughly 160+ locations concentrated in the Northeast, it competes against larger national chains like Ashley and Rooms To Go, as well as online players like Wayfair. Its main competitive edge is its value-focused positioning and regional brand loyalty, but its heavy reliance on a single geography and sensitivity to housing market slowdowns are meaningful risks to watch as it attempts to expand into new markets.

Winston Score History

Growth Profile

For growth stock investors

When traditional metrics don't capture the full picture, these are the signals growth stock investors use instead.

Revenue Growth

Revenue data limited

EPS Growth

EPS data limited

R&D Spend

$0/ year

0.0% of revenue

Below sector average (4%)

Research and development spending

Insider Activity

18.1%ownership

→ Flat

Insiders holding steady — not selling despite ability to

Cash Runway

~3 years

$28M cash & investments

Quarterly Free Cash Flow

$28M cash & investments at current burn rate

The Winston Score above measures business quality today. Growth stocks often score lower because they invest in the future rather than maximising current profits. These metrics show what matters most for evaluating that future.

Score breakdown

Every number that matters to educated investors.

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Quality

Gross Margin

44.4%

Healthy — 44.4% gross margin

Operating Margin

3.7%

Thin — 3.7% operating margin

ROCE

4.3%

Weak — 4.3% return on capital

ROIC between 0% and 5%. They earn a few cents back per dollar invested in the business.

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Growth

Sales YoY

N/A

—

Data not available

EPS YoY

N/A

—

Data not available

EPS Consistency

N/A

—

Data not available

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Cash Flow

Cash Conversion

N/A

Data not available

FCF Margin

N/A

Data not available

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Stability

Debt / Equity

0.05

Conservative — low debt load (0.05)

Interest Cover

N/A

Data not available

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Valuation

P/E Ratio (TTM)

46.2x

Expensive — P/E 46.2

P/E over 35. The market is pricing in heavy, sustained growth.

P/E vs Forward

+32.9

GROWING

Earnings expected to grow meaningfully — cheaper on forward P/E (46.2 → 13.3)

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Dividends

Not applicable for this business.

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