Bob's Discount Furniture
BOBS on NYSE. Bob's Discount Furniture sells home furnishings to value-conscious shoppers in the U.S. Market value $1.8bn.
Should I look at this?
Not a fit for our list right now
Why it could be worth it
Nothing stands out yet.
What to watch out for
See Retail & consumer stocks that passed both tests
This is not advice. Check the numbers below.
We could not compute this from the filings.
The filings do not give us enough to work this out.
The filings do not give us enough to work this out.
Quality score: not known. Price score: not known. Our list needs 70 on quality and 60 on price.
$14.68 a share, 51% above its 1-year low
Over the past year the price has ranged from $9.74 to $23.49.
Prices from Tuesday’s close (6 October).
Five years of cash, in billions
Five-year fundamentals are not available yet.
Health checks
- Free cash flow positiveNot enough data
- Accounting looks honest (Beneish)Not enough data
- Financial strength (Piotroski)Not enough data
- Profit backed by cash (accruals)Not enough data
- DebtUnknown
- Revenue growth, five yearsUnknown
Dates
- Next results (estimated)
- n/a
- Last annual report (10-K)
- 18 March 2026
- Next quarterly (estimated, 10-Q)
- 5 November 2026
Who owns it
None of the long-term investors we follow own it. 105 funds in all.
Largest holders overall
- Bain Capital Investors$1.5bn
- FMR$118mAdded
- BlackRock$30mAdded
- Sunriver Management$26mAdded
- Emerald Advisers$25mAdded
- Massachusetts Financial Services$21mNew
- Hood River Capital Management$18mAdded
- Jupiter Topco$18m
- Emerald Mutual Fund Advisers Trust$17mAdded
- Alyeska Investment Group, L.P.$17mCut
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
2 investors own more than 5%.
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
In the last 12 months, 6 insiders bought $834,803 of shares on the open market. 2 sold $93m.
- BARTON WILLIAM GSee Remarks, DirectorBought
- Date
- 12 May 2026
- Shares
- 200
- Price
- $12.17
- Value
- $2,434
- BARTON WILLIAM GSee Remarks, DirectorBought
- Date
- 8 May 2026
- Shares
- 22,150
- Price
- $13.56
- Value
- $300,354
- Davis Jennifer LynnDirectorSold
- Date
- 13 February 2026
- Shares
- 2,917,500
- Price
- $15.94
- Value
- $47m
- Kilgallon John ThomasDirectorSold
- Date
- 13 February 2026
- Shares
- 2,917,500
- Price
- $15.94
- Value
- $47m
- Moeller StephenSee RemarksBought
- Date
- 6 February 2026
- Shares
- 15,000
- Price
- $17.00
- Value
- $255,000
- Schaffer Ryan GregorySee RemarksBought
- Date
- 6 February 2026
- Shares
- 1,250
- Price
- $17.00
- Value
- $21,250
- Lang TrevorDirectorBought
- Date
- 6 February 2026
- Shares
- 1,845
- Price
- $17.00
- Value
- $31,365
- Carbone BarbaraDirectorBought
- Date
- 6 February 2026
- Shares
- 1,200
- Price
- $17.00
- Value
- $20,400
- Williams Scott KDirectorBought
- Date
- 6 February 2026
- Shares
- 12,000
- Price
- $17.00
- Value
- $204,000
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 12 May 2026 | BARTON WILLIAM G See Remarks, Director | Bought | 200 | $12.17 | $2,434 |
| 8 May 2026 | BARTON WILLIAM G See Remarks, Director | Bought | 22,150 | $13.56 | $300,354 |
| 13 February 2026 | Davis Jennifer Lynn Director | Sold | 2,917,500 | $15.94 | $47m |
| 13 February 2026 | Kilgallon John Thomas Director | Sold | 2,917,500 | $15.94 | $47m |
| 6 February 2026 | Moeller Stephen See Remarks | Bought | 15,000 | $17.00 | $255,000 |
| 6 February 2026 | Schaffer Ryan Gregory See Remarks | Bought | 1,250 | $17.00 | $21,250 |
| 6 February 2026 | Lang Trevor Director | Bought | 1,845 | $17.00 | $31,365 |
| 6 February 2026 | Carbone Barbara Director | Bought | 1,200 | $17.00 | $20,400 |
| 6 February 2026 | Williams Scott K Director | Bought | 12,000 | $17.00 | $204,000 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
Warning signs in its filings
Problems the company itself reported to the SEC, in its own words.
None of the warning signs we check for were found.
We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.
We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 18 Mar 2026, plus the 10-Q filed 6 Aug 2026 and 4 later 8-Ks.
A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.
What could go wrong
Cheap for a reason is the question the numbers cannot answer.
Whether the price already reflects the risks is what the deep dive is for.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.