Bobs Discount Furniture (BOBS)
Market Price (6/18/2026): $13.5 | Market Cap: $1.7 BilSector: Consumer Discretionary | Industry: Other Specialty Retail
Bobs Discount Furniture (BOBS)
Market Price (6/18/2026): $13.5Market Cap: $1.7 BilSector: Consumer DiscretionaryIndustry: Other Specialty Retail
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.9% Megatrend and thematic driversMegatrends include E-commerce & Digital Retail. Themes include Online Marketplaces, Direct-to-Consumer Brands, and Last-Mile Delivery. | Weak multi-year price returns2Y Excs Rtn is -59%, 3Y Excs Rtn is -93% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 53% Key risksBOBS key risks include [1] significant tariff exposure due to a heavy supply chain concentration in Vietnam and [2] potential financial impacts related to its former private equity ownership. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.9% |
| Megatrend and thematic driversMegatrends include E-commerce & Digital Retail. Themes include Online Marketplaces, Direct-to-Consumer Brands, and Last-Mile Delivery. |
| Weak multi-year price returns2Y Excs Rtn is -59%, 3Y Excs Rtn is -93% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 53% |
| Key risksBOBS key risks include [1] significant tariff exposure due to a heavy supply chain concentration in Vietnam and [2] potential financial impacts related to its former private equity ownership. |
Qualitative Assessment
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Updated on 6/11/2026
Bobs Discount Furniture (BOBS) stock has lost about 40% since 2/28/2026 because of the following key factors:
1. Significant insider selling shortly after the IPO indicated a lack of confidence from major stakeholders.
Approximately two weeks after its initial public offering on February 5, 2026, major shareholders including Bain Capital Investors LLC, Director John Thomas Kilgallon, and Director Jennifer Lynn Davis each sold 2,917,500 shares of Bob's Discount Furniture stock on February 13, 2026, with each transaction valued at $46,475,775. These synchronized sales, totaling over $139 million, occurred as part of an underwriters' option where the company itself did not receive any proceeds. This substantial unloading of shares by key insiders could have sent a negative signal to the market regarding the company's immediate growth prospects or valuation post-IPO.
2. A sharp decline in net income and adjusted diluted earnings per share (EPS) in fiscal Q1 2026 despite revenue growth, coupled with anticipated future margin pressure.
For fiscal Q1 2026, which ended March 29, 2026, Bob's Discount Furniture reported an 80.9% decrease in net income, falling to $2.5 million from $13.1 million in the prior year's first quarter. Adjusted diluted EPS also declined to $0.09 from $0.13 in fiscal Q1 2025. This profitability decline occurred even as net revenue increased by 8.5% to $578.1 million. The company attributed the fall in net income primarily to higher interest expense and non-recurring items, and also forecasted that fiscal Q2 2026 gross margins would be approximately 100 basis points lower year-over-year due to a less favorable freight rate environment.
Show more
Bobs Discount Furniture (BOBS) stock has lost about 40% since 2/28/2026 because of the following key factors:
1. Significant insider selling shortly after the IPO indicated a lack of confidence from major stakeholders.
Approximately two weeks after its initial public offering on February 5, 2026, major shareholders including Bain Capital Investors LLC, Director John Thomas Kilgallon, and Director Jennifer Lynn Davis each sold 2,917,500 shares of Bob's Discount Furniture stock on February 13, 2026, with each transaction valued at $46,475,775. These synchronized sales, totaling over $139 million, occurred as part of an underwriters' option where the company itself did not receive any proceeds. This substantial unloading of shares by key insiders could have sent a negative signal to the market regarding the company's immediate growth prospects or valuation post-IPO.
2. A sharp decline in net income and adjusted diluted earnings per share (EPS) in fiscal Q1 2026 despite revenue growth, coupled with anticipated future margin pressure.
For fiscal Q1 2026, which ended March 29, 2026, Bob's Discount Furniture reported an 80.9% decrease in net income, falling to $2.5 million from $13.1 million in the prior year's first quarter. Adjusted diluted EPS also declined to $0.09 from $0.13 in fiscal Q1 2025. This profitability decline occurred even as net revenue increased by 8.5% to $578.1 million. The company attributed the fall in net income primarily to higher interest expense and non-recurring items, and also forecasted that fiscal Q2 2026 gross margins would be approximately 100 basis points lower year-over-year due to a less favorable freight rate environment.
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Updated on 6/11/2026
Bobs Discount Furniture (BOBS) stock has lost about 40% since 2/28/2026 because of the following key factors:
1. Significant insider selling shortly after the IPO indicated a lack of confidence from major stakeholders.
Approximately two weeks after its initial public offering on February 5, 2026, major shareholders including Bain Capital Investors LLC, Director John Thomas Kilgallon, and Director Jennifer Lynn Davis each sold 2,917,500 shares of Bob's Discount Furniture stock on February 13, 2026, with each transaction valued at $46,475,775. These synchronized sales, totaling over $139 million, occurred as part of an underwriters' option where the company itself did not receive any proceeds. This substantial unloading of shares by key insiders could have sent a negative signal to the market regarding the company's immediate growth prospects or valuation post-IPO.
2. A sharp decline in net income and adjusted diluted earnings per share (EPS) in fiscal Q1 2026 despite revenue growth, coupled with anticipated future margin pressure.
For fiscal Q1 2026, which ended March 29, 2026, Bob's Discount Furniture reported an 80.9% decrease in net income, falling to $2.5 million from $13.1 million in the prior year's first quarter. Adjusted diluted EPS also declined to $0.09 from $0.13 in fiscal Q1 2025. This profitability decline occurred even as net revenue increased by 8.5% to $578.1 million. The company attributed the fall in net income primarily to higher interest expense and non-recurring items, and also forecasted that fiscal Q2 2026 gross margins would be approximately 100 basis points lower year-over-year due to a less favorable freight rate environment.
3. A challenging macroeconomic environment for the home furnishings industry, characterized by slowing growth, high interest rates, and reduced consumer spending on large purchases.
The broader furniture industry faced significant headwinds during fiscal Q1 2026, including a difficult housing market and persistent high interest rates, which led to consumers postponing large furniture purchases. The global furniture market is projected to experience slower growth, averaging only 2% to 3% annually through 2034, with real consumption growth predicted at approximately 1.4% globally. In fiscal Q1 2026, the furniture category saw a trade-off of volume for profitability, with ordered revenue declining approximately 43% year-over-year on an indexed basis, and top-of-funnel visibility, measured by glance views, eroding by about 50% year-over-year.
Show less
Bobs Discount Furniture (BOBS) stock has lost about 40% since 2/28/2026 because of the following key factors:
1. Significant insider selling shortly after the IPO indicated a lack of confidence from major stakeholders.
Approximately two weeks after its initial public offering on February 5, 2026, major shareholders including Bain Capital Investors LLC, Director John Thomas Kilgallon, and Director Jennifer Lynn Davis each sold 2,917,500 shares of Bob's Discount Furniture stock on February 13, 2026, with each transaction valued at $46,475,775. These synchronized sales, totaling over $139 million, occurred as part of an underwriters' option where the company itself did not receive any proceeds. This substantial unloading of shares by key insiders could have sent a negative signal to the market regarding the company's immediate growth prospects or valuation post-IPO.
2. A sharp decline in net income and adjusted diluted earnings per share (EPS) in fiscal Q1 2026 despite revenue growth, coupled with anticipated future margin pressure.
For fiscal Q1 2026, which ended March 29, 2026, Bob's Discount Furniture reported an 80.9% decrease in net income, falling to $2.5 million from $13.1 million in the prior year's first quarter. Adjusted diluted EPS also declined to $0.09 from $0.13 in fiscal Q1 2025. This profitability decline occurred even as net revenue increased by 8.5% to $578.1 million. The company attributed the fall in net income primarily to higher interest expense and non-recurring items, and also forecasted that fiscal Q2 2026 gross margins would be approximately 100 basis points lower year-over-year due to a less favorable freight rate environment.
3. A challenging macroeconomic environment for the home furnishings industry, characterized by slowing growth, high interest rates, and reduced consumer spending on large purchases.
The broader furniture industry faced significant headwinds during fiscal Q1 2026, including a difficult housing market and persistent high interest rates, which led to consumers postponing large furniture purchases. The global furniture market is projected to experience slower growth, averaging only 2% to 3% annually through 2034, with real consumption growth predicted at approximately 1.4% globally. In fiscal Q1 2026, the furniture category saw a trade-off of volume for profitability, with ordered revenue declining approximately 43% year-over-year on an indexed basis, and top-of-funnel visibility, measured by glance views, eroding by about 50% year-over-year.
Show less
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Stock Movement Drivers
Fundamental Drivers
The -37.7% change in BOBS stock from 2/28/2026 to 6/17/2026 was primarily driven by a 0.0% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 2282026 | 6172026 | Change |
|---|---|---|---|
| Stock Price ($) | 21.24 | 13.24 | -37.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | � | � | 0.0% |
| Net Income Margin (%) | � | � | 0.0% |
| P/E Multiple | � | � | 0.0% |
| Shares Outstanding (Mil) | 130 | 130 | 0.0% |
| Cumulative Contribution | 0.0% |
Market Drivers
2/28/2026 to 6/17/2026| Return | Correlation | |
|---|---|---|
| BOBS | -37.7% | |
| Market (SPY) | 8.3% | 44.7% |
| Sector (XLY) | -1.0% | 49.4% |
Fundamental Drivers
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Market Drivers
11/30/2025 to 6/17/2026| Return | Correlation | |
|---|---|---|
| BOBS | ||
| Market (SPY) | 9.0% | 37.8% |
| Sector (XLY) | -1.9% | 45.5% |
Fundamental Drivers
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Market Drivers
5/31/2025 to 6/17/2026| Return | Correlation | |
|---|---|---|
| BOBS | ||
| Market (SPY) | 27.2% | 37.8% |
| Sector (XLY) | 8.9% | 45.5% |
Fundamental Drivers
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Market Drivers
5/31/2023 to 6/17/2026| Return | Correlation | |
|---|---|---|
| BOBS | ||
| Market (SPY) | 84.3% | 37.8% |
| Sector (XLY) | 56.1% | 45.5% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| BOBS Return | - | - | - | - | - | -18% | -18% |
| Peers Return | 17% | -39% | 54% | 16% | 14% | -2% | 43% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 10% | 100% |
Monthly Win Rates [3] | |||||||
| BOBS Win Rate | - | - | - | - | - | 60% | |
| Peers Win Rate | 52% | 30% | 57% | 50% | 50% | 50% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| BOBS Max Drawdown | - | - | - | - | - | - | |
| Peers Max Drawdown | -35% | -49% | -36% | -32% | -44% | -34% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: W, WSM, RH, LZB, HVT.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 6/17/2026 (YTD)
How Low Can It Go
BOBS has limited trading history. Below is the Consumer Discretionary sector ETF (XLY) in its place.
| Event | XLY | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -21.8% | -18.8% |
| % Gain to Breakeven | 27.9% | 23.1% |
| Time to Breakeven | 105 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -11.2% | -7.8% |
| % Gain to Breakeven | 12.6% | 8.5% |
| Time to Breakeven | 37 days | 18 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -13.6% | -9.5% |
| % Gain to Breakeven | 15.8% | 10.5% |
| Time to Breakeven | 42 days | 24 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -35.9% | -24.5% |
| % Gain to Breakeven | 56.0% | 32.4% |
| Time to Breakeven | 874 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -33.9% | -33.7% |
| % Gain to Breakeven | 51.3% | 50.9% |
| Time to Breakeven | 82 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -19.6% | -19.2% |
| % Gain to Breakeven | 24.4% | 23.8% |
| Time to Breakeven | 98 days | 105 days |
In The Past
State Street Consumer Discretionary Select Sector SPDR ETF's stock fell -21.8% during the 2025 US Tariff Shock. Such a loss loss requires a 27.9% gain to breakeven.
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Asset Allocation
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BOBS has limited trading history. Below is the Consumer Discretionary sector ETF (XLY) in its place.
| Event | XLY | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -21.8% | -18.8% |
| % Gain to Breakeven | 27.9% | 23.1% |
| Time to Breakeven | 105 days | 79 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -35.9% | -24.5% |
| % Gain to Breakeven | 56.0% | 32.4% |
| Time to Breakeven | 874 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -33.9% | -33.7% |
| % Gain to Breakeven | 51.3% | 50.9% |
| Time to Breakeven | 82 days | 140 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -51.0% | -53.4% |
| % Gain to Breakeven | 104.3% | 114.4% |
| Time to Breakeven | 372 days | 1085 days |
In The Past
State Street Consumer Discretionary Select Sector SPDR ETF's stock fell -21.8% during the 2025 US Tariff Shock. Such a loss loss requires a 27.9% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Bobs Discount Furniture (BOBS)
N/A
AI Analysis | Feedback
Here are 1-3 brief analogies for Bobs Discount Furniture:
- Walmart for furniture
- Southwest Airlines of furniture
AI Analysis | Feedback
- Living Room Furniture: Offers a variety of sofas, sectionals, recliners, coffee tables, and entertainment centers for living spaces.
- Bedroom Furniture: Provides beds, mattresses, dressers, nightstands, and complete bedroom sets for sleeping areas.
- Dining Room Furniture: Sells dining tables, chairs, bar stools, and buffets for various dining arrangements.
- Home Office Furniture: Includes desks, office chairs, and bookshelves to furnish home workspaces.
- Mattresses: A selection of mattresses in different sizes and comfort levels to suit individual sleep preferences.
- Home Accents and Decor: Offers rugs, lamps, wall art, and other decorative items to complement home interiors.
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Bill Barton, Chief Executive Officer
Bill Barton was appointed President and Chief Executive Officer of Bob's Discount Furniture in October 2020. Before joining Bob's, Mr. Barton spent 11 years as CEO of California Closets, a prominent company in home organization solutions and a unit of FirstService Brands. During his leadership at California Closets, he significantly contributed to its growth by introducing new products, establishing the company's first two U.S. manufacturing plants, launching its e-commerce platform, and developing collaborations with major lifestyle brands. He brings over three decades of experience in developing and leading high-growth businesses. Bob's Discount Furniture has been backed by private equity firm Bain Capital since 2014, which remained the majority shareholder after the company's IPO in February 2026.
Carl Lukach, Chief Financial Officer
Carl Lukach serves as the Chief Financial Officer of Bob's Discount Furniture. In his role as CFO, he was instrumental in the company's initial public offering on the New York Stock Exchange in February 2026. The IPO's proceeds are intended to reduce debt and support the company's expansion plans, with a goal to grow to over 500 stores by 2035. His tenure as CFO has occurred while Bob's Discount Furniture has been supported by the private equity firm Bain Capital.
Edmond English, Executive Chairman
Edmond English holds the position of Executive Chairman at Bob's Discount Furniture. He previously served as interim CEO until Bill Barton's appointment in October 2020, and prior to that, was the CEO of Bob's Discount Furniture from 2006. Mr. English is also a former president and CEO of TJX Companies.
Ramesh Murthy, Chief Operating Officer & Executive Vice President
Ramesh Murthy is the Chief Operating Officer and Executive Vice President for Bob's Discount Furniture.
Carol Glaser, Chief Merchandising Officer & Executive Vice President
Carol Glaser is the Chief Merchandising Officer and Executive Vice President at Bob's Discount Furniture. She is recognized for her extensive experience in merchandising within the furniture and home furnishings industries, encompassing skills in trend analysis, sales, management, global sourcing, product development, and inventory control.
AI Analysis | Feedback
Here are the key risks to Bob's Discount Furniture (symbol: BOBS):
- Sensitivity to Macroeconomic Conditions: Bob's Discount Furniture's performance is highly susceptible to broader economic trends, particularly consumer discretionary spending, interest rate fluctuations, and the health of the housing market. Furniture purchases are often deferrable and considered big-ticket discretionary items, making demand sensitive to economic slowdowns, inflation, and reduced consumer confidence. Higher interest rates, including mortgage rates, increase the cost of borrowing for consumers and can lead to a slowdown in home sales and new construction, directly impacting the demand for new furniture and home furnishings.
- Supply Chain Disruptions and Tariff Exposure: The company faces risks associated with global supply chain disruptions and changes in trade policy, including tariffs. Geopolitical tensions and conflicts, such as those impacting key shipping routes, can lead to increased freight rates, extended transit times, and supply volatility, directly affecting the cost and availability of inventory. Bob's Discount Furniture, like many in the industry, may have significant sourcing from countries like Vietnam, exposing it to potential tariff changes and trade policy uncertainties that can increase operational costs.
- Intense Competition: The retail furniture market is highly competitive, with numerous players vying for consumer spending. While Bob's Discount Furniture operates as a value-oriented retailer, the challenging retail environment and shifting consumer behaviors, including increased price sensitivity, intensify this competition. Companies must constantly adapt to changing preferences and economic conditions, and failure to effectively compete on price, product assortment, or customer experience could negatively impact market share and profitability.
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Bob's Discount Furniture (symbol: BOBS) operates in the U.S. furniture and mattress markets.
Addressable Market Sizes (U.S. Region):
- U.S. Furniture Market: The addressable market for furniture in the United States was valued at approximately USD 195.7 billion in 2025. This market is projected to grow to about USD 256.9 billion by 2034, at a compound annual growth rate (CAGR) of 3.07% from 2026 to 2034. Other estimates place the U.S. furniture market at USD 178.9 billion in 2025, with projections to reach USD 345.5 billion by 2035 at a CAGR of 6.8%.
- U.S. Mattress Market: The addressable market for mattresses in the United States was valued at approximately USD 11.03 billion in 2025. This market is expected to reach USD 17.49 billion by 2033, growing at a CAGR of 5.96% over the forecast period of 2026-2033. Other data suggests the U.S. mattress market was valued at USD 12.93 billion in 2024 and is expected to reach USD 18.65 billion by 2030, growing at a CAGR of 6.4% from 2025 to 2030.
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Here are 3-5 expected drivers of future revenue growth for Bob's Discount Furniture (symbol: BOBS) over the next 2-3 years:
- Aggressive Store Expansion: Bob's Discount Furniture plans significant physical expansion, particularly targeting the Southeast region. The company aims to grow its footprint to over 500 locations by 2035 from its current 209 showrooms across 26 states. This substantial increase in store count is expected to be a primary driver of revenue growth by reaching new markets and customers.
- Growth of Omni-channel Retail Strategy: As a "leading omni-channel retailer," Bob's Discount Furniture is positioned to drive revenue by continuing to optimize and grow sales through both its physical store network and its online platforms.
- Customer Growth Driven by Value Proposition: The company's focus on offering "affordable home furnishings, mattresses, bedding, and accessories" provides a strong value proposition, which can attract and retain a broader customer base, especially in a market where consumers have faced increased prices.
- Strategic Investments from IPO Proceeds: The initial public offering (IPO) raised $331 million, which Bob's Discount Furniture intends to utilize to pay off debt and fund its expansion strategy. This access to public capital will enable the company to finance its ambitious growth plans and invest in initiatives that will lead to increased revenue.
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Share Issuance
- Bob's Discount Furniture completed its initial public offering (IPO) on February 5, 2026, by selling 19.45 million shares at $17.00 per share.
- The IPO generated approximately $331 million in gross proceeds.
- The company intends to use the net proceeds from the IPO to repay the majority of a $350 million term loan, which was incurred to fund a $423.3 million pre-IPO dividend to Bain Capital and other shareholders in October 2025.
Inbound Investments
- Bain Capital acquired a majority stake in Bob's Discount Furniture in 2014.
- Following the IPO, investment funds advised by Bain Capital and its affiliates are expected to retain approximately 75% of the outstanding common stock.
Capital Expenditures
- Capital expenditures for the last 12 months (prior to February 2026) amounted to -$76.07 million.
- The company has an aggressive expansion plan to grow its store count from over 200 locations to more than 500 by 2035.
- Approximately 100 new stores are planned for the Southeast region, where the company currently has a minor presence.
Research & Analysis
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Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 60.92 |
| Mkt Cap | 2.1 |
| Rev LTM | 2,893 |
| Op Inc LTM | 154 |
| FCF LTM | 180 |
| FCF 3Y Avg | 115 |
| CFO LTM | 311 |
| CFO 3Y Avg | 212 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 4.8% |
| Rev Chg 3Y Avg | -2.5% |
| Rev Chg Q | 4.1% |
| QoQ Delta Rev Chg LTM | 1.0% |
| Op Inc Chg LTM | 0.9% |
| Op Inc Chg 3Y Avg | -9.9% |
| Op Mgn LTM | 6.9% |
| Op Mgn 3Y Avg | 7.3% |
| QoQ Delta Op Mgn LTM | 0.1% |
| CFO/Rev LTM | 7.9% |
| CFO/Rev 3Y Avg | 8.4% |
| FCF/Rev LTM | 4.5% |
| FCF/Rev 3Y Avg | 3.9% |
Price Behavior
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BOBS Betas & Captures as of 5/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -0.65 | 2.52 | 2.89 | 0.00 | -1.62 | 0.30 |
| Up Beta | 1.89 | 4.77 | 4.85 | -0.31 | 0.47 | 0.13 |
| Down Beta | 5.04 | 2.16 | 2.72 | 0.33 | -3.23 | -1.11 |
| Up Capture | 69% | 112% | 78% | 64% | 26% | 2% |
| Bmk +ve Days | 13 | 28 | 36 | 67 | 141 | 432 |
| Stock +ve Days | 9 | 20 | 24 | 34 | 34 | 34 |
| Down Capture | -721% | 155% | 309% | 148% | 92% | 46% |
| Bmk -ve Days | 7 | 13 | 27 | 57 | 109 | 318 |
| Stock -ve Days | 11 | 21 | 39 | 43 | 43 | 43 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BOBS | |
|---|---|---|---|---|
| BOBS | -22.3% | 86.6% | -0.45 | - |
| Sector ETF (XLY) | 8.8% | 18.5% | 0.32 | 45.5% |
| Equity (SPY) | 24.5% | 12.4% | 1.48 | 37.8% |
| Gold (GLD) | 24.7% | 27.5% | 0.79 | 33.7% |
| Commodities (DBC) | 22.7% | 18.9% | 0.95 | -32.1% |
| Real Estate (VNQ) | 10.6% | 13.8% | 0.49 | 25.5% |
| Bitcoin (BTCUSD) | -38.7% | 42.4% | -1.04 | -0.3% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BOBS | |
|---|---|---|---|---|
| BOBS | -4.9% | 86.6% | -0.45 | - |
| Sector ETF (XLY) | 6.9% | 23.8% | 0.25 | 45.5% |
| Equity (SPY) | 13.4% | 17.1% | 0.61 | 37.8% |
| Gold (GLD) | 16.9% | 18.3% | 0.75 | 33.7% |
| Commodities (DBC) | 7.5% | 19.4% | 0.29 | -32.1% |
| Real Estate (VNQ) | 1.9% | 18.9% | 0.00 | 25.5% |
| Bitcoin (BTCUSD) | 12.3% | 54.2% | 0.42 | -0.3% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BOBS | |
|---|---|---|---|---|
| BOBS | -2.5% | 86.6% | -0.45 | - |
| Sector ETF (XLY) | 12.4% | 22.1% | 0.52 | 45.5% |
| Equity (SPY) | 15.2% | 18.0% | 0.72 | 37.8% |
| Gold (GLD) | 12.4% | 16.1% | 0.63 | 33.7% |
| Commodities (DBC) | 5.9% | 18.0% | 0.26 | -32.1% |
| Real Estate (VNQ) | 5.3% | 20.7% | 0.22 | 25.5% |
| Bitcoin (BTCUSD) | 60.4% | 66.8% | 1.00 | -0.3% |
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Recent Forward Guidance
Updated 5/31/2026Latest: Q1 2026 Earnings Reported 5/7/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Net revenues | 2.60 Bil | 2.61 Bil | 2.62 Bil | 0 | Affirmed | Guidance: 2.61 Bil for 2026 | |
| 2026 Comparable sales growth | 1.5% | 2.0% | 2.5% | 0 | 0 | Affirmed | Guidance: 2.0% for 2026 |
| 2026 Net income | 113.00 Mil | 117.00 Mil | 121.00 Mil | 0 | Affirmed | Guidance: 117.00 Mil for 2026 | |
| 2026 Adjusted EBITDA | 255.00 Mil | 260.00 Mil | 265.00 Mil | 0 | Affirmed | Guidance: 260.00 Mil for 2026 | |
| 2026 Adjusted net income | 121.00 Mil | 125.00 Mil | 129.00 Mil | 0 | Affirmed | Guidance: 125.00 Mil for 2026 | |
| 2026 Net capital expenditures | 110.00 Mil | 112.50 Mil | 115.00 Mil | 0 | Affirmed | Guidance: 112.50 Mil for 2026 | |
| 2026 Pre-opening expenses | 23.00 Mil | 23.50 Mil | 24.00 Mil | 0 | Affirmed | Guidance: 23.50 Mil for 2026 | |
| 2026 Effective tax rate | 27.0% | Higher New | |||||
| 2026 New store count | 20 | Higher New | |||||
| 2026 FD shares outstanding | 135.00 Mil | Higher New | |||||
Insider Activity
Updated 5/20/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Barton, William G | See Remarks | Spouse | Buy | 5122026 | 12.17 | 200 | 2,434 | 8,519 | Form |
| 2 | Barton, William G | See Remarks | Direct | Buy | 5122026 | 13.56 | 22,150 | 300,354 | 300,354 | Form |
| 3 | Kilgallon, John Thomas | See Footnotes. | Sell | 2132026 | 15.94 | 2,917,500 | 46,497,656 | 1,519,971,344 | Form | |
| 4 | Bain, Capital Investors Llc | See Footnotes. | Sell | 2132026 | 15.94 | 2,917,500 | 46,497,656 | 1,519,971,344 | Form | |
| 5 | Davis, Jennifer Lynn | See Footnotes. | Sell | 2132026 | 15.94 | 2,917,500 | 46,497,656 | 1,519,971,344 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Barton, William G | See Remarks | Spouse | Buy | 5122026 | 12.17 | 200 | 2,434 | 8,519 | Form |
| 2 | Barton, William G | See Remarks | Direct | Buy | 5122026 | 13.56 | 22,150 | 300,354 | 300,354 | Form |
| 3 | Kilgallon, John Thomas | See Footnotes. | Sell | 2132026 | 15.94 | 2,917,500 | 46,497,656 | 1,519,971,344 | Form | |
| 4 | Bain, Capital Investors Llc | See Footnotes. | Sell | 2132026 | 15.94 | 2,917,500 | 46,497,656 | 1,519,971,344 | Form | |
| 5 | Davis, Jennifer Lynn | See Footnotes. | Sell | 2132026 | 15.94 | 2,917,500 | 46,497,656 | 1,519,971,344 | Form | |
| 6 | Moeller, Stephen | See Remarks | Direct | Buy | 2062026 | 17.00 | 15,000 | 255,000 | 255,000 | Form |
| 7 | Schaffer, Ryan Gregory | See Remarks | Direct | Buy | 2062026 | 17.00 | 1,250 | 21,250 | 21,250 | Form |
| 8 | Lang, Trevor | Direct | Buy | 2062026 | 17.00 | 1,845 | 31,365 | 31,365 | Form | |
| 9 | Carbone, Barbara | Direct | Buy | 2062026 | 17.00 | 1,200 | 20,400 | 20,400 | Form | |
| 10 | Williams, Scott K | Direct | Buy | 2062026 | 17.00 | 12,000 | 204,000 | 204,000 | Form |
Industry Resources
| Consumer Discretionary Resources |
| Retail Dive |
| Business of Fashion (BoF) |
| WWD (Women's Wear Daily) |
| National Retail Federation (NRF) |
| McKinsey & Company - Consumer |
| Mintel Consumer Trends |
| Other Specialty Retail Resources |
| Specialty Retailer |
| Retail Gazette |
| Inside Retail |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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Core Cache Last Updated: 6/17/2026