Expectations trend
FY2027 · fiscal year ending 2027-12-28 · fmp
Bob's Discount Furniture Inc (BOBS)
NYSEConsumer DiscretionarySpecialty RetailSnapshot 2026-11-04
$19.47+6.22%
Close 2026-11-05 · 1-day change
NYSEConsumer DiscretionarySpecialty RetailSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
1.06 → 1.05 EPS · FY ending Dec 28, 2027 · 9 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 9 to 9; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for BOBS yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Capital expenditure near $115 million in 2026 | It keeps capital spending steady near $115 million. | Intact | Capex falls materially below $110 million or above $115 million without explanation | Capital expenditures: $28.31M FY2026-Q2; GAAP. Published target: ~$115 million. Annual target cannot be compared with a quarterly or TTM observation. Aug 6, 202628,310,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-28 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 5, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earningsObserved price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a consumer discretionary retailer whose growth plan depends in part on adding stores. Management is executing on revenue growth and store openings, but the thesis state is insufficient and confidence is low, so the business setup remains uncertain.
The evidence does not provide a valuation measure or a clear account of market expectations, so whether BOBS is cheap or expensive versus peers cannot be assessed. The priced-in fragility reading is low, but that does not resolve the valuation gap.
Near-term, management has reaffirmed fiscal 2026 revenue and net income guidance, and year-to-date store openings are consistent with its plan for approximately 20 new stores. Second-quarter revenue and net income grew year over year, while capital spending is mixed against its stated priority. Confidence has fallen to low, and recent history includes a deep miss and a missed most recent quarter, despite the latest earnings event being described as in line.
The near-term thesis hinges on management maintaining guidance at the next call, since a cut would be a meaningful negative. Over the multi-year view, continued store expansion and disciplined capital spending matter, while results from consumer discretionary bellwethers such as AMZN, BABA, and PDD may signal whether the sector backdrop remains supportive.
Over the next one to three years, BOBS has evidence of growth and management follow-through, but the low confidence, elevated risk, and limited valuation evidence make the thesis uncertain. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Stated in 2 of 2 supplied quarters. Management reported: “• Investments in capital expenditures, net of tenant allowances of $47.3 million in the year-to-date period was primarily associated with our new store program and early development of a new distribution center in Georgia.” “• Investments in capital expenditures, net of tenant allowances of $23.3 million in the year-to-date period was primarily associated with our new store program.”
Successful store expansion and stable financial results | A supporting condition in Bob's Discount Furniture Inc's published investment case. The stated target is Open 4 new stores in Tennessee and maintain guidance. | Intact | Store openings delayed or guidance not reaffirmed | 4 TN stores planned; FY26 guidance reaffirmed News confirms 4-store TN expansion plan and Q2 earnings reaffirmation of FY26 guidance. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Full year 2026 revenue near $2.625 billion | A primary condition in Bob's Discount Furniture Inc's published investment case. The stated target is >= $2.6 billion. | Intact | Full year revenue falls below $2.6 billion | Revenue: $619.57M FY2026-Q2; GAAP. Published target: >= $2.6 billion. Annual target cannot be compared with a quarterly or TTM observation. Aug 6, 2026619,570,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$1.06 → $1.05 · observed estimates
$2.80B → $2.80B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $1.06 | $2,798,365,811 | 8 / 10 |
| 2026-07-25 | $1.06 | $2,798,365,811 | 8 / 10 |
| 2026-07-26 | $1.06 | $2,798,365,811 | 8 / 10 |
| 2026-07-27 | $1.06 | $2,798,365,811 | 8 / 10 |
| 2026-07-28 | $1.06 | $2,798,365,811 | 8 / 10 |
| 2026-07-29 | $1.06 | $2,798,365,811 | 8 / 10 |
| 2026-07-30 | $1.06 | $2,798,596,580 | 8 / 10 |
| 2026-07-31 | $1.06 | $2,798,596,580 | 8 / 10 |
| 2026-08-01 | $1.06 | $2,798,596,580 | 8 / 10 |
| 2026-08-02 | $1.06 | $2,798,596,580 | 8 / 10 |
| 2026-08-03 | $1.06 | $2,798,596,580 | 8 / 10 |
| 2026-08-04 | $1.06 | $2,798,596,580 | 8 / 10 |
| 2026-08-05 | $1.06 | $2,798,596,580 | 8 / 10 |
| 2026-08-06 | $1.06 | $2,798,596,580 | 8 / 10 |
| 2026-08-07 | $1.06 | $2,798,596,657 | 8 / 10 |
| 2026-08-08 | $1.06 | $2,798,596,657 | 8 / 10 |
| 2026-08-09 | $1.06 | $2,798,596,657 | 8 / 10 |
| 2026-08-10 | $1.06 | $2,798,596,657 | 8 / 10 |
| 2026-08-11 | $1.06 | $2,798,596,657 | 8 / 10 |
| 2026-08-12 | $1.06 | $2,798,596,657 | 8 / 10 |
| 2026-08-13 | $1.06 | $2,798,596,657 | 8 / 10 |
| 2026-08-14 | $1.06 | $2,798,596,657 | 8 / 10 |
| 2026-08-15 | $1.06 | $2,798,596,657 | 8 / 10 |
| 2026-08-16 | $1.06 | $2,798,596,657 | 8 / 10 |
| 2026-08-17 | $1.06 | $2,798,596,657 | 8 / 10 |
| 2026-08-18 | $1.06 | $2,798,596,657 | 8 / 10 |
| 2026-08-19 | $1.06 | $2,798,596,657 | 8 / 10 |
| 2026-08-20 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-08-21 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-08-22 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-08-23 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-08-24 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-08-25 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-08-26 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-08-27 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-08-28 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-08-29 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-08-30 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-08-31 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-09-01 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-09-02 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-09-03 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-09-04 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-09-05 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-09-06 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-09-07 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-09-08 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-09-09 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-09-10 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-09-11 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-09-12 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-09-13 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-09-14 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-09-15 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-09-16 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-09-17 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-09-18 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-09-19 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-09-20 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-09-21 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-09-22 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-09-23 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-09-24 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-09-25 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-09-26 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-09-27 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-09-28 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-09-29 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-09-30 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-10-01 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-10-02 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-10-03 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-10-04 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-10-05 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-10-06 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-10-07 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-10-08 | $1.06 | $2,803,615,190 | 9 / 10 |
| 2026-10-09 | $1.05 | $2,803,615,190 | 9 / 10 |
| 2026-10-10 | $1.05 | $2,803,615,190 | 9 / 10 |
| 2026-10-11 | $1.05 | $2,803,615,190 | 9 / 10 |
| 2026-10-12 | $1.05 | $2,803,615,190 | 9 / 10 |
| 2026-10-13 | $1.05 | $2,803,615,190 | 9 / 10 |
| 2026-10-14 | $1.05 | $2,803,615,190 | 9 / 10 |
| 2026-10-15 | $1.05 | $2,803,615,190 | 9 / 10 |
| 2026-10-16 | $1.05 | $2,803,615,190 | 9 / 10 |
| 2026-10-17 | $1.05 | $2,803,615,190 | 9 / 10 |
| 2026-10-18 | $1.05 | $2,803,615,190 | 9 / 10 |
| 2026-10-19 | $1.05 | $2,803,615,190 | 9 / 10 |
| 2026-10-20 | $1.05 | $2,803,615,190 | 9 / 10 |
| 2026-10-21 | $1.05 | $2,803,615,190 | 9 / 10 |
| 2026-10-22 | $1.05 | $2,803,615,190 | 9 / 10 |
| 2026-10-23 | $1.05 | $2,803,615,190 | 9 / 10 |
| 2026-10-24 | $1.05 | $2,803,615,190 | 9 / 10 |
| 2026-10-25 | $1.05 | $2,803,615,190 | 9 / 10 |
| 2026-10-26 | $1.05 | $2,803,615,190 | 9 / 10 |
| 2026-10-27 | $1.05 | $2,803,615,190 | 9 / 10 |
| 2026-10-28 | $1.05 | $2,803,614,532 | 9 / 10 |
| 2026-10-29 | $1.05 | $2,803,614,532 | 9 / 10 |
| 2026-10-30 | $1.05 | $2,803,614,532 | 9 / 10 |
| 2026-10-31 | $1.05 | $2,802,660,686 | 9 / 10 |
| 2026-11-01 | $1.05 | $2,802,660,686 | 9 / 10 |
| 2026-11-02 | $1.05 | $2,802,660,686 | 9 / 10 |
| 2026-11-03 | $1.05 | $2,802,660,686 | 9 / 10 |
| 2026-11-04 | $1.05 | $2,802,660,686 | 9 / 10 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 11 Buy / Strong Buy · 2 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 1 recorded
0 raises · 1 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
2 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.