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BOBS on NYSE

Bob's Discount Furniture, Inc.

Bob's Discount Furniture, Inc. is an American retail-furniture stores company based in Manchester.1 Its shares trade on NYSE under the symbol BOBS.1

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Last updated Oct 21, 2026.

Overview

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  • TickerBOBS on NYSE1
  • IndustryRetail-Furniture Stores1
  • HeadquartersManchester, Connecticut1
  • Incorporated inDE2
  • Business address434 Tolland Turnpike, Manchester, Ct 060422
  • Filer categoryNon-accelerated filer2

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Bob’s Discount Furniture is a rapidly growing, nationally proven omnichannel retailer of value home furnishings with 209 showrooms as of December 28, 2025 across 26 U.S. states. Since our founding in 1991, we have built our ethos as a trusted and reliable brand offering superior value and service, without compromising on quality or style. “The Bob’s Way” embodies our brand and culture. It’s our unwavering commitment to honesty, integrity, transparency and fun in every aspect of our business – an ethos that has remained unchanged for more than 30 years and continues to be our North Star as we help our customers turn the places they live into the homes they love.3 From its latest annual report

Corporate structure

Bob's Discount Furniture, Inc. sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of Bob's Discount Furniture, Inc.

  • FMR LLC Filed SCHEDULE 13G on Bob's Discount Furniture, Inc., latest Aug 6, 2026
  • BCPE BDF Investor, LP Filed SCHEDULE 13G on Bob's Discount Furniture, Inc., latest May 15, 2026
  • Bob's Discount Furniture, Inc. Manchester, Connecticut

Built from major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

What it owns

What Bob's Discount Furniture, Inc. reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Properties, in its own words

Our primary offices are located at 434 Tolland Turnpike, Manchester CT, where we occupy approximately 103,000 square feet of office space pursuant to a lease agreement that expires in October 2037.

As of December 28, 2025, we leased six distribution centers, located in California, Connecticut, Illinois, Maryland, New Jersey and Ohio, with an average size of approximately 685,000 square feet. We also leased retail space for our stores, in 209 locations as of December 28, 2025 across 26 U.S. states. Refer to “Item 1. Business” for further information on the number of stores in each state where we operate within the United States.

Item 2 of the 10-K filed Mar 18, 2026.3

Leadership

Who has led Bob's Discount Furniture, Inc., and when. Pick a name to see everywhere that person has worked.

Board members and other officers (16)

Former names

  • BDF Holding Corp.Sep 19, 2025 to Sep 19, 20252

Timeline

  1. Aug 7, 20268-K Regulation FD disclosure22
  2. Aug 6, 20268-K Results of operations23
  3. May 7, 20268-K Results of operations24
  4. Apr 30, 20268-K Entered a material agreement; New debt or obligation25
  5. Mar 17, 20268-K Results of operations26

Calendar

Coming up

  1. Nov 5, 2026Reports results for the quarter ending Sep/202627

When it reported results

  1. Aug 6, 2026Reported quarterly or annual results23
  2. May 7, 2026Reported quarterly or annual results24
  3. Mar 17, 2026Reported quarterly or annual results26

Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar

Filings

66 filings to the SEC since October 2021: 1 annual reports, 2 quarterly reports, 5 major events, 39 insider forms, 2 large holders, 17 other. The latest 20:

  1. Aug 7, 20268-K EDGAR
  2. Aug 6, 202610-Q EDGAR
  3. Aug 6, 20268-K EDGAR
  4. Aug 6, 2026SCHEDULE 13G EDGAR
  5. May 20, 20264 EDGAR
  6. May 15, 2026SCHEDULE 13G EDGAR
  7. May 12, 20264 EDGAR
  8. May 7, 202610-Q EDGAR
  9. May 7, 20268-K EDGAR
  10. Apr 30, 20268-K EDGAR
  11. Mar 27, 20264 EDGAR
  12. Mar 18, 202610-K EDGAR
  13. Mar 17, 20268-K EDGAR
  14. Feb 13, 20264 EDGAR
  15. Feb 13, 20264 EDGAR
  16. Feb 13, 20264 EDGAR
  17. Feb 13, 20264 EDGAR
  18. Feb 13, 20264 EDGAR
  19. Feb 13, 20264 EDGAR
  20. Feb 13, 20264 EDGAR

The 66 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

10 open-market trades by officers, directors and large owners since October 2021: 7 buys and 3 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
May 12, 2026BARTON WILLIAM GSee RemarksBuy200$12.17$2.4KForm 4
May 8, 2026BARTON WILLIAM GSee RemarksBuy22,150$13.56$300.4KForm 4
Feb 13, 2026BCPE BDF GP, LLC10% ownerSale2,917,500$15.94$46.5MForm 4
Feb 13, 2026Davis Jennifer LynnDirectorSale2,917,500$15.94$46.5MForm 4
Feb 13, 2026Kilgallon John ThomasDirectorSale2,917,500$15.94$46.5MForm 4
Feb 6, 2026Moeller StephenSee RemarksBuy15,000$17.00$255.0KForm 4
Feb 6, 2026Schaffer Ryan GregorySee RemarksBuy1,250$17.00$21.2KForm 4
Feb 6, 2026Lang TrevorDirectorBuy1,845$17.00$31.4KForm 4
Feb 6, 2026Carbone BarbaraDirectorBuy1,200$17.00$20.4KForm 4
Feb 6, 2026Williams Scott KDirectorBuy12,000$17.00$204.0KForm 4

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
Bain Capital Investors LLC95,370,751$1.5B31.3%No change
Fmr LLC7,462,590$118.1M0.0%+2,302,748
BlackRock, Inc.1,875,643$29.7M0.0%+985,800
Sunriver Management LLC1,616,590$25.6M4.0%+99,139
Emerald Advisers, LLC1,607,068$25.4M0.6%+262,018
Massachusetts Financial Services Co /ma/1,313,225$20.8M0.0%New
Hood River Capital Management LLC1,150,496$18.2M0.1%+202,512
Jupiter Topco LLC1,123,437$17.8M0.0%New
Emerald Mutual Fund Advisers Trust1,049,648$16.6M0.6%+284,903
Alyeska Investment Group, L.P.1,049,247$16.6M0.0%−1,464,296
Balyasny Asset Management L.P.991,160$15.7M0.0%−333,726
Chilton Investment Co Inc.905,958$14.3M0.3%New
Vanguard Capital Management LLC878,244$13.9M0.0%+8,009
Vanguard Portfolio Management LLC866,468$13.7M0.0%+143,900
Hook Mill Capital Partners, LP770,058$12.2M1.1%−275,798
UBS Group AG522,784$8.3M0.0%+244,302
Western Standard LLC502,997$8.0M2.7%New
Point72 Asset Management, L.P.493,970$7.8M0.0%−677,449
Wasatch Advisors LP482,835$7.6M0.0%New
Geode Capital Management, LLC479,990$7.6M0.0%+257,961
Kettle Hill Capital Management, LLC393,864$6.2M1.5%+94,369
Sei Investments Co364,320$5.8M0.0%+95,232
Lazard Asset Management LLC308,880$4.9M0.0%−54,720
Laurion Capital Management LP300,000$4.7M0.4%−150,000
Ghisallo Capital Management LLC300,000$4.7M0.1%No change

13F reports cover disclosed long positions in U.S. stocks only.

SEC filer profile

How Bob's Discount Furniture, Inc. is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

  • Name on EDGARBob's Discount Furniture, Inc.1
  • CIK0002085187
  • Employer ID (EIN)46-45019051
  • Filer statusNon-accelerated filer1
  • Incorporated inDelaware1
  • Fiscal year endsJanuary 31
  • Industry code (SIC)5712 Retail-Furniture Stores1
  • SEC reviewing officeOffice of Trade & Services, Division of Corporation Finance1
  • Business address434 Tolland Turnpike, Manchester, CT 060421
  • Phone(860) 474-12001
  • Shares outstanding130,687,076 as of Aug 4, 20264
  • On EDGAR sinceSep 19, 20251
  • Filings66 in all: 3 (20), 4 (19), 8-K (5), CORRESP (3), 10-Q (2), DRS/A (2), DRSLTR (2), SCHEDULE 13G (2)1
    All 18 form types

    UPLOAD (2), 10-K (1), 424B4 (1), 8-A12B (1), CERT (1), DRS (1), EFFECT (1), S-1 (1), S-1/A (1), S-8 (1)

  • Latest filingsAnnual report (10-K) Mar 18, 2026
    Quarterly report (10-Q) Aug 6, 2026
    Latest 8-K (8-K) Aug 7, 2026

Risk factors and legal proceedings

The risks Bob's Discount Furniture, Inc. names in Item 1A of its 10-K filed Mar 18, 2026: 56 risks under these headings, as written.3

  • The risks and uncertainties set out below are not the only risks we face. Additional risks and uncertainties not currently known to us or that we currently deem to be immaterial also may materially and adversely affect our business, financial condition, results of operations, liquidity and stock price. If any of the following events occur, our business, financial condition, and operating results could be materially and adversely affected, and the trading price of our common stock could decline.
  • Risks Related to Our Business
  • We are subject to risks associated with our reliance on foreign manufacturing, suppliers and imports for our products.
  • We face significant competition from national, regional and local retailers of home furnishings.
  • If we fail to successfully anticipate or respond to changes in consumer preferences in a timely manner, our sales may decline.
  • Our business, results of operations and financial condition may be adversely affected by global economic conditions and the effect of economic pressures, including inflation, and other business factors on discretionary consumer spending and consumer preferences.
  • If we fail to successfully manage the challenges that our planned new store growth poses or encounter unexpected difficulties or higher costs during our expansion, our operating results and future growth opportunities could be adversely affected.
  • Our business requires that we lease substantial amounts of space, and there can be no assurance that we will be able to continue to lease space on terms as favorable as the leases negotiated in the past.
  • We are dependent upon the ability of our third-party suppliers to meet our requirements; any failures by these producers, or the unavailability of suitable suppliers at reasonable prices or limitations on our ability to source from third-party vendors, may negatively impact our ability to deliver quality products to our customers on a timely basis or result in higher costs or reduced net revenues.
  • If we or our suppliers fail to adhere to the quality standards that we set for our products, or the applicable legislative or regulatory frameworks regarding product safety, we could be subject to investigations, litigation, write-offs, recalls or boycotts of our products, which could damage our reputation and our brand, increase our costs, and otherwise adversely affect our business.
  • Our failure to successfully anticipate merchandise returns might have a negative impact on our business.
  • Any disruption in our distribution capabilities, supply chain or our related planning and control processes may adversely affect our business, financial condition and operating results.
The other 45 risks
  • Significant fluctuations in the price, availability and quality of raw materials and components, or other fluctuations in sourcing or distribution costs, could adversely affect our profits.
  • Our success depends substantially upon the continued retention of our key personnel, including our executive officers.
  • Our success depends upon our ability to attract, hire, train, and retain highly qualified managers and staff.
  • Our business operations depend on good relations with our employees.
  • The effects of weather conditions, natural disasters or other unexpected events, including public health crises, may disrupt our operations and have a negative impact on our business.
  • We will require significant capital to fund our expanding business and we may be unable to obtain needed capital or financing on satisfactory terms or at all, which could limit our ability to grow. If we are unable to maintain sufficient levels of cash flow or if we are unable to meet our debt service obligations under our revolving credit facility, we may not meet our growth expectations or we may require additional financing, which could adversely affect our financial health and impose covenants that limit our business activities.
  • Inability to maintain and enhance our brand may materially adversely impact our business.
  • We rely on third parties, such as search engines and social media platforms and related service providers, to drive traffic to our website, and these third parties may change their algorithms, pricing or policies in ways that could, or the actions of these third parties or our use of them could otherwise, negatively impact our business, results of operations, financial condition and prospects.
  • If we are unable to effectively manage our eCommerce platform and digital marketing efforts, our reputation and operating results may be harmed.
  • Our business exposes us to personal injury, product liability and warranty claims and related governmental investigations, which could result in negative publicity, harm our brand and adversely affect our business, financial condition, and operating results.
  • Unfavorable allegations, government investigations and legal actions surrounding our products and us could harm our reputation, impair our ability to grow or sustain our business, and adversely affect our business, financial condition, and operating results.
  • If we are unable to manage our inventory levels and products, including with respect to our omnichannel operations, there could be a material adverse effect on our business, financial condition, operating results and prospects.
  • We are obligated to develop and maintain proper and effective disclosure controls and procedures and internal control over financial reporting. Our controls and procedures may not be effective, which may adversely affect investor confidence in us and, as a result, the value of our common stock.
  • The accuracy of our audited consolidated financial statements and related disclosures could be affected if the judgments, assumptions or estimates used in our critical accounting policies and estimates are inaccurate.
  • Fluctuations in foreign currency could have an adverse impact on our business.
  • Changes in tax laws, trade policies and regulations or in our operations and newly enacted laws or regulations may impact our effective tax rate or may adversely affect our business, financial condition, and operating results.
  • Our estimated addressable market is subject to inherent challenges and uncertainties. If we have overestimated the size of our addressable market, our future growth opportunities may be limited.
  • Our current retail markets and other markets that we may enter in the future may not achieve the growth and profitability we anticipate.
  • Our ability to attract customers to our stores depends on successfully locating our stores in suitable locations. Any impairment of a store location, including any decrease in customer traffic, could cause our sales to be lower than expected.
  • Disruption in the financial markets could have a material adverse effect on customer demand and our ability to refund customer deposits.
  • Risks Related to Data Privacy and Information Technology
  • Failure to comply with data privacy and security laws and regulations could adversely affect our operating results and business.
  • If our efforts to protect the privacy and security of information related to our customers, us, our employees, our associates, our suppliers and other third parties are not successful, we could become subject to litigation, investigations, liability and negative publicity that could significantly harm our reputation and relationships with our customers and adversely affect our business, financial condition, and operating results.
  • A material disruption in our information systems, including our website, could adversely affect our business or operating results and lead to reduced net revenues and reputational damage.
  • We rely on a variety of information technologies to operate our business, and our inability to successfully adopt new or improved technologies in a timely fashion may weaken our ability to effectively compete or otherwise adversely affect our business, financial condition, and operating results.
  • We are subject to payments-related risks that could increase our operating costs, expose us to fraud, subject us to potential liability and potentially disrupt our business.
  • We rely extensively on computer systems to process transactions, summarize results and manage our business. Disruptions in both our primary and back-up systems could adversely affect our business and operating results.
  • Unauthorized disclosure of sensitive or confidential information, whether through a breach of our computer systems or otherwise, could severely hurt our business.
  • Risks Related to Our Intellectual Property
  • Our intellectual property rights are valuable, and any failure to protect them could reduce the value of our products and brand and harm our business.
  • If we are unable to protect, acquire, use or maintain our marks and domain names for our sites, our business and operating results could be harmed.
  • We may be involved in disputes from time to time relating to our intellectual property and the intellectual property of third parties.
  • Risks Related to Our Indebtedness
  • The ABL Credit Agreement contains covenants, which may restrict our current and future operations and could adversely affect our ability to execute our business needs.
  • The amount of borrowings permitted under the Revolving Credit Facility may fluctuate significantly, which may adversely affect our business, results of operations and financial condition.
  • General Risks
  • Federal, state or local laws and regulations, or our failure to comply with such laws and regulations, could increase our expenses, restrict our ability to conduct our business and expose us to legal risks.
  • We are engaged in various legal actions, claims and proceedings arising in the ordinary course of business and, while we cannot predict the outcomes of such proceedings and other contingencies with certainty, this litigation and any potential future litigation could have an adverse impact on us.
  • We are subject to risks related to corporate social responsibility.
  • Our insurance coverage may be inadequate to cover all the liabilities we may incur.
  • Risks Related to Ownership of our Common Stock
  • Our stock price may fluctuate or an active or liquid market in our common stock may not be sustainable, which could result in stockholders losing a significant part of their investment.
  • We have incurred, and will incur, increased costs as a result of operating as a public company, and our management will be required to devote substantial time to compliance with our public company responsibilities and corporate governance practices.
  • If securities or industry analysts do not publish research or reports about our business, or if they change their recommendations regarding our common stock adversely, our stock price and trading volume could decline.
  • We are a “controlled company” within the meaning of the rules of the New York Stock Exchange and, as a result, we qualify for, and rely on, exemptions from certain corporate governance requirements; our stockholders will not have the same protections afforded to stockholders of companies that are subject to all such requirements.
  • Certain of our directors may have conflicts of interest because of their ownership of equity interests of, and their employment with, Bain Capital and its affiliates.
  • Our second restated certificate of incorporation contains a provision renouncing our interest and expectancy in certain corporate opportunities, which could adversely impact our business.
  • Future sales, or the perception of future sales, of our common stock may depress the price of our common stock. In addition, as of the date of filing this Annual Report, a significant portion of our common stock is restricted from immediate resale but may be sold into the market upon expiration of the applicable lock-up and transfer restrictions. This could cause the market price of our common stock to drop significantly, even if our business is doing well.
  • Our second restated certificate of incorporation contains exclusive forum provisions, which could limit our stockholders’ ability to obtain a favorable judicial forum for disputes with us or our directors, officers or employees.
  • Delaware law and provisions in our second restated certificate of incorporation and second amended and restated bylaws could make a merger, tender offer or proxy contest more difficult, limit attempts by our stockholders to replace or remove our current management and depress the market price of our common stock.

Legal proceedings

From time to time, we have and we may become involved in litigation, claims and other proceedings relating to the conduct of our business including but not limited to claims related to our employment practices, commercial disputes, claims of intellectual property infringement and claims related to personal injuries and product liability for the products that we sell and the stores we operate. Any claims could result in litigation against us and could result in regulatory proceedings being brought against us by various federal and state agencies that regulate our business. Defending such litigation is costly and can impose significant burden on management and employees. Further, we could receive unfavorable preliminary or interim rulings in the course of litigation, and there can be no assurance that favorable final outcomes will be obtained.

In the opinion of management, we are currently not a party to any legal proceedings, the outcome of which, if determined adversely to us, would individually or in the aggregate have a material adverse effect on our business, financial condition or results of operations.

The opening of Item 3, Legal Proceedings.3

Sources

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