Stock Markets January 26, 2026

Bob’s Discount Furniture Sets IPO Range Targeting $2.48 Billion Valuation

Bain Capital-backed retailer aims to raise up to $369.6 million as it files to list on the NYSE under ticker BOBS

By Ajmal Hussain
Bob’s Discount Furniture Sets IPO Range Targeting $2.48 Billion Valuation

Bob’s Discount Furniture, a Bain Capital-backed home furnishings chain based in Manchester, Connecticut, has filed to go public in the U.S., seeking a valuation up to $2.48 billion. The company plans to offer 19.45 million shares at $17 to $19 apiece to raise as much as $369.6 million, and expects material revenue growth for fiscal 2025 driven by comparable store sales and new openings.

Key Points

  • Bob’s Discount Furniture is pursuing a U.S. IPO that would value the company at up to $2.48 billion.
  • The company plans to offer 19.45 million shares at $17 to $19 each, targeting up to $369.6 million in proceeds; it will list on the NYSE under ticker BOBS with J.P. Morgan, Morgan Stanley, RBC Capital Markets, and UBS Securities as joint book-runners.
  • Bob’s operates 209 stores across 24 states (up from 189 at the end of 2024) and forecasts net revenues of $646 million to $648 million for the quarter ended December 28, 2025, and about $2.4 billion for fiscal 2025, driven by comparable sales growth and income from new store openings.

Bob’s Discount Furniture revealed plans for a U.S. initial public offering that would value the company at up to $2.48 billion.

The Manchester, Connecticut-based home furnishings retailer, backed by Bain Capital, said it intends to sell 19.45 million shares at a price range of $17 to $19 per share, a move that could generate up to $369.6 million in gross proceeds if the shares are sold at the top of the indicated range.

Upon listing, the company will trade on the New York Stock Exchange under the ticker symbol BOBS. The offering is being managed by J.P. Morgan, Morgan Stanley, RBC Capital Markets, and UBS Securities as joint book-running managers.

Since opening its first store in 1991, Bob’s Discount Furniture has expanded to 209 stores across 24 U.S. states, a network that grew from 189 stores at the end of 2024.

For the three-month fiscal period ended December 28, 2025, the company expects net revenues in a range between $646 million and $648 million. For the full fiscal year 2025, Bob’s projects net revenues of approximately $2.4 billion. At the midpoint of its provided ranges, those figures represent year-over-year increases of 7.9% for the quarter and 16.7% for the full fiscal year.

Bob’s attributes this projected revenue growth primarily to comparable sales growth and income generated from newly opened stores. The company also outlined an ambition to expand its store footprint further, saying it is well-positioned to grow to more than 500 locations in its existing format by 2035.


Financial details and deal structure

The planned offering size, share count, and pricing range establish the headline valuation figure when combined with the company's outstanding shares. The syndicate leading the transaction includes four major investment banks serving as joint book-running managers.

Operational footprint and outlook

Bob’s operates primarily in the Northeast, Mid-Atlantic, Midwest, and West Coast regions. The company highlighted comparable-store sales and the contribution from new store openings as the principal drivers behind its fiscal 2025 revenue guidance.


This report reflects the information disclosed by the company in its offering documentation. Projections and targets are those presented by the company and have been reported as provided.

Risks

  • The offering price range and total proceeds are subject to change based on market conditions and final pricing - this affects the realized valuation and capital raised.
  • Revenue guidance is presented as a range and relies on comparable sales growth and contributions from new store openings; if those factors do not materialize as expected, reported results could differ.
  • The company’s long-term expansion target to exceed 500 locations by 2035 is an aspirational plan and depends on execution, capital allocation, and market conditions.

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