Bob's Discount Furniture, Inc. · NYSE · priced Feb 5, 2026 · $331M raised · Over $250M
Price since listing
- Hype
- Distribution
- Lock-up window
- Valley
- Accumulation
- Recovery
Volume bars are coloured by lifecycle phase. Markers: lock-up and early release (orange), earnings releases (E), follow-on offerings (F), research signals (rule id and signal; arrow up = buy signal, arrow down = sell or short signal, or sell signal for deals under $50M). Current phase: Recovery.
Performance since the IPO
- BOBS
- S&P 500 (SPY)
- Typical IPO over $250m
- Middle 50% of those IPOs
BOBS measured from its offer price; S&P 500 from the first trading day. The typical-IPO line is the median of 340 over $250m IPOs from 2014–2025, by trading day.
Company
Bob's Discount Furniture, Inc. engages in retailing home furnishings in the United States. It provides products in various categories, including upholstered living room furniture, bedroom, dining room, mattresses, and home decors. It sells its products through ecommerce channels. The company was formerly known as BDF Holding Corp. and changed its name to Bob's Discount Furniture, Inc. in October 2025. The company was…
- Sector
- Consumer Cyclical
- Industry
- Specialty Retail
- Country
- United States
- Employees
- 5,950
- Market cap
- $2.8B
- Website
- www.mybobs.com
From the prospectus
- Lock-up
- 180 days
- Early release on earnings
- No
- Price-based early release
- No
- Staggered release
- No
- Float sold in IPO
- 15%
- Locked shares per share sold
- 5.7×
- Backed by
- Private equity
- Lead underwriters
- J.P. Morgan, Morgan Stanley, RBC Capital Markets, UBS Investment Bank
- Dual-class shares
- No
- Controlled company
- Yes
- Foreign private issuer
- No
Extracted from the final prospectus on SEC EDGAR.
Lock-up watch
Tracker planUnlock timeline
Early-release price watch
Overhang
Major holders
Lock-up watch is part of the Tracker plan: early-release conditions and a live price check, staggered unlock schedules, overhang versus similar IPOs and the major holders.
Similar past IPOs
Tracker planCompared with similar IPOs
Past price paths of similar IPOs
Outcomes of similar IPOs
Closest matches
The Similar past IPOs card is part of the Tracker plan: past IPOs that looked most alike on the same trading day, how their prices moved over the following sessions, the spread of outcomes and the closest matches.
Risk-score detail
Pro planR20 Day-20 risk tier
Inputs that raised or lowered the score
RL Pre-unlock risk tier
Inputs that raised or lowered the score
Risk-score detail comes with the Pro and Unlimited plans. It shows the score behind this IPO's risk-tier signals, its third with the cut-offs, and the inputs that raised or lowered it. Day-20 scores appear after trading day 20; pre-unlock scores after the close 20 sessions before the scheduled unlock. The research signals are the same on every plan.
Insider transactions
SEC Form 4 · data through Nov 14, 2026| Since the IPOfrom Feb 5, 2026 | Since the lock-upfrom Aug 4, 2026 | Last 30 daysfrom Oct 16, 2026 | |
|---|---|---|---|
| Shares sold | 0 | 0 | 0 |
| Value sold | $0 | $0 | $0 |
| Sellers | 0 | 0 | 0 |
| Shares bought | 22.4K | 0 | 0 |
| Value bought | $303K | $0 | $0 |
| Buyers | 1 | 0 | 0 |
| Filings | 1 | 0 | 0 |
Latest transactions
11 transactions, newest first| Traded / filed | Type (SEC code) | Insider / role | Shares | Price | Value | Owned after | Filing |
|---|---|---|---|---|---|---|---|
| May 18, 2026filed May 20, 2026 | Option exercise or conversion (M) | Moeller StephenOfficer | 30,000 | $5.61 | $168K | 45,000 | sec.gov |
| May 12, 2026filed May 12, 2026 | Open-market or private purchase (P) | BARTON WILLIAM GDirector, Officer | 200 | $12.17 | $2.43K | 700indirect | sec.gov |
| May 8, 2026filed May 12, 2026 | Open-market or private purchase (P) | BARTON WILLIAM GDirector, Officer | 22,150 | $13.56 | $300K | 22,150 | sec.gov |
| Mar 25, 2026filed Mar 27, 2026 | Option exercise or conversion (M) | Glaser CarolOfficer | 25,000 | $2.04 | $51K | 273,069 | sec.gov |
| Mar 17, 2026filed Mar 27, 2026 | Option exercise or conversion (M) | Glaser CarolOfficer | 10,000 | $2.04 | $20.4K | 248,069 | sec.gov |
| Feb 13, 2026filed Feb 13, 2026 | Sale in the IPO (S)not in the totals | Kilgallon John ThomasDirector, 10% owner | 2,917,500 | $15.94 | $46.5M | 95,370,751indirect | sec.gov |
| Feb 6, 2026filed Feb 6, 2026 | Purchase in the IPO (P)not in the totals | Moeller StephenOfficer | 15,000 | $17.00 | $255K | 15,000 | sec.gov |
| Feb 6, 2026filed Feb 6, 2026 | Purchase in the IPO (P)not in the totals | Schaffer Ryan GregoryOfficer | 1,250 | $17.00 | $21.3K | 1,250 | sec.gov |
| Feb 6, 2026filed Feb 6, 2026 | Purchase in the IPO (P)not in the totals | Lang TrevorDirector | 1,845 | $17.00 | $31.4K | 1,845 | sec.gov |
| Feb 6, 2026filed Feb 6, 2026 | Purchase in the IPO (P)not in the totals | Carbone BarbaraDirector | 1,200 | $17.00 | $20.4K | 1,200 | sec.gov |
| Feb 6, 2026filed Feb 6, 2026 | Purchase in the IPO (P)not in the totals | Williams Scott KDirector | 12,000 | $17.00 | $204K | 12,000 | sec.gov |
Reported by company insiders to the SEC on Form 4, usually within two business days. Data through Nov 14, 2026. Not all transactions are open-market trades; see the type of each row. Names and roles are shown as filed, usually surname first; a joint filing shows its first reporting owner.
Rows marked “in the IPO” are treated as part of the offering itself and are not counted in the totals: purchases at the offer price within 7 days of pricing (IPO allocations, concurrent private placements), sales at 90% to 100% of the offer price within 3 business days of pricing (selling stockholders at the closing), and sales within 35 days at the offer price or at the offer price less the underwriting discount in the prospectus (the over-allotment; 92.5% to 95% of the offer price when the discount is not found). The rule uses only price, date and the prospectus discount and can misclassify a trade.
Value is shares times the reported price. Owned after: shares held after the transaction; “indirect” marks holdings through trusts, funds or family members.
Form 4 shows what insiders reported, not why; sales can have many reasons, such as paying taxes or diversifying. This is information, not a research signal: no IPO Arc rule uses it. How this data is collected and its limits.
Returns vs offer, compared with 135 IPOs over $250m
| Horizon | BOBS | Peer median | Peers below offer |
|---|---|---|---|
| Day 1 | +0.1% | +12.8% | 24% n=135 |
| Day 20 | +7.6% | +11.6% | 31% n=134 |
| Day 60 | -34.9% | +4.4% | 48% n=131 |
| Day 120 | -0.9% | -7.2% | 54% n=112 |
| Day 180 | -4.1% | -4.5% | 52% n=90 |
Research signals
- BuyRule T1: buy signal for 60 sessionsJul 7, 2026 · Pre-unlock qualityPast signals (657, deals of $50M and over): rose 46% · median -3.4% · dropped 25%+ during the hold 36%Historical
Buy signals passed on returns relative to IPOs of the same year, size and age, most of which fall after listing. A buy signal can beat its peers and still lose money.
- BuyRule R20: buy signal for 100 sessionsMar 5, 2026 · Day-20 risk tierPast signals (384, deals of $50M and over): rose 46% · median -2.6% · dropped 25%+ during the hold 39%Historical
Buy signals passed on returns relative to IPOs of the same year, size and age, most of which fall after listing. A buy signal can beat its peers and still lose money.
Signals from Oct 29, 2026 onward are recorded live; earlier ones show what the rules would have flagged at the time. Signals of the pre-unlock rules RL, T1, O1 and L2 are recorded live from Nov 16, 2026; these four rules have no signals dated Oct 29, 2026 to Nov 15, 2026. See methodology.
See the track record for every live signal and its result.
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Research signals only, not investment advice. Lock-up terms come from prospectuses; prices from Yahoo Finance and may be delayed or wrong; insider transactions as filed on SEC Form 4.