Reuters: IPOX® VP Kat Liu comments on Tariff Risks in Bob's Discount Furniture IPO

A recent Reuters article reports that Bob's Discount Furniture, backed by Bain Capital, has launched its roadshow for a U.S. IPO, targeting a valuation of up to $2.48 billion. The Connecticut-based retailer is seeking to raise approximately $370 million and will list on the NYSE under the ticker "BOBS." The listing is seen as a bellwether for consumer-focused companies returning to the public markets in 2026.

IPOX® Vice President Kat Liu provided expert commentary on the company's exposure to international trade risks. With the retailer having shifted key production out of China by the end of 2024, Liu noted that specific geographical risks may be contained, though broader sentiment issues remain.

"For Bob's, investors are likely to see tariff risk as largely mitigated following its exit from China sourcing. While tariffs remain across other sourcing regions and freight costs, the stock could still see volatility tied more to sentiment than to actual margin impact."

Read the full article by Arasu Basil and Ateev Bhandari on Reuters: Bob's Discount Furniture eyes up to $2.5 billion valuation in US IPO