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Bed Bath & Beyond, Inc.NYSE:BBBY Rapport sur les actions

Capitalisation boursière US$391.9m
Prix de l'action
US$5.30
US$7
24.3% sous-évalué décote intrinsèque
1Y5.8%
7D1.9%
Valeur du portefeuille
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Bed Bath & Beyond, Inc.

NYSE:BBBY Rapport sur les actions

Capitalisation boursière : US$391.9m

Bed Bath & Beyond (BBBY) Aperçu de l'action

Bed Bath & Beyond, Inc. est un détaillant axé sur le commerce électronique aux États-Unis et au Canada. Plus de détails

BBBY analyse fondamentale
Score flocon de neige
Évaluation2/6
Croissance future3/6
Performances passées0/6
Santé financière5/6
Dividendes1/6

BBBY Community Fair Values

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Bed Bath & Beyond, Inc. Concurrents

Historique des prix et performances

Résumé des hausses, des baisses et des variations du cours de l'action pour la période du 1er janvier au 31 décembre 2009 Bed Bath & Beyond
Historique des cours de bourse
Prix actuel de l'actionUS$5.30
Plus haut sur 52 semainesUS$12.65
Plus bas sur 52 semainesUS$4.26
Bêta2.81
Variation sur 1 mois13.01%
Variation sur 3 mois-1.67%
Variation sur 1 an5.79%
Variation sur 3 ans-73.42%
Variation sur 5 ans-92.81%
Évolution depuis l'introduction en bourse-59.32%

Nouvelles et mises à jour récentes

Mise à jour de l'analyse May 05

BBBY: Core Business Inflection And SKU Consolidation Will Support Future Repricing

Narrative Update Analysts have maintained their average $7.00 price target on Bed Bath & Beyond, with recent research citing mixed signals. Higher projected revenue growth and a very high future P/E multiple are being weighed against materially lower margin assumptions and ongoing execution uncertainty.
Seeking Alpha Apr 29

Bed Bath & Beyond: Still Unprofitable, Still Burning Through Cash

Summary Bed Bath & Beyond reported another quarter of negative GAAP net losses, heavy dilution, and cash burn. BBBY's revenue grew 7% year-over-year in the first quarter, aided by acquisitions, but gross margin declined 117 basis points to 23.9%. Recent purchases, including The Container Store and F9 Brands assets, are expected to drive revenue through 2026. BBBY is targeting $60 million in cost reductions for 2026, yet dilution and negative operating cash flow overshadow near-term growth prospects. Read the full article on Seeking Alpha
Mise à jour de l'analyse Apr 21

BBBY: Core Business Inflection And SKU Consolidation Will Drive Future Upside

Analysts have trimmed their average price targets for Bed Bath & Beyond to a range of about $7 to $8 from prior levels near $10 to $13, citing a mix of sequential improvement in the core business, cautious views on the execution of internal initiatives, and a valuation reset based on updated EBITDA assumptions. Analyst Commentary Recent research updates highlight that price targets for Bed Bath & Beyond have been pulled back into the high single digits, with analysts pointing to a mix of operational progress and ongoing execution risk.

Recent updates

Mise à jour de l'analyse May 05

BBBY: Core Business Inflection And SKU Consolidation Will Support Future Repricing

Narrative Update Analysts have maintained their average $7.00 price target on Bed Bath & Beyond, with recent research citing mixed signals. Higher projected revenue growth and a very high future P/E multiple are being weighed against materially lower margin assumptions and ongoing execution uncertainty.
Seeking Alpha Apr 29

Bed Bath & Beyond: Still Unprofitable, Still Burning Through Cash

Summary Bed Bath & Beyond reported another quarter of negative GAAP net losses, heavy dilution, and cash burn. BBBY's revenue grew 7% year-over-year in the first quarter, aided by acquisitions, but gross margin declined 117 basis points to 23.9%. Recent purchases, including The Container Store and F9 Brands assets, are expected to drive revenue through 2026. BBBY is targeting $60 million in cost reductions for 2026, yet dilution and negative operating cash flow overshadow near-term growth prospects. Read the full article on Seeking Alpha
Mise à jour de l'analyse Apr 21

BBBY: Core Business Inflection And SKU Consolidation Will Drive Future Upside

Analysts have trimmed their average price targets for Bed Bath & Beyond to a range of about $7 to $8 from prior levels near $10 to $13, citing a mix of sequential improvement in the core business, cautious views on the execution of internal initiatives, and a valuation reset based on updated EBITDA assumptions. Analyst Commentary Recent research updates highlight that price targets for Bed Bath & Beyond have been pulled back into the high single digits, with analysts pointing to a mix of operational progress and ongoing execution risk.
Mise à jour de l'analyse Apr 07

BBBY: SKU Consolidation And Core Business Inflection Will Support Durable Turnaround

Analysts have trimmed Bed Bath & Beyond's average price target to a range anchored around $7 to $8. This reflects cautious views on execution risks even as they point to early signs of improvement in the core business, including SKU consolidation progress and steadier online trends.
Mise à jour de l'analyse Mar 23

BBBY: Website Momentum And SKU Consolidation Will Support Multiyear Turnaround

Analysts have trimmed their average price target for Bed Bath & Beyond by $0.40. They are tying the shift to mixed Q4 takeaways, where improving core trends and SKU consolidation are being weighed against lower margin expectations and ongoing uncertainty around the multiyear turnaround plan.
Mise à jour de l'analyse Mar 09

BBBY: Lemonis Leadership And SKU Consolidation Will Support Renewed Core Business Momentum

Analysts have trimmed their average price target on Bed Bath & Beyond to a range around $7 to $8, reflecting updated P/E assumptions and caution around execution, even as they point to improving website trends and early traction from internal initiatives such as SKU consolidation. Analyst Commentary Recent research updates show that bearish analysts are trimming price targets even as they acknowledge some operational progress in the core business and on initiatives like SKU consolidation.
Mise à jour de l'analyse Feb 23

BBBY: Website Momentum And 2027 EBITDA Outlook Will Drive Upside Potential

Analysts have trimmed their fair value estimate for Bed Bath & Beyond from $10.90 to $9.80, tying the lower target to a reduced revenue outlook and higher assumed discount rate, partly balanced by expectations for slightly stronger profit margins and a higher future P/E multiple. Analyst Commentary Recent Street research highlights a mix of optimism and caution around Bed Bath & Beyond, with valuation expectations reset lower even as some early signs in the core business draw interest.
Mise à jour de l'analyse Feb 09

BBBY: Leadership Consolidation Under Lemonis Will Support A More Bullish Outlook

Analysts have adjusted their price target on Bed Bath & Beyond to US$7.00, reflecting small tweaks to discount rate, revenue growth, profit margin and future P/E assumptions, while keeping their overall fair value view unchanged at US$7.00. What's in the News On December 30, 2025, Bed Bath & Beyond's Board appointed Executive Chairman and principal executive officer Marcus Lemonis as Chief Executive Officer, effective January 1, 2026.
Mise à jour de l'analyse Jan 25

BBBY: Higher US$8 Outlook And Buybacks Will Shape A Cautious Fairly Valued Path

Narrative Update: Bed Bath & Beyond Analyst Price Target Shift Analysts have lifted their 12 month price target on Bed Bath & Beyond to US$8 from US$5, citing refreshed post earnings models that reflect updated assumptions on discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent commentary highlights that even with the price target increase to US$8, some research views remain cautious.
Article d'analyse Jan 23

Revenues Not Telling The Story For Bed Bath & Beyond, Inc. (NYSE:BBBY) After Shares Rise 31%

Those holding Bed Bath & Beyond, Inc. ( NYSE:BBBY ) shares would be relieved that the share price has rebounded 31% in...
Mise à jour de l'analyse Jan 11

BBBY: Earnings Refit And Buyback Activity Set A Cautious Path Forward

Analysts lifted their price target on Bed Bath & Beyond to US$8.00 from US$5.00, citing updated earnings assumptions that reflect changes to fair value, discount rate, revenue growth, profit margin and future P/E expectations. Analyst Commentary While the updated price target of US$8.00 reflects refreshed earnings assumptions, bearish analysts still frame the stock as a higher risk proposition rather than a clear upside story.
Mise à jour de l'analyse Dec 14

BBBY: Margin Gains And Buyback Support Brighter Outlook Ahead

Analysts have raised their price target on Bed Bath & Beyond to $8 from $5, citing updated post-earnings models that reflect slightly higher profit margin expectations despite more modest projected revenue growth and a higher assumed future valuation multiple. Analyst Commentary Bearish analysts acknowledged that the higher price target reflects improved margin visibility following the latest earnings update, but they emphasized that the new $8 objective still implies limited upside from current levels.
Article d'analyse Nov 02

Some Bed Bath & Beyond, Inc. (NYSE:BBBY) Shareholders Look For Exit As Shares Take 36% Pounding

Bed Bath & Beyond, Inc. ( NYSE:BBBY ) shareholders won't be pleased to see that the share price has had a very rough...
Article d'analyse Oct 31

Bed Bath & Beyond, Inc. (NYSE:BBBY) Analysts Are Pretty Bullish On The Stock After Recent Results

Bed Bath & Beyond, Inc. ( NYSE:BBBY ) shareholders are probably feeling a little disappointed, since its shares fell...
Article d'analyse Sep 09

Bed Bath & Beyond, Inc.'s (NYSE:BBBY) Shares Climb 31% But Its Business Is Yet to Catch Up

Bed Bath & Beyond, Inc. ( NYSE:BBBY ) shares have continued their recent momentum with a 31% gain in the last month...
Mise à jour de l'analyse Aug 07

E-commerce And Luxury Retail Trends Will Unlock Value

The increase in Beyond's consensus analyst price target from $8.80 to $10.90 is primarily driven by upward revisions in both revenue growth forecasts and future P/E multiples. What's in the News Beyond, Inc.
Article d'analyse Aug 05

Health Check: How Prudently Does Beyond (NYSE:BYON) Use Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Article d'analyse Jul 09

Revenues Not Telling The Story For Beyond, Inc. (NYSE:BYON) After Shares Rise 27%

Despite an already strong run, Beyond, Inc. ( NYSE:BYON ) shares have been powering on, with a gain of 27% in the last...
Article d'analyse May 13

What Beyond, Inc.'s (NYSE:BYON) 29% Share Price Gain Is Not Telling You

Beyond, Inc. ( NYSE:BYON ) shareholders are no doubt pleased to see that the share price has bounced 29% in the last...
Seeking Alpha Apr 22

Beyond: Liberation Day Could Be A Disaster For Margins

Summary BYON faces severe financial distress with an 83% stock price drop, negative free cash flow, and liquidity issues set to be exacerbated by tariffs. The company's strategy of acquiring failed brands has not succeeded, leading to asset sales and further liquidity concerns amid recession fears. Fiscal 2024 fourth quarter revenue dropped 21.1% over its year-ago comp, missing estimates, with negative adjusted EBITDA and EPS. Liberation Day tariffs, especially a 145% tariff on Chinese imports, pose significant risks, making BYON a sell due to intense cash burn and uncertainty. Read the full article on Seeking Alpha
User avatar
Nouvelle analyse Apr 01

Expense Cuts And Vendor Consolidation Will Streamline Operations

Vendor consolidation and SG&A reductions are poised to enhance profitability and strengthen margins by streamlining operations and costs.
Seeking Alpha Mar 18

Beyond Stock.: Iconic Brands Versus Downward Trending Financials

Summary Beyond, Inc. is in a transition phase, rebranding under Bed Bath & Beyond, and aims to streamline SKUs to improve profitability amid a competitive market. Despite improving net income, Beyond, Inc. reported a 10.6% decline in revenue for 2024, marking the fourth consecutive year of revenue drops. The stock appears cheap with low valuation multiples, but significant risks and ongoing cash flow challenges warrant a cautious "hold" rating. Aggressive cost-cutting and competitive pressures from giants like Amazon and Walmart, along with macroeconomic uncertainties, pose substantial risks to Beyond, Inc.'s turnaround efforts. Read the full article on Seeking Alpha
Article d'analyse Mar 10

Some Beyond, Inc. (NYSE:BYON) Shareholders Look For Exit As Shares Take 30% Pounding

Beyond, Inc. ( NYSE:BYON ) shares have retraced a considerable 30% in the last month, reversing a fair amount of their...
Seeking Alpha Feb 07

Beyond Inc.: Analysts Overly Pessimistic, Recent Trends Likely To Reverse

Summary Beyond, Inc.'s asset-light model ensures high FCF conversion and positions the company for profitable growth as revenue scales. Leadership under Marcus Lemonis, with equity-based compensation, drives a performance-focused approach, aiming for significant stock price appreciation. Strategic partnerships and private equity investments offer synergies and mispriced optionality, enhancing Beyond's growth potential. Despite past execution missteps and cash burn concerns, market share gains and a stabilizing furniture market present a valuation opportunity. Read the full article on Seeking Alpha
Article d'analyse Jan 23

After Leaping 43% Beyond, Inc. (NYSE:BYON) Shares Are Not Flying Under The Radar

Beyond, Inc. ( NYSE:BYON ) shares have had a really impressive month, gaining 43% after a shaky period beforehand...
Seeking Alpha Jan 21

Beyond: The Perfect Turnaround Storm Could Be Unfolding

Summary CEO Marcus Lemonis, personally invested $5M, drives a focused KPI-led recovery. Trading at 0.08x EV/revenue, market pricing insolvency, clear turnaround plan, with promising early results. $65M cost cuts mostly realized, paving the path to breakeven FCF by Q3 2025. SKU realignment and targeted marketing address site conversion gaps for revenue lift. Read the full article on Seeking Alpha
Seeking Alpha Nov 13

Is It Beyond Time For Some Changes At Beyond, Inc.?

Summary Executive Chairman Marcus Lemonis has faced criticism for repeated missteps, leading to a 75% decline in BYON shares since he took over. BYON's cash adjusted market cap is down to $135 million, making it both a great acquisition target and a great candidate for a stock buyback. The company's blockchain assets, tZERO and Medici, are significantly more valuable than the retail ops based on current market values and this needs to be communicated to investors. Short interest continues to climb (16.3% of shares), indicating traders expect further declines, but some are expecting a turnaround or acquisition by a strategic investor like Ryan Cohen. Read the full article on Seeking Alpha

Rendement pour les actionnaires

BBBYUS Specialty RetailUS Marché
7D1.9%-1.6%2.2%
1Y5.8%5.6%31.1%

Rendement vs Industrie: BBBY correspondait au secteur US Specialty Retail qui a rapporté 5.6 % au cours de l'année écoulée.

Rendement vs marché: BBBY a sous-performé le marché US qui a rapporté 31.1 % au cours de l'année écoulée.

Volatilité des prix

Is BBBY's price volatile compared to industry and market?
BBBY volatility
BBBY Average Weekly Movement10.4%
Specialty Retail Industry Average Movement7.4%
Market Average Movement7.3%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Cours de l'action stable: BBBY n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.

Volatilité au fil du temps: La volatilité hebdomadaire de BBBY ( 10% ) est restée stable au cours de l'année écoulée.

À propos de l'entreprise

FondéeSalariésPDGSite web
1997389Marcus Lemoniswww.bedbathandbeyond.com

Bed Bath & Beyond, Inc. est un détaillant spécialisé dans le commerce électronique aux États-Unis et au Canada. La société propose des meubles, de la literie et des articles de bain essentiels, des meubles de terrasse et d'extérieur, des tapis, des ustensiles de table et de cuisine, des articles de décoration, des rangements, des bijoux, des montres et des articles de mode, ainsi que d'autres produits sous les marques Bed Bath & Beyond, buybuy BABY, Overstock et Zulily. Elle propose également des services complémentaires sur différentes plateformes, notamment des garanties, des assurances pour l'expédition et des services d'installation.

Bed Bath & Beyond, Inc. Résumé des fondamentaux

Comment les bénéfices et les revenus de Bed Bath & Beyond se comparent-ils à sa capitalisation boursière ?
BBBY statistiques fondamentales
Capitalisation boursièreUS$391.87m
Bénéfices(TTM)-US$61.11m
Recettes(TTM)US$1.06b
0.4x
Ratio P/S
-6.4x
Ratio P/E

Le site BBBY est-il surévalué ?

Voir Juste valeur et analyse de l'évaluation

Bénéfices et recettes

Principales statistiques de rentabilité tirées du dernier rapport sur les bénéfices (TTM)
BBBY compte de résultat (TTM)
RecettesUS$1.06b
Coût des recettesUS$802.04m
Marge bruteUS$258.59m
Autres dépensesUS$319.70m
Les revenus-US$61.11m

Derniers bénéfices déclarés

Mar 31, 2026

Prochaine date de publication des résultats

s/o

Résultat par action (EPS)-0.83
Marge brute24.38%
Marge bénéficiaire nette-5.76%
Ratio dettes/capitaux propres7.7%

Quelles ont été les performances à long terme de BBBY?

Voir les performances historiques et les comparaisons

Dividendes

3.3%
Rendement actuel des dividendes
n/a
Ratio de distribution

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/11 09:13
Cours de l'action en fin de journée2026/05/08 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Bed Bath & Beyond, Inc. est couverte par 13 analystes. 3 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Seth SigmanBarclays
Daniel KurnosBenchmark Company
Curtis NagleBofA Global Research