Bed Bath & Beyond（BBBY）株式概要
ベッド・バス・アンド・ビヨンド社は、米国とカナダでeコマース中心の小売業を展開している。 詳細
BBBY Community Fair Values
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Analyst Price Targets
Bed Bath & Beyond, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$5.36 |
| 52週高値 | US$12.65 |
| 52週安値 | US$3.88 |
| ベータ | 2.81 |
| 1ヶ月の変化 | 23.22% |
| 3ヶ月変化 | -2.01% |
| 1年変化 | 22.10% |
| 3年間の変化 | -73.47% |
| 5年間の変化 | -91.99% |
| IPOからの変化 | -58.86% |
最新ニュース
ナラティブ更新 • 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ナラティブ更新 • 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
ナラティブ更新 • 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ナラティブ更新 • 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.ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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
新しいナラティブ • 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分析記事 • 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分析記事 • 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 AlphaSeeking 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株主還元
| BBBY | US Specialty Retail | US 市場 | |
|---|---|---|---|
| 7D | 9.4% | -1.6% | 2.1% |
| 1Y | 22.1% | 5.5% | 30.6% |
業界別リターン: BBBY過去 1 年間で5.5 % の収益を上げたUS Specialty Retail業界を上回りました。
リターン対市場: BBBYは、過去 1 年間で30.6 % のリターンを上げたUS市場を下回りました。
価格変動
| BBBY volatility | |
|---|---|
| BBBY Average Weekly Movement | 10.3% |
| Specialty Retail Industry Average Movement | 7.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: BBBY 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: BBBYの 週次ボラティリティ ( 10% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1997 | 389 | Marcus Lemonis | www.bedbathandbeyond.com |
ベッド・バス＆ビヨンド社は、米国とカナダでeコマース中心の小売業を展開している。ベッド・バス＆ビヨンド、buybuy BABY、Overstock、Zulilyのブランドで、家具、寝具、バス用品、パティオ・屋外用家具、エリアラグ、食器、調理器具、装飾品、収納、ジュエリー、時計、ファッションなどの商品を提供している。また、保証、配送保険、設置サービスなどの付加サービスも提供している。さらに、ビジネス広告サービス、パートナー企業がサードパーティーのサイトを通じて製品を販売できるようにするサービスであるマーケットプレイス、パートナー企業が製品、在庫、販売チャネルを管理し、流通ネットワークを通じてマルチチャネルのフルフィルメントサービスを利用できるようにする唯一の統合ポイントであるサプライヤー・オアシス・インテグレーションも提供している。同社は、bedbathandbeyond.comやoverstock.comなどのモバイルアプリケーションからアクセス可能なeコマースプラットフォームや、ダイレクトメール、検索エンジンマーケティング、ディスプレイ広告、アフィリエイトマーケティング、Eメールキャンペーン、ソーシャルメディアプロモーションなどを通じて、商品やサービスを提供している。同社は以前はBeyond, Inc.として知られていたが、2023年11月に社名をBed Bath & Beyond, Inc.に変更した。は1997年に設立され、ユタ州マレーに本社を置いている。
Bed Bath & Beyond, Inc. 基礎のまとめ
| BBBY 基礎統計学 | |
|---|---|
| 時価総額 | US$390.40m |
| 収益（TTM） | -US$61.11m |
| 売上高(TTM) | US$1.06b |
0.4x
P/Sレシオ-6.5x
PER（株価収益率BBBY は割高か？
公正価値と評価分析を参照収益と収入
| BBBY 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.06b |
| 売上原価 | US$802.04m |
| 売上総利益 | US$258.59m |
| その他の費用 | US$319.70m |
| 収益 | -US$61.11m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -0.83 |
| グロス・マージン | 24.38% |
| 純利益率 | -5.76% |
| 有利子負債／自己資本比率 | 7.7% |
BBBY の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
3.3%
現在の配当利回りn/a
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/07 22:30 |
| 終値 | 2026/05/07 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Bed Bath & Beyond, Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13
| アナリスト | 機関 |
|---|---|
| Seth Sigman | Barclays |
| Daniel Kurnos | Benchmark Company |
| Curtis Nagle | BofA Global Research |