Bed Bath & Beyond, Inc.

NYSE:BBBY 株式レポート

時価総額：US$390.4m

Bed Bath & Beyond 将来の成長

Future 基準チェック /36

Bed Bath & Beyondは、61.6%と8.9%でそれぞれ年率61.6%で利益と収益が成長すると予測される一方、EPSはgrowで63.3%年率。

主要情報

61.6%

収益成長率

63.32%

EPS成長率

Specialty Retail 収益成長9.8%
収益成長率8.9%
将来の株主資本利益率n/a
アナリストカバレッジ

Low

最終更新日28 Apr 2026

今後の成長に関する最新情報

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...

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
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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 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

業績と収益の成長予測

NYSE:BBBY - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20281,5525N/AN/A1
12/31/20271,578-33-15-73
12/31/20261,370-7128353
3/31/20261,061-61-30-18N/A
12/31/20251,045-85-73-57N/A
9/30/20251,074-145-89-72N/A
6/30/20251,129-202-112-99N/A
3/31/20251,244-225-197-191N/A
12/31/20241,395-259-184-174N/A
9/30/20241,476-339-190-180N/A
6/30/20241,538-341-162-148N/A
3/31/20241,562-371-122-73N/A
12/31/20231,561-308-64-19N/A
9/30/20231,582-164-68-21N/A
6/30/20231,669-138-59-16N/A
3/31/20231,774-56-43-26N/A
12/31/20221,929-37-27-13N/A
9/30/20222,1379216N/A
6/30/20222,36674-150N/A
3/31/20222,6331183852N/A
12/31/20212,7561346781N/A
9/30/20212,8131266881N/A
6/30/20212,842134116129N/A
3/31/20212,814127256270N/A
12/31/20202,49491182196N/A
9/30/20202,19542190206N/A
6/30/20201,825-25136155N/A
3/31/20201,431-95-63-42N/A
12/31/20191,435-62N/A-82N/A
9/30/20191,541-139N/A-108N/A
6/30/20191,635-154N/A-134N/A
3/31/20191,744-193N/A-180N/A
12/31/20181,822-205N/A-139N/A
9/30/20181,825-253N/A-93N/A
6/30/20181,809-207N/A-60N/A
3/31/20181,758-151N/A-22N/A
12/31/20171,745-107N/A-35N/A
9/30/20171,815-11N/A-7N/A
6/30/20171,832-13N/A20N/A
3/31/20171,819-7N/A51N/A
12/31/20161,80013N/A40N/A
9/30/20161,75410N/A75N/A
6/30/20161,70411N/A75N/A
3/31/20161,67313N/A63N/A
12/31/20151,6582N/A55N/A
9/30/20151,6484N/A45N/A
6/30/20151,6107N/A62N/A

アナリストによる今後の成長予測

収入対貯蓄率: BBBYは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。

収益対市場: BBBY今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: BBBY今後 3 年以内に収益を上げることが予想されます。

収益対市場: BBBYの収益 ( 8.9% ) US市場 ( 11.5% ) よりも低い成長が予測されています。

高い収益成長: BBBYの収益 ( 8.9% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: BBBYの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 SigmanBarclays
Daniel KurnosBenchmark Company
Curtis NagleBofA Global Research