Bed Bath & Beyond, Inc.

NYSE:BBBY 주식 리포트

시가총액: US$391.9m

Bed Bath & Beyond 과거 순이익 실적

과거 기준 점검 0/6

Bed Bath & Beyond 의 수입은 연평균 -48%의 비율로 감소해 온 반면, Specialty Retail 산업은 연평균 1.9%의 비율로 감소했습니다. 매출은 연평균 21.7%의 비율로 감소해 왔습니다.

핵심 정보

-48.02%

순이익 성장률

-47.26%

주당순이익(EPS) 성장률

Specialty Retail 산업 성장률26.64%
매출 성장률-21.74%
자기자본이익률-30.18%
순이익률-5.76%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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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새 내러티브 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
분석 기사 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
분석 기사 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

매출 및 비용 세부 내역

Bed Bath & Beyond가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NYSE:BBBY 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 261,061-613200
31 Dec 251,045-853250
30 Sep 251,074-1453570
30 Jun 251,129-2023890
31 Mar 251,244-2254310
31 Dec 241,395-2594810
30 Sep 241,476-3395070
30 Jun 241,538-3415210
31 Mar 241,562-3715060
31 Dec 231,561-3084840
30 Sep 231,582-1644380
30 Jun 231,669-1384160
31 Mar 231,774-564140
31 Dec 221,929-374810
30 Sep 222,13794440
30 Jun 222,366744700
31 Mar 222,6331184990
31 Dec 212,7561345130
30 Sep 212,8131265210
30 Jun 212,8421345230
31 Mar 212,8141275230
31 Dec 202,494914750
30 Sep 202,195424660
30 Jun 201,825-254340
31 Mar 201,431-953960
31 Dec 191,435-623500
30 Sep 191,541-1394230
30 Jun 191,635-1544590
31 Mar 191,744-1935170
31 Dec 181,822-2055650
30 Sep 181,825-2535500
30 Jun 181,809-2075110
31 Mar 181,758-1514460
31 Dec 171,745-1073870
30 Sep 171,815-113770
30 Jun 171,832-133660
31 Mar 171,819-73540
31 Dec 161,800133430
30 Sep 161,754103310
30 Jun 161,704113220
31 Mar 161,673133120
31 Dec 151,65823050
30 Sep 151,64842970
30 Jun 151,61072860

양질의 수익: BBBY 은(는) 현재 수익성이 없습니다.

이익 마진 증가: BBBY는 현재 수익성이 없습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: BBBY은 수익성이 없으며 지난 5년 동안 손실이 연평균 48% 증가했습니다.

성장 가속화: 현재 수익성이 없어 지난 1년간 BBBY의 수익 성장률을 5년 평균과 비교할 수 없습니다.

수익 대 산업: BBBY은 수익성이 없어 지난 해 수익 성장률을 Specialty Retail 업계(-1.2%)와 비교하기 어렵습니다.


자기자본이익률

높은 ROE: BBBY는 현재 수익성이 없으므로 자본 수익률이 음수(-30.18%)입니다.


총자산이익률


투하자본수익률


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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/11 05:09
종가2026/05/08 00:00
수익2026/03/31
연간 수익2025/12/31

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
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분석가 소스

Bed Bath & Beyond, Inc.는 13명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
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