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Bed Bath & Beyond, Inc.NYSE:BBBY Stock Report

Market Cap US$390.4m
Share Price
US$5.30
US$7
24.3% undervalued intrinsic discount
1Y22.1%
7D9.4%
Portfolio Value
View

Bed Bath & Beyond, Inc.

NYSE:BBBY Stock Report

Market Cap: US$390.4m

Bed Bath & Beyond (BBBY) Stock Overview

Operates as an e-commerce-focused retailer in the United States and Canada. More details

BBBY fundamental analysis
Snowflake Score
Valuation2/6
Future Growth3/6
Past Performance0/6
Financial Health5/6
Dividends1/6

BBBY Community Fair Values

Create Narrative

See what 26 others think this stock is worth. Follow their fair value or set your own to get alerts.

Bed Bath & Beyond, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Bed Bath & Beyond
Historical stock prices
Current Share PriceUS$5.36
52 Week HighUS$12.65
52 Week LowUS$3.88
Beta2.81
1 Month Change23.22%
3 Month Change-2.01%
1 Year Change22.10%
3 Year Change-73.47%
5 Year Change-91.99%
Change since IPO-58.86%

Recent News & Updates

Narrative Update 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
Narrative Update 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

Narrative Update 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
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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
New Narrative 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
Analysis Article 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
Analysis Article 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

Shareholder Returns

BBBYUS Specialty RetailUS Market
7D9.4%-1.6%2.1%
1Y22.1%5.5%30.6%

Return vs Industry: BBBY exceeded the US Specialty Retail industry which returned 7.6% over the past year.

Return vs Market: BBBY underperformed the US Market which returned 31% over the past year.

Price Volatility

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

Stable Share Price: BBBY has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: BBBY's weekly volatility (10%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
1997389Marcus Lemoniswww.bedbathandbeyond.com

Bed Bath & Beyond, Inc. operates as an e-commerce-focused retailer in the United States and Canada. The company offers furniture, bedding, and bath essentials; patio and outdoor furniture, area rugs, tabletop and cookware, décor, storage, jewelry, watches, and fashion; and other products under the Bed Bath & Beyond, buybuy BABY, Overstock, and Zulily brands. It also provides add-on services across platforms, including warranties, shipping insurance, and installation services.

Bed Bath & Beyond, Inc. Fundamentals Summary

How do Bed Bath & Beyond's earnings and revenue compare to its market cap?
BBBY fundamental statistics
Market capUS$390.40m
Earnings (TTM)-US$61.11m
Revenue (TTM)US$1.06b
0.4x
P/S Ratio
-6.5x
P/E Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
BBBY income statement (TTM)
RevenueUS$1.06b
Cost of RevenueUS$802.04m
Gross ProfitUS$258.59m
Other ExpensesUS$319.70m
Earnings-US$61.11m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)-0.83
Gross Margin24.38%
Net Profit Margin-5.76%
Debt/Equity Ratio7.7%

How did BBBY perform over the long term?

See historical performance and comparison

Dividends

3.3%
Current Dividend Yield
n/a
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/07 21:39
End of Day Share Price 2026/05/07 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Bed Bath & Beyond, Inc. is covered by 13 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Seth SigmanBarclays
Daniel KurnosBenchmark Company
Curtis NagleBofA Global Research