Bed Bath & Beyond, Inc. (BBBY)
NYSEConsumer DiscretionarySpecialty RetailSnapshot 2026-09-04
$4.28-1.61%
Close 2026-08-17 · 1-day change
NYSEConsumer DiscretionarySpecialty RetailSnapshot 2026-09-04
Research Workspace
Put BBBY beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
No standing thesis yet — not enough to read.
View ThesisRevenue is growing steadily — about 1% over the past year.
View GrowthManagement screens weak on capital allocation, earnings delivery, the balance sheet, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 4% on a typical day and fell roughly 65% in its worst 12-month stretch.
View RiskBBBY's growth depends on successfully transforming into a Neighborhood Intelligence ecosystem. Revenue grew 28% year over year, but the last quarter missed expectations by 77%. It trades at 0.3× price-to-sales, below the peer median of 0.8×. This suggests the price reflects less growth than anticipated. A specific risk is the 51% probability of missing estimates again next quarter. Peer multiples imply a price about 0% below where it trades. Our standing thesis is forming.
Trailing returns as of 2026-08-17. BBBY is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 6 analysts currently covering BBBY (as of Aug 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare BBBY with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
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| BBBY Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 0 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Other Specialty Retail — fair value, gap to price, and forward P/E.
Compare the value case
Put BBBY next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Corporate transformation to Neighborhood Intelligence ecosystem
Supports corporate transformation to Neighborhood Intelligence ecosystem.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-08-17. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.
Q3 revenue guidance supports growth objectives.
Threatens: Improve operating income and reduce losses
Widening losses threaten the goal of improving operating income.
Lawsuit dismissal reduces legal risks for the company.
Closure of locations indicates severe operational challenges.
Closure of locations indicates severe operational challenges.
Transformation aligns with growth strategy and product innovation.
New partnership enhances store presence and sales potential.