Bed Bath & Beyond, Inc. (BBBY)
NYSEConsumer DiscretionarySpecialty RetailSnapshot 2026-11-05
$4.28-1.61%
Close 2026-08-17 · 1-day change
NYSEConsumer DiscretionarySpecialty RetailSnapshot 2026-11-05
QuarterlyIQ Insights · BBBY
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
The acquisition of The Brand House Collective closed during the quarter, and the acquisition of The Container Store, Elfa, and Closet Works closed on July 8, 2026.
Stated in 1 of 1 supplied quarters. Management reported: “Second Quarter 2026 Highlights Net revenue was $361 million, an increase of 28.0% year-over-year, marking the Company’s second consecutive quarter of year-over-year revenue growth following nineteen quarters of decline.” ““As revenue ramps, we believe that over the next twelve months we can remove more than fifty million dollars of annualized cost by bringing our businesses together onto one platform, eliminating non-performing assets, consolidating disciplines and shared resources, improving the cost of our supply chain infrastructure, and eliminating or consolidating duplicative third-party services, software agreements, and locations.” Revenue was $361.159 million in 2026-Q2.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 0 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated weak grew net income 56% of the time over the next year (vs 52% for the rest of the cohort, n=5250).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Our improving results and strategic advancements, including our most recent announcement to acquire The Container Store, Elfa and Closet Works will position us well to deliver long-term shareholder v…”
“As revenue ramps, we believe that over the next twelve months we can remove more than fifty million dollars of annualized cost by bringing our businesses together onto one platform, eliminating non-…
Stated in 1 of 1 supplied quarters. Management reported: ““As revenue ramps, we believe that over the next twelve months we can remove more than fifty million dollars of annualized cost by bringing our businesses together onto one platform, eliminating non-performing assets, consolidating disciplines and shared resources, improving the cost of our supply chain infrastructure, and eliminating or consolidating duplicative third-party services, software agreements, and locations.” “Net loss was $39 million, compared to a net loss of $19 million in the prior year period.”
““We delivered real year-over-year revenue growth, something we haven’t seen meaningfully in several years, while continuing to take costs out of the business and operate more efficiently.”
Corporate Transformation to Neighborhood Intelligence In a shareholder letter issued today and available at https://investors.beyond.com, the Company announced that its parent company is becoming Nei…
Stated in 1 of 1 supplied quarters. Management reported: “Corporate Transformation to Neighborhood Intelligence In a shareholder letter issued today and available at https://investors.beyond.com, the Company announced that its parent company is becoming Neighborhood Intelligence, that it will begin trading on Nasdaq under the ticker NXH, with its last day of trading on the NYSE on August 14, 2026 and its first day of trading on Nasdaq on August 17, 2026, and that it will relocate its corporate headquarters to Nashville, Tennessee.” “We remain focused on the strength of the Home Services platform, anchored by Elfa, Closet Works and SFV Construction Services, and on pursuing opportunities that meet our strategic, financial, and operational standards.””
“When you connect that with our digital and financial capabilities, you start to build an ecosystem that keeps the customer engaged longer and increases lifetime value.”
Focus on stabilizing business with revenue growth, cost reductions, and improved profitability metrics.
Manage capital through equity sales, debt issuance, and disciplined M&A funding while protecting shareholder value.
Over the trailing year it converted 0.43x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
38 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Consumer Discretionary names rated volatile grew net income 55% of the time over the next year (vs 53% for the rest of the cohort, n=4931).
Not investment advice. As of 2026-11-05.