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
QuarterlyIQ Insights · BBBY
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -66.2% |
| Our one-year growth estimate | diamond | 65.8% |
Growth built into the price is above our model estimate.
The price assumes 131.9 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Worth watching into the next print: this name has erratic recent earnings surprises and is on a run of consecutive earnings misses. A fundamental tilt, not a price call.
Model as of 2026-09-04 · Compared with 44 industry peers · Company calendar date is not available
BBBY — legal / regulatory event
Dated 2026-08-04
Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing On August 4, 2026, the Company, acting pursuant to authorization from its Board of Directors (the “Board”), provided written notice to the New York Stock Exchange (“NYSE”) of its determination to voluntarily withdraw the principal listing of the Company’s common stock, par value $0.0001 per share (the “Common Stock”) and the Company’s warrants (the “Warrants”) from NYSE and transfer the listing…
Why it matters: Earnings results will show how well the company is doing financially.
Watch forEarnings results show revenue growth exceeding 10% year over year.
Also watch forEarnings results show revenue decline of more than 5% year over year.
Why it matters: Positive cash flow is key for long-term growth. It shows better financial health.
Supportive ifCash flow from operations turns positive in Q2.
Worry ifCash flow from operations remains negative in Q2.
Why it matters: Hitting the cost savings goal would help profits. It shows good management of the new structure.
Supportive ifManagement confirms cost savings of over $50 million in the first year.
Worry ifManagement does not achieve or revise down the projected cost savings.
Why it matters: If revenue falls again, it shows M&A is not boosting sales. Investors may worry about growth.
Worry ifQ2 revenue declines year over year worse than -10%.
Less concerning ifQ2 revenue stabilizes or grows year over year.
Why it matters: More acquisitions can show growth and direction. Investors will look at how this affects revenue.
Supportive ifA new acquisition is announced. It could bring in more money or market share.
Worry ifNo new acquisitions are announced next quarter. This suggests a slowdown in growth plans.
Why it matters: These savings would show that the company is combining brands well. It shows they are working efficiently.
Supportive ifManagement says cost savings will be over $40 million in 12-18 months.
Worry ifCost savings below $20 million in the same time will be a bad sign.
Why it matters: Finalizing this deal would make the company's retail system stronger. It would help the company grow.
Supportive ifThe company will announce the deal closing by July 2026.
Worry ifDelays or problems that stop the acquisition from closing will be announced.
Why it matters: Completing this deal could help BBBY grow and improve its market position.
Supportive ifA press release will confirm that the Fathom Holdings acquisition is complete.
Worry ifThere may be delays or problems in completing the Fathom Holdings acquisition.
Why it matters: The new CFO's plans may change how the company manages money and investors.
Supportive ifA press release will share new financial plans or ideas from the CFO.
Worry ifNo updates or vague statements about financial strategies from the new CFO.
Why it matters: Sustaining revenue growth would show the turnaround is real and not temporary.
Supportive ifQ3 revenue growth year-over-year exceeds 20%.
Worry ifQ3 revenue growth year-over-year is below 10%.
Why it matters: A good merger can save costs and help make more money.
Supportive ifCost savings from the integration exceed $40 million within 12 months.
Worry ifProblems with the merger can cause disruptions and hurt cost savings.
Why it matters: A smooth move to Nasdaq can help visibility and boost investor trust.
Supportive ifSuccessful trading on Nasdaq begins on August 17, 2026.
Worry ifIssues arise that delay or prevent the transition to Nasdaq.
Why it matters: Stable growth in active customers shows if recent strategies are working.
Watch forActive customers grow year-over-year by more than 30%.
Also watch forActive customers decline or grow less than 20% year-over-year.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$381 on $10,000 · ±3.8% | How much price usually moves either way. |
| Bad day | $724 loss on $10,000 · 7.2% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $6,507 loss on $10,000 · 65.1% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.