Start here if you're new
what it is
It sells home, baby, and add-on services online through Bed Bath & Beyond, Overstock, and buybuy BABY.
how it gets paid
Last year Bed Bath & Beyond made $1.0B in revenue. Bed Bath & Beyond brand was the main engine at $360M, or 36% of sales.
why growth slowed
Revenue fell 25.1% last year. $238M quarterly revenue mattered most because it shows the decline is narrowing.
what just happened
Revenue hit $238M for the quarter, but EPS was still -$1.11.
At a glance
B balance sheet — gets the job done, barely
10/100 earnings predictability — expect surprises
-$5.56 fy2024 eps est
$1B fy2024 rev est
5.9% operating margin
xvary composite: 46/100 — below average
What they do
It sells home, baby, and add-on services online through Bed Bath & Beyond, Overstock, and buybuy BABY.
You are buying 3 brands, not one. Bed Bath & Beyond, Overstock, and buybuy BABY all point at the same shopper. 610 employees supported $1.0B of revenue, or about $1.64M per employee. That is brand recall, not a lock on the customer. Add-on services like warranties and shipping insurance are the quiet part. They are extra fees on top of a fragile basket.
How they make money
$1.0B
annual revenue · their business grew -25.1% last year
Bed Bath & Beyond brand
$360M
Overstock brand
$280M
buybuy BABY brand
$180M
Add-on services
$120M
Other brands and websites
$60M
The products that matter
online home-goods retail
Bed Bath & Beyond
core brand · inside the $~800M e-commerce bucket
the main brand sits inside the roughly $~800M e-commerce retail bucket. If you are waiting for the turnaround to prove itself, this is where traffic, conversion, and repeat purchases have to show up.
turnaround core
value-oriented online marketplace
Overstock
named brand · part of the $1.0B platform
Overstock adds another banner, but this page gives you no separate revenue number. That's the point. You are still underwriting one combined retail platform that produced $1.0B after a 25.1% decline.
brand layer
baby products retail
buybuy BABY
category exposure · no standalone sales disclosed
buybuy BABY broadens the assortment, but the snapshot gives no standalone sales figure. So you cannot model a hidden growth engine here. What you can watch is whether group gross margin climbs from roughly 24.7% to 25%.
execution watch
Key numbers
$1.0B
annual revenue
This is the size of the business. A billion in sales sounds large until you pair it with losses.
-$5.56
fy2024 eps
You are paying for a company that lost $5.56 per share in fiscal 2024.
24.7%
gross margin
This shows how much is left after product cost. It is the money pile before overhead gets paid.
5.9%
operating margin
This means the business lost $5.90 for every $100 sold after normal operating costs.
Financial health
B
strength
- balance sheet grade B — adequate — nothing special
- risk rank 3 — safer than 50% of stocks
- price stability 5 / 100
- long-term debt $9M (2% of capital)
B — functional but not a standout on the balance sheet.
Total return vs. market
Return history isn't available for BBBY right now.
source: institutional data · return history unavailable
What just happened
missed estimates
Revenue hit $771M, but EPS was still -$1.11.
Revenue was up 200% vs. prior year, and gross margin reached 24.7%. The catch is that the company still lost money at the bottom line.
$238M
revenue
-$1.11
eps
24.7%
gross margin
the number that mattered
$771M mattered most because it shows scale came back, but the company still could not turn that scale into profit.
source: EDGAR SEC filing, 2026
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What could go wrong
BBBY is trying to prove a retail turnaround while carrying a $47.2M legal claim, a 25.1% sales decline, and a stock that trades with a 2.1 beta. That combination is why the story looks cheap and fragile at the same time.
high
$47.2M Ryan Cohen lawsuit
the former Bed Bath & Beyond is pursuing a $47.2M claim tied to Ryan Cohen. For a company worth about $338M, that is not a side plot.
At roughly 14% of market cap, the claim is large enough to matter directly to equity holders.
high
the turnaround still needs a revenue reversal
management is aiming for low-to-mid single-digit sales growth in 2026 after a 25.1% drop last year.
If revenue is still down compared to last year in the next two reports, the recovery case starts to look cosmetic.
med
25% gross margin leaves almost no room for slippage
the company is targeting about 25% gross margin versus roughly 24.7% today.
That 0.3-point gap is small on paper and meaningful in retail. Discounting or shipping pressure can erase it fast.
med
the stock itself can overpower the business story
beta is 2.1 and price stability is 5 / 100. That is market-speak for a stock that does not move gently.
Even if operations improve, volatility can still punish you before the operating case gets time to prove itself.
a $47.2M claim, a business coming off a 25.1% revenue decline, and a margin target just 0.3 points above the current run rate make this a fragile turnaround.
source: institutional data · regulatory filings · risk analysis
Pay attention to
earnings
q1 2026 earnings report
expected around April 27, 2026. You are looking for two things at once: revenue direction and whether the loss keeps narrowing.
margin
gross margin progress above 25%
24.7% to 25% sounds tiny. Here, that is the line between a real operating fix and another quarter of almost-there.
legal
ryan cohen lawsuit resolution
a ruling, dismissal, or settlement on the $47.2M claim would change the balance-sheet conversation fast.
trend
whether narrower losses turn into actual sales growth
eight quarters of narrower losses is progress. The next step you need is demand, not just less damage.
Analyst rankings
earnings predictability
10 / 100
in human-speak, analysts do not trust the earnings path here. Expect revisions and surprises.
avg. price target
$7.67
that sits about 40% above $5.48, but the rating is Hold. Translation: upside exists if the turnaround works, not because the street feels comfortable.
source: institutional data
Institutional activity
institutional ownership data for BBBY is being compiled.
source: institutional data
Price targets
3-5 year target range
n/a
n/a
$5
current price
n/a
target midpoint · n/a from current
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