Bed Bath & Beyond
Runs home-goods retail websites under Bed Bath & Beyond, Overstock, and buybuy BABY.
Something off on this page? Send us feedback.
Profile
Runs e-commerce home-goods retail websites under Bed Bath & Beyond and Overstock, with buybuy BABY inside the Bed Bath & Beyond operating segment. Product categories include furniture, bedding, bath, patio, decor, storage, and related services, while brand-rights changes and blockchain holdings shape the structure.
Runs an e-commerce-focused home-goods retail platform built around the Bed Bath & Beyond and Overstock sites, with buybuy BABY inside the Bed Bath & Beyond operating segment. Product categories span furniture, bedding, bath, patio, rugs, cookware, decor, storage, jewelry, watches, and fashion, plus add-on services such as warranties, shipping insurance, and installation.
Operates from Murray, Utah as the former Overstock/Beyond issuer, now aligned with the revived Bed Bath & Beyond name and BBBY ticker. The retail segment combines Bed Bath & Beyond and Overstock operations, while brand-rights activity includes buybuy BABY and Kirkland's-related assets.
Execution depends on rebuilding consumer recognition after several brand, ticker, and channel changes, managing marketplace orders and average order value, and unlocking value from blockchain holdings such as tZERO and GrainChain.
Company facts
Categories
Key statistics
Year to date −26.4% · Average volume (30d) 2.3M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Apr 28, 2026 | Wedbush | Reiterate | Outperform | $1 | $8 |
| Feb 24, 2026 | Wolfe Research | Target | $8 | ||
| Feb 24, 2026 | Piper Sandler | Reiterate | Neutral | $8 | |
| Jan 5, 2026 | Jefferies | Target | $9 | $7 | |
| Oct 28, 2025 | Barclays | Reiterate | Equal Weight | $8 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 4, 2026Q2 FY26 | −$0.36 | −$0.53 | −48.3% | $362.4M | $361.2M | −0.3% | −16.91% |
| Apr 27, 2026Q1 FY26 | −$0.31 | −$0.25 | +19.4% | $240.1M | $247.8M | +3.2% | −11.24% |
| Feb 23, 2026Q4 FY25 | −$0.23 | −$0.16 | +30.4% | $262.9M | $273.4M | +4.0% | +8.48% |
| Oct 27, 2025Q3 FY25 | −$0.48 | −$0.19 | +60.2% | $263.7M | $257.2M | −2.5% | −2.44% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $231.7M | $282.3M | $257.2M | $273.4M | $247.8M | $361.2M | |
| Gross profit | $53.6M | $63.1M | $65.2M | $75.7M | $59.2M | $96.7M | |
| Operating income | −$23.5M | −$17.9M | −$12.5M | −$7.3M | −$18.2M | −$42.9M | |
| Net income | −$39.9M | −$19.3M | −$4.5M | −$20.9M | −$16.4M | −$39.5M | |
| Diluted EPS | −$0.74 | −$0.34 | −$0.07 | −$0.30 | −$0.24 | −$0.53 | |
| Gross margin | 23.1% | 22.4% | 25.3% | 27.7% | 23.9% | 26.8% | |
| Operating margin | -10.2% | -6.3% | -4.8% | -2.7% | -7.3% | -11.9% |
Fiscal years (4-quarter sums)FY20 $2.49B · FY21 $2.76B · FY22 $1.93B · FY24 $1.39B · FY25 $1.04B
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $29.3M · Total debt $153.1M · Total assets $634.2M · Shareholders' equity $214.8M
Dividends
No dividends on record.
Ownership
Shares outstanding 74.64M · Float 65.95M
This issuer lists more than one class and the share count spans them all, so a stake here reads as a share of the whole company, not of this class.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % of company | Form | Filed |
|---|---|---|---|---|
| Amplify Investments, LLC | 7.21M | 9.40% of class | 13G | Jul 2, 2026 |
| Rosen Mitchell A. | 7.20M | 8.90% of class | 13G | Jul 7, 2026 |
| Amplify ETF Trust | 5.69M | 8.30% of class | 13G | Feb 13, 2026 |
| Amplify Transformational Data Sharing ETF, a series of the Amplify ETF Trust | 4.50M | 6.53% of class | 13G | Nov 14, 2025 |
| BlackRock, Inc. | 4.12M | 7.20% of class | 13G | Oct 17, 2025 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 12, 2026 | Marcus Lemonis | director, officer: EXECUTIVE CHAIRMAN & CEO | +23,094 | $4.30 |
| Aug 6, 2026 | Joseph J. Jr Tabacco | director | +20,000 | $4.57 |
| Aug 6, 2026 | Robert Jacob Shapiro | director | +3,000 | $4.51 |
| Aug 5, 2026 | Marcus Lemonis | director, officer: EXECUTIVE CHAIRMAN & CEO | +43,382 | $4.67 |
| Jun 4, 2026 | Joanna M. Burkey | director | −9,943 | $6.38 |
Peers
- Wayfair
Pure-play online home marketplace with deep furniture and decor overlap
- Amazon
Broad marketplace scale across home essentials, decor, and baby
- Walmart
Omnichannel value retailer with broad home and baby assortments
- Target
Style-led mass retailer across home, storage, kitchen, and baby
- Williams-Sonoma
Specialty home brands spanning furniture, kitchen, kids, and decor
- TJX Companies
Off-price HomeGoods and Homesense overlap in value home fashions
- Macy's
Department-store home assortment across furnishings and consumer goods
- Home Depot
Adjacent hard-home overlap in patio, bath, storage, and decor
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Bed Bath & Beyond | $4.35 | 0.00% | $324.7M | — | — | 0.3 | +28.0% |
| Wayfair | $104.07 | +0.32% | $14.21B | — | 30.7 | 1.1 | +7.5% |
| Amazon | $266.10 | −0.11% | $2.87T | 21.4 | 28.5 | 3.7 | +19.6% |
| Walmart | $103.07 | −0.03% | $820.40B | 37.2 | 34.5 | 1.1 | +5.9% |
| Target | $163.23 | +0.05% | $74.10B | 16.9 | 17.6 | 0.7 | +5.3% |
| Williams-Sonoma | $235.06 | −0.02% | $27.68B | 24.1 | 23.9 | 3.5 | +6.7% |
| TJX Companies | $135.46 | +0.24% | $149.29B | 25.0 | 25.0 | 2.4 | +5.4% |
| Macy's | $22.07 | +0.27% | $5.79B | 9.1 | 9.7 | 0.3 | −2.3% |
| Home Depot | $330.25 | +0.05% | $329.24B | 23.1 | 21.4 | 1.9 | +5.7% |
| Median | 23.1 | 24.5 | 1.5 | +5.8% |