Neighborhood Intelligence
Connects home retail brands with organization, installation, renovation, and project services.
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Profile
Combines home-goods retail brands with organization, design, installation, renovation, and project services. Merchandise sales, largely fulfilled by partners, remain the core revenue stream, while the parent seeks to link retail, home services, and home ownership through a shared intelligence layer.
Combines the Bed Bath & Beyond, Overstock, buybuy BABY, Kirkland's, The Container Store, Elfa, Closet Works, and SFV Services businesses across home retail, organization, custom spaces, installation, renovation, and project services. Merchandise sales remain the core revenue stream, with most merchandise fulfilled from partner-sourced inventory and shipped by suppliers or third-party logistics providers. U.S.-focused e-commerce now sits beside a nationwide physical-store and services footprint, while Elfa is an international organization brand.
Operates the parent as an intelligence layer intended to connect products, services, financing, information, and expertise across Omni-Channel Retail, Home Services, and Home Ownership. Execution depends on integrating recent acquisitions' stores, systems, people, supply chains, and customer data, while data use is constrained by customer choice, privacy, consumer-protection, contractual, security, and governance requirements. Latest financial reporting still contains one reportable Retail segment.
Company facts
Key statistics
Year to date −33.7% · Average volume (30d) 2.3M
Analysts
Ratings
Target range
Latest analyst notes
No analyst notes in the last 24 months.
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 | −$0.30 | −30.4% | $262.9M | $273.4M | +4.0% | +8.48% |
| Oct 27, 2025Q3 FY25 | −$0.38 | −$0.07 | +80.3% | $259.8M | $257.2M | −1.0% | −2.44% |
Financial highlights
| 11 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)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 68.18M · 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 |
|---|---|---|---|---|
| Morgan Stanley | 3.76M | 5.40% of class | 13G | Aug 13, 2026 |
Insider tradesForm 4
Nothing filed in the last 12 months.
View detailsPeers
- Amazon
Dominant online marketplace for home, kitchen, baby, and furniture spend.
- Wayfair
Large digital home specialist across furniture, decor, and delivery.
- Walmart
Value omnichannel retailer across home goods, furniture, baby, and delivery.
- Home Depot
Home-improvement leader across organization, projects, and installation.
- Williams-Sonoma
Branded home retailer across furniture, decor, kitchen, and family categories.
- Target
Mass-market home and family retailer with stores and digital fulfillment.
- Arhaus
Premium furniture and decor rival with showrooms and design services.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Neighborhood Intelligence | $3.93 | +0.26% | $267.9M | — | — | 0.2 | +28.0% |
| Amazon | $266.10 | −0.11% | $2.87T | 21.4 | 28.5 | 3.7 | +19.6% |
| Wayfair | $104.07 | +0.32% | $14.21B | — | 30.7 | 1.1 | +7.5% |
| Walmart | $103.07 | −0.03% | $820.40B | 37.2 | 34.5 | 1.1 | +5.9% |
| Home Depot | $330.25 | +0.05% | $329.24B | 23.1 | 21.4 | 1.9 | +5.7% |
| Williams-Sonoma | $235.06 | −0.02% | $27.68B | 24.1 | 23.9 | 3.5 | +6.7% |
| Target | $163.23 | +0.05% | $74.10B | 16.9 | 17.6 | 0.7 | +5.3% |
| Arhaus | $8.98 | +0.11% | $1.27B | 18.1 | 17.9 | 0.7 | +7.4% |
| Median | 22.3 | 23.9 | 1.1 | +6.7% |









