The call highlighted successful initiatives such as the Bed Bath & Beyond Home store launch and strategic expansion plans. However, significant challenges were noted, including tornado impacts, declining e-commerce sales, and increased tariffs, which led to an overall decline in sales and profitability.

Company Guidance

During the conference call on September 16, 2025, Brand House Collective discussed its financial results for the second quarter, highlighting several key metrics and strategic initiatives. The company reported net sales of $75.8 million, a decrease from $86.3 million the previous year, mainly due to a 9.7% decline in comparable sales and a 5% reduction in store count. The tornado disruption in May adversely impacted e-commerce sales by 750 basis points, contributing to a 38.5% decline in comparable e-commerce sales. Gross margin fell by 410 basis points to 16.3% of sales, influenced by liquidation activities and tornado-related write-offs. The company reported a net loss of $19.4 million, with an adjusted net loss of $17.8 million excluding tornado impacts. CEO Amy Sullivan emphasized the success of their new Bed Bath & Beyond Home store in Brentwood, Tennessee, which exceeded expectations with increased traffic and average ticket sales. The company plans to convert all Kirkland's Home stores into Bed Bath & Beyond stores over the next 24 months, with each conversion costing under $100,000 in CapEx, leveraging existing infrastructure for a capital-light transformation. Additionally, the company aims to mitigate tariff pressures, which impacted gross margin by 30 basis points in Q2, and expects similar challenges in Q3. Overall, the strategic partnership with Bed Bath & Beyond is central to their growth strategy, with a focus on omnichannel retail transformation.

Successful Launch of Bed Bath & Beyond Home Store

The first Bed Bath & Beyond Home store opened in Brentwood, Tennessee, with sales exceeding expectations and significant growth in traffic and new customer acquisition. The CapEx for conversion was under $30,000, showcasing a cost-effective transformation.

Strategic Store Conversions and Growth Plans

The company plans to convert all Kirkland's Home stores into Bed Bath & Beyond stores within 24 months, leveraging existing infrastructure for a capital-light transformation. Each conversion is expected to cost less than $100,000, allowing rapid scaling.

Wholesale Expansion Plans

Plans to expand Kirkland's Home into the wholesale market to enhance growth, improve supply chain efficiency, and strengthen unit economics.

Brand House Collective (TBHC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

TBHC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 27, 2025	2025 (Q3)	-0.42 / -	-0.29	―	―	―
Sep 16, 2025	2025 (Q2)	-0.70 / -0.79	-1.11	28.83% (+0.32)	―
Jun 17, 2025	2025 (Q1)	- / -0.54	-0.68	20.59% (+0.14)	―	―
May 01, 2025	2024 (Q4)	-0.47 / -0.51	-0.68	25.00% (+0.17)	―
Dec 06, 2024	2024 (Q3)	-0.29 / -0.29	-0.5	42.00% (+0.21)	―
Sep 05, 2024	2024 (Q2)	-1.28 / -1.11	-1.51	26.49% (+0.40)	―
Jun 06, 2024	2024 (Q1)	-0.80 / -0.68	-0.95	28.42% (+0.27)	―
Mar 21, 2024	2023 (Q4)	0.46 / 0.78	-0.09	966.67% (+0.87)	―
Nov 30, 2023	2023 (Q3)	-0.54 / -0.50	-0.38	-31.58% (-0.12)	―
Sep 06, 2023	2023 (Q2)	-1.10 / -1.51	-1.31	-15.27% (-0.20)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

TBHC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Sep 16, 2025	$1.93	$1.95	+1.04%
Jun 17, 2025	$1.27	$1.09	-14.17%
May 01, 2025	$1.39	$1.25	-10.07%
Dec 06, 2024	$2.02	$1.98	-1.98%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Brand House Collective (TBHC) report earnings?

Brand House Collective (TBHC) is schdueled to report earning on Nov 27, 2025, Before Open (Confirmed).

What is Brand House Collective (TBHC) earnings time?

Brand House Collective (TBHC) earnings time is at Nov 27, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is TBHC EPS forecast?

TBHC EPS forecast for the fiscal quarter 2025 (Q3) is -0.42.

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