Bed Bath & Beyond (BBBY)
NYSE:BBBY
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Earnings Data
Report Date
Jul 23, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.34Last Year’s EPS
-0.34Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented tangible signs of operational stabilization and early financial improvements (revenue growth, higher AOV, better efficiency, cash flow improvement) combined with an ambitious M&A-driven strategy to create a connected 'Everything Home' ecosystem. Management highlighted significant near-term actions and clear cost-synergy targets (additional $60M) and laid out profit-margin goals (6%–7% EBITDA). However, the company remains unprofitable this quarter, faces near-term onetime integration costs, substantial headcount reductions and execution risk from multiple acquisitions and store rationalizations. On balance, the forward-looking strategy and positive early metrics outweigh the near-term challenges, producing cautious optimism contingent on integration execution.Company Guidance
Quarterly Revenue Growth
Revenue of approximately $248 million, up 7% year-over-year (or +9.4% excluding discontinued Canadian operations); first year-over-year revenue growth in ~18–19 quarters.
Improved Profitability Trends
Adjusted EBITDA improved by $5 million year-over-year (a 41% improvement) and adjusted EBITDA loss narrowed to $8 million; net loss improved by $24 million versus prior year.
Per-Order and Price Improvements
Average order value (AOV) increased ~6% and orders delivered increased nearly 1% sequentially/year-over-year, signaling improving customer spend and engagement.
Cost and Efficiency Gains
Operating cost structure at the lowest level in over 12 years; sales & marketing efficiency improved by ~50 basis points as a percent of revenue; G&A and tech expense of $36 million, down $5 million year-over-year ($8 million ex one-time acquisition-related items).
Stronger Cash and Operating Cash Flow Movement
Cash, cash equivalents and restricted cash of $163 million at quarter end; cash used in operating activities improved by more than $39 million (approximately a 77% improvement) year-over-year.
Strategic M&A and Ecosystem Build
Completed Kirkland's acquisition and announced/advanced deals including The Container Store (closing mid-year), intent to acquire F9 Brands (Cabinets To Go, Lumber Liquidators), planned installation/renovation network, and partnerships (Bilt, Brown & Brown, planned homeowner credit union) to build a three-pillar 'Everything Home' ecosystem.
Targeted Cost Synergies Planned
Management expects to remove an additional $60 million of consolidated cost over the next ~9 months through integration, consolidation and elimination of redundancies.
Business Stabilization Momentum
Management cites the eighth consecutive quarter of bottom-line improvement and improved stability of active customer file, returning customers and sequential orders delivered—evidence of an early stabilization/turnaround.
Physical and Omnichannel Footprint
Operating a fleet of more than 320 stores and accelerating store-format evolution and utilization (including plans to repurpose Container Store locations), with management projecting substantial lift in sales per square foot in remodeled locations.
Clear Profitability Targets
Management goal to achieve a 6%–7% EBITDA margin mid-term and to reach breakeven or slightly positive cash flow in the current economic environment through cost outs, margin management and growth of high-margin home services.
BBBY Earnings History
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
BBBY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 27, 2026 | $5.34 | $4.74 | -11.24% |
Feb 23, 2026 | $5.07 | $5.50 | +8.48% |
Oct 27, 2025 | $8.60 | $8.39 | -2.44% |
Jul 28, 2025 | $10.30 | $9.66 | -6.21% |
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 Bed Bath & Beyond (BBBY) report earnings?
Bed Bath & Beyond (BBBY) is schdueled to report earning on Jul 23, 2026, After Close (Confirmed).
What is Bed Bath & Beyond (BBBY) earnings time?
Bed Bath & Beyond (BBBY) earnings time is at Jul 23, 2026, After Close (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 BBBY EPS forecast?
BBBY EPS forecast for the fiscal quarter 2026 (Q2) is -0.34.
