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Barnes & Noble Education (BNED) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 27, 2026

Before Open (Confirmed)

Period Ending

2027 (Q1)

Consensus EPS Forecast

-0.49

Last Year’s EPS

-0.54

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 2 Analysts Ratings

Earnings Call Summary

Q2 2024

Earnings Call Date:Dec 06, 2023|

% Change Since:

Earnings Call Sentiment|Positive

The earnings call reflects a period of solid growth and strategic progress for BNED, particularly in its First Day Complete and subscription-like revenue models, which have led to significant EBITDA growth and operational efficiencies. Despite some challenges in general merchandise sales and retail gross margin, the overall sentiment of the call is positive due to the successful implementation of cost-saving measures and the strategic transition to more predictable revenue streams.

Company Guidance

During the Barnes & Noble Education (BNED) Fiscal 2024 2nd Quarter Earnings Call, the company provided several key metrics and insights into its performance and future guidance. The highlight of the quarter was the significant growth in the First Day Complete (FDC) program, which saw a 52% year-over-year revenue increase to $136 million, contributing to a total First Day programs revenue of $199 million. This growth helped offset declines in traditional à la carte courseware sales, with the First Day Complete and First Day revenues approaching 50% of the total course material revenue. This strategic shift has led to improved revenue visibility and operational efficiency, despite the company operating 128 fewer stores. The quarter's total revenue reached $610.4 million, marking a slight increase of 0.3% from the previous year, while consolidated adjusted EBITDA rose by 28.3% to $50.3 million, driven by a $13 million reduction in selling and administrative expenses. Looking ahead, BNED maintains its fiscal 2024 adjusted EBITDA guidance of approximately $40 million, expecting continued growth from its retail segment and ongoing cost reduction initiatives.

Strong Growth in First Day Complete Revenue

First Day Complete revenue increased 52% year-over-year to $136 million. Combined First Day programs revenue reached $199 million, marking a 39% growth.

Significant Increase in Adjusted EBITDA

Consolidated adjusted EBITDA increased by 28% to $50.3 million, driven by a $13 million decrease in S&A expenses.

Cost Savings Achieved

Achieved planned $30 million to $35 million of annualized cost savings, contributing to improved profitability.

Positive Transition to Subscription Model

First Day and First Day Complete revenues are approaching 50% of course material revenue, offsetting declines in the à la carte model by $30 million on a year-to-date basis.

Retail Segment Performance

Retail adjusted EBITDA increased by 23% with course material comparable store sales growth of 5.8%.

Barnes & Noble Education (BNED) 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 >

BNED Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 27, 2026	2027 (Q1)	-0.48 / -	-0.536	―	―	―
Jun 24, 2026	2026 (Q4)	-0.16 / 0.10	-0.681	115.42% (+0.79)	―	―
Mar 10, 2026	2026 (Q3)	- / 0.19	0.23	-17.39% (-0.04)	―	―
Dec 23, 2025	2026 (Q2)	- / -2.50	1.92	-230.21% (-4.42)	―	―
Nov 25, 2025	2025 (Q4)	-0.81 / 0.72	1.92	-62.40% (-1.20)	―	―
Sep 04, 2025	2026 (Q1)	- / -	-3.068	―	―	―
Mar 10, 2025	2025 (Q3)	0.12 / 0.23	-0.671	134.28% (+0.90)	―	―
Dec 09, 2024	2025 (Q2)	- / 1.92	54.084	-96.45% (-52.16)	―	―
Sep 10, 2024	2025 (Q1)	-81.00 / -3.07	-87.199	96.48% (+84.13)	―	―
Jul 01, 2024	2024 (Q4)	-38.00 / -7.08	-77.847	90.91% (+70.77)	―	―

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

BNED Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jun 24, 2026	$11.18	$13.43	+20.13%
Mar 10, 2026	$8.36	$8.38	+0.24%
Dec 23, 2025	$8.51	$9.54	+12.10%
Nov 25, 2025	$6.69	$9.12	+36.32%

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 Barnes & Noble Education Inc. (BNED) report earnings?

Barnes & Noble Education Inc. (BNED) is schdueled to report earning on Aug 27, 2026, Before Open (Confirmed).

What is Barnes & Noble Education Inc. (BNED) earnings time?

Barnes & Noble Education Inc. (BNED) earnings time is at Aug 27, 2026, 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 BNED EPS forecast?

BNED EPS forecast for the fiscal quarter 2027 (Q1) is -0.49.