Bed Bath & Beyond (OVER) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Apr 23, 2026

After Close (Confirmed)

Period Ending

2026 (Q1)

Consensus EPS Forecast

-0.24

Last Year’s EPS

-0.36

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 6 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Feb 23, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call emphasized substantial operational and margin progress (gross margin expansion, large YoY adjusted EBITDA improvement, cost reductions, improved AOV and orders) and laid out a detailed, multi-pillar strategic plan with near-term M&A and integration milestones. Key near-term risks include a recent revenue decline, remaining reported losses, integration and transaction costs, limited combined cash/inventory balance, and early-stage technology initiatives. On balance, the improvements in profitability metrics, structural margin progress and a clear strategic roadmap outweigh the challenges, though successful execution of acquisitions and tech integrations will be critical to realize the upside.

Company Guidance

Management delivered directional (not formal) 2026 commentary calling for low- to mid-single-digit revenue growth for the full year (e‑commerce base only) and a push to advance gross margin toward 25% (midpoint of a 24%–26% framework); Q4 2025 GM was 24.6% (+160 bps YoY) and FY GM was 24.7% (+390 bps YoY). They expect Q1 2026 revenue up roughly 3%–5% YoY with at least ~30% improvement in EBITDA versus Q1 last year, view Q2 (Kirkland’s close on/around April 1) as an integration quarter with ~90–120 days to realize synergies, expect integration to flow more materially in Q3 with a stretch objective to approach breakeven, and see an opportunity for profitability in Q4 if milestones are met. Recent quarterly metrics referenced include Q4 revenue down 10% YoY (down 6% ex‑Canada), AOV +7%, orders delivered +13% vs Q3, Q4 adjusted EBITDA loss $4M (an $23M/84% YoY improvement) and FY adjusted EBITDA loss $31M (a $113M YoY improvement), reported diluted EPS loss $0.30 (an $1.36/82% YoY improvement), S&M down $15M (~350 bps efficiency gain), G&A & tech $33M (down $15M YoY), exceeded a $150M annual run‑rate cost reduction target, ended the quarter with cash + restricted cash + inventory of $207M, and improved cash used in operations by >$118M (≈67%). Management also noted omnichannel scale (~$1.5B including Kirkland plus an expected additional ~$500M transaction) and potential Pillar 2/3 acquisitions that could add north of $1.5B, which they say could drive consolidated margins above 30% over time in a normal housing environment.

Significant Adjusted EBITDA Improvement

Adjusted EBITDA loss narrowed to $4.0M in Q4 (an improvement of $23M or 84% year-over-year) and full-year adjusted EBITDA loss improved to $31M, a $113M improvement versus 2024 (about 79% improvement).

Material Gross Margin Expansion

Gross margin was 24.6% in Q4, up 160 basis points year-over-year; full-year gross margin improved 390 basis points to 24.7%, driven by better vendor negotiations, improved product mix, tighter inventory controls and structural freight/returns changes.

Top-Line Stabilization Signals

Management reported the year-over-year revenue gap narrowed meaningfully in Q4 and early 2026 has shown low- to mid-single-digit year-over-year revenue increases; the company is targeting low- to mid-single-digit revenue growth for full-year 2026 (e-commerce base).

Operational Efficiency and Cost Reductions

Sales & marketing spend decreased by $15M and improved efficiency by ~350 basis points as a percent of revenue; G&A and tech expense decreased by $15M year-over-year to $33M, and the company exceeded its commitment to achieve a $150M annual run-rate reduction.

Improved Customer and Order Metrics

Average order value (AOV) improved 7% in Q4; orders delivered increased 13% quarter-over-quarter (Q4 vs Q3 2025), indicating improving activation and fulfillment performance.

Better Cash Flow and Working Capital Progress

Full-year cash used in operating activities improved by more than $118M (about a 67% improvement year-over-year); combined cash, restricted cash and inventory balance at quarter end totaled $207M.

Clear Strategic 3-Pillar Ecosystem Plan and M&A Activity

Management reiterated a structured '3-pillar' strategy (omnichannel retail, protection/financial services, home services) and disclosed near-term transactions including the Kirkland's acquisition expected to close in Q2, aiming to add omnichannel scale (~$1.5B current plus a potential additional ~$500M transaction) and further transformative acquisitions across pillars to approach a potential ~$3B annualized run rate.

Margin Expansion Roadmap and Long-Term Targets

Company targeting structural progression of gross margin toward a 24%–26% framework midpoint (25%) for the base business in 2026 and anticipates consolidated margin expansion above 30% over time as Pillar 2 and Pillar 3 higher-margin businesses scale.

Bed Bath & Beyond (DE:OVER) 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

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DE:OVER Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Apr 23, 2026	2026 (Q1)	-0.24 / -	-0.357	―	―	―
Feb 23, 2026	2025 (Q4)	-0.37 / -0.25	-0.773	67.03% (+0.52)
Oct 27, 2025	2025 (Q3)	-0.41 / -0.06	-1.129	94.74% (+1.07)
Jul 28, 2025	2025 (Q2)	-0.30 / -0.29	-0.645	55.26% (+0.36)
Apr 28, 2025	2025 (Q1)	-0.54 / -0.36	-1.036	65.57% (+0.68)
Feb 24, 2025	2024 (Q4)	-0.62 / -0.77	-1.036	25.41% (+0.26)
Oct 24, 2024	2024 (Q3)	-0.66 / -1.13	-0.518	-118.03% (-0.61)
Jul 29, 2024	2024 (Q2)	-0.71 / -0.65	-0.017	-3700.00% (-0.63)
May 06, 2024	2024 (Q1)	-0.74 / -1.04	-0.085	-1120.00% (-0.95)
Feb 20, 2024	2023 (Q4)	-0.64 / -1.04	-0.034	-2950.00% (-1.00)	―

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

DE:OVER Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 23, 2026	€4.09	―	―
Oct 27, 2025	€7.34	€7.03	-4.25%
Jul 28, 2025	€8.67	€9.45	+8.95%
Apr 28, 2025	€3.49	€3.39	-2.87%

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.