Bed Bath & Beyond Inc. logo

Bed Bath & Beyond Inc.

BBBY
Q3 2022

Revenue

$1B

-2%

Net Income

$-366M

+2%
BBBY
Consumer
Other

Bed Bath & Beyond Inc.

CIK: 0000886158

Bed Bath & Beyond Inc. logo

Next Earnings Report

Estimated based on historical filing patterns

Fri, Mar 31, 2023
Estimated
10-K
FQ4 2022

This date is an estimate based on the company's typical quarterly filing schedule. The actual filing date may vary.

Earnings Analysis

Analyzed 6 of 12 reports

Performance Summary - Q3 2022
bearish
lowered

Revenue
$1.4B
QoQ:-1.8%
YoY:-46.5%
Net Income
$-366.159M
QoQ:+2.4%
YoY:-268.0%
Peer Comparison
WSB
(4 peers)
Peers: GME, AMC, COIN, HOOD
Analyze peer companies to see comparative metrics here

Financial Performance Trend

Market:
neut
58
neut
neut
55
bear
neut
44
bear
Guidance:
not_prov
not_prov
not_prov
lowered
lowered
lowered

Overall Analysis & Outlook

Over the past 5 quarters, Bed Bath & Beyond Inc. has been showing bearish trends with several guidance cuts. Revenue has grown 9.9% during this period. The latest quarter shows bearish sentiment with negative tone from management.

Latest Quarter Highlights:

Bed Bath & Beyond reported steep revenue declines and substantial net losses in Q3 2022, with significant restructuring expenses and store closure plans. The company is undertaking aggressive cost-cutting measures and workforce reductions to manage its financial challenges.

Detailed Quarterly Reports

In-depth analysis of each quarter's earnings filing

Q3 2022

10-Q • Filed 9/30/2022

bearish

Summary

Bed Bath & Beyond reported steep revenue declines and substantial net losses in Q3 2022, with significant restructuring expenses and store closure plans. The company is undertaking aggressive cost-cutting measures and workforce reductions to manage its financial challenges.

Revenue

$1.44B

Net Income

$-366.159M

Guidance

lowered

Tone

negative

Capex

$226.5M

Key Quotes

"On August 31, 2022, the Company announced the planned closure of approximately 150 lower-producing Bed Bath & Beyond banner stores"

"The Company is implementing various strategic actions including permanently closing stores, reducing workforce, deferring capital expenditures and reducing operating expenses"

Q2 2022

10-Q • Filed 6/29/2022

bearish

Summary

Bed Bath & Beyond experienced a challenging Q2 2022, with significant revenue decline and substantial net loss. The company continues its business transformation efforts while facing ongoing financial pressures and restructuring expenses.

Revenue

$1.46B

Net Income

$-357.666M

Guidance

lowered

Tone

negative

Capex

$104.852M

Key Quotes

"We are implementing a growth strategy that will harness the power of data and insights to engage customers across our four core banners"

"We have created a more focused portfolio through the divestiture of non-core assets and further strengthened our financial flexibility"

Q3 2021

10-Q • Filed 9/30/2021

bearish

Summary

Bed Bath & Beyond continues to struggle with declining revenues and profitability, reporting a net loss in Q3 2021. The company is undergoing significant restructuring, including store closures and transformation initiatives, while facing challenging retail market conditions.

Revenue

$1.98B

Net Income

$-73.215M

Guidance

lowered

Tone

negative

Capex

$149.475M

Key Quotes

"The Company recorded $98.2 million in costs associated with restructuring and other transformation initiatives"

"As of August 28, 2021, the Company had closed a total of 165 stores under this program"

Q2 2021

10-Q • Filed 6/30/2021

bearish

Summary

Bed Bath & Beyond continues to struggle with significant net losses and negative cash flow. The company is undergoing major restructuring, closing stores, and divesting non-core businesses in an attempt to stabilize its financial position.

Revenue

$1.95B

Net Income

$-50.874M

Guidance

not_provided

Tone

cautious

Capex

$73.521M

Key Quotes

"The Company had store closing activities for 16 Bed Bath & Beyond stores as part of its store network optimization program"

"Expects to close an additional 40 stores by the end of fiscal 2021"

Q3 2020

10-Q • Filed 10/1/2020

neutral

Summary

Bed Bath & Beyond reported a quarterly turnaround with net income of $217.9 million, driven by cost-cutting measures and store optimization. The company is undergoing significant restructuring, including closing 200 stores and reducing workforce by 2,800 roles.

Revenue

$2.69B

Net Income

$217.9M

Guidance

not_provided

Tone

cautious

Capex

$79.321M

Partnerships

1-800-FLOWERS.COM

Key Quotes

"As part of the Company's ongoing business transformation, on July 6, 2020, the Board of Directors of the Company approved the planned closure of approximately 200 mostly Bed Bath & Beyond stores over the next two years"

"During the second quarter of fiscal 2020, the Company announced a major realignment of its organizational structure as part of its transformation initiative"

Q2 2020

10-Q • Filed 7/8/2020

bearish

Summary

Bed Bath & Beyond experienced significant operational disruption in Q2 2020 due to COVID-19, with widespread store closures, substantial net loss, and negative cash flow. The company is undertaking a strategic transformation focused on digital capabilities and cost reduction.

Revenue

$1.31B

Net Income

$-302.291M

Guidance

not_provided

Tone

cautious

Capex

$42.351M

Partnerships

1-800-FLOWERS.COM (pending sale of PersonalizationMall.com)

Key Quotes

"The COVID-19 pandemic served as a catalyst to accelerate the pace of change and innovation across the Company"

"The Company is re-engineering its supply chain and vendor relationships, as well as further strengthening its owned-brand strategy"

Sector Comparison

How BBBY performs vs Consumer sector and Other peers

Sector Ranking (Consumer)

#1of 2

Category Ranking (Other)

#1of 2

Key Metrics vs Averages

Revenue (Quarterly)
10% above avg

BBBY

$1,437.018M

Other Avg

$1,311.709M

Consumer Avg

$1,311.709M

Overall Sentiment
bearish

Guidance: lowered • Tone: negative