Bed Bath & Beyond, Inc. (BBBY)
NYSEConsumer DiscretionarySpecialty RetailSnapshot 2026-10-15
NYSEConsumer DiscretionarySpecialty RetailSnapshot 2026-10-15
Research Workspace
Put BBBY beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
No standing thesis yet — not enough to read.
View ThesisRevenue is growing steadily — about 1% over the past year.
View GrowthManagement screens weak on capital allocation, earnings delivery, the balance sheet, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 4% on a typical day and fell roughly 65% in its worst 12-month stretch.
View RiskBBBY's case rests on its Canada relaunch supporting growth through acquisitions and transformation. Revenue grew year over year, but the latest quarter missed earnings. The miss was 76.7%, despite revenue growth of 28.0%. No valuation multiples or priced-in expectations are available for this name. The next-quarter miss probability is 52.0%. Recent performance is weak, and management changes have been disruptive. Our standing thesis is not yet established. This read is provisional.
Trailing returns as of 2026-08-17. BBBY is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 6 analysts currently covering BBBY (as of Aug 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare BBBY with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Compare now without an account. Saving and monitoring require an account.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| BBBY Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 0 valuation methods, at three horizons. As of 2026-10-15. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Other Specialty Retail — fair value, gap to price, and forward P/E.
Compare the value case
Put BBBY next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: M&A-driven growth through acquisitions
Relaunch supports M&A-driven growth strategy in new market.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-08-17. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.

Advances: Corporate transformation to Neighborhood Intelligence ecosystem
Online relaunch supports corporate transformation goals.

Advances: Corporate transformation to Neighborhood Intelligence ecosystem
Supports corporate transformation to Neighborhood Intelligence ecosystem.

Q3 revenue guidance supports growth objectives.

Threatens: Improve operating income and reduce losses
Widening losses threaten the goal of improving operating income.

Lawsuit dismissal reduces legal risks for the company.
Closure of locations indicates severe operational challenges.
Closure of locations indicates severe operational challenges.