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BBBY

Bed Bath & Beyond·NYSE
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BBBY fundamentals

Bed Bath & Beyond (BBBY) released its earnings on Feb 23, 2026: revenue was 273.43M (YoY -9.80%), beat estimates; EPS was -0.3 (YoY +67.03%), beat estimates.
Revenue / YoY
273.43M
-9.80%
EPS / YoY
-0.3
+67.03%
Report date
Feb 23, 2026
BBBY Earnings Call Summary for Q4,2025
  • 2026 Growth Drivers: Low-mid single-digit e-commerce revenue growth, 25%+ gross margin target, $1.5B+ from Kirkland's. Pillar 3 home services >40% margins, Pillar 2 financial services >50% margins.
  • Margin Expansion: 2025 gross margin +390bps to 24.7%, targeting 25%+ in 2026. Q1 2026 EBITDA +30% YoY, Q4 2026 profitability stretch goal.
  • Strategic Acquisitions: Kirkland's ($1.5B+), Pillar 2 brokerage, and Pillar 3 home services. Blockchain-based 'LifeChain' OS to launch 2027.
  • Risk Management: Housing-agnostic strategy, focusing on ecosystem synergies and variable cost structure. Q4 2025 EBITDA loss of $4M (84% improvement YoY).
EPS
Q3,2017
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
-0.40.840.50.260.560.730.540.360.210.190.13-0.04-0.1-0.02-0.61-1.22-1.22-0.76-1.33-0.91-0.42-0.34-0.07-0.3
Forecast
-0.63-0.07-0.01940.21170.040.67390.43250.290.23330.29710.0950.0205-0.152-0.0847-0.8345-0.7547-0.8718-0.8333-0.772-0.7332-0.6333-0.3563-0.4775-0.44
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
+36.51%
+1300.00%
+2677.32%
+22.82%
+1300.00%
+8.32%
+24.86%
+24.14%
-9.99%
-36.05%
+36.84%
-295.12%
+34.21%
+76.39%
+26.90%
-61.65%
-39.94%
+8.80%
-72.28%
-24.11%
+33.68%
+4.57%
+85.34%
+31.82%
Revenue
Q3,2017
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
--------------------351.57M782.54M731.65M684.01M659.86M795.00M689.39M613.00M536.04M528.12M460.28M404.90M381.00M422.21M373.00M384.00M382.00M398.10M311.00M303.15M231.75M282.25M257.19M273.43M
Forecast
--------------------332.30M597.60M585.58M669.99M582.35M767.42M682.83M643.99M576.75M600.67M472.88M448.67M357.52M409.64M396.10M346.00M389.36M381.74M352.98M325.27M288.14M250.29M259.83M262.94M
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
+5.80%
+30.95%
+24.95%
+2.09%
+13.31%
+3.59%
+0.96%
-4.81%
-7.06%
-12.08%
-2.66%
-9.76%
+6.57%
+3.07%
-5.83%
+10.98%
-1.89%
+4.29%
-11.89%
-6.80%
-19.57%
+12.77%
-1.02%
+3.99%

Earnings Call