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Bed Bath & Beyond, Inc.. (BBBY-WT) Stock Fundamental Analysis & AI Rating 2026

BBBY-WT NYSE Retail-Catalog & Mail-Order Houses DE CIK: 0001130713
Updated This Month • Analysis: Mar 20, 2026 • SEC Data: 2025-12-31
Combined AI Rating
SELL
88% Confidence
AGREEMENT
STRONG SELL
92% Conf
SELL
83% Conf

📊 BBBY-WT Key Takeaways

Revenue: $1.0B
Net Margin: -8.1%
Free Cash Flow: $-64.1M
Current Ratio: 1.25x
Debt/Equity: 0.16x
EPS: $-1.41
AI Rating: STRONG SELL with 92% confidence
Bed Bath & Beyond, Inc.. (BBBY-WT) receives a SELL rating with 88% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.0B, net profit margin of -8.1%, and return on equity (ROE) of -38.9%, Bed Bath & Beyond, Inc.. demonstrates mixed fundamentals in the Consumer sector. Below is our complete BBBY-WT stock analysis for 2026.

Is Bed Bath & Beyond, Inc.. (BBBY-WT) a Good Investment?

Claude

Bed Bath & Beyond faces severe fundamental deterioration with negative operating cash flow (-$56.7M), negative free cash flow (-$64.1M), and persistent unprofitability (Net Margin: -8.1%, Operating Margin: -5.9%). Despite a substantial revenue increase, the company is burning cash operationally and generating negative returns on both equity (-38.9%) and assets (-19.9%), indicating core business model distress.

ChatGPT

The company shows headline revenue growth, but the quality of that growth is weak because it remains meaningfully unprofitable at the operating and net levels while also burning cash. Balance sheet leverage is modest and liquidity is still adequate, but negative free cash flow, poor returns on assets and equity, and negative interest coverage indicate the business model is not yet financially sound.

Why Buy Bed Bath & Beyond, Inc.. Stock? BBBY-WT Key Strengths

Claude
  • + Maintains adequate liquidity with $175.3M in cash and 1.25x current ratio providing near-term operational runway
  • + Conservative leverage at 0.16x debt-to-equity ratio with only $34.2M long-term debt limiting financial distress risk
  • + Positive gross margin of 24.7% indicates underlying product profitability before operating expenses
ChatGPT
  • + Adequate liquidity with a 1.25x current ratio and $175.29M in cash
  • + Low leverage with debt/equity of 0.16x and limited long-term debt
  • + Gross margin of 24.7% suggests there is still some underlying merchandise margin structure

BBBY-WT Stock Risks: Bed Bath & Beyond, Inc.. Investment Risks

Claude
  • ! Severe cash burn: negative operating cash flow of -$56.7M and negative free cash flow of -$64.7M demonstrate unsustainable cash consumption
  • ! Persistent operating losses with -$61.2M operating income and -$84.6M net income indicate core business is fundamentally unprofitable
  • ! Negative return metrics (ROE: -38.9%, ROA: -19.9%) and interest coverage of -34.7x reveal inability to service debt or generate shareholder value from asset base
  • ! Operating margin deterioration at -5.9% despite 20,577% revenue surge suggests failed scaling execution and uncontrolled cost structure
ChatGPT
  • ! Revenue growth appears low quality and likely distorted by a very weak prior-year base rather than durable operating improvement
  • ! Operating margin of -5.9%, net margin of -8.1%, and negative ROA/ROE show the business is still structurally unprofitable
  • ! Negative operating cash flow and free cash flow indicate ongoing cash burn despite the current cash balance

Key Metrics to Watch

Claude
  • * Operating cash flow trend - critical indicator of whether business can reverse cash burn trajectory
  • * Cash balance depletion rate - runway until liquidity crisis given negative FCF of -$64.1M annually
  • * Operating margin trajectory - essential to demonstrate path to profitability and cost control
ChatGPT
  • * Operating cash flow and free cash flow trend
  • * Operating margin improvement toward sustained profitability

Bed Bath & Beyond, Inc.. (BBBY-WT) Financial Metrics & Key Ratios

Revenue
$1.0B
Net Income
$-84.6M
EPS (Diluted)
$-1.41
Free Cash Flow
$-64.1M
Total Assets
$425.5M
Cash Position
$175.3M

💡 AI Analyst Insight

Bed Bath & Beyond, Inc.. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

BBBY-WT Profit Margin, ROE & Profitability Analysis

Gross Margin 24.7%
Operating Margin -5.9%
Net Margin -8.1%
ROE -38.9%
ROA -19.9%
FCF Margin -6.1%

BBBY-WT vs Consumer Sector: How Bed Bath & Beyond, Inc.. Compares

How Bed Bath & Beyond, Inc.. compares to Consumer sector averages

Net Margin
BBBY-WT -8.1%
vs
Sector Avg 8.0%
BBBY-WT Sector
ROE
BBBY-WT -38.9%
vs
Sector Avg 18.0%
BBBY-WT Sector
Current Ratio
BBBY-WT 1.2x
vs
Sector Avg 1.5x
BBBY-WT Sector
Debt/Equity
BBBY-WT 0.2x
vs
Sector Avg 0.8x
BBBY-WT Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Bed Bath & Beyond, Inc.. Stock Overvalued? BBBY-WT Valuation Analysis 2026

Based on fundamental analysis, Bed Bath & Beyond, Inc.. has mixed fundamental signals relative to the Consumer sector in 2026.

Return on Equity
-38.9%
Sector avg: 18%
Net Profit Margin
-8.1%
Sector avg: 8%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.16x
Sector avg: 0.8x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Bed Bath & Beyond, Inc.. Balance Sheet: BBBY-WT Debt, Cash & Liquidity

Current Ratio
1.25x
Quick Ratio
1.22x
Debt/Equity
0.16x
Debt/Assets
48.8%
Interest Coverage
-34.74x
Long-term Debt
$34.2M

BBBY-WT Revenue & Earnings Growth: 5-Year Financial Trend

BBBY-WT 5-year financial data: Year 2021: Revenue $2.8B, Net Income -$121.8M, EPS $-3.46. Year 2022: Revenue $2.8B, Net Income $56.0M, EPS $1.24. Year 2023: Revenue $2.8B, Net Income $389.4M, EPS $8.11. Year 2024: Revenue $1.9B, Net Income -$35.2M, EPS $-0.83. Year 2025: Revenue $1.6B, Net Income N/A, EPS $-6.81.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Bed Bath & Beyond, Inc..'s revenue has declined by 43% over the 5-year period, indicating business contraction. The most recent EPS of $-6.81 indicates the company is currently unprofitable.

BBBY-WT Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-6.1%
Free cash flow / Revenue

BBBY-WT Quarterly Earnings & Performance

Quarterly financial performance data for Bed Bath & Beyond, Inc.. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $257.2M -$4.5M $-0.07
Q2 2025 $282.3M -$19.3M $-0.34
Q1 2025 $231.7M -$39.9M $-0.74
Q3 2024 $311.4M -$61.0M $-1.33
Q2 2024 $398.1M -$42.6M $-0.93
Q1 2024 $381.1M -$10.3M $-0.23
Q3 2023 $373.3M -$19.7M $-0.46
Q2 2023 $422.2M $7.1M $0.12

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Bed Bath & Beyond, Inc.. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$56.7M
Cash generated from operations
Stock Buybacks
$6.2M
Shares repurchased (TTM)
Capital Expenditures
$7.4M
Investment in assets
Dividends
None
No dividend program

BBBY-WT SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Bed Bath & Beyond, Inc.. (CIK: 0001130713)

📋 Recent SEC Filings

Date Form Document Action
Apr 14, 2026 4 xslF345X06/form4-04142026_080442.xml View →
Apr 6, 2026 4 xslF345X06/form4-04062026_080404.xml View →
Apr 6, 2026 4 xslF345X06/form4-04062026_080410.xml View →
Apr 2, 2026 8-K ef20069680_8k.htm View →
Apr 2, 2026 8-K ef20069679_8k.htm View →

Frequently Asked Questions about BBBY-WT

What is the AI rating for BBBY-WT?

Bed Bath & Beyond, Inc.. (BBBY-WT) has a Combined AI Rating of SELL from Claude (STRONG SELL) and ChatGPT (SELL) with 88% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are BBBY-WT's key strengths?

Claude: Maintains adequate liquidity with $175.3M in cash and 1.25x current ratio providing near-term operational runway. Conservative leverage at 0.16x debt-to-equity ratio with only $34.2M long-term debt limiting financial distress risk. ChatGPT: Adequate liquidity with a 1.25x current ratio and $175.29M in cash. Low leverage with debt/equity of 0.16x and limited long-term debt.

What are the risks of investing in BBBY-WT?

Claude: Severe cash burn: negative operating cash flow of -$56.7M and negative free cash flow of -$64.7M demonstrate unsustainable cash consumption. Persistent operating losses with -$61.2M operating income and -$84.6M net income indicate core business is fundamentally unprofitable. ChatGPT: Revenue growth appears low quality and likely distorted by a very weak prior-year base rather than durable operating improvement. Operating margin of -5.9%, net margin of -8.1%, and negative ROA/ROE show the business is still structurally unprofitable.

What is BBBY-WT's revenue and growth?

Bed Bath & Beyond, Inc.. reported revenue of $1.0B.

Does BBBY-WT pay dividends?

Bed Bath & Beyond, Inc.. does not currently pay dividends.

Where can I find BBBY-WT SEC filings?

Official SEC filings for Bed Bath & Beyond, Inc.. (CIK: 0001130713) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is BBBY-WT's EPS?

Bed Bath & Beyond, Inc.. has a diluted EPS of $-1.41.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is BBBY-WT a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Bed Bath & Beyond, Inc.. has a SELL rating with 88% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is BBBY-WT stock overvalued or undervalued?

Valuation metrics for BBBY-WT: ROE of -38.9% (sector avg: 18%), net margin of -8.1% (sector avg: 8%). Compare these metrics with sector averages to assess valuation.

Should I buy BBBY-WT stock in 2026?

Our dual AI analysis gives Bed Bath & Beyond, Inc.. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is BBBY-WT's free cash flow?

Bed Bath & Beyond, Inc..'s operating cash flow is $-56.7M, with capital expenditures of $7.4M. FCF margin is -6.1%.

How does BBBY-WT compare to other Consumer stocks?

Vs Consumer sector averages: Net margin -8.1% (avg: 8%), ROE -38.9% (avg: 18%), current ratio 1.25 (avg: 1.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 20, 2026 | Data as of: 2025-12-31 | Powered by Claude AI