Bed Bath & Beyond, Inc. (NASDAQ:BBBY)

CAPS Rating: 2 out of 5

The Company is a chain of retail stores, sells an assortment of merchandise principally including domestics merchandise and home furnishings as well as food, giftware and health and beauty care items.

Caps

How do you think BBBY will perform against the market?

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All Players

1,073 Outperform
230 Underperform
 

All-Star Players

348 Outperform
43 Underperform
 

Wall Street

20 Outperform
6 Underperform
 

Top BBBY Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

TSIF (99.98)
Submitted April 13, 2018

I certainly understand how retailers with product that "fits in a box" are in a downward spiral as Amazon and other web-based services with lower overhead and the shop in your chair convenience factor continue to take market share. The perception… More

MultiBaggers (69.79)
Submitted April 12, 2017

A mediocre retailer in a narrow and uninspiring segment of the market. Highly susceptible to price competition and is being made irrelevant by Amazon. Declining cash position will put pressure on the company as debt expands and lenders require much… More

BBBY VS S&P 500 (SPY)

Fools bullish on BBBY are also bullish on:

Recent Community Commentary

Read the most recent pitches from players about BBBY.

Recs

0
Member Avatar dstwhit (87.30) Submitted: 9/27/2018 11:19:09 AM : Outperform Start Price: $14.27 BBBY Score: -0.96

Hammered on missed earnings and revenues. But growing cash and 4.4% dividend provide some protection.

BBBY down 21+% (currently at $14.76) on earnings and revenue misses, lowered sales forecast (related to chinese tariffs).

Declared it's quarterly dividend of $0.16 to be paid in January, which gives them a 4.4% div yield today.

https://boards.fool.com/4056/bbby-strategy-page-33108501.aspx?sort=whole#34018659

Better yet, their cash grew to $1.1B. From their conf call:
"Now, looking to our balance sheet, we ended the quarter with approximately $1.1 billion in cash and investments, an increase of $535 million, which is about double the amount of cash and investments we had at the end of the Fiscal 2017 second quarter. We also ended the quarter with retail inventories of approximately $2.8 billion at cost, which represents a reduction of about 1.7% compared to the end of the second quarter last year."

Here's the transcript:
https://www.fool.com/earnings/call-transcripts/2018/09/26/bed-bath-beyond-inc-bbby-q2-2018-earnings-conferen.aspx
A quick "ctrl f" search of the transcript on "cash" offers 10 results discussing building up cash as their focus, even after accounting for dividends and buybacks. (seems at least one analyst can't quite wrap his mind around their cash strategy, which may be good news for Fools who consider cash flow in finding beatdown bargains).

Recs

0
Member Avatar MaestroFool (86.76) Submitted: 9/3/2018 1:47:45 PM : Underperform Start Price: $22.26 BBBY Score: +50.33

Big box retail can't compete with online shopping and there's nothing I can buy at Bed Bath & Beyond that I couldn't easily buy, sight unseen, from Amazon--for just as cheap--and delivered right to my door. Also, aggressive couponing. A botched buyback program has left them with $826.96M in cash and investments and $1.492B in debt. Gulp. Unless they can really make a turnaround with dramatic progress online or receive a buyout offer (at what kind of premium though?), this should be low hanging fruit for a short. Underperform.

Recs

0
Member Avatar foolwhale (38.45) Submitted: 4/21/2018 7:51:03 PM : Outperform Start Price: $16.92 BBBY Score: -24.21

Big drop is too much and uncalled for!

Leaderboard

Find the members with the highest scoring picks in BBBY.

Score Leader

FreeTutoringGrp

FreeTutoringGrp (24.80) Score: +323.12

The Score Leader is the player with the highest score across all their picks in BBBY.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
FreeTutoringGrp 24.80 3/12/2009 Underperform 5Y $20.87 -35.79% +287.33% +323.12 1 Comment
jdobbs123 28.90 3/12/2009 Underperform 3Y $20.87 -35.79% +287.33% +323.12 0 Comment
russiangambit 28.78 3/17/2009 Underperform NS $21.41 -37.42% +265.65% +303.06 0 Comment
millman715 79.24 1/23/2009 Underperform NS $23.78 -43.65% +247.77% +291.41 0 Comment
Ewok82 28.63 11/21/2008 Underperform 5Y $16.48 -18.67% +267.70% +286.37 0 Comment
bigbluebay 84.77 1/23/2009 Underperform 1Y $24.34 -44.95% +240.61% +285.55 0 Comment
Kenaida22 59.70 4/20/2009 Underperform NS $29.17 -54.06% +226.49% +280.55 0 Comment
limbachm 28.40 2/2/2009 Underperform 3Y $21.94 -38.93% +241.14% +280.07 0 Comment
wxmanremy 37.99 1/20/2009 Underperform 3Y $24.68 -45.71% +233.71% +279.42 1 Comment
wootaw 81.38 11/20/2008 11/25/2010 Underperform NS $17.07 -21.48% +256.66% +278.14 0 Comment

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
TrackJimCramer 85.70 4/7/2016 Underperform 3W $46.56 -71.22% +35.52% +106.74 0 Comment
Anonymous331 35.25 1/15/2016 Outperform 5Y $41.59 -55.83% +52.05% -107.88 8/14/2018 @ $18.37 0 Comment
TrackJimCramer 85.70 1/6/2016 Outperform 3W $47.02 +4.15% +2.58% +1.57 4/7/2016 @ $48.97 0 Comment
TrackOppenheimer 69.68 1/26/2015 Outperform NS $73.42 -81.75% +35.02% -116.77 0 Comment
TrackCanaccord 67.51 1/2/2015 Outperform NS $74.57 -82.03% +33.93% -115.96 0 Comment
TrackWilliamsCap 36.87 4/14/2014 Outperform NS $61.27 -78.13% +51.10% -129.22 0 Comment
Anonymous331 35.25 1/30/2014 Outperform 5Y $64.69 +15.84% +15.28% +0.57 12/22/2014 @ $74.94 0 Comment
TrackJimCramer 85.70 1/9/2014 Underperform 3W $69.75 -32.59% +8.27% +40.85 1/6/2016 @ $47.02 0 Comment
TrackOppenheimer 69.68 7/25/2013 Outperform NS $76.30 -18.36% +14.90% -33.26 8/1/2014 @ $62.29 0 Comment
tracknomura 94.96 6/5/2013 Outperform NS $64.66 -79.28% +69.48% -148.75 0 Comment
TrackGoldmanSach 75.27 1/28/2013 Underperform NS $55.20 -75.73% +83.91% +159.64 0 Comment
Anonymous331 35.25 12/7/2012 Outperform 5Y $58.09 +17.04% +11.31% +5.73 4/11/2013 @ $67.99 0 Comment
TrackCanaccord 67.51 8/14/2012 Outperform NS $63.93 +21.49% +25.41% -3.92 10/30/2013 @ $77.67 0 Comment
TrackZacks < 20 6/19/2012 Outperform 3M $74.72 -23.61% +1.81% -25.42 11/9/2012 @ $57.08 1 Comment
TrackCreditSuiss 89.00 5/11/2012 Outperform NS $66.57 -79.87% +104.48% -184.35 0 Comment
TrackCanaccord 67.51 4/5/2012 Outperform NS $69.20 +0.36% -1.43% +1.80 4/12/2012 @ $69.45 0 Comment
TrackDeutscheSec 85.94 1/24/2012 Outperform NS $59.55 -77.50% +110.60% -188.10 0 Comment
TrackCollinsStew 72.34 12/20/2011 Outperform NS $58.13 -76.95% +126.22% -203.17 0 Comment
TrackZacks < 20 12/20/2011 Outperform 3M $61.55 +11.70% +9.76% +1.94 5/10/2012 @ $68.75 1 Comment
TrackUltraLong < 20 11/3/2011 Underperform NS $59.19 -77.36% +120.64% +198.01 1 Comment
TrackZacks < 20 9/19/2011 Underperform 3M $59.86 -3.37% -6.19% -2.82 9/22/2011 @ $57.84 1 Comment
TrackLongbow 90.02 8/24/2011 Outperform NS $53.36 +21.81% +20.71% +1.11 3/19/2012 @ $65.00 0 Comment
TrackOppenheimer 69.68 8/12/2011 Outperform NS $53.60 +28.15% +23.69% +4.46 9/18/2012 @ $68.69 0 Comment
TrackBarclaysCap 89.18 6/7/2011 Outperform NS $49.85 -73.12% +113.27% -186.39 0 Comment
TrackZacks < 20 4/12/2011 Outperform 3M $54.06 +10.73% -8.49% +19.22 9/19/2011 @ $59.86 1 Comment
TrackJefferies 82.51 8/4/2010 Outperform NS $36.67 -63.46% +145.62% -209.08 0 Comment
TrackHeebner < 20 6/30/2010 Outperform 3M $37.08 +17.07% +11.16% +5.91 9/30/2010 @ $43.41 0 Comment
TrackFBRCapitalM 85.82 3/11/2010 Underperform NS $40.91 +3.43% -7.86% -11.29 6/8/2010 @ $42.32 0 Comment
TrackBobOlstein < 20 10/28/2009 Outperform 1Y $35.82 +59.63% +30.48% +29.16 11/9/2012 @ $57.18 1 Comment
TrackCitigroup 89.33 8/28/2009 Outperform NS $37.79 +84.07% +58.44% +25.63 5/9/2013 @ $69.56 0 Comment
TrackWedbush 85.65 6/26/2009 Outperform NS $29.59 -54.71% +202.90% -257.61 0 Comment
TrackSunTrustRH 81.09 6/26/2009 Outperform NS $29.54 -54.64% +203.56% -258.20 0 Comment
TrackOppenheimer 69.68 5/28/2009 Outperform NS $28.57 +63.14% +45.24% +17.91 3/8/2011 @ $46.61 0 Comment
TrackArgus 87.03 12/8/2008 Outperform NS $23.61 -43.24% +213.68% -256.92 0 Comment
TrackCowenandCo 77.75 11/24/2008 Underperform NS $16.90 -20.73% +246.15% +266.89 0 Comment
TrackMichaelBrus 89.86 10/31/2008 Outperform 1Y $24.50 -45.31% +195.24% -240.55 0 Comment
TrackFBRCapitalM 85.82 9/5/2008 Underperform NS $30.94 -39.88% -31.92% +7.97 12/3/2008 @ $18.60 0 Comment
TrackKeyBanc 95.47 8/5/2008 Underperform NS $27.07 -50.50% +126.28% +176.77 0 Comment
TrackChrisDavis 86.95 6/3/2008 Outperform 1Y $31.81 -1.26% -17.40% +16.14 9/30/2008 @ $31.41 1 Comment
TrackVanDenBerg 95.40 5/27/2008 Outperform 1Y $29.55 -54.65% +108.01% -162.66 5 Comments
TrackPiperJaff 85.65 4/9/2008 Underperform NS $30.18 +40.46% -16.99% -57.44 1/7/2010 @ $42.39 0 Comment
TrackJPMorgan 86.94 3/28/2008 Underperform NS $28.82 +0.90% -37.98% -38.88 4/8/2009 @ $29.08 0 Comment
TrackUBS 90.82 1/18/2008 Outperform NS $25.35 -47.13% +113.78% -160.91 0 Comment
TrackCreditSuiss 89.00 1/14/2008 Outperform NS $26.68 +42.05% -24.79% +66.85 9/24/2009 @ $37.90 0 Comment
TrackPatDorsey < 20 12/14/2007 Outperform 5Y $29.51 +93.43% -6.12% +99.55 11/9/2012 @ $57.08 0 Comment
TrackBRogers 97.81 9/30/2007 Outperform NS $32.44 -58.69% +89.80% -148.49 3 Comments
TrackEveillard 94.44 9/30/2007 Outperform NS $34.12 -7.94% -23.98% +16.04 9/30/2008 @ $31.41 1 Comment
TrackRonBaron 82.17 9/30/2007 Outperform NS $32.44 -58.69% +89.80% -148.49 1 Comment
TrackRichAster 98.17 9/30/2007 Outperform 1Y $32.44 -58.69% +89.80% -148.49 2 Comments
TrackWWeitz 98.16 9/30/2007 Outperform NS $34.12 +2.73% -33.29% +36.02 8/21/2009 @ $35.05 5 Comments
TrackSoros 85.59 9/30/2007 Outperform NS $32.44 -58.69% +89.80% -148.49 1 Comment
TrackRichPzena 80.80 9/30/2007 Outperform NS $32.44 -58.69% +89.80% -148.49 1 Comment
TrackMatrix < 20 5/9/2007 Outperform NS $41.24 +69.28% -8.34% +77.62 4/17/2012 @ $69.81 0 Comment
TrackMorganKeeg 73.15 1/8/2007 Underperform NS $37.91 -64.65% +108.36% +173.01 0 Comment
TrackCowenandCo 77.75 12/18/2006 Outperform NS $40.65 -56.26% -43.00% -13.26 11/24/2008 @ $17.78 0 Comment
TrackJPMorgan 86.94 11/15/2006 Underperform NS $40.18 -33.82% +1.38% +35.20 1/7/2008 @ $26.59 0 Comment
TrackLehmanBros < 20 10/11/2006 Outperform NS $39.74 +75.67% +2.40% +73.27 4/17/2012 @ $69.81 0 Comment
TrackUBS 90.82 9/8/2006 Outperform NS $33.90 +21.59% +10.56% +11.03 2/27/2007 @ $41.22 0 Comment
TrackJimCramer 85.70 4/3/2006 Outperform 3W $37.95 +83.79% +41.74% +42.06 1/9/2014 @ $69.75 0 Comment

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