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

CAPS Rating: 3 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.

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Member Avatar tiobueno (99.43) Submitted: 7/14/2014 10:04:25 AM : Outperform Start Price: $59.96 BBBY Score: +3.80

Hedge

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Member Avatar Kimer62 (45.92) Submitted: 7/12/2014 3:48:19 PM : Outperform Start Price: $59.44 BBBY Score: +4.74

Contrarian play, housing, still a strong cash producer!

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Member Avatar 20Punches (47.97) Submitted: 7/1/2014 1:39:25 PM : Outperform Start Price: $58.01 BBBY Score: +6.97

Punch #11 – Q22014 – will be Bed, Bath, and Beyond (BBBY)

BBBY has a long-term record that reveals a very, very profitable business with mutli-year ROA and ROE averages superior to about 94% of publically traded business (with market caps over $1B.) They are a dominant niche retailer, with a very impressive, owner-oriented capital allocation record, and a strong emphasis on buybacks. BBBY is debt free, which is nice, but actually I’d rather they lever up just a little bit and buyback some more stock at this currently undervalued price. (Normalized FCF yield is around 7%-8%, forward earnings yield is over 9%, which are both way, way more attractive than the S&P 500)

The CEO has been at the company over 20 years, the President over 35 years, the Co-Founders are still on the Board and have been with the company for over 30 years, and the rest of key management at been around for at least 14 years.

For the Peter Lynch Scuttlebutt lovers out there, I’m in my mid-twenties, and it seems that every few weeks, one of my friends are getting married. Every single one of these weddings so far, without fail, have registered at Bed, Bath, and Beyond for their wedding gifts. This type of store is more resistant to Amazon than most retailers. People generally want to hold and feel home-type products before they buy them.

The big negative is simply that BBBY is in the retail business, which is notoriously full of landmines. You can make a decent argument to totally avoid retailers in investing, since durable competitive advantages are so elusive. The biggest risk here is that BBBY’s excess profitability (moat) could be crumbling as we speak, and that the future fundamentals of this company could possibly be far, far weaker than they have been over the past 10-15 years. My biggest weakness is probably failing to recognize crumbling moats, as we may see with both WU and COH.

Nevertheless, based on BBBY’s past consistency, current industry position, and experienced management, I’m going to give BBBY the benefit of the doubt. If EPS grows, even modestly, over the next 5-10 years, this stock should beat the market.
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Member Avatar jcditz (51.45) Submitted: 6/20/2014 5:02:00 PM : Outperform Start Price: $60.21 BBBY Score: +2.50

debt-free balance sheet and an undeserved beating

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Member Avatar ElCid16 (94.52) Submitted: 6/11/2014 9:33:39 AM : Outperform Start Price: $66.98 BBBY Score: -15.04

Cannibal.

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Member Avatar valuemoneygreen (85.70) Submitted: 5/7/2014 12:22:23 PM : Outperform Start Price: $61.00 BBBY Score: -3.41

I am not a huge fan of retail stores in general but at current prices relative to the market and a company that is actively repurchasing shares at a good price I will go with this equity to beat the market over time. (at least until the price doesn't warrant buybacks anymore)
Mega has a similar pitch that is pretty much spot on.

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Member Avatar Mega (99.96) Submitted: 5/6/2014 12:29:34 PM : Outperform Start Price: $61.68 BBBY Score: -4.24

Bed Bath & Beyond continues to be a growth story as they are more resistant to online shopping than other brick & mortar stores and have a dedicated customer base. The numbers look very good - they earn very impressive ROA/ROE and cash flow is even stronger than earnings. They have been buying back stock at a good pace, which makes even more sense at the current bargain price.

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Member Avatar mgelinas (38.97) Submitted: 4/25/2014 5:54:40 PM : Outperform Start Price: $61.81 BBBY Score: -4.80

Nasdaq x 4gurus

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Member Avatar valuemoney (99.99) Submitted: 4/24/2014 9:05:54 PM : Outperform Start Price: $62.72 BBBY Score: -6.35

Chart, buy backs, balance sheet, roi, profit margin, pe

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Member Avatar KWBCapital (< 20) Submitted: 4/16/2014 11:34:39 AM : Outperform Start Price: $64.57 BBBY Score: -10.36

Recent sell-off after earnings is over exaggerated. Higher PM and ROE than competitors with lower valuation. Growing revenues, no debt, and shareholder friendly management team.

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Member Avatar TheGDiMattina (< 20) Submitted: 4/16/2014 8:21:55 AM : Underperform Start Price: $64.76 BBBY Score: +10.52

This is a company that after the recent earnings call this past week, an analyst was quoted saying that it is "searching for meaning." When you're in the business of selling bath towels and bed sheets, I struggle to see what "meaning" there is to discover.

The obvious flaw that's plaguing this business is a lack of sufficient e-commerce platforms. The company has stayed in archaic times, relying more on its "brick and mortars" retail store strategy where e-commerce sales represent 2-4% of total revenues. This compares to competitors like Wayfair and William Sanoma with very strong online platforms and have outperformed the rest of the retail industry.

With earnings and rest-of-year guidance down, the company looks to be "searching for meaning" for a long time unless they can develop an adequate online sales presence.

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Member Avatar AnsgarJohn (99.22) Submitted: 2/3/2014 5:14:36 PM : Outperform Start Price: $63.00 BBBY Score: -14.19

Bed Bath Beyond, nice little polar vortex dip here. Sell at $73 (15 x PE).

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Member Avatar joryko (98.09) Submitted: 1/29/2014 8:38:51 PM : Outperform Start Price: $69.67 BBBY Score: -18.31

A slight miss on earnings and a huge beating from the market -- just another overreaction.
Big buying opportunity here for one of the most efficient retailers out there.

- 1/3rd of shares outstanding have been retired over the last decade
- P/E of only 13, P/S of 1.2, and P/CF of 12 all well below historical averages
- E-commerce has yet to be expanded upon, leaving a huge growth runway
- On the E.E.'s Crossing Wall Street Buy List
- Debt free and managed the crash well

Worth watching to make sure they develop an online presence to help fight against Amazon, but all in all Bed Bath & Beyond a classic example of a great stock on sale.

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Member Avatar beatthespiders (43.39) Submitted: 1/11/2014 7:00:50 PM : Outperform Start Price: $69.51 BBBY Score: -18.05

BIV of ~$120, and the recent drop adds to the margin of safety

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Member Avatar 10x2 (33.22) Submitted: 1/9/2014 10:24:02 AM : Outperform Start Price: $64.96 BBBY Score: -11.45

Limit order placed on 1/8/14. I've owned BBBY for several years. They missed analysts earnings today but they landed in their own guided range. They lowered expectations for the year. This happened a few years ago and the ended up dropping about 25%. In time they were fine popping about 50% in the next 12 months. Today the stock is down about 12%. If it falls another 8 or so % my limit will trigger and I'll sit on them. I love the company personally. They are extremely well managed and fiscally responsible. Share counts continue to be reduced and "normalized" earnings growth has been very good.

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Member Avatar SqwiiTrader (49.21) Submitted: 11/2/2013 9:20:01 PM : Underperform Start Price: $76.81 BBBY Score: +30.62

Tos prediction

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Member Avatar jbsnyder100 (< 20) Submitted: 9/23/2013 11:23:01 AM : Outperform Start Price: $73.86 BBBY Score: -32.03

its good

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Member Avatar ThurmanVision (< 20) Submitted: 8/30/2013 4:56:59 PM : Outperform Start Price: $74.42 BBBY Score: -35.77

No debt, undervalued, big brand

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Member Avatar Lurifax (39.65) Submitted: 8/27/2013 3:14:38 PM : Outperform Start Price: $73.59 BBBY Score: -36.15

BBBY Have just build a very profitable business growing profit every year.

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Member Avatar PatrickTMF (90.14) Submitted: 8/7/2013 10:46:39 PM : Outperform Start Price: $33.05 BBBY Score: +51.39

My wife has a black belt in spending and she got it from the Bed Bath and Beyond Dojo. Almost all of her check and half of mine goes there... I figure if I invest in the stock I'm getting a little something back. GO LONG!!! FOOL ON!!

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