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 spiritof78 (97.74) Submitted: 4/17/2016 8:45:33 PM : Outperform Start Price: $48.00 BBBY Score: -4.44

If they manage to link their on-line business to their show rooms they should create a sustainable brand expansion.

I heavily use Amazon and love online formats but when it comes to home furnishings many customers still want to see it touch it and feel it. It's a bigger investment than appliances. Would you buy a home without seeing it? No and neither would nearly 100% of the population. Would you buy a bed or table without seeing them ? That market certainly isn't 100% but those that want to see it is far more than those who are happy to buy a coffee maker online.

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Member Avatar 401ktimer1 (95.61) Submitted: 4/10/2016 2:57:46 PM : Underperform Start Price: $46.81 BBBY Score: +2.94

They are just a free showroom for Amazon
http://realmoney.thestreet.com/articles/04/07/2016/cramer-bed-bath-beyond-bought-shares-not-technology-thats-bad?puc=yahoo&cm_ven=YAHOO

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Member Avatar RyanMSX125 (36.56) Submitted: 12/28/2015 9:05:50 PM : Outperform Start Price: $48.79 BBBY Score: -6.29

52 week low. Unique company in unique market segment, the only big brick and mortar store devoted to just bed/bath commodities.

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Member Avatar TSIF (99.95) Submitted: 12/24/2015 3:12:12 PM : Outperform Start Price: $48.32 BBBY Score: -5.69

Guiding down usually means you take your lumps, though it's sometimes amusing to see reaction from the ANALysts from a one quarter few percent change. AS if equities are ever priced that close too intrinsic value.....

IN this case, ANALysts rarely think on the LONG side. On the LONG side, which I rarely make calls for here on CAPS, Bed Bath and Beyond may be suffering from the AMAZONIAN wars, and the brick and mortar hex, but they are still doing very well. Internet sells were up, and I know a lot of people that just don't want to play the AMAZON game which is often just a bunch of random retailers with varying quality and dependability and the interface can make shopping for items such as BBBY sells hard to sort.

At any rate, challenged or not, they book close to $1B onto the bottom line each year. Even if that drops, it's still going to be substantial for a company with an $8-9B market cap. Almost every dollar the last few years has gone back to stock buyback. With a P/S of 0.7, P/B of only 3, decent margins, including an ROE in the 30% range, there is a lot of value left here.

$4B in stock buyback in 4 years, though I'm not a fan of borrowing $1.5B to help do it, is going to highly influence the P/S, and if the rate continues at even half that for the next several years, the float is going to dramatically drop. Heck, if share price doesn't respond as it should, they could even buy themselves out near completely in 5 or 6 years, though hopefully the share price will respond accordingly. From that perspective, though I'm highly against "betting on value due to acquisition", it certainly looks attractive to me....

Putting a rare LONG on this one...
Need to watch the Brick/Mortar/Amazon/internet sale, etc mix, but seems good to me at this point.

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Member Avatar AnsgarJohn (99.22) Submitted: 9/7/2015 6:12:04 PM : Outperform Start Price: $62.67 BBBY Score: -32.43

Bed Bath Beyond

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Member Avatar FlashCrash (33.46) Submitted: 8/29/2015 2:19:30 PM : Outperform Start Price: $61.26 BBBY Score: -32.87

Conservatively financed retailer with history of success selling at a substantial discount following modest contraction in near-term business prospects. Unless it collapses like Sears or JC Penney, BBBY should provide a decent return within the next 1-2 years based on valuation alone. Although it could begin paying dividends in the mid-to-long-term, much of its growth story has already played out. I'd consider it a relatively short-term holding. Outperform.

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Member Avatar lrdixon (59.94) Submitted: 9/1/2014 10:14:13 PM : Underperform Start Price: $64.36 BBBY Score: +31.70

I don't see a future for BBBY as Amazon crushes big box stores.

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Member Avatar tiobueno (99.12) Submitted: 7/14/2014 10:04:25 AM : Outperform Start Price: $59.96 BBBY Score: -28.20

Hedge

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Member Avatar 20Punches (59.69) Submitted: 7/1/2014 1:39:25 PM : Outperform Start Price: $58.01 BBBY Score: -25.97

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 (< 20) Submitted: 6/20/2014 5:02:00 PM : Outperform Start Price: $60.21 BBBY Score: -29.43

debt-free balance sheet and an undeserved beating

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Member Avatar ElCid16 (93.21) Submitted: 6/11/2014 9:33:39 AM : Outperform Start Price: $66.98 BBBY Score: -44.52

Cannibal.

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Member Avatar beatthespiders (58.93) Submitted: 1/11/2014 7:00:50 PM : Outperform Start Price: $69.51 BBBY Score: -46.62

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

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Member Avatar SqwiiTrader (< 20) Submitted: 11/2/2013 9:20:01 PM : Underperform Start Price: $76.81 BBBY Score: +57.33

Tos prediction

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Member Avatar jbsnyder100 (38.49) Submitted: 9/23/2013 11:23:01 AM : Outperform Start Price: $73.86 BBBY Score: -59.82

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: -63.52

No debt, undervalued, big brand

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Member Avatar Lurifax (45.47) Submitted: 8/27/2013 3:14:38 PM : Outperform Start Price: $73.59 BBBY Score: -64.22

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

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Member Avatar PatrickTMF (92.38) Submitted: 8/7/2013 10:46:39 PM : Outperform Start Price: $33.05 BBBY Score: -4.53

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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Member Avatar jollyviking30 (37.11) Submitted: 5/30/2013 4:12:45 PM : Outperform Start Price: $68.57 BBBY Score: -58.18

Warren Buffet will buy BBBY in the next 12 months !If not it will go to 80+ on its own. Best housing play that I see.

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Member Avatar garrah (< 20) Submitted: 4/8/2013 4:37:52 AM : Outperform Start Price: $63.71 BBBY Score: -61.21

Strong foundation good reputation and number look good not great but will

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Member Avatar swedishsquirrel (34.96) Submitted: 3/16/2013 9:36:27 PM : Outperform Start Price: $60.56 BBBY Score: -58.28

Show me the Free Cash Flow!!!

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