$12.58 $0.22 (1.7%)

04:00 PM EDT on 10/17/19

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.

Current Price $12.58 Mkt Cap $1.6B
Open $12.26 P/E Ratio 0.00
Prev. Close $12.37 Div. (Yield) $0.64 (5.5%)
Daily Range $12.18 - $12.61 Volume 5,718,599
52-Wk Range $7.31 - $19.57 Avg. Daily Vol. 179

Caps

How do you think NASDAQ:BBBY will perform against the market?

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All Players

1,069 Outperform
240 Underperform
 

All-Star Players

326 Outperform
43 Underperform
 

Wall Street

20 Outperform
6 Underperform
 

Top NASDAQ:BBBY Bull/Bear Pitches

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

XMFRendezvous (90.96)
Submitted March 19, 2019

This is one of those businesses where if you closed you eyes and try to value it you will probably find some favorable upside. In fact if I model -5% sales growth and -1% gross margin contraction I still get an intrinsic value for this company over… More

MultiBaggers (75.18)
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

NASDAQ:BBBY VS S&P 500 (SPY)

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Recent Community Commentary

Read the most recent pitches from players about BBBY.

Recs

0
Member Avatar AnalogKid70 (< 20) Submitted: 8/28/2019 12:16:44 PM : Outperform Start Price: $8.44 NASDAQ:BBBY Score: +45.36

- Company buying back tons of shares - float reduced from high of 300 million shares down to current 128 million shares as of last quarter.
- With share price even lower today, if they spend the same $ this quarter on buybacks, they will buy back over 10% of the remaining available float. If the stock price does not rise, they could theoretically buy back all shares in 10 quarters.
- Current dividend is ~ 8%. As they buy back shares, they will be able to raise the dividend further. As they retire shares from buybacks, they no longer have to pay a dividend on those shares and can redistribute that money to increase the dividend for remaining share owners.
- They recently reduced costs through layoffs and closing underperforming stores. So, earnings should get a bump from that. going forward.
- Cash on hand last quarter was ~ $900 million. Plenty of cash to last through restructuring.
- PE ratio extremely low compared to peer group. BBBY forward PE is 4.7 and peer group is around 13. A simple return to normal PE will double the stock.
- Debt is $1.4 billion, but does not mature until 2024, 2034, and 2044.
- There is almost zero insider sales this year. There were a couple sales in the first quarter, but not big sales and there have been none since. If insiders expected the company to fail they would have been selling off in the teens earlier this year.
- I bought a small position at $9.40 and a larger position at $8.55 - both in the last 4 weeks.
Would love some feedback from anyone if you see any holes in this thesis. The only way see this trade failing is if the co goes out of business, and I just don't see that happening. I could also see them getting acquired at this low price. Thanks

Recs

2
Member Avatar XMFRendezvous (90.96) Submitted: 3/19/2019 5:12:04 PM : Outperform Start Price: $13.64 NASDAQ:BBBY Score: -13.27

This is one of those businesses where if you closed you eyes and try to value it you will probably find some favorable upside. In fact if I model -5% sales growth and -1% gross margin contraction I still get an intrinsic value for this company over 2x it's current stock price.

Do I love the business no.. but this is a business everyone hates and usually when everyone hates the business there is value to be found.

I wouldn't consider this a Buffet value stock, more of a deep value stock at this point, where I would probably sell a 50% gain (even though that's below my intrinsic value estimate). Management has done a horrible job with capital allocation and has got paid a good amount to be bad managers... not a company I love, or even like, or would buy. Simply just trying my hand at a value play.

Recs

0
Member Avatar JosephofTexas (73.61) Submitted: 1/25/2019 12:25:56 PM : Underperform Start Price: $14.19 NASDAQ:BBBY Score: +23.64

Recent pop with renewed hopes and dreams are just that.

Leaderboard

Find the members with the highest scoring picks in BBBY.

Score Leader

FreeTutoringGrp

FreeTutoringGrp (27.41) Score: +355.62

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 27.41 3/12/2009 Underperform 5Y $19.79 -36.43% +319.18% +355.62 1 Comment
jdobbs123 28.87 3/12/2009 Underperform 3Y $19.79 -36.43% +319.18% +355.62 0 Comment
russiangambit 28.75 3/17/2009 Underperform NS $20.30 -38.04% +295.72% +333.76 0 Comment
millman715 77.37 1/23/2009 Underperform NS $22.55 -44.21% +276.37% +320.58 0 Comment
Ewok82 28.63 11/21/2008 Underperform 5Y $15.63 -19.49% +297.93% +317.42 0 Comment
bigbluebay 86.94 1/23/2009 Underperform 1Y $23.08 -45.50% +268.62% +314.12 0 Comment
limbachm 28.32 2/2/2009 Underperform 3Y $20.81 -39.55% +269.19% +308.74 0 Comment
wootaw 63.61 11/20/2008 11/25/2010 Underperform NS $16.18 -22.27% +285.99% +308.26 0 Comment
Kenaida22 39.16 4/20/2009 Underperform NS $27.66 -54.52% +253.34% +307.86 0 Comment
wxmanremy 35.00 1/20/2009 Underperform 3Y $23.41 -46.25% +261.16% +307.41 1 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 86.29 4/7/2016 Underperform 3W $44.15 -71.51% +46.67% +118.18 0 Comment
Anonymous331 35.04 1/15/2016 Outperform 5Y $41.59 -55.83% +52.05% -107.88 8/14/2018 @ $18.37 0 Comment
TrackJimCramer 86.29 1/6/2016 Outperform 3W $47.02 +4.15% +2.58% +1.57 4/7/2016 @ $48.97 0 Comment
TrackOppenheimer < 20 1/26/2015 Outperform NS $69.62 -81.93% +46.12% -128.06 0 Comment
TrackCanaccord 51.19 1/2/2015 Outperform NS $70.71 -82.21% +44.94% -127.15 0 Comment
TrackWilliamsCap 35.03 4/14/2014 Outperform NS $58.10 -78.35% +63.52% -141.87 0 Comment
Anonymous331 35.04 1/30/2014 Outperform 5Y $64.69 +15.84% +15.28% +0.57 12/22/2014 @ $74.94 0 Comment
TrackJimCramer 86.29 1/9/2014 Underperform 3W $69.75 -32.59% +8.27% +40.85 1/6/2016 @ $47.02 0 Comment
TrackOppenheimer < 20 7/25/2013 Outperform NS $76.30 -18.36% +14.90% -33.26 8/1/2014 @ $62.29 0 Comment
tracknomura 94.07 6/5/2013 Outperform NS $61.32 -79.48% +83.41% -162.90 0 Comment
TrackGoldmanSach 74.44 1/28/2013 Underperform NS $52.35 -75.97% +99.04% +175.00 0 Comment
Anonymous331 35.04 12/7/2012 Outperform 5Y $58.09 +17.04% +11.31% +5.73 4/11/2013 @ $67.99 0 Comment
TrackCanaccord 51.19 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 88.08 5/11/2012 Outperform NS $63.13 -80.07% +121.30% -201.37 0 Comment
TrackCanaccord 51.19 4/5/2012 Outperform NS $69.20 +0.36% -1.43% +1.80 4/12/2012 @ $69.45 0 Comment
TrackDeutscheSec 81.23 1/24/2012 Outperform NS $56.47 -77.72% +127.92% -205.65 0 Comment
TrackCollinsStew 69.90 12/20/2011 Outperform NS $55.13 -77.18% +144.83% -222.01 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 $56.14 -77.59% +138.79% +216.38 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 88.70 8/24/2011 Outperform NS $53.36 +21.81% +20.71% +1.11 3/19/2012 @ $65.00 0 Comment
TrackOppenheimer < 20 8/12/2011 Outperform NS $53.60 +28.15% +23.69% +4.46 9/18/2012 @ $68.69 0 Comment
TrackBarclaysCap 88.35 6/7/2011 Outperform NS $47.27 -73.39% +130.81% -204.20 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 75.59 8/4/2010 Outperform NS $34.78 -63.83% +165.82% -229.65 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 83.53 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 85.33 8/28/2009 Outperform NS $37.79 +84.07% +58.44% +25.63 5/9/2013 @ $69.56 0 Comment
TrackWedbush 88.34 6/26/2009 Outperform NS $28.06 -55.17% +227.81% -282.98 0 Comment
TrackSunTrustRH 76.50 6/26/2009 Outperform NS $28.01 -55.09% +228.53% -283.62 0 Comment
TrackOppenheimer < 20 5/28/2009 Outperform NS $28.57 +63.14% +45.24% +17.91 3/8/2011 @ $46.61 0 Comment
TrackArgus 84.90 12/8/2008 Outperform NS $22.39 -43.81% +239.48% -283.28 0 Comment
TrackCowenandCo 71.04 11/24/2008 Underperform NS $16.03 -21.53% +274.62% +296.15 0 Comment
TrackMichaelBrus 81.26 10/31/2008 Outperform 1Y $23.24 -45.86% +219.52% -265.37 0 Comment
TrackFBRCapitalM 83.53 9/5/2008 Underperform NS $30.94 -39.88% -31.92% +7.97 12/3/2008 @ $18.60 0 Comment
TrackKeyBanc 92.07 8/5/2008 Underperform NS $25.67 -50.99% +144.88% +195.88 0 Comment
TrackChrisDavis 94.44 6/3/2008 Outperform 1Y $31.81 -1.26% -17.40% +16.14 9/30/2008 @ $31.41 1 Comment
TrackVanDenBerg 95.12 5/27/2008 Outperform 1Y $28.02 -55.11% +125.11% -180.22 5 Comments
TrackPiperJaff 84.71 4/9/2008 Underperform NS $30.18 +40.46% -16.99% -57.44 1/7/2010 @ $42.39 0 Comment
TrackJPMorgan 86.91 3/28/2008 Underperform NS $28.82 +0.90% -37.98% -38.88 4/8/2009 @ $29.08 0 Comment
TrackUBS 89.72 1/18/2008 Outperform NS $24.04 -47.67% +131.36% -179.03 0 Comment
TrackCreditSuiss 88.08 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
TrackRichAster 98.16 9/30/2007 Outperform 1Y $30.76 -59.11% +105.40% -164.51 2 Comments
TrackSoros 84.64 9/30/2007 Outperform NS $30.76 -59.11% +105.40% -164.51 1 Comment
TrackRonBaron 79.95 9/30/2007 Outperform NS $30.76 -59.11% +105.40% -164.51 1 Comment
TrackRichPzena 82.74 9/30/2007 Outperform NS $30.76 -59.11% +105.40% -164.51 1 Comment
TrackBRogers 98.38 9/30/2007 Outperform NS $30.76 -59.11% +105.40% -164.51 3 Comments
TrackEveillard 92.59 9/30/2007 Outperform NS $34.12 -7.94% -23.98% +16.04 9/30/2008 @ $31.41 1 Comment
TrackWWeitz 99.12 9/30/2007 Outperform NS $34.12 +2.73% -33.29% +36.02 8/21/2009 @ $35.05 5 Comments
TrackMatrix < 20 5/9/2007 Outperform NS $41.24 +69.28% -8.34% +77.62 4/17/2012 @ $69.81 0 Comment
TrackMorganKeeg 75.55 1/8/2007 Underperform NS $35.95 -65.01% +125.50% +190.50 0 Comment
TrackCowenandCo 71.04 12/18/2006 Outperform NS $40.65 -56.26% -43.00% -13.26 11/24/2008 @ $17.78 0 Comment
TrackJPMorgan 86.91 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 89.72 9/8/2006 Outperform NS $33.90 +21.59% +10.56% +11.03 2/27/2007 @ $41.22 0 Comment
TrackJimCramer 86.29 4/3/2006 Outperform 3W $37.95 +83.79% +41.74% +42.06 1/9/2014 @ $69.75 0 Comment