Less discretionary categories such as linens, towels, cookware, and small appliances offer some resiliency amid macroeconomic cyclicality. Registries in bridal, baby, and gift provide a stable source of customers.
While the Bed Bath & Beyond concept is near saturation domestically, buybuy BABY, Harmon, and Cost Plus have a long runway for growth. E-commerce growth also provides some upside to our revenue estimate.
The firm has sizable international growth potential. The first Bed Bath & Beyond store opened in Canada in 2007, followed by Mexico in 2008 through a joint venture. Read more
Low customer switching costs, along with the growth of e-commerce and mass-merchant competitors, could pressure long-term margins.
New homeowners represent a large portion of home-related purchases, tying results to the unpredictable housing market and housing turnover.
Increased promotional activity (and couponing for Bed Bath) has created a challenging environment for home furnishing retailers and manufacturers. Read more
We've assigned Bed Bath & Beyond a Standard stewardship rating. In general, we consider management to be excellent operators with a strong history of balancing rapid growth and profitability. Cofounders Warren Eisenberg and Leonard Feinstein are Read more
Bed Bath & Beyond is a premier home-furnishings retailer, operating more than 1,500 stores in all 50 states, Puerto Rico, Canada, and Mexico. Stores carry an assortment Read more
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