BED BATH & BEYOND, INC.
In the published model solve dated 2026-Q2, anchored at $4.36, BED BATH & BEYOND, INC. (BBBY) is priced for today's economics sustained for ~24.2 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Roughly 1.06 billion dollars of home goods move through this company each year across a distribution network it mostly does not own, a structure the 10-K states plainly: ⟦Our asset-light supply chain allows us to ship directly to customers from our partners or our warehouses⟧. • The problem is conversion rather than demand: the trailing operating margin is negative 6.5%, and the share count has compounded 12.4% a year since 2022 because the expansion has been paid for in stock rather than cash
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177 institutional managers reported holding BBBY in 13F filings for the quarter ended 2026-03-31. Together they hold about 63% of the company; the top 10 hold 41%. 32 opened new positions that quarter. Held by Vanguard Group, BlackRock, Morgan Stanley, among others. On the short side, 12.0M shares were sold short as of the 2026-06-15 count, about 17% of shares outstanding (5.1 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
BBBY's share count grew 60.5% over the past five years even with $86.33M spent on repurchases. It pays no dividend. Cash returned over the past three years: $6.22M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at BBBY over the trailing three years: 2023: 8 buys totaling $2.92M; 2024: 12 buys totaling $2.50M; 2025: 1 buy totaling $97k; 2026: 1 buy totaling $102k. 12 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
BBBY's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-01 | +12.5% | -59.4% |
| 2023-11-01 | -8.9% | +66.2% |
| 2024-02-24 | +2.6% | -26.7% |
| 2024-05-09 | -25.9% | -23.0% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
BBBY's latest 8-K filings: 2026-09-08 (items 1.02, 7.01, 9.01); 2026-08-14 (items 5.03, 8.01, 9.01); 2026-08-13 (items 5.02); 2026-08-05 (items 5.02, 8.01, 9.01); 2026-08-05 (items 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.