Category Archives: BBBY

Recent Observations on Bed Bath & Beyond

Posted on March 6, 2020 by Stephen Percoco

The investor optimism that followed the October 2019 appointment of Mark J. Tritton as Bed Bath & Beyond’s CEO and continued after the company gave a preliminary upbeat assessment of its performance early in the Christmas selling season gave way … Continue reading →

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An Update on Bed Bath & Beyond

Posted on July 18, 2019 by Stephen Percoco

Shares of Bed Bath & Beyond have sold off sharply in recent weeks, but the stock is exceptionally cheap vs. its peers. If new leadership can accelerate the company’s transformation plan successfully, the shares have significant upside potential. The article explores both risks and opportunities for Bed Bath & Beyond as it enters the next phase of its transformation plan. Continue reading →

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Bed Bath & Beyond’s Next Generation Lab Store

Posted on July 18, 2019 by Stephen Percoco

A tour (with pictures) of the Bed Bath & Beyond East Hanover store. Continue reading →

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Bed Bath But Not Beyond Hope

Posted on July 19, 2018 by Stephen Percoco

BBBY has lost 70% of its value over the past three years. Profits are down sharply mostly because of price competition. Store comparable net sales have been falling mid-single digits, offset by growth in online/mobile sales and other areas. Management … Continue reading →

Posted in BBBY, Consumer Discretionary, Consumer Staples | Tagged | 1 Comment