The call presented a mixed outlook with strong improvements in financial metrics and strategic investments, but also highlighted challenges with revenue decline and customer experience improvements. The company is optimistic about future growth and profitability, focusing on technology and operational efficiencies.
Company Guidance
During the third quarter of fiscal year 2025, Bed Bath & Beyond reported significant improvements in key financial metrics, marking their seventh consecutive quarter of progress towards profitability. The company achieved a 93% improvement in net loss and an 85% improvement in adjusted EBITDA. Gross margin increased by 420 basis points, reflecting disciplined execution and smarter spending. Net revenue for the quarter was $257 million, a 17% decrease year-over-year, but average order value improved by 3%. The company also invested in technology and strategic ventures, such as a $3 million investment in GrainChain and a $10 million acquisition of the Kirkland's home intellectual property. Bed Bath & Beyond aims to enhance its customer experience through AI-driven strategies, targeting a 12% sales and marketing expense ratio by 2026, and plans to convert all 250 retail locations by mid-2026 as part of its 'Everything Home' strategy.
Significant Improvement in Financial Metrics
Bed Bath & Beyond reported a 93% improvement in net loss and an 85% improvement in adjusted EBITDA year-over-year, along with a 420 basis point increase in gross margin.
Strategic Investments and Expansion
Invested $3 million in GrainChain and acquired Kirkland's home intellectual property for $10 million. Raised approximately $113 million through ATM to strengthen the balance sheet and pursue strategic investments.
Operational and Marketing Efficiencies
Sales and marketing expense improved by 260 basis points to 14% of revenue. Technology and G&A expenses declined by $13 million year-over-year.
Bed Bath & Beyond (DE:OVER) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:OVER Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 27, 2025
€7.34
€7.03
-4.25%
Jul 28, 2025
€8.67
€9.45
+8.95%
Apr 28, 2025
€3.49
€3.39
-2.87%
Feb 24, 2025
€7.30
€6.79
-6.94%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Bed Bath & Beyond (DE:OVER) report earnings?
Bed Bath & Beyond (DE:OVER) is schdueled to report earning on Feb 25, 2026, After Close (Confirmed).
What is Bed Bath & Beyond (DE:OVER) earnings time?
Bed Bath & Beyond (DE:OVER) earnings time is at Feb 25, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.