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Seth Golden

 
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  • Bed Bath & Beyond's Q3 2014 Results Show Continued Gross Margin Pressure
    Tue, Jan. 13 BBBY 1 Comment

    Summary

    • Company missed revenue estimates by roughly $30mm.
    • Gross margins, once again, contracted both year-over-year and quarter-over-quarter.
    • Share repurchase was accelerated during Q3 and newer share repurchase program aims to be completed in 2016.
    • Earnings rose nearly 10% YOY.
  • Is Bed Bath & Beyond's Gross Margin Pressure A Thing Of The Past? Q3 2014 Preview
    Mon, Jan. 5 BBBY 1 Comment

    Summary

    • Same-store sales results were boosted by inclusion of e-commerce sales in the base.
    • Gross margins have reached financial crisis levels.
    • BBBY's share repurchase program masks net income pressures.
  • What To Look For In Bed Bath & Beyond's Q2 2014 Earnings Results
    Sep. 22, 2014 BBBY 1 Comment

    Summary

    • Bed Bath & Beyond's Q2 2014 earnings release on September 23, 2014.
    • Gross margin turnaround necessary for investor sentiment to become more favorable.
    • Cleveland Research notes channel checks coming under pressure compared to estimates.
  • Bed Bath & Beyond: Gross Margin Pressures Seen In Sluggish Consumer Spending
    Aug. 30, 2014 BBBY 18 Comments

    Summary

    • Gross margins dip below critical level of 39% recently.
    • E-commerce is not a large enough sales channel to offset declines in brick and mortar sales.
    • Consumer spending dips in July.
  • Bed Bath & Beyond Outlook Examined By Capital Ladder Advisory Group
    Aug. 12, 2014 BBBY 24 Comments

    Summary

    • Gross Profit margins dip below 39 percent during Q1 2014.
    • Bed Bath & Beyond takeover or buyout is unlikely.
    • Omni-channel competition is just as relevant as brick-and-mortar competition.
  • Bed Bath & Beyond's Gross Profit Looks Worrisome
    Jun. 26, 2014 BBBY 3 Comments

    Summary

    • Gross margins look to continue to deteriorate.
    • Consumer discretionary spending is not what it used to be.
    • Expansion of retail space seemingly not a savior and could be curtailed going forward.
  • It's Really Going Bed Bath & Beyond
    Apr. 19, 2013 BBBY Comment!
  • Oppenheimer Upgrade Shows Bed Bath & Beyond Is Undervalued
    Jan. 29, 2013 BBBY 4 Comments
  • Throwing Out The Baby With The Bed Bath & Beyond Water
    Jan. 23, 2013 BBBY 2 Comments
More on BBBY by Seth Golden