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Seth Golden

 
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  • Bed Bath & Beyond: Gross Margin Pressures Seen In Sluggish Consumer Spending
    Sat, Aug. 30 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
    Tue, Aug. 12 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
    Thu, Jun. 26 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
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