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Bed Bath & Beyond (BBBY) investor relations material

Bed Bath & Beyond Q3 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q3 2025 earnings summary27 Oct, 2025

Executive summary

  • Net loss narrowed to $4.5M, a 93% year-over-year improvement, with adjusted EBITDA loss improving 85% to $4.9M, marking the seventh consecutive quarter of progress toward profitability.

  • Revenue for Q3 was $257.2M, down 17% year-over-year, mainly due to discontinued Canada operations, but partially offset by a 3% increase in average order value.

  • Gross margin rose 420 basis points to 25.3% year-over-year, driven by lower fulfillment/returns costs, optimized freight, and tighter promotions.

  • Technology and G&A expenses decreased by $13M year-over-year, reflecting operational efficiencies and disciplined execution.

  • Liquidity remained strong with over $200M in cash, equivalents, restricted cash, and inventory, plus additional proceeds from ATM settlements post quarter-end.

Financial highlights

  • Net revenue for Q3 was $257.2M, down 17% year-over-year, with gross profit of $65.2M and gross margin of 25.3% (up 420 bps YoY).

  • Net loss narrowed to $4.5M, a $57M improvement year-over-year; adjusted EBITDA loss improved to $(4.9)M.

  • Sales and marketing expense improved by 260 basis points to 14% of revenue, or $36M.

  • Technology and G&A expense dropped to $33M, achieving a $150M annual run-rate commitment.

  • Ended quarter with $202M in cash, equivalents, and inventory.

Outlook and guidance

  • Management expects revenue trends to turn positive in 2026, with margin consistency and $20M in additional operating expense efficiencies targeted.

  • Targeting a 12% sales and marketing expense ratio in 2026 and continued focus on marketing efficiency, sales growth, and margin enhancement.

  • All 250 retail locations expected to be converted by mid-2026, supporting an asset-light, omnichannel model.

  • Focus on expanding the Everything Home ecosystem, deepening AI/data integration, and maintaining margin discipline.

  • Liquidity is expected to be sufficient for at least the next 12 months, with ongoing cost controls and capital management.

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Frequently asked questions

Beyond, Inc. (NYSE:BYON), based in Midvale, Utah, is an ecommerce expert with a singular focus: connecting consumers with products they love. Since its founding in 1999, Beyond has focused on developing technical expertise in asset-light online retailing and providing a simple and easy experience for consumers and supplier partners. Today, the Company operates a ecommerce platform offering furniture and home furnishings products in the United States and Canada. In 2023, Beyond (formerly Overstock) acquired the Bed Bath & Beyond brand and associated intellectual property. Following the acquisition, the Company rebranded its ecommerce platform to Bed Bath & Beyond.

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