BED BATH & BEYOND, INC. (BBBY) Form 8-K — Aug 4, 2026
Bed Bath & Beyond reported Q2 2026 net revenue of $361 million, up 28.0% year-over-year, marking its second consecutive quarter of revenue growth after nineteen straight quarters of decline. Active customers rose 47% to 6.4 million and orders delivered rose 117% to 2.8 million, aided by the acquisition of The Brand House Collective. Profitability remains a work in progress: the net loss widened to $39 million from $19 million a year ago, including $21 million of special items tied to acquisitions, restructuring, and store-closure impairments. Adjusted EBITDA was negative $12 million, and cash plus restricted cash ended the quarter at $126 million, down from $202 million at year-end 2025.
Key figures
- Eps
- -$0.53 diluted (vs -$0.34 prior year)
- Revenue
- $361.2 million (Q2 2026 net revenue)
- Guidance
- Targets removing more than $50 million of annualized cost over the next twelve months; expects to become a mid-to-high EBITDA business in a mid-cycle housing market
- Net Income
- -$39.5 million net loss (vs -$19.3 million prior year)
- Total Debt
- $36.5 million ($23.0 million short-term + $13.5 million long-term)
- Revenue Yoy
- +28.0%
- Total Assets
- $634.2 million
- Cash Position
- $126.4 million cash, cash equivalents and restricted cash ($99.5 million unrestricted) vs $202.2 million at year-end 2025
- New Ticker
- NXH
- Gross Profit
- $96.7 million, 26.8% of net revenue
- Free Cash Flow
- -$54.7 million for six months ended June 30, 2026
- Special Items
- $20.7 million in Q2 (acquisition-related costs, restructuring, store-closure impairments)
- Last Day On NYSE
- August 14, 2026
- Adjusted EBITDA
- -$12.2 million (vs -$8.1 million prior year)
- Active Customers
- 6.39 million, +47% YoY
- Orders Delivered
- 2.80 million, +117% YoY
- First Day On Nasdaq
- August 17, 2026
- Average Order Value
- $129 vs $219 prior year
- Orders Per Active Customer
- 1.79 vs 1.32 prior year (+36%)
- Non Cash Acquisition TBHC SFV
- $95.0 million (six months ended June 30, 2026)
- Ltm Revenue Per Active Customer
- $178 vs $259 prior year
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