Neighborhood Intelligence
NXH on Nasdaq. Bed Bath & Beyond sells home goods and baby products online to U.S. shoppers. Market value $196m.
Price checks use the past 12 months to June 2026. Quality checks use five annual reports, the latest for the year to December 2025.
We can't read total debt from the filing, so debt is left out.
Should I look at this?
Not a fit for our list right now
Why it could be worth it
See Retail & consumer stocks that passed both tests
This is not advice. Check the numbers below.
For every $100 of what the whole company costs, it produced $-46.26 of spare cash in the past 12 months. A savings account pays about $4.
The filings do not give us enough to work this out.
The filings do not give us enough to work this out.
Quality score: 24 of 100. Price score: 0 of 100. Our list needs 70 on quality and 60 on price.
$1.83 a share, 5% above its 1-year low
Over the past year the price has ranged from $1.74 to $12.18.
Pays no dividend
Prices from Tuesday’s close (6 October).
Five years of cash, in billions
| Revenue | |||||
| Revenue | $2.8bn | $1.9bn | $1.6bn | $1.4bn | $1.0bn |
| Operating margin | |||||
| Operating margin | 4.0% | 1.4% | -9.2% | -13.2% | -5.9% |
| Debt to equity | |||||
| Debt to equity | 0.05 | 0.05 | n/a | n/a | n/a |
| Shares outstanding | |||||
| Shares outstanding | 0.05bn | 0.05bn | 0.05bn | 0.07bn | 0.10bn |
Health checks
- Free cash flow positive1 of 5 years
- Accounting looks honest (Beneish)Not enough data
- Financial strength (Piotroski)3 of 8 checks we could run
- Profit backed by cash (accruals)Yes
- DebtUnknown
- Revenue growth, five yearsShrinking, 16.0% a year
- Buying back its own sharesNo, 108% more shares since 2021
The quarter to June 2026
How the business did, compared with the same quarter a year earlier.
- Sales: $361 million last quarter, up 28% on a year ago.
- A loss of $39 million, compared with a loss of $19 million a year ago.
- It loses 8 cents on each $1 of sales, compared with 10 cents a year earlier.
- Over the past 12 months it spent $81 million more cash than it brought in, compared with $108 million a year earlier.
- 29% more shares than a year ago. Each share owns a bit less of the company.
- Sales grew on a year ago in 2 of the last 4 quarters.
| Quarter to | Amount |
|---|---|
| September 2024 | $311m |
| December 2024 | $303m |
| March 2025 | $232m |
| June 2025 | $282m |
| September 2025 | $257m |
| December 2025 | $273m |
| March 2026 | $248m |
| June 2026 | $361m |
| Quarter to | Amount |
|---|---|
| September 2024 | -$61m |
| December 2024 | -$81m |
| March 2025 | -$40m |
| June 2025 | -$19m |
| September 2025 | -$5m |
| December 2025 | -$21m |
| March 2026 | -$16m |
| June 2026 | -$39m |
From the company's quarterly reports to the SEC.
Dates
- Next results (estimated)
- n/a
- Last annual report (10-K)
- 24 February 2026
- Next quarterly (estimated, 10-Q)
- 3 November 2026
Who owns it
1 long-term investor we follow owns it, unchanged from 1 last quarter. 191 funds in all.
| Fund | Value | Share of that fund | Change |
|---|---|---|---|
| Royce & AssociatesChuck Royce | $4m | <0.1% | Added |
Largest holders overall
- Tidal Investments$42mAdded
- BlackRock$33mAdded
- Morgan Stanley$22mAdded
- Marshall Wace, LLP$19mAdded
- Vanguard Capital Management$18mAdded
- Goldman Sachs Group$11mAdded
- Geode Capital Management$11mAdded
- State Street$9mAdded
- Federated Hermes$8mAdded
- Vanguard Portfolio Management$7mCut
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
6 investors own more than 5%.
- Amplify Investments, LLCPassive investorat least 9.4%−1.3 pts(filed with 1 related holder)Since 30 June 2026
- Rosen Mitchell A.Passive investorat least 8.9%0.0 pts(filed with 3 related holders)Since 30 June 2026
- Amplify ETF TrustPassive investor8.3%Since 31 December 2025
- BlackRock, Inc.Passive investor7.2%+1.4 ptsSince 30 September 2025
- Morgan StanleyPassive investor5.4%+1.9 ptsSince 30 June 2026
- Vanguard Capital ManagementPassive investor5.0%Since 31 March 2026
- JANE STREET GROUP, LLCPassive investorSold down below 5%Since 31 December 2025
- The Vanguard GroupPassive investorSold down below 5%Since 13 March 2026
| Holder | Stake | Since | |
|---|---|---|---|
Amplify Investments, LLC Passive investor | at least 9.4%−1.3 pts (filed with 1 related holder) | 30 June 2026 | |
Rosen Mitchell A. Passive investor | at least 8.9%0.0 pts (filed with 3 related holders) | 30 June 2026 | |
Amplify ETF Trust Passive investor | 8.3% | 31 December 2025 | |
BlackRock, Inc. Passive investor | 7.2%+1.4 pts | 30 September 2025 | |
Morgan Stanley Passive investor | 5.4%+1.9 pts | 30 June 2026 | |
Vanguard Capital Management Passive investor | 5.0% | 31 March 2026 | |
JANE STREET GROUP, LLC Passive investor | Sold down below 5% | 31 December 2025 | |
The Vanguard Group Passive investor | Sold down below 5% | 13 March 2026 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
In the last 12 months, 3 insiders bought $1m of shares on the open market. 1 sold $63,436, $63,436 of it under preset trading plans.
- LEMONIS MARCUSEXECUTIVE CHAIRMAN & CEO, DirectorBought
- Date
- 6 October 2026
- Shares
- 362,319
- Price
- $2.76
- Value
- $1m
- LEMONIS MARCUSEXECUTIVE CHAIRMAN & CEO, DirectorBought
- Date
- 12 August 2026
- Shares
- 23,094
- Price
- $4.30
- Value
- $99,304
- Shapiro Robert JacobDirectorBought
- Date
- 6 August 2026
- Shares
- 3,000
- Price
- $4.51
- Value
- $13,530
- TABACCO JOSEPH J JRDirectorBought
- Date
- 6 August 2026
- Shares
- 20,000
- Price
- $4.57
- Value
- $91,400
- LEMONIS MARCUSEXECUTIVE CHAIRMAN & CEO, DirectorBought
- Date
- 5 August 2026
- Shares
- 21,691
- Price
- $4.67
- Value
- $101,297
- Burkey Joanna M.DirectorSoldunder a preset trading plan
- Date
- 4 June 2026
- Shares
- 9,943
- Price
- $6.38
- Value
- $63,436
- TABACCO JOSEPH J JRDirectorBought
- Date
- 10 March 2026
- Shares
- 20,000
- Price
- $5.11
- Value
- $102,200
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 6 October 2026 | LEMONIS MARCUS EXECUTIVE CHAIRMAN & CEO, Director | Bought | 362,319 | $2.76 | $1m |
| 12 August 2026 | LEMONIS MARCUS EXECUTIVE CHAIRMAN & CEO, Director | Bought | 23,094 | $4.30 | $99,304 |
| 6 August 2026 | Shapiro Robert Jacob Director | Bought | 3,000 | $4.51 | $13,530 |
| 6 August 2026 | TABACCO JOSEPH J JR Director | Bought | 20,000 | $4.57 | $91,400 |
| 5 August 2026 | LEMONIS MARCUS EXECUTIVE CHAIRMAN & CEO, Director | Bought | 21,691 | $4.67 | $101,297 |
| 4 June 2026 | Burkey Joanna M. Director | Sold under a preset trading plan | 9,943 | $6.38 | $63,436 |
| 10 March 2026 | TABACCO JOSEPH J JR Director | Bought | 20,000 | $5.11 | $102,200 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
What could go wrong
- Sales have shrunk: 16.0% a year.
Whether the price already reflects the risks is what the deep dive is for.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.