Bed Bath & Beyond Inc SEC Filings

Bed Bath & Beyond, Inc. announced the adoption of its 2025 Employment Inducement Equity Incentive Plan. The plan reserves a maximum of 1,500,000 shares of common stock for equity-based awards.

Adopted without stockholder approval under NYSE Rule 303A.08, the plan permits non-statutory stock options, stock appreciation rights, restricted stock, restricted stock units, performance awards, and other stock-based awards. Grants may be made only as “employment inducement” awards and must be approved by a majority of Independent Directors or the Compensation Committee composed solely of Independent Directors.

The Vanguard Group filed Amendment No. 8 to Schedule 13G reporting beneficial ownership of 3,732,108 shares of Bed Bath & Beyond Inc. common stock, representing 6.5% of the class as of September 30, 2025.

Vanguard reports 0 shares with sole voting power and 342,440 with shared voting power. It has 3,368,994 shares with sole dispositive power and 363,114 with shared dispositive power. The filing identifies Vanguard as an investment adviser and states the securities were acquired and are held in the ordinary course, not to change or influence control.

Vanguard notes its clients, including registered investment companies and other managed accounts, may receive dividends or sale proceeds related to these securities, and no other single person’s interest exceeds five percent.

Bed Bath & Beyond, Inc. (BBBY) reported Q3 results for the period ended September 30, 2025. Net revenue was $257.2 million, down 17% year over year, as orders fell and average order value rose slightly. Gross margin improved to 25.3% from 21.2%, keeping gross profit roughly flat at $65.2 million. Operating loss narrowed to $(12.5) million from $(45.2) million, and net loss improved to $(4.5) million (basic and diluted EPS $(0.07)) from $(61.0) million.

Expenses declined across sales and marketing, technology, and G&A, reflecting tighter spending. Cash and cash equivalents were $167.4 million as of September 30, 2025. The company raised $101.7 million net by selling 12,432,021 shares under its at‑the‑market program, repurchased $4.9 million in Q3 and $6.2 million year to date, and had $63.7 million remaining on its repurchase authorization.

Strategic brand moves included acquiring buybuy BABY IP for $7.1 million, purchasing the Kirkland’s brand for $12.9 million, and recognizing a $5.0 million gain from selling Bed Bath & Beyond trademarks in Canada/UK. Subsequent event: a warrant dividend of one warrant per ten shares, exercisable at $15.50 and expiring on October 7, 2026, subject to early‑expiration conditions.

Bed Bath & Beyond, Inc. reported that it issued a press release with financial results for the three and nine months ended September 30, 2025. The company furnished the release as Exhibit 99.1 and posted an updated investor presentation in the Events & Presentation section of its investor relations site.

The information provided under Item 2.02 and in Exhibit 99.1 is furnished and not deemed filed under the Exchange Act.

BlackRock, Inc. filed Amendment No. 5 to Schedule 13G reporting beneficial ownership of 4,123,240 shares of Bed Bath & Beyond, Inc. common stock, representing 7.2% of the class as of 09/30/2025. BlackRock reported sole voting power over 4,025,167 shares and sole dispositive power over 4,123,240 shares, with no shared voting or dispositive power.

BlackRock certified the holdings were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control. The filing is signed by a Managing Director and includes a Power of Attorney exhibit.

Bed Bath & Beyond, Inc. is registering up to 6,884,548 shares of its common stock to cover issuances upon exercise of transferable warrants distributed to holders of Common Stock as of the Record Date. The Company distributed one Warrant for every ten shares outstanding and set an initial cash exercise price of $15.50 per Warrant. Unless earlier accelerated under the Warrant Agreement, Warrants are exercisable from the effectiveness of this registration statement through October 7, 2026. If all Warrants issued were exercised, the Company would have 75,730,029 shares outstanding after the exercise period. The Warrants are expected to trade on the NYSE under the ticker BBBY WS, but no assurance of an orderly market is provided. Proceeds from cash exercises will be received by the Company. The prospectus highlights customary risk factors, tax considerations for U.S. holders including basis allocation rules, potential anti-dilution adjustments that could create constructive distributions, indemnification provisions for directors and officers, and incorporation by reference to prior SEC filings and audited financial statements.

Jane Street disclosed collective ownership of 2,910,102 shares of Bed Bath & Beyond common stock, representing 5.1% of the class as of the 09/30/2025 event date. The filing lists four related reporting entities — Jane Street Group, LLC, Jane Street Capital, LLC, Jane Street Options, LLC, and Jane Street Global Trading, LLC — each organized in Delaware and sharing voting and dispositive power over the reported positions. Individual holdings reported are 2,200,000 shares by Jane Street Global Trading, 647,900 by Jane Street Options, and 62,202 by Jane Street Capital, with the parent aggregation at 2,910,102 shares. The filing certifies the shares were not acquired to change or influence control.