Welcome to our dedicated page for Bed Bath & Beyond SEC filings (Ticker: BBBY), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Bed Bath & Beyond, Inc. filings document an ecommerce-focused retailer’s operating results, material agreements, acquisition activity, governance matters, and capital structure. Form 8-K reports include quarterly and annual financial-result releases, material definitive agreements, completion reports for acquisitions such as The Brand House Collective, executive appointments, compensation arrangements, and other corporate events.
Proxy and registration-related filings cover annual meeting proposals, director elections, auditor ratification, say-on-pay matters, charter amendments, equity-plan matters, shareholder voting mechanics, and disclosures tied to common stock and warrants. The filing record also addresses the company’s brand portfolio, retail execution, technology and administrative costs, risk factors, and public-company governance.
Bed Bath & Beyond Executive Chairman Marcus Lemonis lays out a plan to stabilize and grow the company following 2025. Management prioritized margin integrity over top-line revenue, narrowing the year‑over‑year revenue gap in Q4 and improving adjusted EBITDA loss by 84% (approximately $23 million).
The company is targeting full‑year 2026 revenue growth of low‑ to mid‑single digits, expects gross margin in the 24%–26% range, and says it has lowered its breakeven point through SKU/vendor rationalization. Pending transactions include the anticipated closing of Kirkland’s, which the company says would bring combined annualized revenue to approximately $1.5 billion, plus an additional in‑principle omni‑channel transaction expected to add about $500 million of annualized revenue. A Form S‑4/proxy has been filed in connection with the TBHC merger.
Bed Bath & Beyond Executive Chairman Marcus Lemonis lays out a plan to stabilize and grow the company following 2025. Management prioritized margin integrity over top-line revenue, narrowing the year‑over‑year revenue gap in Q4 and improving adjusted EBITDA loss by 84% (approximately $23 million).
The company is targeting full‑year 2026 revenue growth of low‑ to mid‑single digits, expects gross margin in the 24%–26% range, and says it has lowered its breakeven point through SKU/vendor rationalization. Pending transactions include the anticipated closing of Kirkland’s, which the company says would bring combined annualized revenue to approximately $1.5 billion, plus an additional in‑principle omni‑channel transaction expected to add about $500 million of annualized revenue. A Form S‑4/proxy has been filed in connection with the TBHC merger.
Bed Bath & Beyond Executive Chairman Marcus Lemonis lays out a plan to stabilize and grow the company following 2025. Management prioritized margin integrity over top-line revenue, narrowing the year‑over‑year revenue gap in Q4 and improving adjusted EBITDA loss by 84% (approximately $23 million).
The company is targeting full‑year 2026 revenue growth of low‑ to mid‑single digits, expects gross margin in the 24%–26% range, and says it has lowered its breakeven point through SKU/vendor rationalization. Pending transactions include the anticipated closing of Kirkland’s, which the company says would bring combined annualized revenue to approximately $1.5 billion, plus an additional in‑principle omni‑channel transaction expected to add about $500 million of annualized revenue. A Form S‑4/proxy has been filed in connection with the TBHC merger.
Bed Bath & Beyond Executive Chairman Marcus Lemonis lays out a plan to stabilize and grow the company following 2025. Management prioritized margin integrity over top-line revenue, narrowing the year‑over‑year revenue gap in Q4 and improving adjusted EBITDA loss by 84% (approximately $23 million).
The company is targeting full‑year 2026 revenue growth of low‑ to mid‑single digits, expects gross margin in the 24%–26% range, and says it has lowered its breakeven point through SKU/vendor rationalization. Pending transactions include the anticipated closing of Kirkland’s, which the company says would bring combined annualized revenue to approximately $1.5 billion, plus an additional in‑principle omni‑channel transaction expected to add about $500 million of annualized revenue. A Form S‑4/proxy has been filed in connection with the TBHC merger.
Bed Bath & Beyond, Inc. reported fourth-quarter 2025 net revenue of $273 million, down 9.8% year-over-year, but continued its eighth straight quarter of measurable progress toward profitability. Gross margin improved to 24.6% and the quarterly net loss narrowed to $21 million, a $60 million improvement.
For full-year 2025, net revenue was $1.0 billion, down 25.1% year-over-year, while net loss narrowed to $85 million from $259 million and adjusted EBITDA loss improved to $31 million from $144 million. Operating cash flow use improved by $118 million and free cash flow improved to negative $64 million. The company expects low- to mid-single digit revenue growth in 2026 while maintaining disciplined margin and cost management.
Bed Bath & Beyond, Inc. reported fourth-quarter 2025 net revenue of $273 million, down 9.8% year-over-year, but continued its eighth straight quarter of measurable progress toward profitability. Gross margin improved to 24.6% and the quarterly net loss narrowed to $21 million, a $60 million improvement.
For full-year 2025, net revenue was $1.0 billion, down 25.1% year-over-year, while net loss narrowed to $85 million from $259 million and adjusted EBITDA loss improved to $31 million from $144 million. Operating cash flow use improved by $118 million and free cash flow improved to negative $64 million. The company expects low- to mid-single digit revenue growth in 2026 while maintaining disciplined margin and cost management.
Amplify Blockchain Technology ETF, a series of Amplify ETF Trust, reported a significant ownership stake in Bed Bath & Beyond, Inc. common stock. As of 12/31/2025, the fund beneficially owned 5,693,135 shares, representing about 8.3% of the outstanding common stock.
The ETF has sole power to vote and dispose of all these shares, with no shared voting or dispositive power. It states that the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Bed Bath & Beyond.
Amplify Blockchain Technology ETF, a Massachusetts-based series of Amplify ETF Trust, filed an amended Schedule 13G reporting its ownership in Bed Bath & Beyond Inc. common stock. The filing states the fund now holds 5 percent or less of the company’s outstanding shares.
The ETF certifies that the Bed Bath & Beyond shares were acquired and are held in the ordinary course of business, not to change or influence control of the company, and not in connection with any control-related transaction. The ETF is a registered investment company, confirming a passive, institutional holder status.
Bed Bath & Beyond Executive Chairman and CEO Marcus Lemonis reported new equity awards. On February 4, 2026, he acquired 424,300 performance shares, each representing the right to receive one share of common stock, at a stated value of $0.001 per performance share.
These performance shares were originally granted on March 10, 2025 and are scheduled to vest in three equal installments on March 10, 2026, March 10, 2027, and March 10, 2028, based on continued service and previously determined performance results for fiscal 2025. The filing also reports 45,615 common stock warrants that were issued on October 7, 2025 as a pro‑rata distribution to all common shareholders, each with an exercise price of $15.50 per warrant.
Bed Bath & Beyond, Inc. President & CFO Lee Adrianne reported multiple equity award vestings and related share transactions on February 4, 2026. Restricted stock units and performance shares converted into common stock at a nominal exercise price of $0.0001–$0.001 per share as they vested.
To satisfy tax withholding obligations, the company withheld shares of common stock at a price of $5.62 per share under transaction code "F". After all reported conversions and tax-withholding transactions, Lee Adrianne directly owned 108,377 shares of Bed Bath & Beyond common stock.
Bed Bath & Beyond’s Chief Accounting Officer Leah R. Putnam reported multiple equity award vesting and related share transactions on February 4, 2026. Restricted stock units and performance shares converted into common stock at nominal exercise prices of $0.001 or $0.0001 per share.
To cover tax obligations on these vestings, the company withheld blocks of common shares at a price of $5.62 per share under transaction code "F". Following the reported transactions, Putnam continued to hold directly beneficially owned common stock and derivative awards, with vesting of remaining earned performance shares and RSUs scheduled through February 4, 2028, subject to service and performance conditions.
Jane Street Group, LLC and affiliates report a passive ownership stake in Bed Bath & Beyond Inc. common stock. The group beneficially owns 1,116,759 shares, representing 1.6% of the company’s common stock, with shared voting and dispositive power over all reported shares.
The filing, an Amendment No. 1 to Schedule 13G, states that the securities were not acquired and are not held for the purpose of changing or influencing control of Bed Bath & Beyond, but instead are held on a passive basis under the Schedule 13G framework.
Bed Bath & Beyond, Inc. (BBBY) and The Brand House Collective, Inc. (TBHC) plan a stock-for-stock merger that would make TBHC a wholly owned BBBY subsidiary. TBHC shareholders will vote at a March 17, 2026 special meeting to adopt the merger agreement and related proposals.
Each TBHC share will be converted into 0.1993 shares of BBBY common stock, plus cash for any fractional share. Using BBBY prices of $5.56 and $6.29, the implied values were about $1.11 and $1.25 per TBHC share at key reference dates, though the exchange ratio is fixed.
The TBHC board unanimously recommends voting “FOR” the merger, an advisory vote on merger-related executive compensation, and a possible adjournment to solicit more proxies if needed. Approval requires both a majority of all voting power and a separate majority of disinterested shares. If the merger closes, former TBHC holders are expected to own about 4.2% of BBBY, with BBBY stockholders holding about 95.8%.