Welcome to our dedicated page for The Brand House Collective SEC filings (Ticker: TBHC), 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.
The Brand House Collective, Inc. (Nasdaq: TBHC), formerly Kirkland's, Inc., files reports and disclosure documents with the U.S. Securities and Exchange Commission as a Tennessee corporation in the home improvement and home décor retail industry. These SEC filings provide detailed information about its operations as a multi-brand merchandising, supply chain and retail operator managing brands such as Kirkland's Home and Bed Bath & Beyond, Inc.'s Bed Bath & Beyond Home, Bed Bath & Beyond, buybuy BABY, and Overstock.
On this page, investors can review current and historical SEC filings for TBHC, including Form 8-K reports that describe material events. Recent 8-K filings have covered quarterly financial results, the entry into an Agreement and Plan of Merger with Bed Bath & Beyond, Inc., credit agreement amendments, and executive employment arrangements. These documents explain how the company reports its financial condition, outlines key terms of financing arrangements, and discloses significant corporate actions.
Regulatory filings are especially important for understanding the proposed merger with Bed Bath & Beyond, Inc. A Form 8-K dated November 25, 2025 summarizes the merger agreement, including the planned structure in which a Bed Bath & Beyond subsidiary will merge with The Brand House Collective, the exchange ratio for TBHC common stock, conditions to closing, and potential termination and expense reimbursement fees. Other filings reference joint press releases and provide context on financing facilities used to support store conversions and operations.
Through Stock Titan, TBHC filings are updated in near real time as they are posted to the SEC’s EDGAR system. AI-powered tools can help summarize lengthy documents such as annual and quarterly reports and event-driven 8-Ks, highlighting key terms, risk factors, and transaction details. Users can also focus on disclosures relevant to home retail operations, multi-brand strategies, and the evolving relationship with Bed Bath & Beyond, Inc.
For investors following TBHC, this filings page offers a structured way to review the company’s regulatory history, monitor developments related to the announced merger, and better understand the financial and legal framework underpinning its transformation.
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
The company is targeting full‑year 2026 revenue growth of low‑ to mid‑single digits, expects gross margin in the
Brand House Collective, Inc. President and CEO Amy Ervin Sullivan reported an automatic share withholding related to equity compensation. On February 4, 2026, 7,413 shares of common stock were withheld at $1.12 per share to cover taxes on 25,000 restricted stock units that vested that day, with the remaining vested shares retained. Following this transaction, she directly beneficially owns 612,191 shares of Brand House Collective common stock.
The Brand House Collective, Inc. has agreed to be acquired by Bed Bath & Beyond, Inc. in an all‑stock merger. Each TBHC share will be converted into 0.1993 shares of BBBY common stock, plus cash for any fractional BBBY share.
TBHC shareholders will vote at a special meeting to adopt the merger agreement, approve merger‑related executive compensation on an advisory basis, and allow possible adjournment to solicit more proxies. Completion requires overall majority approval and a separate majority of disinterested TBHC shares. If completed, TBHC becomes a wholly owned BBBY subsidiary and its stock will be delisted from Nasdaq.
The Brand House Collective, Inc. reported third-quarter fiscal 2025 results, showing a smaller GAAP loss but much weaker performance on an adjusted basis as it moves toward a pending merger with Bed Bath & Beyond.
For the 13-week period ended November 1, 2025, net sales were 103,462 and net loss was 3,705 (both in thousands), improving from a net loss of 7,680 in the prior-year quarter. Operating expenses fell to 23,113 from 34,528, helped by reduced marketing, lower self-insured benefit costs and a 10,000 gain on the sale of the Kirkland’s brand to Beyond.
Excluding this gain and other items, adjusted net loss widened to 13,620 from 3,820, and adjusted EBITDA swung to a loss of 9,904 from income of 466 (in thousands). Inventory decreased to 88,902 from 111,219, while total debt and related-party borrowings remained high. The company highlights that its auditor’s report for the year ended February 1, 2025 is qualified as to its ability to continue as a going concern and it is not holding an earnings call due to the pending acquisition.
The Brand House Collective, Inc. reported another loss for the 39 weeks ended November 1, 2025, with net loss of
Management disclosed that recurring losses, pressured liquidity and macro factors raise “substantial doubt” about the company’s ability to continue as a going concern for at least 12 months, despite cost-cutting and new financing. As of December 15, 2025, the company had
The Brand House Collective, Inc. issued a press release on December 16, 2025 reporting its results of operations and financial condition for the third fiscal quarter ended November 1, 2025.
The company, formerly known as Kirkland’s, Inc., is furnishing this press release as Exhibit 99.1 so investors can review its third fiscal quarter financial results; its common stock trades on the NASDAQ Global Select Market under the symbol TBHC.
Bed Bath & Beyond, Inc. agreed to acquire The Brand House Collective, Inc. in an all-stock merger, with each TBHC share converting into 0.1993 shares of Bed Bath & Beyond common stock, plus cash in lieu of fractional shares. All outstanding TBHC restricted share units and options will convert into Bed Bath & Beyond stock based on the same exchange ratio, subject to tax withholding.
Closing depends on TBHC shareholder approval, effectiveness of a Form S-4 registration and NYSE listing of the new shares, actions regarding TBHC’s Bank of America credit facility, accuracy of representations and the absence of material adverse effects. TBHC must generally not solicit other bids but can respond to a superior proposal or intervening event under defined conditions.
If the merger is terminated in specified circumstances, TBHC must pay Bed Bath & Beyond a $1,025,300 termination fee and may reimburse up to $341,800 of expenses. Separately, Bed Bath & Beyond amended a term loan credit agreement to increase delayed draw term loan commitments to TBHC by $10,000,000, to an aggregate $30,000,000, and $10,000,000 was borrowed concurrently.
The Brand House Collective, Inc. agreed to merge with Bed Bath & Beyond, Inc., with each share of Company common stock converting into 0.1993 shares of Bed Bath & Beyond common stock plus cash for any fractional shares. After closing, The Brand House Collective will become a wholly owned subsidiary of Bed Bath & Beyond. The deal requires approval by a majority of Company shareholders and a separate majority of disinterested shareholders, effectiveness of a Form S-4 registration statement, NYSE listing approval for the new Bed Bath & Beyond shares, a refinancing or repayment of the Company’s existing Bank of America asset-based loan, and other customary conditions.
The Merger Agreement can be terminated under several scenarios, including if it is not completed by May 24, 2026 or if shareholders do not approve it, in which case the Company would reimburse Bed Bath & Beyond for $341,800 of expenses. In certain situations involving a superior proposal or an adverse board recommendation change, the Company would owe a $1,025,300 termination fee. Separately, the Company amended its term loan with Bed Bath & Beyond, increasing delayed-draw commitments by $10 million to a total of $30 million and drawing $10 million, and entered into a Fifth Amendment to its 2023 Bank of America credit agreement to permit this increase.
Bed Bath & Beyond, Inc. has signed a definitive agreement to acquire The Brand House Collective, Inc. in an all-stock merger valuing The Brand House Collective at approximately $26.8 million, based on November 21, 2025 closing prices, with shareholders receiving 0.1993 Bed Bath & Beyond shares for each of their shares. The companies expect to realize at least $20 million of cost eliminations by removing duplicate functions, overlapping systems, and other inefficiencies, and plan to reinvest savings into higher-conversion store formats, digital upgrades, and data-driven customer initiatives.
More than 40 underperforming or non-strategic stores are slated for closure in early 2026 as part of the efficiency strategy. Upon closing, Amy Sullivan is expected to lead a new Beyond Retail Group division overseeing omni-channel operations across brands such as Bed Bath & Beyond, buybuy BABY, Overstock and Kirkland’s Home. Bed Bath & Beyond has advanced $10 million under an existing delayed draw term loan facility to support conversions and operations, currently holds about 40% of The Brand House Collective’s shares, and the merger is expected to close in Q1 2026 subject to disinterested shareholder approval and lender consent.
The Brand House Collective (NASDAQ: TBHC) appointed Lisa Foley Dubois as Chief Marketing Officer, effective October 20, 2025. The role is supported by an employment agreement with an indefinite term, subject to termination provisions.
Key compensation terms include an annual base salary of $375,000, eligibility for the company’s long‑term incentive program, standard executive benefits, and participation in the annual bonus plan with a target of 50% of base salary, determined by the Compensation Committee against corporate and individual objectives.
If terminated without Cause or if she resigns for Good Reason, Ms. Foley is entitled to severance equal to 1x base salary, paid in regular payroll cycles, contingent on a release. The agreement includes a 12‑month non‑competition covenant, with the company’s option to extend up to an additional 12 months by paying base salary during the extension, and 24‑month confidentiality and non‑solicitation covenants. No related‑party transactions were disclosed.