Bed Bath & Beyond Inc. tab tom tso cua txias ntawm nws lub khw muag khoom kom txuag tau nyiaj, raws li Bank of America cov kws tshuaj ntsuam xyuas uas tau soj ntsuam cov channel thiab mus xyuas lub khw muag khoom.
Lwm qhov kev ntsuas uas lub tuam txhab tab tom siv suav nrog txo cov sijhawm hauv khw, nrog rau cov chaw qhib thaum 11 teev sawv ntxov dua li 10 teev sawv ntxov, txiav cov sijhawm ua haujlwm thiab tshem tawm lossis ncua lub khw muag khoom.
"[W]e ntseeg tias Bed Bath & Beyond tab tom sim txiav cov nuj nqis kom nrawm nrog cov nqi poob qis," cov kws tshuaj ntsuam coj los ntawm Jason Haas tau sau hauv tsab ntawv tshaj tawm hnub Wednesday.
MarketWatch tau ncav tes mus rau Bed Bath & Beyond, uas tsis tau hais txog kev txuag nqi.
Pw Hauv Paus & Tshaj Tshaj
MevB,
-1.82%
tau teem sijhawm los tshaj tawm cov txiaj ntsig ntawm peb lub hlis twg rau lub Rau Hli 29. Cov kws tshuaj ntsuam xyuas tau sau tseg tias ntawm kev hu xov tooj nyiaj tau los zaum kawg, Bed Bath & Beyond tau hais tias peb lub hlis twg rau cov kev ntsuas sib piv tau qis dua li ntawm 20%.
Bank of America tau hais tias "Peb tsis ntseeg tias comps tau txhim kho txij li ntawd los," Bank of America tau hais.
Cov kws tshuaj ntsuam kuj tseem hais txog kev nce qib siab, suav nrog txog li 50% tawm ntawm cov txaj pw thiab pub dawb rau tib hnub, uas feem ntau raug nqi $ 10.
Bank of America kuj tau tsa kev txhawj xeeb txog nyiaj txiag.
"Hauv FY23, peb cia siab tias Bed Bath & Beyond yuav hlawv ntxiv $ 300 lab ntawm cov nyiaj ntsuab thiab them nws cov $ 300 lab 3.749% sau tseg rau lub Yim Hli 2024. Qhov no yuav tawm hauv Bed Bath & Beyond nrog tag nrho cov nyiaj tau los ntawm kwv yees li $ 439 lab thaum kawg ntawm FY23. Piv txwv tias lwm $ 300 lab ntawm cov nyiaj kub kub hauv FY24, qhov no yuav qhia txog $ 139 lab ntawm cov nyiaj tau los thaum kawg ntawm FY24, "cov kws tshuaj ntsuam tau hais.
"Bed Bath & Beyond's liquidity tuaj yeem qhuav sai dua yog tias kev ua haujlwm tsis zoo sai dua li qhov xav tau, kev tswj hwm tsis txiav capex lossis cov neeg muag khoom luv luv cov nqe lus them nqi."
Bank of America tus nqi Bed Bath & Beyond stock underperform nrog ib tug $3 nqi hom phiaj, nqis los ntawm $8.
Bank of America yog ib qho ntawm tsawg kawg peb pawg tshawb fawb los txiav Bed Bath & Beyond lub hom phiaj tus nqi.
UBS tau hloov nws lub hom phiaj tus nqi nqis mus rau $ 5 los ntawm $ 12 thiab tuav nws qhov muag khoom ntaus nqi.
"Peb ntseeg tias kev nce nqi sai, poob rau cov neeg siv khoom xav tau, thov rub mus tom ntej, thiab
Kev cuam tshuam kev xa khoom tuaj yeem ua rau muaj kev cuam tshuam loj ntawm Bed Bath & Beyond's 1Q cov txiaj ntsig, "cov kws tshuaj ntsuam coj los ntawm Michael Lasser tau hais.
Cov kws tshuaj ntsuam xyuas, uas kuj tau ua lawv tus kheej cov tshev, hais tias ntau qhov cim tseg tuaj yeem nyob hauv txoj hauv kev raws li cov khoom lag luam nce qib.
Nyeem: Cov khw muag khoom lag luam muaj kev pheej hmoo los ntawm 'tsis tau pom dua' qib ntawm cov khoom muag ntau, cov kws tshuaj ntsuam hais
Tsis tas li ntawd: Amazon Prime Hnub yuav yog qhov loj heev rau cov neeg nrhiav kev cia siab tias yuav tau qhab nia luv nqi thaum muaj kev nce nqi nce ntxiv
"[W]e pom qhov tsis txaus ntseeg tseem ceeb ntawm kev lag luam ze thiab nruab nrab lub sijhawm khwv tau los ntawm lub zog ntawm macro thiab lwm yam teeb meem. Qhov no yuav ua rau cov khoom lag luam nyob rau hauv kev nyuaj siab rau yav tom ntej, hauv peb qhov kev xav, "UBS hais.
Bed Bath & Beyond Tshuag poob ze li 68% nyob rau peb lub hlis dhau los, kev lag luam ntawm $ 7.09 rau hnub Thursday yav tav su.
"Txawm hais tias cov nyiaj pub dawb txaus siab yuav tsum yooj yim hauv 2H raws li cov khoom lag luam normalize, qhov txiaj ntsig no tuaj yeem ua pov thawj cov khoom siv tsawg dua yuav tsum Bed Bath & Beyond es tsis txhob pom nws tus kheej dhau-khoom muag thaum xav tau qeeb," sau Wedbush kws tshuaj ntsuam coj los ntawm Seth Basham.
Bed Bath & Beyond tau ua nyob rau hauv lub siab los ntawm tus neeg ua lag luam ua lag luam Ryan Cohen thiab RC Ventures LLC los tshawb nrhiav lwm txoj hauv kev rau Kev Yuav Menyuam saws. Ob tug txij li tau mus txog "kev pom zoo kev koom tes."
Wedbush ceeb toom tias muag Buy Buy Baby yuav ua rau muaj kev lav phib xaub ntau heev. UBS hais tias nws yuav tab tom nrhiav kev hloov tshiab ntawm Kev Yuav Tus Me Nyuam, thaum Bank of America hais tias kev muag khoom ntawm cov saw yog "tsis zoo li ntau ntxiv."
Ib tus neeg hais xov xwm hauv tuam txhab hu ua kev mloog rau kev tshaj tawm rau hnub Thursday ntawm Txais Tos Txais Khoom Plig, qhov kev pabcuam ncaj ncees uas nthuav tawm lub npe npe, Yuav Yuav Tus Menyuam thiab Harmon. Cov neeg yuav khoom tuaj yeem koom nrog dawb, lossis them $ 29 ib xyoos ib zaug kom txav mus rau Zoo Siab Txais Tos Txais + tier, uas muaj kev txo nqi ntxiv, cov ntsiab lus thiab cov txiaj ntsig xa khoom.
Bed Bath & Beyond tab tom txo cov sij hawm hauv khw thiab tig cov cua txias kom txo cov nqi, cov kws tshuaj ntsuam hais tias
Bed Bath & Beyond Inc. tab tom tso cua txias ntawm nws lub khw muag khoom kom txuag tau nyiaj, raws li Bank of America cov kws tshuaj ntsuam xyuas uas tau soj ntsuam cov channel thiab mus xyuas lub khw muag khoom.
Lwm qhov kev ntsuas uas lub tuam txhab tab tom siv suav nrog txo cov sijhawm hauv khw, nrog rau cov chaw qhib thaum 11 teev sawv ntxov dua li 10 teev sawv ntxov, txiav cov sijhawm ua haujlwm thiab tshem tawm lossis ncua lub khw muag khoom.
"[W]e ntseeg tias Bed Bath & Beyond tab tom sim txiav cov nuj nqis kom nrawm nrog cov nqi poob qis," cov kws tshuaj ntsuam coj los ntawm Jason Haas tau sau hauv tsab ntawv tshaj tawm hnub Wednesday.
MarketWatch tau ncav tes mus rau Bed Bath & Beyond, uas tsis tau hais txog kev txuag nqi.
Pw Hauv Paus & Tshaj Tshaj
-1.82%
MevB,
tau teem sijhawm los tshaj tawm cov txiaj ntsig ntawm peb lub hlis twg rau lub Rau Hli 29. Cov kws tshuaj ntsuam xyuas tau sau tseg tias ntawm kev hu xov tooj nyiaj tau los zaum kawg, Bed Bath & Beyond tau hais tias peb lub hlis twg rau cov kev ntsuas sib piv tau qis dua li ntawm 20%.
Bank of America tau hais tias "Peb tsis ntseeg tias comps tau txhim kho txij li ntawd los," Bank of America tau hais.
Cov kws tshuaj ntsuam kuj tseem hais txog kev nce qib siab, suav nrog txog li 50% tawm ntawm cov txaj pw thiab pub dawb rau tib hnub, uas feem ntau raug nqi $ 10.
Bank of America kuj tau tsa kev txhawj xeeb txog nyiaj txiag.
"Hauv FY23, peb cia siab tias Bed Bath & Beyond yuav hlawv ntxiv $ 300 lab ntawm cov nyiaj ntsuab thiab them nws cov $ 300 lab 3.749% sau tseg rau lub Yim Hli 2024. Qhov no yuav tawm hauv Bed Bath & Beyond nrog tag nrho cov nyiaj tau los ntawm kwv yees li $ 439 lab thaum kawg ntawm FY23. Piv txwv tias lwm $ 300 lab ntawm cov nyiaj kub kub hauv FY24, qhov no yuav qhia txog $ 139 lab ntawm cov nyiaj tau los thaum kawg ntawm FY24, "cov kws tshuaj ntsuam tau hais.
"Bed Bath & Beyond's liquidity tuaj yeem qhuav sai dua yog tias kev ua haujlwm tsis zoo sai dua li qhov xav tau, kev tswj hwm tsis txiav capex lossis cov neeg muag khoom luv luv cov nqe lus them nqi."
Bank of America tus nqi Bed Bath & Beyond stock underperform nrog ib tug $3 nqi hom phiaj, nqis los ntawm $8.
Bank of America yog ib qho ntawm tsawg kawg peb pawg tshawb fawb los txiav Bed Bath & Beyond lub hom phiaj tus nqi.
UBS tau hloov nws lub hom phiaj tus nqi nqis mus rau $ 5 los ntawm $ 12 thiab tuav nws qhov muag khoom ntaus nqi.
"Peb ntseeg tias kev nce nqi sai, poob rau cov neeg siv khoom xav tau, thov rub mus tom ntej, thiab
Kev cuam tshuam kev xa khoom tuaj yeem ua rau muaj kev cuam tshuam loj ntawm Bed Bath & Beyond's 1Q cov txiaj ntsig, "cov kws tshuaj ntsuam coj los ntawm Michael Lasser tau hais.
Cov kws tshuaj ntsuam xyuas, uas kuj tau ua lawv tus kheej cov tshev, hais tias ntau qhov cim tseg tuaj yeem nyob hauv txoj hauv kev raws li cov khoom lag luam nce qib.
Nyeem: Cov khw muag khoom lag luam muaj kev pheej hmoo los ntawm 'tsis tau pom dua' qib ntawm cov khoom muag ntau, cov kws tshuaj ntsuam hais
Tsis tas li ntawd: Amazon Prime Hnub yuav yog qhov loj heev rau cov neeg nrhiav kev cia siab tias yuav tau qhab nia luv nqi thaum muaj kev nce nqi nce ntxiv
"[W]e pom qhov tsis txaus ntseeg tseem ceeb ntawm kev lag luam ze thiab nruab nrab lub sijhawm khwv tau los ntawm lub zog ntawm macro thiab lwm yam teeb meem. Qhov no yuav ua rau cov khoom lag luam nyob rau hauv kev nyuaj siab rau yav tom ntej, hauv peb qhov kev xav, "UBS hais.
Bed Bath & Beyond Tshuag poob ze li 68% nyob rau peb lub hlis dhau los, kev lag luam ntawm $ 7.09 rau hnub Thursday yav tav su.
"Txawm hais tias cov nyiaj pub dawb txaus siab yuav tsum yooj yim hauv 2H raws li cov khoom lag luam normalize, qhov txiaj ntsig no tuaj yeem ua pov thawj cov khoom siv tsawg dua yuav tsum Bed Bath & Beyond es tsis txhob pom nws tus kheej dhau-khoom muag thaum xav tau qeeb," sau Wedbush kws tshuaj ntsuam coj los ntawm Seth Basham.
Bed Bath & Beyond tau ua nyob rau hauv lub siab los ntawm tus neeg ua lag luam ua lag luam Ryan Cohen thiab RC Ventures LLC los tshawb nrhiav lwm txoj hauv kev rau Kev Yuav Menyuam saws. Ob tug txij li tau mus txog "kev pom zoo kev koom tes."
Wedbush ceeb toom tias muag Buy Buy Baby yuav ua rau muaj kev lav phib xaub ntau heev. UBS hais tias nws yuav tab tom nrhiav kev hloov tshiab ntawm Kev Yuav Tus Me Nyuam, thaum Bank of America hais tias kev muag khoom ntawm cov saw yog "tsis zoo li ntau ntxiv."
Ib tus neeg hais xov xwm hauv tuam txhab hu ua kev mloog rau kev tshaj tawm rau hnub Thursday ntawm Txais Tos Txais Khoom Plig, qhov kev pabcuam ncaj ncees uas nthuav tawm lub npe npe, Yuav Yuav Tus Menyuam thiab Harmon. Cov neeg yuav khoom tuaj yeem koom nrog dawb, lossis them $ 29 ib xyoos ib zaug kom txav mus rau Zoo Siab Txais Tos Txais + tier, uas muaj kev txo nqi ntxiv, cov ntsiab lus thiab cov txiaj ntsig xa khoom.
Tau qhov twg los: https://www.marketwatch.com/story/bed-bath-beyond-is-reducing-store-hours-and-turning-down-the-air-conditioning-to-cut-costs-analysts-say- 11656005808?siteid=yhoof2&yptr=yahoo