Comments for BBBY - Stockpickr! Your Source for Stock Ideas

Comments for BBBY

Added By	Comments	Type	Date Added
barrons3	One myth is that older Americans are much more interested in shedding furniture and housewares than in buying them because most are empty-nesters. The reality: Older consumers account for more than 40% of the money spent on new household furnishings and equipment in the U.S. In part, this is because two-thirds of the owners of second homes are at least 50 years old, and need couches, tables and cutlery for those getaway places. In addition, one in six families headed by a person over 50 has a member under 18, as more people have children at later ages. At the same time, the recession undoubtedly is forcing more 25-year-olds and 40-year-old single parents to rethink the charms of their parents' homestead. Bottom line: Older consumers will keep trudging off to Bed Bath & Beyond (BBBY), Target (TGT), Wal-Mart Stores (WMT) and Ikea for years.	Love	October 03, 2009
RhinoStocks	Bed Bath and Beyond's bargain-priced home furnishings and giftware have helped the company keep its margins healthy even in this economy. We'll see how they do when they report earnings on September 23.	Love	July 13, 2009
Stockpickr Staff	"Anyway, earnings aren't so hot, with Alcoa (AA) probably offsetting Bed Bath & Beyond (BBBY), although it is nice to see the latter rebound after heavy inventory liquidation of rival Linens & Things, similarly to Best Buy (BBY) once Circuit City dropped off. And as for Alcoa? I wish it would report next week, then no one would even care about this miserable company." (<a href="http://jimcramer.rmblogs.thestreet.com/entry.aspx?q=0621f8a0-c48e-488c-b04b-9be5007b5a49" target="_blank">"Next, Fix the Insurers," 4-8-09</a>)	Love	April 08, 2009
barrons2	I would sell Bed Bath & Beyond (BBBY), too, as I think that Linens & Things can flood the market with goods.	Love	May 09, 2008
dare2dream	d	Hate	April 19, 2008
success2day	Value	Love	February 20, 2008
mrich	Diversity Retail fairly good balance sheet	Love	January 22, 2008
bushbuffet	probably bought to early ($33), liked the growth to the PE I was buying at	Love	November 28, 2007
STEVE AHMED	I love the store, the management, how they keep growing.	Love	November 23, 2007
NeumeierS	best in class reasonable valuation	Love	November 20, 2007
firboy4	Because I've shopped here, like the store, feel they have the right idea of how to capture their market. And the fact that their stock price went up to about 44 dollars last year, 2006. I think it will at least get back to about 41 this year, and if it does, I'll sell all that I have and make some money.	Love	October 22, 2007
sarah z	The Union, NJ based domestic-products retailer recently said it will buy back $1 billion worth of stock on the completion of its current authorization. "Our Board took this action based upon its continued confidence in our Company's long-term growth potential, financial outlook and excess cash flow generation," said Steven Temares, the company's chief executive, in a statement. "That said, our Company's Board of Directors continues to review our capital structure on an ongoing basis. In addition to providing value to our shareholders through share repurchase programs, our strong operations should allow us to continue to invest in our infrastructure and maintain our flexibility to take advantage of opportunities as they may arise." Last week, the company also announced third quarter earnings that edged out Wall Street expectations, sending shares higher. The company has continued to open up new stores, in spite of many market pundits predicting that softness in housing will hurt the retailer. Wachovia analyst Ralph Jean is still optimistic on the stock and reiterated an "Outperform" rating, with a target price range of $40 to $45. He stated that the company “continues to outperform the industry and take market share from weaker competitors due to its compelling merchandise offerings and strong execution."	Love	October 03, 2007
JCBB	good returns	Love	September 23, 2007
johnem	towels keep us dry	Love	August 26, 2007
Danny43b	Reasonable long term holding	Love	August 04, 2007
epmwood	long term growth	Hate	July 28, 2007
Barrons	From Barron's 7-23-07: "This is one of the best-managed retailers I have ever seen. They've never had a down quarter. The cash flows continue to grow and go up every quarter. The stock is selling at less than 10 times trailing cash flow. They have $700 million of net cash. Their principal competitor, Linens & Things, went private and, looking at the stores, appears to be really struggling. The problem with Bed Bath & Beyond is it's in the middle of this consumer recession, and even good retailers have problems in a recession. Comparable-store sales have slowed, earnings guidance has gone down, and the company hasn't been nearly aggressive enough in its share-repurchase program...One can always applaud conservative management, but at some point conservative management moves down the spectrum to stupidity and the management of Bed Bath & Beyond has stayed in the conservative tent far too long. I can't believe that someone isn't going to start barking in their ear about doing more for the shareholders. The stock hasn't gone anywhere in six years and that's with consistent earnings and cash flow progress. It is time for the management to take off their conservative hat, leverage the company at a responsible rate and wait for the cycle to turn while watching their competitors slowly implode. I can see Bed Bath & Beyond being a $45-$50 stock probably by next summer."	Love	July 21, 2007
rporras	Growth	Love	July 17, 2007
Bobby Donlan	Sold 7/17/07	Love	July 17, 2007
doodsie4474	Recommended by Marketwatch.com	Love	July 07, 2007
rrs100	retail	Love	July 02, 2007
SPDC	RETAIL	Love	June 15, 2007
bjkendall@verizon.net	Needed more consumer cyclicals and Bed Bath and Beyond has some good number in our analysis of stocks	Love	June 11, 2007
Rick	Estimate an intrinsic value of $56. ROIC characteristics superior to most dominant specialty retailers. TTM ROIC of 23% compares with LOW at 15% and PETM at 15% or AN at 6%. Operating margins, though down from 15% levels two years ago, are still impressive at 13.9% Compare very favorably with LOW at 10.6%, PETM at 7.8% and AN at 4.2%. Share buybacks have been sporadic but $700 million net of share issue in last two years. There remains $700 million in authorization plus some $980 million in cash on the balance sheet.	Love	June 05, 2007
our2home	Bed Bath and Beyond	Love	May 14, 2007
robertemoghene	recommended	Love	April 11, 2007
Greg NTG1 Parker	Don't confuse the ambience of the store (the shopping experience) with the simple matter of deciding whether or not to buy the stock (the financial decision). 5 year chart -- +7 points. Better than going down 7, but still. What is the catalyst to drive BBBY stock to 100? Anything? What is the compelling reason to buy? Is there one? The emperor pays no dividend.	Hate	March 07, 2007
Rainer Wysocki	Still has potential	Love	March 05, 2007
Guest	The home furnishings retailer has met or beaten earnings every quarter for 13 straight years.	Love	February 18, 2007
trh	pe	Love	February 15, 2007