BBBY
Bed Bath & Beyond Inc
stock NASDAQ

BBBY was always majority institution owned one for one thing. Not comparable

If you've been following any of the trades related to Ryan Cohen (GME, BBBY specifically) you've seen suspicious bot and user meddling with the subreddits for years now. In both, it caused splits in the community and multiple subreddits due to instigation of false narratives and even suspicion of mod drama. And that's one of the intents behind the strategy, fracture the community and instill complacency.

He's such a wet, lazy sock of a dork I have no idea how any shareholder views him as an asset.1) His lifetime achievement was selling an over-valued and indebted Dogfood delivery company which never printed a cent of profit, and was financed and managed by Dad. 2) He sold every strategic and industry defining asset of GME for pennies on the dollar to become a crypto bro and hang in Nobu with his Billionaire buddies. And 3) he hoodwinked the BBBY nerds with his pump and dump 😂

Suuuurely it always goes up lul
Cri cri bagholders BBBY went to 0 lul

Wasted Money that Towel Apes won't get back:
- BBBY Gift cards
- BBBY Bonds
- Teddy books
- Pultefest Tickets
- PP Superchats
- GME $30 Calls
- Kais' Crowdfunded Studio
- ABC's Stock Seminars
- PPCoin
- "The Bear Trap" movie funding

Yeah, be careful don’t go chasing short squeezes that are pumped all over the Internet. I lost my ass chasing a lot of stock like that AMC, BBBY, I don’t chase shit anymore didn’t lose much on BBBY like maybe 80 bucks but lost around 70 grand on AMC. Don’t be listening to Youtubers and pumpers on Twitter. Make informed decisions.

The ONE day I park on the street in front of my house is street sweeping day.
I got a ticket - I need someone to venmo me cause all my money is tied up in BBBY. I’ll pay you back 3 times when these babies print

JCP and BBBY never had a book value below liquidation levels

Interesting points, but a few things don’t quite add up

If their real estate is really worth $6B, why did they just raise $360M in senior secured debt backed by distribution centers? And not at favorable terms either — they went from ~4% rates to over 9%. That sounds more like liquidity strain than optional flexibility.

As for diversification away from China — the latest 10-K still states “a majority of sourcing is through third-party vendors in China and Southeast Asia.” If you’ve got updated sourcing data, I’d genuinely be curious to see it.
And “everything is priced in” feels shaky when:
Dividend was cut
CEO was ousted after 100 days
Board-level governance issues triggered an 8-K
Forecasted sales are negative for 2025
Short interest is now over 51%
That doesn’t look like a deep value setup. It looks like a distressed unwind.
I’m not trying to be contrarian for the sake of it, I’m genuinely trying to understand the bull thesis here. Is it just a real estate liquidation play? Because that means less stores and kind of like “selling the furniture to keep the lights on” Or is there a belief that operations can rebound and drive meaningful upside?
If there’s a case for growth or stability, I’d love to see how that’s being modeled, especially with comps like JCP and BBBY fresh in mind.

Well good luck (no sarc). It could be worse, you could pitch BBBY lol

The De Minimis change might hurt SHEIN, but is there any reason to believe those shoppers would default to Kohl’s? Fast-fashion customers aren’t necessarily looking for mid-tier department store pricing or style.
Real estate value yes but they’re not a real estate company liquidating is a red flag no?
1. Even if their CRE portfolio is sizable, how liquid is it really? Selling off real estate to stay afloat isn’t typically a bullish sign — it’s usually a last resort. JCP and BBBY had property too, and it didn’t save them.
Also, commercial real estate as a whole is under pressure — interest rates have doubled since 2020–2021, and a wall of debt is coming due. Some are calling for a crash in that sector. Timing matters.
2. The 8-K filing raised serious governance concerns. A board member openly contradicted Kohl’s SEC disclosure. That’s not just bad optics — for certain institutional holders, it can trigger mandatory compliance-based exits.
3. Tariffs are another major risk. With a large portion of their inventory coming from China, even modest tariff increases could severely impact margins. It’s hard to imagine a turnaround when cost pressure is rising and sales are already in decline.
Again, just trying to make sense of the bullish outlook here when the structural issues governance, cash flow, cost pressure all seem to be pointing the other direction.
Do you see this becoming a booming company again? Retail that deals with china is under serious pressure right now… target and macys might make it but kohls… idk

could be wrong but this smells like BBBY and JCP all over again, except this time with lying to the SEC, CEO fraud, and now governance risk called out in the filings.
They can’t survive tariffs. Trump being a real estate guy probably sees these dying big box retailers as dead weight sitting on prime land that needs to be repurposed. Out with the old, in with the new.
I think May 29 when earnings hit, major institutions will use that high volume window to quietly exit. Not a buyout. An exodus.

I'll never forget the .24 cents to $16+ dollars on BBBY.

Tesla can continuously print shares like BBBY or AMC, it could have bankrupted 2 months ago. And you would still have cultists tell you how the price is just about to pop off and they love buying the dip.