Merger Announcement: Bed Bath & Beyond (BBBY) has entered into a definitive merger agreement to acquire The Brand House Collective (TBHC) for an equity value of approximately $26.8 million, with an exchange ratio of 0.1993 shares of BBBY stock for each TBHC share.
Shareholder Benefits: The merger agreement, approved by both companies' boards, allows TBHC shareholders to gain meaningful ownership in the combined entity through the stock exchange ratio based on average prices prior to the agreement.
Funding and Operations: Bed Bath & Beyond has provided $10 million to TBHC to support store conversions, enhance inventory procurement, and bolster operations as part of the merger process.
Closing Conditions: The transaction is expected to close in Q1 2026, pending TBHC shareholder approval and other customary conditions, including amendments to TBHC's credit facility with Bank of America.
Wall Street analysts forecast BBBY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BBBY is 11.67 USD with a low forecast of 8.00 USD and a high forecast of 17.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Analyst Rating
Wall Street analysts forecast BBBY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BBBY is 11.67 USD with a low forecast of 8.00 USD and a high forecast of 17.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Buy
4 Hold
0 Sell
Hold
Current: 7.200
Low
8.00
Averages
11.67
High
17.00
Current: 7.200
Low
8.00
Averages
11.67
High
17.00
Barclays
Equal Weight
maintain
$5 -> $8
Al Analysis
2025-10-28
Reason
Barclays
Price Target
$5 -> $8
Al Analysis
2025-10-28
maintain
Equal Weight
Reason
Barclays raised the firm's price target on Bed Bath & Beyond to $8 from $5 and keeps an Equal Weight rating on the shares. The firm updated the company's model following the earnings report.
About BBBY
Bed Bath & Beyond, Inc. is an e-commerce focused retailer that owns or has ownership interests in various retail brands. The Company owns Bed Bath & Beyond, Overstock, buybuy BABY, Kirkland’s Home, and other related brands and websites, and a blockchain asset portfolio inclusive of tZERO, GrainChain, and other assets. Through its Bed Bath & Beyond brand, it provides an array of home-related products. Through its Overstock brand, the Company provides an array of goods at discounted prices, and a treasure hunt-like experience for its target customers. Its product assortment includes home categories such as indoor and outdoor furniture, rugs, decor, and lighting, as well as lifestyle categories such as jewelry and watches, apparel and accessories, and designer shoes and handbags. In addition, the Company also offers a range of add-on services across its platforms, including warranties, shipping insurance, and installation services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
