Brand House Collective Reports $3.7M Net Loss in Q3 2025 Amid Store Conversions

Written by Emily J. Thompson, Senior Investment Analyst

Source: Newsfilter

Updated: Dec 16 2025

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TBHC+5.83%

Should l Buy TBHC?

Source: Newsfilter

Financial Performance: In Q3 2025, Brand House Collective reported net sales of $103.5 million, a 7.4% decline year-over-year, primarily due to a 6% reduction in store count, indicating challenges during the transformation process.
Gross Margin Decline: Gross profit was $21.1 million, or 20.4% of net sales, significantly down from 28.1% in the prior year, primarily due to decreased merchandise margins and increased occupancy costs from lower sales.
Operating Expense Control: Operating expenses for Q3 2025 were $23.1 million, or 22.3% of net sales, a substantial decrease from 30.2% in the previous year, reflecting effective cost management in marketing and employee benefits.
Merger Outlook: The pending merger with Bed Bath & Beyond is expected to leverage complementary strengths, enhancing long-term growth potential despite current adjustments and losses.

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Analyst Views on TBHC

Wall Street analysts forecast TBHC stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TBHC is 1.25 USD with a low forecast of 1.25 USD and a high forecast of 1.25 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 Analyst Rating

0 Buy

1 Hold

0 Sell

Hold

Current: 1.030

Low

1.25

Averages

1.25

High

1.25

Current: 1.030

Low

1.25

Averages

1.25

High

1.25

No data

About TBHC

The Brand House Collective, Inc. is a multi-brand merchandising, supply chain and retail operator. The Company manages a portfolio of iconic home and family brands including Beyond Inc.’s Bed Bath & Beyond Home, Bed Bath & Beyond, buybuy Baby, and Overstock. The Company operates approximately 300 stores across 35 states as well as e-commerce site www.bedbathandbeyondhome.com. The Company offers distinctive brand experience, providing curated, high-quality product assortments for every room, every moment, and for every budget. The Company’s merchandise categories include holiday and gifts, furniture, art and wall decor, mirrors, lighting, bed and bath, home decor and pillows, rugs and curtains, kitchen and dining, and outdoors. The art and wall decor includes clocks, frames, wall decorations, and wall organization. Its mirrors include decorative mirrors, framed mirrors, full length mirrors, round mirrors, and sale mirrors.

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.

Investor Rights Law Firm Investigates Multiple Companies for Potential Violations

Jan 31 2026Globenewswire

Brand House Collective Investigation: Halper Sadeh LLC is investigating The Brand House Collective, Inc. (NASDAQ: TBHC) regarding its sale to Bed Bath & Beyond, Inc., which involves exchanging each Brand House share for 0.1993 shares of Bed Bath & Beyond common stock, potentially violating fiduciary duties to shareholders and impacting their rights.
Laird Superfood Merger Review: The merger of Laird Superfood, Inc. (NYSE: LSF) with Navitas LLC is also under scrutiny, with Halper Sadeh LLC possibly seeking increased compensation for shareholders and additional disclosures to ensure their legal rights are protected.
Janus Henderson Transaction Assessment: The sale of Janus Henderson Group plc (NYSE: JHG) to Trian Fund Management and General Catalyst for $49.00 per share in cash is being evaluated, with Halper Sadeh LLC potentially advocating for a higher consideration for shareholders to ensure the fairness of the transaction.
Legal Service Commitment: Halper Sadeh LLC offers legal services on a contingency fee basis, encouraging shareholders to reach out to discuss their rights and options, demonstrating the firm’s strong commitment to protecting investor interests.

Exact Sciences to Sell to Abbott for $105 per Share in Cash

Jan 09 2026Globenewswire

Legal Investigation Initiated: Halper Sadeh LLC is investigating Exact Sciences Corporation's sale to Abbott for $105 per share in cash, potentially indicating violations of federal securities laws and breaches of fiduciary duties to shareholders, which could impact shareholder rights and the legality of the transaction.
Shareholder Rights Protection: The law firm encourages Exact Sciences shareholders to reach out to understand their legal rights and options, emphasizing the importance of shareholder interests and potentially leading to a reevaluation of the transaction terms.
Potential Compensation Claims: Halper Sadeh LLC may seek increased consideration for shareholders, additional disclosures, and information, demonstrating a proactive stance in protecting shareholder rights, which could influence the final outcome of the transaction.
Legal Fee Arrangement: The firm commits to handling the case on a contingent fee basis, meaning shareholders will not incur upfront legal costs, thereby reducing the financial burden on shareholders and encouraging greater participation in legal actions.

Monteverde Law Firm Investigates Multiple Company Acquisitions

Jan 09 2026Globenewswire

Shareholder Rights Protection: Monteverde Law Firm is investigating the transaction between First Foundation Inc. and FirstSun Capital Bancorp, where shareholders will receive 0.16083 shares of FirstSun common stock for each share of First Foundation, aiming to ensure shareholder rights are upheld during the acquisition.
High Return Expectations: In the deal between Exact Sciences Corporation and Abbott Laboratories, shareholders are expected to receive $105.00 per share, which will positively impact shareholder returns and reflect the value of their investments.
Market Dynamics Analysis: The transaction involving Brand House Collective, Inc. and Bed Bath & Beyond will see shareholders receive 0.1993 shares of Bed Bath & Beyond common stock for each Brand House share, indicating a positive market response to brand consolidation efforts.
Legal Service Transparency: Monteverde Law Firm emphasizes its successful track record in protecting shareholder rights, urging shareholders to consider the historical performance and success cases of law firms when selecting legal representation.

Brand House Collective Reports $3.7M Q3 Loss Amid Bed Bath & Beyond Merger Plans

Dec 16 2025PRnewswire

Financial Performance: Brand House Collective reported net sales of $10.3 million for Q3 2025, down 9.5% from $11.4 million in the same period last year, indicating challenges during its transformation phase.
Inventory Optimization: The company is strategically optimizing inventory to support its store conversion program, successfully transforming its Tennessee locations into Bed Bath & Beyond Home formats to enhance market competitiveness and meet consumer demand.
Merger Outlook: The pending merger with Bed Bath & Beyond is expected to combine both companies' strengths, creating significant operational and financial synergies that will enhance long-term growth potential.
Loss Situation: The third-quarter net loss was $3.7 million, an improvement from $7.7 million in the same period last year, reflecting the company's efforts in cost control and business integration.