Bed Bath & Beyond Inc.

BBBY pitch long Rolf Heitmeyer ’06

Thesis

We believe Bed Bath & Beyond is an exceptional business with a leading position in the housewares retail category and a return on invested capital consistently above 20%. The company has a strong cash flow and has returned significant capital to shareholders through buybacks, which we expect to continue driving EPS growth. With a target price of $105 per share based on medium-term earnings power of approximately $7 per share, we see substantial upside from the current price of around $75.

Did it work?

failed confidence: high

The stock price has declined by 93.8% since the pitch, which is a significant failure for a long thesis. The thesis highlighted strong cash flow and a leading market position, but the drastic drop in price indicates that these factors did not materialize as expected. Given the substantial loss, the investment thesis has clearly failed.

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