Summary
- Will brick-and-mortar stores go away for good?
- If BBBY continues it's cost-cutting strategy an upside of the stock is inevitable.
- With a new online look and inovative in-house brands Bed, Bath and Beyond can turnaround.
Recommendation
Bed, Bath and Beyond (BBBY) is going through a big market correction since April 2015, but can the company turn things around?
The core investment thesis is that BBBY can inverse its position with its new future outlook and strategy. Although I do expect a mediocre 10k report on the 10 th of April, I also think that slowly and steadily BBBY can regain its former position by implementing several new strategies. By cutting costs, closing underperforming stores, growing its digital market and decreasing its inventory, I believe BBBY can actually get ahead of the game or at least stabilize.
Company Background and Overview
*Picture taken directly from latest 10Q presentation
