BBBY: revenue $361.2M, net income -$39.5M. BBBY Q2 revenue +28% on Brand House acquisition; operating loss widens as below-the-line items offset

Filed August 4, 2026 · Period ending June 30, 2026 · Compared to 10-Q Jul 29, 2025 · ~2 min read

Key Changes

• high

  Operating loss widened 245% YoY to -$42.9M while net loss widened only 104% to -$39.5M — the $10.3M net below-the-line improvement (non-operating/other +$7.5M, income tax +$2.8M) masked deteriorating core operations.

  MD&A: Earnings Quality verify on EDGAR →
• high

  Brand House Collective acquisition (closed Apr 2) added 121 stores and $70.5M revenue but drove $43.4M G&A surge (store labor, occupancy, distribution) and $5.2M leased-asset impairment from store closures.

  MD&A: TBHC Acquisition verify on EDGAR →
• high

  Three acquisitions closed in four months (TBHC, SFV Services, The Container Store) plus two pending mergers (Fathom, F9 Brands) — combined Fathom/F9 equity issuance will dilute existing holders by ~21% of outstanding shares.

  Notes: Business Combinations verify on EDGAR →