1. Survive the Trough: Holding $127M in cash while chopping $80M in SG&A. Closing 50 drag stores to hit cash-flow positive by H2 2027—even if existing home sales stay stuck at 4M.
2. The Springboard: Lean cost base + digital scale (Overstock core e-commerce orders +75%) + Elfa (60% gross margin) = coiled spring when mortgage rates ease and housing turnover unfreezes.
$NXH is holding above a dollar for now, but the real test comes Oct 22. We’ll either see the first fruits of the "Everything Home" restructuring, or more brutal pressure from dilution and shorts. It’s going to be a wild week. Keep it on your radar! 👀📈
@marcuslemonis@BedBathBeyond@amyesullivan Also noticed that searches like “home decoration,” “home goods,” or “furniture store” don’t surface the new BBBY locations yet. Improving that keyword visibility could really help bring customers in. Just sharing as feedback — appreciate all the work you’re doing.
Love seeing @BedBathBeyond making a comeback, but Google Maps still shows mostly closed stores — not a great first impression. Cleaning that up could make a big difference, @amyesullivan@marcuslemonis. $bbby
@marcuslemonis@BedBathBeyond@amyesullivan Thanks, Marcus — and totally understand it’s a old/new company. As you know...Visibility on Google Maps is one of the first touchpoints customers experience, so correcting those old listings ( will really help shape the new BBBY identity. Appreciate you taking action so quickly.