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Nasdaq · Consumer Discretionary

NEIGHBORHOOD INTELLIGENCE, INC. (BBBY)

As-reported financials and SEC filings for NEIGHBORHOOD INTELLIGENCE, INC. The latest annual period is FY2025. The latest reported quarter is Q2 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About NEIGHBORHOOD INTELLIGENCE, INC.

Bed Bath & Beyond, Inc. is an e-commerce retailer that owns brands including Bed Bath & Beyond, Overstock, and buybuy BABY. The company offers a wide range of home products such as furniture, bedding, décor, and cookware through its online platforms and mobile apps, serving customers primarily in the United States. It also provides add-on services like warranties, shipping insurance, and installation, and operates customer loyalty programs to enhance the shopping experience.

Snapshot

Revenue
$1.04B
Revenue growth (YoY)
-25.1%
Net income
$-84.6M
Diluted EPS
$-1.41
Gross margin
24.7%
Operating margin
-5.9%
Net margin
-8.1%
FCF margin
-6.1%
ROE
-38.8%
net income / fiscal-year-end equity
P/E
trailing when available, otherwise FY EPS
Market cap
$414.7M
Long-term debt / equity
0.00×
non-current term debt only

Fundamentals are from SEC filings for FY2025, the latest annual period (ended December 31, 2025). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Neighborhood Intelligence

  • Revenue fell 25.1% to $1.0B in FY2025, after a 10.6% decline the year before.
  • Operating margin is now a 5.9% loss in FY2025, from 4.0% in FY2021.
  • Most recent quarter Q2 FY2026: revenue $361M, up 28.0% from Q2 FY2025.
  • Free cash flow was negative $64M in FY2025.
  • Net loss narrowed to $85M in FY2025, from $259M in FY2024.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Neighborhood Intelligence’s fundamentals sit among the 403 Consumer Discretionary companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin24.7%
32nd percentile of 275
Operating margin-5.9%
17th percentile of 348
Net margin-8.1%
17th percentile of 377
FCF margin-6.1%
10th percentile of 351
Revenue growth (YoY)-25.1%
6th percentile of 394
ROE-38.8%
14th percentile of 343
Long-term debt / equity0.00×
1st percentile of 234
Short interest3.31d
41st percentile of 401

Neighborhood Intelligence’s long-term debt to equity of 0.00 ranks in the 1st percentile of the 234 Consumer Discretionary companies reporting it. Neighborhood Intelligence’s revenue growth of -25.1% ranks in the 6th percentile of the 394 Consumer Discretionary companies reporting it. Neighborhood Intelligence’s FCF margin of -6.1% ranks in the 10th percentile of the 351 Consumer Discretionary companies reporting it.

4 reported insider purchases (code P) totaling $406,828 in the last 90 days, against 1 sale totaling $63,436. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 4 quant / multi-strat books among the superinvestors we track; no conviction manager currently reports a position.

Conviction investors
0
+4 quant / multi-strat
Initiated / added
2
1 new, 1 added
Reduced / exited
3
2 trimmed, 1 exited
Combined position
$7.8M
reported long value
InvestorAs ofPosition valueSharesChange
Renaissance TechnologiesquantQ2 2026$4.7M819.5KReduced
AQR Capital ManagementquantQ2 2026$2.1M355.1KAdded
Citadel AdvisorsquantQ2 2026$884,092152.7KReduced
Two Sigma InvestmentsquantQ2 2026$136,37823.6KNew

No longer held by: Millennium Management (as of Q2 2026)

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4. Multiple insiders have bought recently (a cluster buy).

Buys (90d)
4
3 insiders
Bought (90d)
$407K
code P value
Sells (90d)
1
$63K
Reported activity
Cluster buy
≥2 insiders buying
Trade dateInsiderTypeSharesPriceValue
2026-08-12
LEMONIS MARCUSEXECUTIVE CHAIRMAN & CEOBuy23.1K$4.30$99K
2026-08-06
filed 2026-08-07
TABACCO JOSEPH J JRDirectorBuy20.0K$4.57$91K
2026-08-06
filed 2026-08-07
Shapiro Robert JacobDirectorBuy3.0K$4.51$14K
2026-08-05
filed 2026-08-06
LEMONIS MARCUSEXECUTIVE CHAIRMAN & CEOBuy43.4K$4.67$203K
2026-06-04
filed 2026-06-08
Burkey Joanna M.DirectorSell9.9K$6.38$63K

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
11.2M
settled 2026-08-14
Change vs prior
-22.1%
vs previous settlement
Days to cover
3.31
at avg daily volume
Avg daily volume
3.4M
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-1411.2M-22.1%3.31
2026-07-3114.4M-1.6%8.31
2026-07-1514.6M+13.5%5.68
2026-06-3012.9M+7.6%3.82
2026-06-1512.0M+20.7%5.11
2026-05-299.9M+2.4%3.39
2026-05-159.7M-13.6%3.85
2026-04-3011.2M+23.6%1.57

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2025FY2024FY2023FY2022FY2021
Revenue$1.04B$1.39B$1.56B$1.93B$2.76B
Gross profit$257.5M$290.2M$366.0M$507.6M$623.9M
Operating income$-61.2M$-184.1M$-144.0M$27.0M$111.1M
Net income$-84.6M$-258.8M$-307.8M$-35.2M$389.0M
Diluted EPS$-1.41$-5.56$-6.81$-0.83$8.11

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2025FY2024FY2023FY2022FY2021
Operating cash flow$-56.7M$-174.3M$-18.6M$-12.5M$80.9M
Capital expenditure$7.4M$14.3M$19.2M$14.9M$13.6M
Free cash flow$-64.1M$-188.6M$-37.8M$-27.4M$67.3M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q2 FY2026$361.2M28.0%$-39.5M$-0.53
Q1 FY2026$247.8M6.9%$-16.4M$-0.24
Q4 FY2025$273.4M-9.8%$-0.30
Q3 FY2025$257.2M-17.4%$-4.5M$-0.07
Q2 FY2025$282.3M-29.1%$-19.3M$-0.34
Q1 FY2025$231.7M-39.4%$-39.9M$-0.74
Q4 FY2024$303.2M-21.1%$-81.3M$-1.66
Q3 FY2024$311.4M-16.6%$-61.0M$-1.33

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNasdaq
SectorConsumer Discretionary
SIC industryRetail-Catalog & Mail-Order Houses
Latest annual periodFY2025 (ended December 31, 2025)
Latest reported quarterQ2 FY2026 (ended June 30, 2026)
Oldest indexed filing2018
SEC CIK1130713

Selected SEC filings

10-Q2026-08-04
View on EDGAR →
10-Q2026-04-27
View on EDGAR →
8-K2026-08-14
View on EDGAR →
8-K2026-08-13
View on EDGAR →
8-K2026-08-05
View on EDGAR →
8-K2026-08-05
View on EDGAR →

Largest Consumer Discretionary peers

All Consumer Discretionary companies →

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.