Thanks for Visiting!

Register for free to get the full story.

Sign Up
Already have a Placer.ai account? Log In

Beyond Bed, Bath & Beyond

by 
Ethan Chernofsky
 on 
October 15, 2019
Beyond Bed, Bath & Beyond

In cases like this, the title almost writes itself. Recent reporting has stated that Bed, Bath & Beyond could be looking for a buyer for the whole company or some of its sub-brands. While we dug into the mothership in August, the rumors provided a great opportunity to analyze some of Bed, Bath & Beyond’s other assets.

Saying buybuy to Some Potential Assets

Again, gratitude for the Bed, Bath & Beyond brand for making acquisitions that allow for seamless transitions. We analyzed four such brands - Christmas Tree Shops (blue), CostPlus World Market (red), buybuy Baby (green) and Harmon (yellow) - and found that overall, all seem to fairly strong assets. Looking at nationwide visits comparing each brand to their respective baseline for the period shows only CostPlus seeing declining overall visits.

Analyzing August visits Year-over-Year, only buybuy Baby saw a dip, though overall traffic is trending upwards and this brand is the least oriented towards August spikes. Essentially, from looking only at traffic, any of these brands could be a welcome asset.

What Would A Buyer Be Getting?

Starting with Household Income, the major outlier is Harmon, who sees a far larger percentage of traffic from more affluent visitors. In fact, over 50% of their visitors earn more than $100,000 per year.

Visit duration is fairly even among most of the brands, though buybuy Baby does stand out with an average visit of over 50 minutes. This indicates both the high intent of visitors, but also the success that the chain has in catering to this very specific audience.

The final set of attributes we analyzed were the brands that had similar audiences in related categories. For Christmas Tree Shops and Cost Plus World Market we looked at the Home Improvement and Home Goods sector. And the results were quite similar. Visitors to both had an 80% likelihood that they would also visit The Home Depot and nearly 75% likelihood of visiting a Lowe’s. These were followed in both cases by Bed, Bath & Beyond and Home Goods. 

For buybuy Baby, we analyzed other apparel retailers and saw over 65% of visitors would also visit a Kohls or Macy’s. For Harmon, Macy’s had the highest level of overlap with nearly 77% with Kohls, Marshall’s and TJ Maxx also seeing more than a 60% overlap.

Clearly, this does not mean that these brands are the likeliest to make an acquisition attempt, but for any potential acquirer, understanding the audience and the potential fits will be critical in maximizing their ultimate potential.

What’s Next for the Bed, Bath & Beyond Brands?

The honest answer is we have no idea. The more important element of this process is going to be understanding the fit, should one or more of these acquisitions take place. Each brand possesses unique strengths, but also some potential weaknesses in how it can and should be used. Understanding these attributes will go a long way in determining whether these companies reach their full potential - no matter who ultimately leads them.

Get 3 brand & industry
breakdowns every week

Subscribe to the newsletter

Great! Prepare your inbox for data-driven insights...
Oops! Something went wrong while submitting the form.

Get a Demo

Please enter your first name
Please enter your last name
Please provide a valid email
Please enter your email
Please enter company name

Thanks for reaching out!

One of our experts will be in touch soon

Try Placer.ai Free
Oops! Something went wrong while submitting the form.
Digging Into Darden: Q2 2024 Update
2024 Retail and Dining Trends Update
TRU and avid: Midscale Hotels on the Rise 
Diving Into Kroger: A Strong Start to 2024
Placer.ai Mall Index: May 2024 Recap – Mall Visits on the Rebound
Placer.ai Office Index: May 2024 Recap
2024 Memorial Day Recap
Las Vegas: A Tourism and Migration Deep Dive
Eatertainment Chains: Full on Food, Fun, and Foot Traffic
The Promise of Luxury Apparel
Catching Up With Ulta Beauty & Gap Brands
Ollie’s Bargain Outlet and Five Below: Q1 2024 Treasure Troves
CAVA Still Going Strong
Driving Success: Auto Parts Chains in 2024
Checking in With DICK’S Sporting Goods
Mother’s Day Shopping and Dining Trends
Placer.ai Mall Index: April 2024 Recap – Retail Resilience Heading into Spring
Dollar Stores Still Gaining Momentum
Off-Price Apparel Chains After Q1 2024: Demographics in the Balance
Walmart, Target, and Wholesale Clubs Continue to Thrive
Home Improvement and Decor Check In
Placer.ai Office Index: April 2024 Recap – Recovery Continues
Movie Theaters in Q1 2024: A Preview of Coming Attractions?
Let’s Get Physical: Fitness In 2024
Where Are Workers Returning to Office in 2024?
2024 Wins: Sweetgreen & First Watch on the Rise
A Full-Service Turnaround: Bloomin’, Dine, and Texas Roadhouse
Wendy’s and Denny’s: Breakfast and Late Night Dining Drives Success
Coffee Chains: Q1 2024 Update and What’s Changed Since COVID
Checking in with RBI and YUM!
Chipotle & McDonald's Serving Up Success
Wingstop & Shake Shack Continue Growing Their Reach 
Strong Start for Sprouts in 2024
Crocs’ Footwear Fairytale
Who Attends NCAA Final Four Events?
Eclipse Fever: How Did the (Retail and Hospitality) Stars Align?
Exploring Albertsons Companies’ Grocery Growth
Placer.ai Mall Index: March 2024 Recap – Malls Rise Again
Placer.ai Office Index: March 2024 Recap
Florida Spring Break Break-Up? Travelers Still Love Florida!
Provo-Orem and Ogden-Clearfield Emerging As Utah Hotspots 
Three Formulas for Experiential Retail in 2024
Aldi & Lidl Making The Cut
Texas Suburbs on the Rise
Exploring Luxury Hotel Brands’ Guest Segmentation
The St. Patrick’s Day Effect
How Can JOANN Make a Comeback?
Panera Bread Well Positioned for Possible IPO
Who Will Benefit From Family Dollar’s Downsizing?
Dave & Buster’s and Main Event Entertainment: Food and Fun for Everyone
Darden Brands: Location Analytics and Consumer Behavior
Nike and lululemon: a Strong 2023, Sprinting into 2024
Where Is Retail and Dining Foot Traffic Thriving in Early 2024?
Placer.ai White Paper Recap – February 2024
Three Retail & Dining Chains That May Surprise in 2024
Specialty Discount Chains Rock Retail Therapy
Placer.ai Mall Index: February 2024
Placer.ai Office Index: February 2024 Recap
Ulta Beauty Continues To Shine
First Watch Sails Into 2024
Hibbett Sports and DICK’S Sporting Goods: A Psychographic Analysis
Checking in With Discount & Dollar Stores
Peeking Behind The Curtain: Movie Theaters in 2023 and Beyond
Diving Into Brick-and-Mortar Eyewear
Getting Into Gear: Exploring The Auto Part Industry
Recapping Valentine’s Day 2024 Foot Traffic Trends
Fitness: A Strong Start to 2024
Dutch Bros. Continues To Percolate Visits
Super Bowl 2024: Placer.ai’s Postgame Foot Traffic Analysis
CAVA & sweetgreen Are On the Rise
Hats Off For Off-Price
Who Is Shopping at Malls?
Drilling Down Into Home Improvement
Walmart, Target, Costco & Superstore Space 2023 Recap
Catching Up With Shake Shack and Wingstop
Something To Chew On: Demographic Shifts at Steakhouse Chains
Placer.ai Office Index: Looking Back at 2023
Recapping RBI & Yum! Brands’ 2023 Foot Traffic Performance
Placer.ai White Paper Recap – January 2024
Who Shops at Anthropologie and Urban Outfitters?
Three Taco Chains to Watch in 2024
Starbucks and Dunkin’: 2023 in Four Data Points
Who Visits CVS and Walgreens?
Fashionably Frugal: Apparel in 2023
Catching Up With Fast Food
The Grocery Sector in 2023: An End-of-Year Recap
3 Mall & Shopping Center Trends for 2024
Bakery Chains Rising To The Top
Placer.ai and Esri Partner to Deliver Geospatial Analytics
Tampa Tourism Trends
Going For The Green: The Changing Dynamics Of Country Clubs
Christmas Day Dining Recap
Major Urban Shopping Districts – Holiday Season Recap
Placer.ai Office Index: December 2023 Recap
Recapping the 2023 Holiday Shopping Season
Placer.ai White Paper Recap – December 2023
7 Retail & Dining Segments to Watch in 2024
Diving Into Holiday Season Favorites
Super Saturday and Christmas Eve Eve: A Winning Combination
3 Budget Grocery Chains Finishing 2023 On a High Note