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Bed Bath & Beyond to Acquire Brand House in All-Stock Deal Valued at About $26.8 Million

The companies target a Q1 2026 close contingent on a Brand House shareholder vote plus Bank of America consent.

Overview

  • Brand House investors will receive 0.1993 Bed Bath & Beyond shares per TBHC share based on Nov. 21 pricing and recent volume-weighted averages.
  • Bed Bath & Beyond already owns roughly 40% of Brand House and advanced $10 million from a delayed draw loan to accelerate store conversions and inventory builds.
  • Brand House CEO Amy Sullivan is expected to lead a new Beyond Retail Group overseeing merchandising, stores, e-commerce and customer experience across Bed Bath & Beyond, buybuy BABY, Overstock and Kirkland's Home.
  • Management projects at least $20 million in annual cost eliminations, plans to close more than 40 underperforming or noncore stores in early 2026, and intends to reinvest savings in store formats and digital upgrades.
  • Boards of both companies approved the merger unanimously, and at publication BBBY shares rose about 2.7% to $5.78 while TBHC fell roughly 9%.