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BNED
Upturn stock ratingUpturn stock rating

Barnes & Noble Education Inc (BNED)

Upturn stock ratingUpturn stock rating
$10.5
Delayed price
upturn advisory
PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

03/27/2025: BNED (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Analysis of Past Performance

Type Stock
Historic Profit -69.1%
Avg. Invested days 16
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 1.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 03/27/2025

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 341.11M USD
Price to earnings Ratio -
1Y Target Price 0.75
Price to earnings Ratio -
1Y Target Price 0.75
Volume (30-day avg) 386182
Beta 2.13
52 Weeks Range 6.05 - 135.00
Updated Date 03/30/2025
52 Weeks Range 6.05 - 135.00
Updated Date 03/30/2025
Dividends yield (FY) -
Basic EPS (TTM) -68.05

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Earnings Date

Report Date 2025-03-10
When After Market
Estimate -
Actual 0.2313

Profitability

Profit Margin -7.17%
Operating Margin (TTM) -12.48%

Management Effectiveness

Return on Assets (TTM) 0.61%
Return on Equity (TTM) -99.34%

Valuation

Trailing PE -
Forward PE -
Enterprise Value 698855854
Price to Sales(TTM) 0.22
Enterprise Value 698855854
Price to Sales(TTM) 0.22
Enterprise Value to Revenue 0.45
Enterprise Value to EBITDA 97.34
Shares Outstanding 30213900
Shares Floating 12209276
Shares Outstanding 30213900
Shares Floating 12209276
Percent Insiders 58.56
Percent Institutions 30.06

Analyst Ratings

Rating 3
Target Price 0.75
Buy -
Strong Buy -
Buy -
Strong Buy -
Hold 1
Sell -
Strong Sell -
Strong Sell -

ai summary icon Upturn AI SWOT

Barnes & Noble Education Inc

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Company Overview

History and Background

Barnes & Noble Education, Inc. (BNED) originated as part of Barnes & Noble Booksellers, focusing on the campus bookstore business. It was spun off as a separate publicly traded company in 2015. The company's history traces back to the late 19th century with the establishment of Arthur Hinds & Company, which later merged and evolved into Barnes & Noble.

Core Business Areas

  • Retail: Operation of physical and virtual bookstores on college and university campuses, offering textbooks (new, used, rental), course materials, school supplies, technology products, and apparel.
  • Wholesale: Distribution of textbooks and course materials to college and university bookstores, including those not managed by BNED.
  • Digital Student Solutions (DSS): Provides digital educational content and services, including proprietary and third-party platforms, software, and learning tools. This includes Bartleby, a suite of student support services.

Leadership and Structure

Michael P. Huseby serves as the Chief Executive Officer of Barnes & Noble Education, Inc. The company has a traditional corporate structure with a board of directors and various executive leadership positions overseeing the different business segments.

Top Products and Market Share

Key Offerings

  • Textbooks (New, Used, Rental): Textbooks are a core offering, available in various formats. Competitors include Amazon, Chegg, and direct publisher sales. Market share data specific to BNED textbook sales is difficult to pinpoint precisely but BNED is a leader in campus bookstore operations.
  • Bartleby: Bartleby is a suite of digital study tools, including homework help, textbook solutions, and writing assistance. Competitors include Chegg, Quizlet, and Course Hero. Bartleby has experienced growth in subscribers.
  • School and Campus Supplies: BNED retail stores provide physical campus supplies such as stationery, course-specific notebooks and materials along with branded and local university apparel.

Market Dynamics

Industry Overview

The educational services industry faces evolving trends, including the increasing adoption of digital learning, the affordability concerns of textbooks, and the changing preferences of students. There is a consolidation of campus stores and a need to adapt to online retail.

Positioning

Barnes & Noble Education, Inc. positions itself as a comprehensive provider of educational products and services, operating both physical and virtual campus bookstores. Its competitive advantages lie in its established campus relationships and its growing digital solutions offerings.

Total Addressable Market (TAM)

The total addressable market for educational materials and services is estimated to be worth billions of dollars annually. BNED captures a portion of this TAM via the campus store segment, but its digital offerings are meant to expand the potential market.

Upturn SWOT Analysis

Strengths

  • Established presence on college campuses
  • Relationships with educational institutions
  • Diversified revenue streams (retail, wholesale, digital)
  • Proprietary digital content (Bartleby)
  • Strong brand recognition within the education market

Weaknesses

  • High debt levels
  • Reliance on textbook sales, which are declining
  • Competition from online retailers (Amazon, Chegg)
  • Seasonality of the business (peak sales during school start)
  • Physical retail footprint can be expensive

Opportunities

  • Growth of digital learning solutions
  • Expansion of Bartleby subscriber base
  • Partnerships with educational institutions for digital content delivery
  • Strategic acquisitions to expand service offerings
  • Increased focus on non-textbook retail products and services

Threats

  • Declining textbook sales
  • Competition from online retailers offering lower prices
  • Adoption of open educational resources (OER)
  • Changes in student preferences and purchasing habits
  • Economic downturn impacting college enrollment

Competitors and Market Share

Key Competitors

  • AMZN
  • CHGG
  • CENG

Competitive Landscape

Barnes & Noble Education faces intense competition from online retailers (Amazon, Chegg) and other textbook providers. Its advantage lies in campus relationships and digital offerings. Disadvantages include high debt and declining textbook sales.

Major Acquisitions

Growth Trajectory and Initiatives

Historical Growth: Historical growth has been inconsistent, with periods of revenue growth followed by declines. Textbook sales have decreased, while digital services have shown growth potential.

Future Projections: Analyst projections suggest potential for growth in digital services, but also challenges related to physical retail operations. Actual results may differ.

Recent Initiatives: Recent strategic initiatives include expanding the Bartleby platform, focusing on digital content partnerships, and optimizing the physical store footprint.

Summary

Barnes & Noble Education is adapting to the evolving education landscape, focusing on digital growth amid declining textbook sales. Its established campus presence and Bartleby platform are strengths, but high debt and online competition present challenges. Strategic partnerships and digital expansion are crucial for future success. They must continue to innovate to remain competitive in the market.

Similar Companies

  • AMZN
  • CHGG
  • CENG

Sources and Disclaimers

Data Sources:

  • Company SEC Filings (10-K, 10-Q)
  • Company Investor Relations
  • Third-Party Industry Reports
  • Analyst Estimates

Disclaimers:

The information provided is for informational purposes only and does not constitute financial advice. Market conditions and company performance may change. Actual results may vary.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Barnes & Noble Education Inc

Exchange NYSE
Headquaters Basking Ridge, NJ, United States
IPO Launch date 2015-08-03
CEO -
Sector Consumer Cyclical
Industry Specialty Retail
Full time employees 2520
Full time employees 2520

Barnes & Noble Education, Inc. operates bookstores for college and university campuses, and K-12 institutions primarily in the United States. It operates in two segments, Retail and Wholesale. The company sells and rents new and used print textbooks, digital textbooks, and publisher hosted digital courseware through physical and virtual bookstores, as well as directly to students through Textbooks.com. In addition, it offers First Day and First Day Complete access programs; and general merchandise, including collegiate and athletic apparel, school spirit products, lifestyle and wellness products, technology products, supplies, graduation products, and convenience items. Further, the company sources, sells, and distributes new and used textbooks; and sells hardware and a software suite of applications that provides inventory management and point-of-sale solutions to college bookstores. Additionally, it offers direct-to-student services. The company operates physical college and university bookstores; virtual bookstores; True Spirit e-commerce websites; pop-up retail locations; customized cafés and stand-alone convenience stores; and a media channel for brands targeting the college demographic. Barnes & Noble Education, Inc. was founded in 1965 and is headquartered in Basking Ridge, New Jersey.

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