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BED BATH & BEYOND, INC.（BBBY）与酷澎（CPNG）财务数据对比。点击上方公司名可切换其他公司
酷澎的季度营收约是BED BATH & BEYOND, INC.的32.3倍（$8.8B vs $273.4M）。酷澎净利率更高（-0.3% vs -7.6%，领先7.3%）。酷澎同比增速更快（10.9% vs -9.8%）。BED BATH & BEYOND, INC.自由现金流更多（$-8.6M vs $-278.0M）。过去两年酷澎的营收复合增速更高（11.4% vs -15.4%）
Bed Bath & Beyond曾是美国大型零售连锁企业，主营家居用品、家具及特色家居商品，总部位于新泽西州尤宁郡，业务覆盖美国与加拿大，曾经一度跻身财富世界500强与福布斯全球2000强榜单。该企业于2023年4月申请破产清算，关闭所有剩余门店，现已转型为线上零售品牌。
酷澎（Coupang, Inc.）是2010年由金范锡创立的科技与线上零售企业，注册地为美国特拉华州，总部设于华盛顿州西雅图。公司核心业务覆盖电商零售、食品配送及OTT流媒体服务，业务布局及办公网点遍及韩国、中国台湾、美国、印度、日本、新加坡等多个国家和地区。
BBBY vs CPNG — 直观对比
营收规模更大
CPNG
是对方的32.3倍
$273.4M
营收增速更快
CPNG
高出20.7%
-9.8%
净利率更高
CPNG
高出7.3%
-7.6%
自由现金流更多
BBBY
多$269.4M
$-278.0M
两年增速更快
CPNG
近两年复合增速
-15.4%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $273.4M | $8.8B |
| 净利润 | $-20.9M | $-26.0M |
| 毛利率 | 24.6% | 28.8% |
| 营业利润率 | -4.8% | 0.1% |
| 净利率 | -7.6% | -0.3% |
| 营收同比 | -9.8% | 10.9% |
| 净利润同比 | 74.3% | -116.7% |
| 每股收益（稀释后） | $-0.26 | $-0.02 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收BBBYCPNG
| Q4 25 | $273.4M | $8.8B | ||
| Q3 25 | $257.2M | $9.3B | ||
| Q2 25 | $282.3M | $8.5B | ||
| Q1 25 | $231.7M | $7.9B | ||
| Q4 24 | $303.2M | $8.0B | ||
| Q3 24 | $311.4M | $7.9B | ||
| Q2 24 | $398.1M | $7.3B | ||
| Q1 24 | $382.3M | $7.1B |
净利润BBBYCPNG
| Q4 25 | $-20.9M | $-26.0M | ||
| Q3 25 | $-4.5M | $95.0M | ||
| Q2 25 | $-19.3M | $32.0M | ||
| Q1 25 | $-39.9M | $107.0M | ||
| Q4 24 | $-81.3M | $156.0M | ||
| Q3 24 | $-61.0M | $70.0M | ||
| Q2 24 | $-42.6M | $-77.0M | ||
| Q1 24 | $-73.9M | $5.0M |
毛利率BBBYCPNG
| Q4 25 | 24.6% | 28.8% | ||
| Q3 25 | 25.3% | 29.4% | ||
| Q2 25 | 23.7% | 30.0% | ||
| Q1 25 | 25.1% | 29.3% | ||
| Q4 24 | 23.0% | 31.3% | ||
| Q3 24 | 21.2% | 28.8% | ||
| Q2 24 | 20.1% | 29.3% | ||
| Q1 24 | 19.5% | 27.1% |
营业利润率BBBYCPNG
| Q4 25 | -4.8% | 0.1% | ||
| Q3 25 | -4.8% | 1.7% | ||
| Q2 25 | -4.4% | 1.7% | ||
| Q1 25 | -10.0% | 1.9% | ||
| Q4 24 | -11.3% | 3.9% | ||
| Q3 24 | -14.5% | 1.4% | ||
| Q2 24 | -11.8% | -0.3% | ||
| Q1 24 | -15.0% | 0.6% |
净利率BBBYCPNG
| Q4 25 | -7.6% | -0.3% | ||
| Q3 25 | -1.8% | 1.0% | ||
| Q2 25 | -6.8% | 0.4% | ||
| Q1 25 | -17.2% | 1.4% | ||
| Q4 24 | -26.8% | 2.0% | ||
| Q3 24 | -19.6% | 0.9% | ||
| Q2 24 | -10.7% | -1.1% | ||
| Q1 24 | -19.3% | 0.1% |
每股收益（稀释后）BBBYCPNG
| Q4 25 | $-0.26 | $-0.02 | ||
| Q3 25 | $-0.07 | $0.05 | ||
| Q2 25 | $-0.34 | $0.02 | ||
| Q1 25 | $-0.74 | $0.06 | ||
| Q4 24 | $-1.68 | $0.08 | ||
| Q3 24 | $-1.33 | $0.04 | ||
| Q2 24 | $-0.93 | $-0.04 | ||
| Q1 24 | $-1.62 | $0.00 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $175.3M | $6.3B |
| 总债务越低越好 | — | $648.0M |
| 股东权益账面价值 | $217.6M | $4.6B |
| 总资产 | $425.5M | $17.8B |
| 负债/权益比越低杠杆越低 | — | 0.14× |
8季度趋势，按日历期对齐
现金及短期投资BBBYCPNG
| Q4 25 | $175.3M | $6.3B | ||
| Q3 25 | $167.4M | $7.2B | ||
| Q2 25 | $120.6M | $6.8B | ||
| Q1 25 | $114.6M | $6.1B | ||
| Q4 24 | $159.2M | $5.9B | ||
| Q3 24 | $140.4M | $5.8B | ||
| Q2 24 | $186.2M | $5.5B | ||
| Q1 24 | $256.3M | $5.2B |
总债务BBBYCPNG
| Q4 25 | — | $648.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $988.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益BBBYCPNG
| Q4 25 | $217.6M | $4.6B | ||
| Q3 25 | $202.6M | $4.7B | ||
| Q2 25 | $130.9M | $4.7B | ||
| Q1 25 | $143.4M | $4.4B | ||
| Q4 24 | $162.7M | $4.1B | ||
| Q3 24 | $196.2M | $4.2B | ||
| Q2 24 | $250.4M | $3.9B | ||
| Q1 24 | $287.7M | $4.1B |
总资产BBBYCPNG
| Q4 25 | $425.5M | $17.8B | ||
| Q3 25 | $414.4M | $18.7B | ||
| Q2 25 | $358.1M | $17.8B | ||
| Q1 25 | $363.7M | $16.0B | ||
| Q4 24 | $402.0M | $15.3B | ||
| Q3 24 | $428.3M | $16.3B | ||
| Q2 24 | $496.8M | $15.2B | ||
| Q1 24 | $577.3M | $14.9B |
负债/权益比BBBYCPNG
| Q4 25 | — | 0.14× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.24× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $-6.5M | $82.0M |
| 自由现金流经营现金流 - 资本支出 | $-8.6M | $-278.0M |
| 自由现金流率自由现金流/营收 | -3.2% | -3.1% |
| 资本支出强度资本支出/营收 | 0.8% | 4.1% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-64.1M | $522.0M |
8季度趋势，按日历期对齐
经营现金流BBBYCPNG
| Q4 25 | $-6.5M | $82.0M | ||
| Q3 25 | $-15.1M | $792.0M | ||
| Q2 25 | $15.8M | $545.0M | ||
| Q1 25 | $-50.9M | $354.0M | ||
| Q4 24 | $-21.7M | $676.0M | ||
| Q3 24 | $-42.1M | $334.0M | ||
| Q2 24 | $-75.9M | $664.0M | ||
| Q1 24 | $-34.6M | $212.0M |
自由现金流BBBYCPNG
| Q4 25 | $-8.6M | $-278.0M | ||
| Q3 25 | $-17.4M | $439.0M | ||
| Q2 25 | $14.0M | $246.0M | ||
| Q1 25 | $-52.1M | $115.0M | ||
| Q4 24 | $-24.7M | $462.0M | ||
| Q3 24 | $-45.5M | $-46.0M | ||
| Q2 24 | $-80.4M | $486.0M | ||
| Q1 24 | $-38.0M | $105.0M |
自由现金流率BBBYCPNG
| Q4 25 | -3.2% | -3.1% | ||
| Q3 25 | -6.8% | 4.7% | ||
| Q2 25 | 5.0% | 2.9% | ||
| Q1 25 | -22.5% | 1.5% | ||
| Q4 24 | -8.1% | 5.8% | ||
| Q3 24 | -14.6% | -0.6% | ||
| Q2 24 | -20.2% | 6.6% | ||
| Q1 24 | -9.9% | 1.5% |
资本支出强度BBBYCPNG
| Q4 25 | 0.8% | 4.1% | ||
| Q3 25 | 0.9% | 3.8% | ||
| Q2 25 | 0.6% | 3.5% | ||
| Q1 25 | 0.5% | 3.0% | ||
| Q4 24 | 1.0% | 2.7% | ||
| Q3 24 | 1.1% | 4.8% | ||
| Q2 24 | 1.1% | 2.4% | ||
| Q1 24 | 0.9% | 1.5% |
现金转化率BBBYCPNG
| Q4 25 | — | — | ||
| Q3 25 | — | 8.34× | ||
| Q2 25 | — | 17.03× | ||
| Q1 25 | — | 3.31× | ||
| Q4 24 | — | 4.33× | ||
| Q3 24 | — | 4.77× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 42.40× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
BBBY
暂无分部数据
CPNG
| Products | $6.6B | 75% |
| Third Party Merchant Services | $1.9B | 22% |
| Service Other | $296.0M | 3% |
