vs
BED BATH & BEYOND, INC.（BBBY）与Wayfair Inc.（W）财务数据对比。点击上方公司名可切换其他公司
Wayfair Inc.的季度营收约是BED BATH & BEYOND, INC.的12.2倍（$3.3B vs $273.4M）。Wayfair Inc.净利率更高（-3.5% vs -7.6%，领先4.2%）。Wayfair Inc.同比增速更快（6.9% vs -9.8%）。Wayfair Inc.自由现金流更多（$177.0M vs $-8.6M）。过去两年Wayfair Inc.的营收复合增速更高（10.6% 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。
Wayfair Inc.是总部位于美国马萨诸塞州波士顿的电商企业，2002年成立，前身为CSN Stores，专注于家具及家居用品线上销售。目前平台提供来自全球11000余家供应商的1400万款商品，业务遍及北美、加拿大、德国、爱尔兰、中国、英国等国家和地区。
BBBY vs W — 直观对比
营收规模更大
W
是对方的12.2倍
$273.4M
营收增速更快
W
高出16.7%
-9.8%
净利率更高
W
高出4.2%
-7.6%
自由现金流更多
W
多$185.6M
$-8.6M
两年增速更快
W
近两年复合增速
-15.4%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $273.4M | $3.3B |
| 净利润 | $-20.9M | $-116.0M |
| 毛利率 | 24.6% | 30.3% |
| 营业利润率 | -4.8% | 2.5% |
| 净利率 | -7.6% | -3.5% |
| 营收同比 | -9.8% | 6.9% |
| 净利润同比 | 74.3% | 9.4% |
| 每股收益（稀释后） | $-0.26 | $-0.90 |
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BBBYW
| Q4 25 | $273.4M | $3.3B | ||
| Q3 25 | $257.2M | $3.1B | ||
| Q2 25 | $282.3M | $3.3B | ||
| Q1 25 | $231.7M | $2.7B | ||
| Q4 24 | $303.2M | $3.1B | ||
| Q3 24 | $311.4M | $2.9B | ||
| Q2 24 | $398.1M | $3.1B | ||
| Q1 24 | $382.3M | $2.7B |
净利润BBBYW
| Q4 25 | $-20.9M | $-116.0M | ||
| Q3 25 | $-4.5M | $-99.0M | ||
| Q2 25 | $-19.3M | $15.0M | ||
| Q1 25 | $-39.9M | $-113.0M | ||
| Q4 24 | $-81.3M | $-128.0M | ||
| Q3 24 | $-61.0M | $-74.0M | ||
| Q2 24 | $-42.6M | $-42.0M | ||
| Q1 24 | $-73.9M | $-248.0M |
毛利率BBBYW
| Q4 25 | 24.6% | 30.3% | ||
| Q3 25 | 25.3% | 30.0% | ||
| Q2 25 | 23.7% | 30.1% | ||
| Q1 25 | 25.1% | 30.7% | ||
| Q4 24 | 23.0% | 30.2% | ||
| Q3 24 | 21.2% | 30.3% | ||
| Q2 24 | 20.1% | 30.2% | ||
| Q1 24 | 19.5% | 30.0% |
营业利润率BBBYW
| Q4 25 | -4.8% | 2.5% | ||
| Q3 25 | -4.8% | 1.2% | ||
| Q2 25 | -4.4% | 0.5% | ||
| Q1 25 | -10.0% | -4.5% | ||
| Q4 24 | -11.3% | -3.7% | ||
| Q3 24 | -14.5% | -2.6% | ||
| Q2 24 | -11.8% | -1.1% | ||
| Q1 24 | -15.0% | -8.6% |
净利率BBBYW
| Q4 25 | -7.6% | -3.5% | ||
| Q3 25 | -1.8% | -3.2% | ||
| Q2 25 | -6.8% | 0.5% | ||
| Q1 25 | -17.2% | -4.1% | ||
| Q4 24 | -26.8% | -4.1% | ||
| Q3 24 | -19.6% | -2.6% | ||
| Q2 24 | -10.7% | -1.3% | ||
| Q1 24 | -19.3% | -9.1% |
每股收益（稀释后）BBBYW
| Q4 25 | $-0.26 | $-0.90 | ||
| Q3 25 | $-0.07 | $-0.76 | ||
| Q2 25 | $-0.34 | $0.11 | ||
| Q1 25 | $-0.74 | $-0.89 | ||
| Q4 24 | $-1.68 | $-1.01 | ||
| Q3 24 | $-1.33 | $-0.60 | ||
| Q2 24 | $-0.93 | $-0.34 | ||
| Q1 24 | $-1.62 | $-2.06 |
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 | $1.5B |
| 总债务越低越好 | — | $3.3B |
| 股东权益账面价值 | $217.6M | $-2.8B |
| 总资产 | $425.5M | $3.4B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资BBBYW
| Q4 25 | $175.3M | $1.5B | ||
| Q3 25 | $167.4M | $1.2B | ||
| Q2 25 | $120.6M | $1.4B | ||
| Q1 25 | $114.6M | $1.4B | ||
| Q4 24 | $159.2M | $1.4B | ||
| Q3 24 | $140.4M | $1.3B | ||
| Q2 24 | $186.2M | $1.3B | ||
| Q1 24 | $256.3M | $1.2B |
总债务BBBYW
| Q4 25 | — | $3.3B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | — | $3.0B | ||
| Q1 25 | — | $3.2B | ||
| Q4 24 | — | $3.1B | ||
| Q3 24 | — | $3.2B | ||
| Q2 24 | — | $3.2B | ||
| Q1 24 | — | $3.2B |
股东权益BBBYW
| Q4 25 | $217.6M | $-2.8B | ||
| Q3 25 | $202.6M | $-2.8B | ||
| Q2 25 | $130.9M | $-2.7B | ||
| Q1 25 | $143.4M | $-2.8B | ||
| Q4 24 | $162.7M | $-2.8B | ||
| Q3 24 | $196.2M | $-2.7B | ||
| Q2 24 | $250.4M | $-2.8B | ||
| Q1 24 | $287.7M | $-2.8B |
总资产BBBYW
| Q4 25 | $425.5M | $3.4B | ||
| Q3 25 | $414.4M | $3.1B | ||
| Q2 25 | $358.1M | $3.3B | ||
| Q1 25 | $363.7M | $3.4B | ||
| Q4 24 | $402.0M | $3.5B | ||
| Q3 24 | $428.3M | $3.4B | ||
| Q2 24 | $496.8M | $3.4B | ||
| Q1 24 | $577.3M | $3.2B |
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 | $202.0M |
| 自由现金流经营现金流 - 资本支出 | $-8.6M | $177.0M |
| 自由现金流率自由现金流/营收 | -3.2% | 5.3% |
| 资本支出强度资本支出/营收 | 0.8% | 0.7% |
| 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 | $464.0M |
8季度趋势，按日历期对齐
经营现金流BBBYW
| Q4 25 | $-6.5M | $202.0M | ||
| Q3 25 | $-15.1M | $155.0M | ||
| Q2 25 | $15.8M | $273.0M | ||
| Q1 25 | $-50.9M | $-96.0M | ||
| Q4 24 | $-21.7M | $162.0M | ||
| Q3 24 | $-42.1M | $49.0M | ||
| Q2 24 | $-75.9M | $245.0M | ||
| Q1 24 | $-34.6M | $-139.0M |
自由现金流BBBYW
| Q4 25 | $-8.6M | $177.0M | ||
| Q3 25 | $-17.4M | $128.0M | ||
| Q2 25 | $14.0M | $260.0M | ||
| Q1 25 | $-52.1M | $-101.0M | ||
| Q4 24 | $-24.7M | $142.0M | ||
| Q3 24 | $-45.5M | $32.0M | ||
| Q2 24 | $-80.4M | $222.0M | ||
| Q1 24 | $-38.0M | $-152.0M |
自由现金流率BBBYW
| Q4 25 | -3.2% | 5.3% | ||
| Q3 25 | -6.8% | 4.1% | ||
| Q2 25 | 5.0% | 7.9% | ||
| Q1 25 | -22.5% | -3.7% | ||
| Q4 24 | -8.1% | 4.5% | ||
| Q3 24 | -14.6% | 1.1% | ||
| Q2 24 | -20.2% | 7.1% | ||
| Q1 24 | -9.9% | -5.6% |
资本支出强度BBBYW
| Q4 25 | 0.8% | 0.7% | ||
| Q3 25 | 0.9% | 0.9% | ||
| Q2 25 | 0.6% | 0.4% | ||
| Q1 25 | 0.5% | 0.2% | ||
| Q4 24 | 1.0% | 0.6% | ||
| Q3 24 | 1.1% | 0.6% | ||
| Q2 24 | 1.1% | 0.7% | ||
| Q1 24 | 0.9% | 0.5% |
现金转化率BBBYW
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 18.20× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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
W
| US Segment | $2.9B | 88% |
| International Segment | $395.0M | 12% |
