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BNED 
Barnes & Noble Education Inc (BNED)
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Upturn Advisory Summary
11/05/2025: BNED (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
1 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0.75
1 Year Target Price $0.75
| 0 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -66.47% | Avg. Invested days 20 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 280.26M USD | Price to earnings Ratio - | 1Y Target Price 0.75 |
Price to earnings Ratio - | 1Y Target Price 0.75 | ||
Volume (30-day avg) 1 | Beta 1.47 | 52 Weeks Range 7.90 - 14.40 | Updated Date 11/8/2025 |
52 Weeks Range 7.90 - 14.40 | Updated Date 11/8/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -12.1 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -4.47% | Operating Margin (TTM) 3.65% |
Management Effectiveness
Return on Assets (TTM) 1.85% | Return on Equity (TTM) -36.83% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 688639700 | Price to Sales(TTM) 0.18 |
Enterprise Value 688639700 | Price to Sales(TTM) 0.18 | ||
Enterprise Value to Revenue 0.44 | Enterprise Value to EBITDA 97.34 | Shares Outstanding 34053847 | Shares Floating 19203645 |
Shares Outstanding 34053847 | Shares Floating 19203645 | ||
Percent Insiders 9.54 | Percent Institutions 80.95 |
Upturn AI SWOT
Barnes & Noble Education Inc
Company Overview
History and Background
Barnes & Noble Education Inc. (BNED) was spun off from Barnes & Noble, Inc. in 2015. The company traces its roots back to 1873, evolving from a book retailer to a provider of educational products and services for higher education institutions.
Core Business Areas
- Retail: Operates campus bookstores, both physical and online, offering textbooks (new, used, and rental), course materials, school-branded merchandise, and other products.
- Wholesale: Distributes textbooks and course materials to institutions and other retailers.
- Digital Education: Offers digital learning solutions and content, including custom courseware, digital textbooks, and learning management systems.
Leadership and Structure
Michael P. Huseby serves as Chief Executive Officer. The company has a board of directors and operates with a functional organizational structure aligned with its business segments.
Top Products and Market Share
Key Offerings
- Textbooks (New, Used, Rental): Textbooks are a core offering, available in various formats. Market share fluctuates based on competition from online retailers and digital alternatives. Competitors include Amazon, Chegg, and Follett Higher Education Group. Revenue generation varies by semester and institutional partnerships.
- School-Branded Merchandise: Clothing, gifts, and other merchandise bearing the college or university's logo. Market share depends on the specific campus and local competition. Competitors include local retailers and online marketplaces. Revenue contributions are typically smaller than textbooks.
- Digital Courseware and Services: Includes digital textbooks, custom courseware, and learning platforms. Market share is growing as digital adoption increases in higher education. Competitors include Pearson, McGraw-Hill Education, and Cengage Learning. Revenue varies depending on adoption rates at partner institutions.
Market Dynamics
Industry Overview
The higher education retail market is undergoing significant transformation due to the rise of digital learning, online retailers, and alternative textbook options. Declining college enrollment is also an issue.
Positioning
BNED is positioned as a leading provider of educational products and services for higher education institutions, leveraging its established relationships with colleges and universities. However, it faces increasing competition from online retailers and digital learning platforms.
Total Addressable Market (TAM)
Estimated at over $10 billion annually (US Higher Education Retail). BNED's positioning enables it to address a significant portion of the TAM but digital disruption and other factors impact its share.
Upturn SWOT Analysis
Strengths
- Established relationships with colleges and universities
- Extensive network of campus bookstores
- Brand recognition
- Integrated suite of products and services (retail, wholesale, digital)
- Experienced management team
Weaknesses
- High debt levels
- Dependence on textbook sales
- Vulnerable to digital disruption
- Seasonality of sales
- Declining college enrollment
Opportunities
- Expand digital learning solutions
- Increase market share in online retail
- Develop strategic partnerships
- Diversify product offerings
- Acquire complementary businesses
Threats
- Competition from online retailers (Amazon, Chegg)
- Adoption of open educational resources (OER)
- Declining college enrollment
- Economic downturn
- Changes in student spending habits
Competitors and Market Share
Key Competitors
- AMZN
- CHGG
- PRSN
Competitive Landscape
BNED benefits from campus bookstore relationships, but is struggling to compete with AMZN and CHGG, who are cheaper
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been challenged by the factors already mentioned (digital disruption, competition, and declining college enrollment).
Future Projections: Future growth is uncertain, depending on the success of digital initiatives and cost-cutting measures. Analyst estimates vary.
Recent Initiatives: Focus on digital learning solutions, streamlining operations, and managing debt.
Summary
BNED faces significant challenges due to digital disruption, declining college enrollment, and high debt. While its established campus bookstore relationships provide a competitive advantage, the company must successfully transition to digital learning solutions and manage costs to improve its financial performance. The online presence of competitors like Amazon and Chegg create difficult competition. BNED's success relies on adapting to changing student preferences and effectively managing operational costs.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Barnes & Noble Education Inc. SEC Filings (10-K, 10-Q)
- Industry reports on the higher education retail market
- Analyst reports on Barnes & Noble Education Inc.
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market conditions and company performance can change rapidly. Invest with caution.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
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 | Website https://www.bned.com |
Full time employees 2520 | Website https://www.bned.com | ||
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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