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Barnes & Noble Education Inc (BNED)



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Upturn Advisory Summary
08/28/2025: BNED (1-star) is currently NOT-A-BUY. Pass it for now.
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 -64.01% | Avg. Invested days 20 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Small-Cap Stock | Market Capitalization 292.52M 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 1.71 | 52 Weeks Range 7.90 - 14.40 | Updated Date 08/29/2025 |
52 Weeks Range 7.90 - 14.40 | Updated Date 08/29/2025 | ||
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 647434545 | Price to Sales(TTM) 0.19 |
Enterprise Value 647434545 | Price to Sales(TTM) 0.19 | ||
Enterprise Value to Revenue 0.41 | Enterprise Value to EBITDA 97.34 | Shares Outstanding 34053800 | Shares Floating 19203645 |
Shares Outstanding 34053800 | Shares Floating 19203645 | ||
Percent Insiders 9.54 | Percent Institutions 80.6 |
Upturn AI SWOT
Barnes & Noble Education Inc

Company Overview
History and Background
Barnes & Noble Education, Inc. (BNED) was established in 1873 as a bookstore. It evolved into a leading provider of educational products and services, serving higher education institutions. It separated from Barnes & Noble, Inc. in 2015.
Core Business Areas
- Retail: Operation of campus bookstores, both physical and online, offering textbooks, course materials, school supplies, technology, and general merchandise.
- Wholesale: Distribution of textbooks to bookstores and institutions.
- Digital Education: Development and provision of digital educational content and services, including learning management systems and online courseware.
Leadership and Structure
The company is led by a board of directors and executive management team, which includes the CEO, CFO, and other key leaders. It operates with a functional organizational structure divided across retail, wholesale, and digital segments.
Top Products and Market Share
Key Offerings
- Estimated Market Share: Estimates are between 20-25% of the Higher Education Textbook Market
- Textbooks and Course Materials: Provision of new, used, and rental textbooks, along with digital course materials. Market share is difficult to pinpoint, but BNED is a leading provider to college bookstores. Competitors include Amazon, Chegg, and direct publisher sales.
- School and Campus Supplies: Offering a wide range of school supplies, technology, and general merchandise relevant to campus life. Market share varies by product category. Competitors include Amazon, Target, and Walmart.
- Digital Education Services: Yuzu digital content platform. Market share varies by region and type of offering. Competitors include Coursera, Pearson, and McGraw-Hill Education.
Market Dynamics
Industry Overview
The educational retail market is evolving with increasing digital content and online learning. There is a growing trend towards affordable learning solutions, including textbook rentals and open educational resources.
Positioning
BNED positions itself as a comprehensive partner for educational institutions, offering retail, wholesale, and digital solutions. It leverages its established relationships with colleges and universities.
Total Addressable Market (TAM)
TAM of the overall higher education market is in the hundreds of billions USD. BNED is positioned to address the campus retail and digital education content portion of this, which is estimated to be in the tens of billions. BNED's market position is strong in specific geographical areas.
Upturn SWOT Analysis
Strengths
- Established relationships with colleges and universities
- Extensive physical store network
- Integrated retail, wholesale, and digital offerings
- Strong brand recognition
Weaknesses
- High debt levels
- Dependence on textbook sales
- Competition from online retailers
- Declining student enrollment trends
Opportunities
- Expansion of digital education offerings
- Growth in online learning
- Partnerships with educational technology companies
- Increased focus on affordable learning solutions
Threats
- Increasing competition from Amazon and other online retailers
- Decline in textbook sales
- Shifting student preferences
- Economic downturn impacting college enrollment
Competitors and Market Share
Key Competitors
- AMZN
- CHGG
- MHE
Competitive Landscape
BNED faces intense competition from online retailers like Amazon and Chegg, as well as traditional publishers like McGraw-Hill Education. It must leverage its physical store network and established relationships with colleges and universities to compete.
Growth Trajectory and Initiatives
Historical Growth: Growth has been uneven, impacted by declining textbook sales and competition from online retailers.
Future Projections: Future growth is dependent on BNED's ability to expand its digital offerings and adapt to changing student preferences. Analyst estimates will vary.
Recent Initiatives: Recent initiatives may include partnerships with educational technology companies and investments in digital learning platforms.
Summary
Barnes & Noble Education faces a challenging landscape with declining textbook sales and increasing online competition. Their strengths lie in established college relationships and an integrated retail/digital approach. They need to successfully pivot to digital offerings and manage their debt load to ensure future success. The competitive landscape is evolving rapidly, requiring agility and strategic partnerships.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Industry Reports (IBISWorld, etc.)
- Analyst Reports
Disclaimers:
This analysis is based on available information and is not financial advice. Market conditions and company performance can change.
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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