Bed Bath & Beyond Results Presentation Deck slide image

Bed Bath & Beyond Results Presentation Deck

Q4'21 RESULTS ● Adjusted Gross Margin Bridge - Q4'20 to Q4'21 Gross margin rate of 28.8% was (-400bps) below LY margin rate of 32.8% Gross margin reflects significantly higher than expected transient supply chain costs of higher freight charges (-170bps), first-time port-related fees (100bps) and certain, warehouse-related inventory adjustments as year finalized (-90bps) Adj. Gross of 32.4% excluding impact of supply chain costs 32.8% Q4'20 Gross Margin Product Inflation -130bps Product Mix/ Pricing & Promo Optimization +90bps Owned Brands & Pricing/Promo Optimization Offset by Product Inflation & Negative Category Mix I -40bps cost/pricing impact Note: numbers may not add due to rounding ¹Not expected to continue by end of 2022 BED BATH & BEYOND 32.4% Q4'21 Gross Margin (excl. freight & shipping) Freight & Shipping Inflation -170bps PERIOD ENDING FEBRUARY 26, 2022 Port-related fees -100bps First time charges -360bps transient 1 Warehouse- related inventory adjustments as year finalized -90bps 28.8% Q4'21 Gross Margin 9
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