Bed Bath & Beyond Results Presentation Deck slide image

Bed Bath & Beyond Results Presentation Deck

FINANCIAL OUTLOOK fast-paced transformation underway to re-establish authority in home ● Providing additional visibility on P&L reshape after planned divestitures and store closures Enhancing FY 2021 EBITDA outlook to range of between $500mn to $525mn significant and fast-paced portfolio transformation FY21 vs FY19 -500 store closures from 1,500 to -960 BED BATH & BEYOND 5 banner divestitures¹ from 9 to 4 $8.0bn to $8.2bn FY21 projected revenue range comp sales gross margin adj. EBITDA adj. EBITDA margin capital investments inventory position gross debt/ EBITDA ratio (Moody's²) return to shareholders Fiscal 2021 Outlook Update Recapture & Sustain sales Q1 (non-comp): Recapture lost sales opportunity from store closures in 2020 due to COVID-19 Q2-Q4: Sustain sales level vs FY20 strong base -35% $500mn to $525mn mid-single digit $400mn+ $1bn reduction (at retail) vs. FY19 <3.5x Share repurchases Initial $225mn ASR Add'l $150mn ASR (2) Moody's credit ratio includes leases. (1) Cost Plus World Market definitive agreement announced FY20 Q4. Notes: The Company is not providing a reconciliation of its guidance with respect to Adjusted EBITDA because the Company is unable to provide this reconciliation without unreasonable effort due to the uncertainty and inherent difficulty of predicting the occurrence, the financial impact, and the periods in which the adjustments may be recognized. 26
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