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    1. New Morningstar Analyst Report for Amazon.com, Inc.

      Stock Reports

      Tue, 15 May 2012

      categories. With minimal customer switching costs and intense competition, we've already seen Circuit City, Linens ' N Things , and Borders meet their demise the past few years, while names like Best Buy BBY, Barnes & Noble BKS, Office

    2. New Morningstar Analyst Report for Bed Bath & Beyond, Inc. (0C000006VS - USA)

      Stock Reports

      Thu, 5 Apr 2012

      term competitive pressures. We believe that Bed Bath & Beyond disproportionately benefited from the bankruptcy of Linens ' n Things and other now-defunct rivals, which provided an initial sales boost. However, with increased competition from

    3. Real-Estate Stocks Recover

      Commentary

      Wed, 4 Jan 2012

      Shopping centers returned negative 1% as the industry struggles to fill empty space in areas decimated by the housing crisis and left vacant by national retailers that went bankrupt like Circuit City Stores Inc. and Linens ' N ' Things . Ray

    4. Inline Sales Growth and Expense Leverage Drove a 3Q bottom-line Beat for Bed Bath & Beyond

      Commentary

      Thu, 22 Dec 2011

      extra (53rd) week. We think that, after a margin lift following the 2008 downturn (due in part to the exit of Linens ' n Things ) 2011 may represent a year of peak operating margins for Bed Bath & Beyond. Still, despite our expectations for

    5. Consumer Discretionary Survivors Well-Positioned

      Video Reports

      Fri, 2 Sep 2011

      and been liquidated. That's reduced a lot of supply, and it's happened across a lot of different categories, Linens ' N Things and Home Goods. So the stronger competitors now have a more open field. The better business managers have reduced

    6. New Morningstar Analyst Report - Bed Bath & Beyond, Inc.

      Stock Reports

      Thu, 4 Feb 2010

      easily as they did in the past. While we certainly believe Bed Bath & Beyond will benefit from the bankruptcy of Linens ' n Things and other defunct rivals, increased competition from mass channel rivals may subdue returns on invested capital

    7. Bed Bath & Beyond Under Review

      Commentary

      Wed, 27 Jan 2010

      Although the firm is posting improved same-store sales results, much of this is related to the loss of competitor Linens ' n Things in the autumn of 2008. Furthermore, profitability should continue to improve, as long as management remains focused

    8. Bed Bath & Beyond Reports 3Q

      Commentary

      Thu, 7 Jan 2010

      increased 7.3% in the quarter, driven largely by easy comparables in the year-ago period, when then-competitor Linens ' n Things was holding its liquidation sale. Bed Bath's revenues also improved due to the opening of several new stores

    9. Bigger Fish on Sale in the Recession

      Video Reports

      Fri, 4 Dec 2009

      changing. Bed Bath & Beyond's main competitor, Linens ' n Things , actually shuttered all their doors. They went bankrupt ..... anyone else couldn't come in and get business that Linens ' n Things formerly had. But the notion is that in these troubled

    10. Bad 2Q for Developers Diversified

      Commentary

      Fri, 24 Jul 2009

      because of store closings related to five major tenant bankruptcies, including Mervyns, Circuit City, and Linens ' N Things . We believe that at least one of these tenants paid rent into the first quarter, so the full-year impact of their

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