BNED

Barnes & Noble Education, Inc.

Consumer Cyclical

Specialty Retail

Mkt cap: $368.0M

Barnes & Noble Education operates 1,146 physical and virtual bookstores for colleges, universities, and K-12 institutions across the U.S., selling course materials, general merchandise, and café offerings. The company also distributes textbooks wholesale and provides inventory management software to campus bookstores.

Barnes & Noble Education, Inc is a Consumer Cyclical company operating in Specialty Retail with a $368.0M market cap.

Most recent reported earnings: Q2 FY2026 (Jun 29, 2026).

13 earnings calls indexed on Spoken Alpha.

Behavioral analysis

Management language signature

Disclosures

Investor Relations

Confidence: 0.80

investor.bned.com/home/default.aspx

Extracted from Unknown source, 2026-06-21.

Transcripts

Recent earnings calls

Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.

All 13 calls

History

Earnings history

20 quarters

Q2 FY20262026-06-29
EPS— vs —
—
Rev— vs —
—
EODHD
Q4 FY20252025-12-22
EPS$-0.67 vs $-0.33
-100.0%
Rev$644.4M vs —
—
EODHD
Q1 FY20252025-03-09
EPS$0.12

Track Record

Sample

Spoken Alpha tracks BNED's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.

Beat rate

9/10

90%

Positive 1D reaction

6/10

60%

Avg 1D reaction

+3.0%

vs sector median

+4.4%

Consumer Cyclical

Beats consensus 9/10 quarters with 60% positive reaction rate

Sample

Top executives

Sample

Spoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.

Peers

Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.

API

For developers and AI agents

The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for BNED.

$ curl https://api.spokenalpha.com/v1/companies/BNED

Get an API key API docs

FAQ

Frequently asked about BNED

Where can I find Barnes & Noble Education, Inc.'s (BNED) earnings call transcripts?

Spoken Alpha indexes BNED's earnings call transcripts at https://spokenalpha.com/companies/BNED. Each call links to attributed speakers and parsed analyst Q&A. Barnes & Noble Education, Inc.'s own investor relations page is at https://investor.bned.com/home/default.aspx.

When was Barnes & Noble Education, Inc.'s most recent earnings call?

Barnes & Noble Education, Inc. (BNED) held its most recent earnings call on 2023-12-06, covering fiscal Q2 2024.

What sector is BNED in?

Barnes & Noble Education, Inc. (BNED) operates in the Consumer Cyclical sector (Specialty Retail industry).

Q4 FY2023

Earnings

2023-08-047 Q&A exchanges

Q4 FY20242024-12-08

EPS$1.87 vs $60.00

-96.9%

Rev$602.1M vs —

—

EODHD

Q3 FY20242024-09-09

EPS$-3.07 vs $-81.00

+96.2%

Rev$263.4M vs —

—

EODHD

Q2 FY20242024-05-22

EPS$-10.24 vs $-38.00

+73.0%

Rev$235.9M vs —

—

EODHD

Q1 FY20242024-03-11

EPS$-1.30 vs $1.00

-100.0%

Rev$456.7M vs —

—

EODHD

Q4 FY20232023-07-30

EPS$-0.66 vs $-0.60

-10.0%

Rev$215.2M vs —

—

EODHD

Q3 FY20232023-03-08

EPS$-21.63 vs $-7.50

-100.0%

Rev$438.1M vs —

—

EODHD

Q2 FY20232022-12-05

EPS$42.00 vs $76.50

-45.1%

Rev$608.6M vs —

—

EODHD

Q1 FY20232022-08-30

EPS$-101.00 vs $-57.50

-75.6%

Rev$254.7M vs —

—

EODHD

Q4 FY20222022-06-28

EPS$-0.21 vs $-0.17

-23.5%

Rev$260.8M vs —

—

EODHD

Q3 FY20222022-03-07

EPS$-71.00 vs $-19.00

-100.0%

Rev$402.8M vs —

—

EODHD

Q2 FY20222021-11-29

EPS$45.73 vs $82.00

-44.2%

Rev$627.0M vs —

—

EODHD

Q1 FY20222021-09-01

EPS$-77.74 vs $-102.00

+23.8%

Rev$240.8M vs —

—

EODHD

Q3 FY20212021-03-08

EPS$-51.06 vs $-37.50

-36.2%

Rev$411.6M vs —

—

EODHD

Q2 FY20212021-06-28

EPS$-0.86 vs $-0.57

-50.9%

Rev$222.8M vs —

—

EODHD

Q1 FY20212020-09-02

EPS$-0.96 vs $-0.78

-23.1%

Rev$204.0M vs —

—

EODHD

Q2 FY20202020-07-13

EPS$-58.26 vs $-35.00

-66.5%

Rev$256.9M vs —

—

EODHD

Q1 FY20202020-03-02

EPS$-1.55 vs $-16.00

+90.3%

Rev$502.3M vs —

—

EODHD

Period	Reported	EPS actual	EPS consensus	EPS surprise	Revenue actual	Revenue consensus	Rev. surprise	Source
Q2 FY2026	2026-06-29	—	—	—	—	—	—	EODHD
Q4 FY2025	2025-12-22	$-0.67	$-0.33	-100.0%	$644.4M	—	—	EODHD
Q1 FY2025	2025-03-09	$0.12	$0.12	0.0%	$466.3M	—	—	EODHD
Q4 FY2024	2024-12-08	$1.87	$60.00	-96.9%	$602.1M	—	—	EODHD
Q3 FY2024	2024-09-09	$-3.07	$-81.00	+96.2%	$263.4M	—	—	EODHD
Q2 FY2024	2024-05-22	$-10.24	$-38.00	+73.0%	$235.9M	—	—	EODHD
Q1 FY2024	2024-03-11	$-1.30	$1.00	-100.0%	$456.7M	—	—	EODHD
Q4 FY2023	2023-07-30	$-0.66	$-0.60	-10.0%	$215.2M	—	—	EODHD
Q3 FY2023	2023-03-08	$-21.63	$-7.50	-100.0%	$438.1M	—	—	EODHD
Q2 FY2023	2022-12-05	$42.00	$76.50	-45.1%	$608.6M	—	—	EODHD
Q1 FY2023	2022-08-30	$-101.00	$-57.50	-75.6%	$254.7M	—	—	EODHD
Q4 FY2022	2022-06-28	$-0.21	$-0.17	-23.5%	$260.8M	—	—	EODHD
Q3 FY2022	2022-03-07	$-71.00	$-19.00	-100.0%	$402.8M	—	—	EODHD
Q2 FY2022	2021-11-29	$45.73	$82.00	-44.2%	$627.0M	—	—	EODHD
Q1 FY2022	2021-09-01	$-77.74	$-102.00	+23.8%	$240.8M	—	—	EODHD
Q3 FY2021	2021-03-08	$-51.06	$-37.50	-36.2%	$411.6M	—	—	EODHD
Q2 FY2021	2021-06-28	$-0.86	$-0.57	-50.9%	$222.8M	—	—	EODHD
Q1 FY2021	2020-09-02	$-0.96	$-0.78	-23.1%	$204.0M	—	—	EODHD
Q2 FY2020	2020-07-13	$-58.26	$-35.00	-66.5%	$256.9M	—	—	EODHD
Q1 FY2020	2020-03-02	$-1.55	$-16.00	+90.3%	$502.3M	—	—	EODHD

Source: EODHD. BNED reported actuals as published; sparse fields render as —.

Consistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.

Raised guidance 3 quarters in a row

Sample

Consecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.

Quarterly beats & misses

Sample

Q1 FY2024

$0.56 vs $0.51

+10.4%

1D +0.5%

Q4 FY2024

$0.59 vs $0.57

+3.2%

1D -0.3%

Q3 FY2024

$0.73 vs $0.69

+5.9%

1D -0.2%

Q2 FY2024

$0.66 vs $0.68

-2.3%

1D +8.6%

Q1 FY2023

$0.74 vs $0.73

+1.2%

1D -0.7%

Q4 FY2023

$0.70 vs $0.65

+7.0%

1D 0.0%

Q3 FY2023

$0.84 vs $0.80

+4.6%

1D +2.0%

Q2 FY2023

$0.60 vs $0.54

+12.0%

1D +7.1%

Q1 FY2022

$0.76 vs $0.70

+9.1%

1D +6.9%

Q4 FY2022

$0.70 vs $0.70

+0.6%

1D +5.9%

Quarter	Actual EPS	Consensus	Surprise	1D	5D
Q1 FY2024	$0.56	$0.51	+10.4%	+0.5%	-0.1%
Q4 FY2024	$0.59	$0.57	+3.2%	-0.3%	-2.2%
Q3 FY2024	$0.73	$0.69	+5.9%	-0.2%	+2.6%
Q2 FY2024	$0.66	$0.68	-2.3%	+8.6%	+11.2%
Q1 FY2023	$0.74	$0.73	+1.2%	-0.7%	-2.6%

Guidance change history

Sample

Q1 FY2024
Raised
2024-04-15
Q4 FY2024
Maintained
2024-13-15
Q3 FY2024
Raised
2024-10-15
Q2 FY2024
Maintained
2024-07-15
Q1 FY2023
Maintained
2023-04-15
Q4 FY2023
Raised
2023-13-15
Q3 FY2023
Raised
2023-10-15
Q2 FY2023
Raised
2023-07-15

CFO since 2026 • 1/2 beats (50%) • last guidance cut Q2 FY2024

Overview

Management language signature

Investor Relations

Recent earnings calls

Earnings history

Track Record

Top executives

Other companies in Consumer Cyclical

For developers and AI agents

Frequently asked about BNED

Quarterly beats & misses

Guidance change history