BNED
Barnes & Noble Education, Inc.
Overview
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 $368.0M market cap.
Most recent reported earnings: Q2 FY2026 (Jun 29, 2026).
13 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q2 FY2024Earnings2023-12-065 Q&A exchanges
- Q1 FY2024Earnings2023-09-068 Q&A exchanges
- Q4 FY2023Earnings2023-08-047 Q&A exchanges
- Q3 FY2023Earnings2023-03-097 Q&A exchanges
- Q2 FY2023Earnings2022-12-066 Q&A exchanges
- Q1 FY2023Earnings2022-08-315 Q&A exchanges
- Q4 FY2022Earnings2022-06-295 Q&A exchanges
- Q3 FY2022Earnings2022-03-0812 Q&A exchanges
- Q2 FY2022Earnings2021-11-308 Q&A exchanges
- Q1 FY2022Earnings2021-09-028 Q&A exchanges
- Q3 FY2021Earnings2021-03-0916 Q&A exchanges
- Q2 FY2021Earnings2020-12-0813 Q&A exchanges
- Q1 FY2021Earnings2020-09-0310 Q&A exchanges
History
Earnings history
- Q2 FY20262026-06-29EPS— vs ——Rev— vs ——EODHD
- Q4 FY20252025-12-22EPS$-0.67 vs $-0.33-100.0%Rev$644.4M vs ——EODHD
- Q1 FY20252025-03-09EPS$0.12 vs $0.120.0%Rev$466.3M vs ——EODHD
- Q4 FY20242024-12-08EPS$1.87 vs $60.00-96.9%Rev$602.1M vs ——EODHD
- Q3 FY20242024-09-09EPS$-3.07 vs $-81.00+96.2%Rev$263.4M vs ——EODHD
- Q2 FY20242024-05-22EPS$-10.24 vs $-38.00+73.0%Rev$235.9M vs ——EODHD
- Q1 FY20242024-03-11EPS$-1.30 vs $1.00-100.0%Rev$456.7M vs ——EODHD
- Q4 FY20232023-07-30EPS$-0.66 vs $-0.60-10.0%Rev$215.2M vs ——EODHD
- Q3 FY20232023-03-08EPS$-21.63 vs $-7.50-100.0%Rev$438.1M vs ——EODHD
- Q2 FY20232022-12-05EPS$42.00 vs $76.50-45.1%Rev$608.6M vs ——EODHD
- Q1 FY20232022-08-30EPS$-101.00 vs $-57.50-75.6%Rev$254.7M vs ——EODHD
- Q4 FY20222022-06-28EPS$-0.21 vs $-0.17-23.5%Rev$260.8M vs ——EODHD
- Q3 FY20222022-03-07EPS$-71.00 vs $-19.00-100.0%Rev$402.8M vs ——EODHD
- Q2 FY20222021-11-29EPS$45.73 vs $82.00-44.2%Rev$627.0M vs ——EODHD
- Q1 FY20222021-09-01EPS$-77.74 vs $-102.00+23.8%Rev$240.8M vs ——EODHD
- Q3 FY20212021-03-08EPS$-51.06 vs $-37.50-36.2%Rev$411.6M vs ——EODHD
- Q2 FY20212021-06-28EPS$-0.86 vs $-0.57-50.9%Rev$222.8M vs ——EODHD
- Q1 FY20212020-09-02EPS$-0.96 vs $-0.78-23.1%Rev$204.0M vs ——EODHD
- Q2 FY20202020-07-13EPS$-58.26 vs $-35.00-66.5%Rev$256.9M vs ——EODHD
- Q1 FY20202020-03-02EPS$-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 —.
Track Record
SampleSpoken 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.
Beats consensus 9/10 quarters with 60% positive reaction rate
SampleConsistent 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
SampleConsecutive 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| 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% |
| Q4 FY2023 | $0.70 | $0.65 | +7.0% | 0.0% | +0.6% |
| Q3 FY2023 | $0.84 | $0.80 | +4.6% | +2.0% | +0.3% |
| Q2 FY2023 | $0.60 | $0.54 | +12.0% | +7.1% | +5.9% |
| Q1 FY2022 | $0.76 | $0.70 | +9.1% | +6.9% | +8.9% |
| Q4 FY2022 | $0.70 | $0.70 | +0.6% | +5.9% | +5.6% |
Guidance change history
Sample- Q1 FY2024Raised2024-04-15
- Q4 FY2024Maintained2024-13-15
- Q3 FY2024Raised2024-10-15
- Q2 FY2024Maintained2024-07-15
- Q1 FY2023Maintained2023-04-15
- Q4 FY2023Raised2023-13-15
- Q3 FY2023Raised2023-10-15
- Q2 FY2023Raised2023-07-15
Top executives
SampleSpoken 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.
- Jonathan SharCEO2 yr12 callsCurrentSample
CEO since 2024 • 2/2 beats (100%) • last guidance raise Q3 FY2024
- Jason SnaguskyCFO3 mo1 callCurrentSample
CFO since 2026 • 1/2 beats (50%) • last guidance cut Q2 FY2024
- Gary LusterChief Accounting Officer0 mono recorded callsFormerSample
OTHER_C_SUITE since 2025 • 1/2 beats (50%) • last call held guidance Q3 FY2024
- Seema PaulSVP, Chief Accounting Officer3 mono recorded callsFormerSample
OTHER_C_SUITE since 2024 • 1/2 beats (50%) • guidance suspended Q1 FY2024
- Michael Connolly MillerCLO, EVP, Corp Aff & Secretary3 mono recorded callsFormerSample
OTHER_C_SUITE since 2024 • 1/2 beats (50%) • guidance suspended Q2 FY2024
- Christopher NeumannGeneral Counsel, Secretary0 mono recorded callsFormerSample
OTHER since 2025 • 1/2 beats (50%) • guidance suspended Q2 FY2024
Peers
Other companies in Consumer Cyclical
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/BNEDFAQ
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).