Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
the bull case· 3
11
disclosed supplier and customer ties in SEC filings
sec filingsedgar11
managers whose positions together make up four fifths of the reported value
13fJun 30 '26+0.21%
change in shares held by the ten largest reporting managers over the latest quarter
13fJun 30 '26the bear case· 3
10 of 20
of the largest reporting managers cut their stake in the latest quarter
13fJun 30 '265 of 7
recent reports where the move came in under the options-implied range
earnings historyimplied vs realized3
of the funds on file reporting a position in BNED
n-portas of Jun 30 '26Sides and captions by the model; every figure is ours. Built Sep 16 '26 for the Mar 9 '27 report. Not a forecast, not advice.
Of the 6 companies Barnes & Noble Education, Inc. moves with most closely, none share its SEC classification.
Measured against 500 trading days of our own closes. Co-movement, not cause.
SIC 5940, Retail-Miscellaneous Shopping Goods Stores, from each company's own filings. Largest first.
111 managers report a position worth $338.5M between them, and 11 of them hold 80% of it.
tall tick = annual report · 1 on record
Barnes & Noble Education, Inc. operates bookstores for college and university campuses, and K-12 institutions in the United States. It operates in three segments: Retail, Wholesale, and Digital Student Solutions. The company sells and rents new and used print textbooks, digital textbooks, and publisher hosted digital courseware through physical and virtual bookstores, as well as directly to students through Textbooks.com. It also offers First Day and First Day Complete access programs; BNC OER+, a turnkey solution for colleges and universities, that offers digital content, such as videos, activities, and auto-graded practice assessments; and general merchandise, including collegiate and athletic apparel, school spirit products, lifestyle products, technology products, supplies, and convenience items. In addition, the company sells hardware and a software suite of applications that provides inventory management and point-of-sale solutions; direct-to-student subscription-based writing services; and bartleby, a direct-to-student subscription-based offering that includes textbook solutions, expert questions and answers, AI-based writing assistance, and tutoring services. As of June 29, 2021, it operated 769 physical college and university bookstores; and 648 virtual bookstores. The company also operates 148 True Spirit e-commerce websites; pop-up retail locations; and 77 customized cafés and 12 stand-alone convenience stores. Barnes & Noble Education, Inc. was founded in 1965 and is headquartered in Basking Ridge, New Jersey.
High 10.66 at 10:45 am ET, low 10.52 at 1:00 pm ET.
Barnes & Noble Education, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Retail-Miscellaneous Shopping Goods Stores
BNED (Barnes & Noble Education, Inc.) has 10 disclosed suppliers and 1 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for its filing sentence; select again to open the company. Nearer the centre, the more the filings disclose. Extended: satellites hang off single companies, not bundled sectors.