bebe Stores, Inc.

Company Details:

Company Symbol: BEBE
Sector: Apparel, Accessories and Luxury Goods
Company Rating:
URL: http://www.bebe.com

Related Research

  • 05/04/16 Morning Note B. Riley AM Note: ARC, BEBE, CALD, CBR, CNK, COTY, ELNK, HSKA, IL, MRVL, NTRI, OCLR, PRMW, ROG, RUBI, SPA, TNAV, TREC, VIAV, WWW; Focus List Update (ABTL, BV, CHKE, DKS, IMAX, ISIL, KTOS, LITE, MCFT, NTRI, TACT, TNAV, VVI)
  • 05/04/16 Update BEBE ($0.56, Neutral; $0.60 PT): Discontinuing Coverage
  • 02/17/16 Update BEBE ($0.44, Neutral; $0.60 PT): Q2 Earnings Review: top line/comp beat, but GM% sacrificed with discounting to get clean on seasonal merch; E-comm up; no guidance amid ongoing strategic changes; Maintain Neutral rating; Lowered estimates and PT from $1.20 to $0.60
  • 02/17/16 Morning Note B. Riley AM Note: BEBE, MAMS, MAT, NCMI, ON, OXM, NAME, PBH, PCMI, SIX, SONS, TYL, UFAB, UEIC, VFC, VSAT
  • 11/13/15 Update BEBE ($0.95, Neutral; $1.20 PT): Mixed Q1; Q2 guide-below; bohemian bogey hurt comps/margin in Q2; reorganization of design/merchant team; our focus remains on strategic alternatives; lowering estimates and PT from $2.00 to $1.20; Neutral
  • 11/13/15 Morning Note B. Riley AM Note: AMAT, BEBE, IMAX, LGF, MAMS, SBH; Focus List Update (CHKE, EMKR, FTD, GUID, IMAX, ISIL, KTOS, MWW, RUBI, SRI)
  • 08/28/15 Update BEBE ($1.87, Neutral; $2.00 PT): Light Q4; Q1 guide-down; GM% better in Q1; but bohemian bogey will hurt comps/margin in Q2; our focus remains on strategic alternatives; lowering estimates and PT from $3.90 to $2.00; Neutral
  • 08/28/15 Morning Note B. Riley & Co. AM Note: AMSWA, BEBE, FLWS, GME, INTC, NLS, NVDA, ON, SNDK
  • 06/09/15 Morning Note Morning Notes: AKAM, AOSL, BEBE, CSGP, P, SWKS, YELP; The Weiser Consumer (AVP, JAKK, PBH, PRGO, TUP)
  • 05/08/15 Update BEBE ($3.42, Neutral; $3.90 PT): Light Q3 comp/gross margin (ports/weather); operating margin beat (SG&A); reduced discounting drove higher margin; clean inventory and new GMM impact; end game remains the sale of the company; Neutral
  • 02/06/15 Update BEBE ($3.70, Neutral; $3.70 PT): Q2 roughly in line; Q3 guidance below our/consensus estimates; comps/margins need to be sustainably positive to rebuild store productivity; end game remains a sale of the company; maintain Neutral
  • 02/06/15 Morning Note B. Riley & Co. Morning Notes: ACLS, BCOV, BEBE, BRKS, CALD, CONN, FARM, GFN, GIG, GRPN, ITI, LIOX, NEWP, NILE, NSSC, ONNN, OUTR, P, PBH, PRGO, SIMO, TYL, UTEK, YELP
  • 01/15/15 Update Industry Update: 17th Annual ICR Xchange 2015: Notes & Highlights
  • 01/15/15 Morning Note B. Riley & Co. Morning Notes: ARTX, NCMI, RNWK; ICR Wrap-Up (AEO, BEBE, GES, PSUN, SSI, SHOO, TLYS), Internet (GOOGL, NAME, WWWW)
  • 01/13/15 Morning Note B. Riley & Co. Morning Notes: ARTX, BEBE, CAMP, DMRC, GFN, INTC, NLS, SNDK, SSGH, TLYS, TREC; Consumer Products Weekly (JAKK, NTRI, PRGO, WDFC, WTW)
  • 11/07/14 Update BEBE ($2.20, Neutral; $2.80 PT): Q1 exceeded low hurdle; still prior team’s business with some “positioning” tweaks, ~$32MM drop in cash from Q4; new GMM kicks in for Spring; comps/margins need turn up sustainably; maintain Neutral
  • 11/06/14 Morning Note B. Riley & Co. Morning Notes: AOSL, API, BEBE, CNK, CTP, FC, GSM, GUID, IDSY, KLIC, KTOS, LGF, NAME, NPTN, NVDA, ODP, PBH, PCOM, PRGO, PRMW, ROVI, SGGH, SRI, SWKS, TROX, TST, UEIC, VSAT, WWWW, XOXO
  • 11/06/14 Morning Note B. Riley & Co. Morning Notes: ABTL, ACLS, BEBE, CSOD, DTSI, EXAR, KTOS, LIOX, ODP, PLNR, STMP, TIVO, ZUMZ; Consumer Products Weekly (AVP, CLX, EL, IPAR, NTRI, NWL, RDEN)
  • 09/05/14 Update BEBE ($2.88, Neutral; $3.20 PT): Q4 miss; cash burn continues; unproven turnaround initiatives; major changes needed to prevent further destruction of value; maintain Neutral
  • 09/05/14 Morning Note B. Riley & Co. Morning Notes: BEBE, FNSR, MEI, ZQK, ZUMZ
  • 08/18/14 Morning Note B. Riley & Co. Morning Notes: CKEC, EL, MRVL, PG, SMTC; Media & Entertainment (AMC, CKEC, CNK, NCMI, RGC), Retail Apparel & Footwear (AEO, BEBE, DSW, GES, PSUN, SSI, TLYS, WTSL, ZUMZ)
  • 08/18/14 Update Industry Update: Retail Apparel & Footwear - Earnings Previews on AEO, BEBE, DSW, GES, PSUN, SSI, TLYS, WTSL and ZUMZ
  • 06/30/14 Morning Note B. Riley & Co. Morning Notes: AMAT, API, CAMP, CSGP, FINL, IMAX, KLAC, PG, RGC, RLD; Retail Apparel & Footwear (BEBE, TLYS, WTSL)
  • 06/30/14 Update Industry Update - Retail Apparel & Footwear: Update on soft goods space and general outlook; adjusting ratings on BEBE (Buy to Neutral), TLYS (Buy to Neutral) and WTSL (Sell to Neutral)
  • 06/13/14 Morning Note B. Riley & Co. Morning Notes: BEBE, FNSR, FORM, INTC, MPAA, RLD; Semiconductors
  • 06/13/14 Update BEBE ($3.30, Buy; $7.50 PT) CEO departure/replacement uncertainty; brand equity and turnaround potential; expect a rough period under interim CEO; “spec” Buy
  • 06/02/14 Morning Note B. Riley & Co. Morning Notes: BEBE, UEIC, ZQK; Focus List Update, Semiconductors & Semi. Cap.
  • 05/09/14 Update BEBE ($4.84, Buy; $8.00 PT) Q3 in line; progress/Q4 sequential improvement expected, albeit at a moderate rate in this environment, end-game unchanged; Reiterating Buy
  • 05/09/14 Morning Note B. Riley & Co. Morning Notes: BEBE, BRKS, CVU, DMD, HSKA, IPAR, KW, LIOX, MDRX, NVDA, PCOM, TROX, XOXO
  • 05/02/14 Update B. Riley & Co. May Focus List (updated): BEBE, CALD, CNVR, EMKR, GME, IPAR, KTOS, REMY, RLD, SLAB, TIBX, UEIC, VCRA
  • 05/02/14 Morning Note B. Riley & Co. Morning Notes: ABTL, AKAM, AVP, AXTI, BIRT, CALD, COHR, CSOD, GIG, GPX, IEC, IIVI, IMMR, NEWP, NILE, NTRI, OCLR, OMCL, ONNN, OUTR, PPC, REIS, REMY, SHOO, SNDK, TYPE, UEIC, VCRA, WWWW
  • 05/01/14 Update B. Riley & Co. May Focus List: BEBE, BIRT, CNVR, EMKR, GME, IPAR, KTOS, REMY, RLD, SLAB, TIBX, UEIC, VCRA
  • 04/23/14 Update BEBE ($5.80, Buy; $9.00 PT): Q3 shortfall primarily due to weather, calendar shift, traffic; underlying progress continues; expect sequential improvement; Reiterating Buy
  • 04/23/14 Morning Note B. Riley & Co. Morning Notes: BEBE, CTG, KMB, MANH, MDSO, P, PCTI, SKX, SWKS, WDFC
  • 04/01/14 Update B. Riley & Co. April Focus List: BEBE, BIRT, CNVR, EMKR, GME, IPAR, KTOS, REMY, RLD, SLAB, TIBX, UEIC, VCRA
  • 03/05/14 Update Industry Update - Retail Apparel & Footwear: Update on what we are seeing in the soft goods space and our general outlook; Earnings Preview summary on AEO, DSW, FINL, PSUN, TLYS, ZQK and ZUMZ
  • 03/04/14 Update B. Riley & Co. March Focus List (updated): BEBE, BIRT, CNVR, EMKR, GME, IPAR, KTOS, MDAS, MPAA, RLD, SLAB, TIBX, UEIC
  • 03/03/14 Update B. Riley & Co. March Focus List: BEBE, BIRT, CNVR, EMKR, GME, IPAR, KTOS, MDAS, MPAA, RLD, SLAB, UEIC
  • 02/10/14 Morning Note B. Riley & Co. Morning Notes: AMAT, ANGI, BEBE, CNVR, GSM, PBH, ROVI, SBH; Box Office Review
  • 02/07/14 Update BEBE ($4.73, Buy; $9.00 PT): Q2 above plan/expectations; positive Dec. comp/traffic/conversion; Q3 guide in line; sequential improvement/progress on track; Reiterating Buy
  • 02/07/14 Morning Note B. Riley & Co. Morning Notes: API, BEBE, BRKS, MDSO, NILE, ONNN, OUTR, PRGO, SRI, TYL, VSAT, WTSL, WWWW
  • 02/03/14 Update B. Riley & Co. February Focus List: BEBE, BIRT, EMKR, GME, IPAR, KTOS, MDAS, MPAA, RLD, SLAB, UEIC, VCLK
  • 01/30/14 Morning Note B. Riley & Co. Morning Notes: AMZN, BEBE, COHR, DCO, DWA, EXAR, IEC, ISIL, JDSU, LRCX, MPX, OPLK, QSII, RSH, SLAB, TIVO, TUP
  • 01/16/14 Update Industry Update - Retail Apparel and Footwear: 16th Annual ICR XChange 2014: Notes & Highlights
  • 01/16/14 Morning Note B. Riley & Co. Morning Notes: GSM, MDRX, Retail Apparel and Footwear (BEBE, CACH, GES, JOEZ, PSUN, SSI, SHOO, TLYS)
  • 01/06/14 Update B. Riley & Co. January Focus List (updated): BEBE, BIRT, CKEC, EMKR, GME, IPAR, KTOS, MDAS, MPAA, SIX, SLAB, VCLK
  • 01/02/14 Update January Focus List: BEBE, BIRT, CKEC, EMKR, GME, IPAR, KTOS, MDAS, MPAA, SIX, SLAB, TIVO, VCLK
  • 12/19/13 Morning Note B. Riley & Co. Morning Notes: ARTX, Consumer Products, FINL, Focus List Update (BEBE, BIRT, CKEC, EMKR, GME, IPAR, KTOS, MDAS, MPAA, SIX, SLAB, TIVO, VCLK), Media (BTN, CKEC, CIDM, CNK, DCIN, IMAX, MCS, NCMI, RLD, RGC), MSPD, SMTC, TYPE, VCLK, VIAB
  • 12/19/13 Update B. Riley & Co. December Focus List (updated): BEBE, BIRT, CKEC, EMKR, GME, IPAR, KTOS, MDAS, MPAA, SIX, SLAB, TIVO, VCLK
  • 12/02/13 Update B. Riley & Co. Industry Update - Retail: Black Friday Weekend Battlezone – Notes from the Front Lines (AEO, BEBE, DSW, FINL, GES, PSUN, SHOO, SKX, TLYS, WTSL, ZUMZ)
  • 12/02/13 Update B. Riley & Co. December Focus List: BEBE, BIRT, CKEC, EMKR, GME, IPAR, KTOS, MDAS, MPAA, SIX, SLAB, TIVO, WWWW
  • 11/08/13 Morning Note B. Riley & Co. Morning Notes: ABTL, AMCX, API, BEBE, CCO, CFN, CNK, DCIN, DMD, DIS, EVOL, FC, IPAR, KTOS, MDRX, NVDA, OCLR, PBH, RDA, TROX, UEIC, WTSL
  • 11/08/13 Update BEBE ($5.09, Buy; $9.00 PT): Q1 exceeded, but the weak environment in Sept/Oct prompted Q2 guidance to come in below our/Street ests.; turnarounds of this nature take time and are rarely linear; product content improving
  • 11/06/13 Morning Note B. Riley & Co. Morning Notes: BBRG, BEBE, BIRT, CFN, CKEC, Consumer Products (AVP, CLX, EL, ELN, JNJ, PRGO, RDEN), CVU, ELNK, GSM, GUID, GWAY, HZO, IMAX, MDRX, MSPD, OCLR, ODP, OMX, P, RRGB, SALM, UEIC, VCLK, WWWW
  • 11/06/13 Update BEBE ($5.55, Buy; $9.00 PT): FYQ1/Q2 preview; volatility “air pockets” manifesting around weak Q3 comp/margin prints; expect a marginal quality of Holiday business in the apparel space; how we are positioning relevant to BEBE; maintain Buy
  • 10/31/13 Update B. Riley & Co. October Focus List: BEBE, CKEC, EMKR, GME, IPAR, JACK, KTOS, LIOX, MPAA, QSII, SIX, SLAB, TIVO, WWWW
  • 10/21/13 Update B. Riley & Co. October Focus List: AVP, BEBE, CKEC, EMKR, GME, JACK, KTOS, LIOX, MPAA, QSII, SIX, SLAB, TIVO, WWWW
  • 09/30/13 Update B. Riley & Co. October Focus List: AVP, BEBE, CKEC, EMKR, GME, JACK, KTOS, LIOX, MPAA, PANW, QSII, SIX, SLAB, TIVO, WWWW
  • 09/17/13 Update B. Riley & Co. September Focus List (updated): AVP, BEBE, CKEC, EMKR, GME, JACK, KTOS, LIOX, MPAA, PANW, QSII, SLAB, TIVO, TROX, WWWW
  • 09/16/13 Morning Note B. Riley & Co. Morning Notes: BEBE, COTY, GSM, Household/Personal Care (COTY, DG, EL, HAS, IPAR, JNJ, MAT, MC-Paris, PBH, PRGO, RDEN, ULTA), INTC, Media (BTN, CKEC, CIDM, CNK, DCIN, IMAX, MCS, NCMI, RLD, RGC), MPAA, Retail Apparel
  • 09/13/13 Update BEBE ($5.86, Buy; $10.00 PT): Key Take-Aways from the Analyst Day; plenty of potential to improve the quality of business; better sell-throughs on new merchandise; “Buy”
  • 09/03/13 Update B. Riley & Co. September Focus List: AVP, BEBE, EMKR, GME, JACK, KTOS, LIOX, MPAA, OUTR, PANW, QSII, SLAB, TIVO, TROX, WWWW
  • 08/30/13 Update BEBE ($5.99, Buy; $10.00 PT): Q4 pro forma EPS beats by a penny; Q1 guidance in line w/our estimate; underlying trend in new merchandise improving; reiterating “Buy” rating
  • 08/30/13 Morning Note B. Riley & Co. Morning Notes: AMSWA, BEBE, Consumer Products (AVP, HAIN, RDEN, UN), KKD, MEI, PSUN
  • 08/21/13 Morning Note Morning Notes: ADI, BBY, COHR, Consumer Products (AVP, EL, ELN, JNJ, NVS, PRGO), EBAY, IMAX, Retail Apparel (BEBE, CWTR, DSW, FINL, GES, PSUN, SSI, TLYS, WTSL, ZQK, ZUMZ), TIVO
  • 08/21/13 Update B. Riley & Co. Industry Update: Retail Apparel (BEBE, CWTR, DSW, FINL, GES, PSUN, SSI, TLYS, WTSL, ZQK, ZUMZ)
  • 08/15/13 Morning Note B. Riley & Co. Morning Notes: BEBE, BV, CBS, CIDM, Focus List (AVP, BEBE, EMKR, GME, JACK, KTOS, LIOX, MPAA, OUTR, PANW, QSII, SLAB, TIVO, TROX, WWWW), OUTR, WYY
  • 08/14/13 Update B. Riley & Co. August Focus List (updated intraday): AVP, BEBE, EMKR, GME, JACK, KTOS, LIOX, MPAA, OUTR, PANW, QSII, SLAB, TIVO, TROX, WWWW
  • 08/14/13 Update BEBE ($6.01, Buy; $10.00 PT): Increasing Penetration of New-Team’s Merchandise Should Drive an Improving Underlying Trend; Adding to Our “Focus List”; Reiterate “Buy”
  • 07/12/13 Morning Note B. Riley & Co. Morning Notes: ATNY, BEBE, Consumer Products (HAS, NUS, PBH), DISCA, EXAR, LEDS, RLD, SWKS, VOXX, ZQK
  • 05/28/13 Morning Note B. Riley & Co. Morning Notes: BBY, LGF, Media (CKEC, CIDM, CNK, DCIN, IMAX, MCS, RLD, RGC), PANW, PSUN, Retail Apparel and Footwear (BEBE, DSW, GES, SKX, SHOO, TLYS), SRI
  • 05/28/13 Update Industry Update - Retail, Apparel and Shoes Earnings Previews: DSW, GES, TLYS; generally soft Q1; Q2 calendar shift benefit; comparisons getting sequentially easier for some; focus turns to Fall/b-t-s
  • 05/10/13 Update BEBE ($5.36, Buy; $8.40 PT): Q3 pro forma EPS beat; light Q4 EPS guidance seems conservative; new team’s small/increasing penetration of merchandise is performing; confidence in new talent; time arbitrage situation; reiterate “Buy”
  • 05/10/13 Morning Note B. Riley & Co. Morning Notes: AMCX, BEBE, BRKS, BWLD, CFN, CIDM, EMKR, IPAR, KTOS, LLNW, MDRX, NVDA, RLD, SKX, SRI, TWX, WFR, WTSL, XOXO
  • 05/01/13 Update BEBE ($5.66, Buy; $8.40 PT): A leaner organization is honed, as the CEO also assumes the COO role and a new CFO is promoted from within; reiterate "Buy"
  • 05/01/13 Morning Note B. Riley & Co. Morning Notes: ACCL, AVP, BBY, BCOV, BEBE, DENN, DRCO, DWA, ELNK, FIRE, JDSU, JMBA, KEYN, MSPD, ODP, OPLK, PRGX, REIS, RGC, Solar (FSLR, SPWR, WFR), SNDK, SYMM, TXRH, UNTD
  • 04/12/13 Morning Note B. Riley & Co. Morning Notes: AMCX, BEBE, Household/Personal Care (AVP, CL, CLX, EL, IPAR, KMB, NUS, NWL, PG, RDEN, SBH, TUP, WMT), LEDS, MCS, NVDA, PRGX, PVSW, SIX
  • 04/12/13 Update BEBE ($4.32, Buy; $8.40 PT): Light Q3 comp; promos on plan; EPS guidance unchanged; should be trough Q; reduced our Q3 est. only; team being rebuilt; reiterate "Buy"
  • 04/05/13 Morning Note B. Riley & Co. Morning Notes: BEBE, NVDA, PII, Restaurants (BWLD, CMG, MCD, WFM, YUM)
  • 03/19/13 Morning Note B. Riley & Co. Morning Notes: MEI, PCTI, Retail Apparel (BEBE, GES, HOTT, PSUN, SKX, SHOO, WTSL, TLYS), ROVI, SALM
  • 03/19/13 Update Industry Update: Retail Apparel - Earnings Previews: GES, PSUN, TLYS, WTSL; Slow Start to Q1; Now in Peak Weeks
  • 03/18/13 Morning Note B. Riley & Co. Morning Notes: BEBE, CIDM, CLX, DWA, Media (CIDM, CKEC, CNK, DCIN, IMAX, RGC, RLD), SNDK, VOXX
  • 03/18/13 Update BEBE ($4.52, Buy; $8.40PT): Compelling risk/reward profile; new team is being assembled; store visual merchandising/presentation improving; reiterate “Buy”
  • 02/21/13 Morning Note B. Riley Caris Morning Notes: BEBE, CAKE, CAMP, CERN, CFN, CNK, CPSI, CSTR, DENN, ISIL, NEWP, OMCL, TIVO, UNTD
  • 02/01/13 Morning Note B. Riley Caris Morning Notes: BCOV, BEBE, BIRT, BRKS, KKD, LAMR, OCLR, OPLK, RDEN, TIVO
  • 02/01/13 Update BEBE ($4.18, Buy; $8.40 PT): Q2 Sales Beat, but EPS Missed on Lower Margins/Discounting; Q3 Guidance Arguably is Conservative; New CEO Focuses on Rejuvenation
  • 01/04/13 Update Industry Update - Retail, Apparel and Footwear: December Comp Results; New CEOs appointed at BEBE and ZQK
  • 11/08/12 Update Industry Update - Retail: Update on the impact from Hurricane Sandy and implications for Q4 (mentions: CWTR, DSW, HOTT, SSI, TLYS)
  • 11/02/12 Morning Note B. Riley & Co. Morning Notes: AXTI, BCOV, BEBE, BRLI, CALD, CKEC, DRCO, FBP, GLUU, GPX, HZO, IRF, JMBA, KSWS, LLNW, MSPD, NTCT, OCLR, OPLK, REIS, ROVI, SHOO, SNAK, SSI, TXRH, UNTD, VCLK, WTSLA
  • 11/02/12 Update BEBE (Buy; $8.40 PT): Q1 results in line with expectations; Q2 guidance reflects sequential improvement in comp trend on flat promos; focus on the search for a new CEO
  • 10/04/12 Morning Note B. Riley & Co. Morning Notes: BEBE, BWLD, DCO, FCS, PPC, REIS, RGC, SIMO, SNAK, SSI
  • 09/28/12 Morning Note B. Riley & Co. Morning Notes: AIXA, Industry Update: Retail (BEBE, SSI, WTSLA, ZUMZ), VECO
  • 08/24/12 Morning Note B. Riley & Co. Morning Notes: BEBE, KTOS, WTSLA, ZUMZ
  • 08/24/12 Update BEBE (Buy; $8.40 PT): Q4 results in line with expectations; Q1 guidance reflects near-term deceleration in the business; CEO search underway
  • 08/20/12 Morning Note B. Riley & Co. Morning Notes: BEBE, Exhibitors and Related Technology (CKEC, CNK, RGC), FBP, IMAX, Media & Entertainment (CKEC, CSTR, RLD, ROVI, TIVO), Q2 '12 Earnings Preview, RMYI
  • 07/10/12 Morning Note B. Riley & Co. Morning Notes: ACW, BEBE, KTOS, PACW, PCTI, SRI, Clean Energy Semiconductors - LEDs (AIXA.DE, CREE, RBCN, VECO)
  • 07/10/12 Update BEBE (Buy; $10.00 PT): Q4 ’12 comps -2.5%, EPS guidance unchanged
  • 07/03/12 Morning Note B. Riley & Co. Morning Notes: BC, BEBE, CYN, DENN, IMAX, Industry Update: Retail, KTOS, PCTI, ROVI, SSI, WTSLA, ZUMZ
  • 05/10/12 Morning Note B. Riley & Co. Morning Notes: BEBE, CSTR, EMKR, Exhibitors and Related Technologies, PPC
  • 05/04/12 Update BEBE (Buy; $10.00 PT): Solid Q3 results; investment to take e-comm. in-house and slow start to Q4 comps prompt guidance below our estimates and consensus; the company is chasing key better-trending inventory, comps should improve; reiterate “Buy