Bed Bath & Beyond is a Ripe Target for Activist Investors

Managing director and portfolio manager Sarah Henry spoke with Barron’s reporter Teresa Rivas about activist investors calling for change at Bed Bath and Beyond. Sarah said: “Clarity on the stock price of not only Bed Bath but any retailer trying to navigate [the digital landscape] will require a detailed view of planned costs of infrastructure, generally offset by divestiture of non-core store locations or businesses, and some evidence of growth in the core business.”