BARNES AND NOBLE EDUCATION INC (BNED)
Consumer Discretionary · Educational Retail and Textbook Distribution · NYSE
College and university bookstore operator offering textbooks, supplies, and merchandise through managed retail and digital channels with a focus on affordable course materials.
What BARNES AND NOBLE EDUCATION INC does
Barnes and Noble Education (BNED) operates bookstores at colleges, universities, and K-12 schools, managing both physical and online retail operations. The company sells course materials including textbooks (new and used), digital content, supplies, and apparel, serving students and institutions across the United States. BNED offers "BNC First Day" affordable access course material models and partner with service providers like VitalSource Technologies for digital content delivery. The company generates revenue through managed bookstore contracts with educational institutions and direct-to-student digital sales channels.
Themes: ["Educational retail / textbook distribution","Affordable course materials access","College and university bookstores","Digital textbook and e-learning content","Merchandise and apparel retail"]
Fundamentals
- Price$11.42 as of 2026-07-09 close
- Market cap$401M as of 2026-07-10
- 1-year return-1.1% as of 2026-07-09 close
- Net margin-0.6% as of 2026-07-10
- Gross margin+19.6% as of 2026-07-10
- ROE-3.6% as of 2026-07-10
- Debt / equity0.48 as of 2026-07-10
- Revenue growth (YoY)+10.1% as of 2026-07-10
- Revenue CAGR (3y)+3.6% SEC XBRL
- Beta1.36 as of 2026-07-10
Dividend: yield +2.8%; pays a dividend.
Key risks (from latest filing)
["Dependency on strategic service provider relationships, particularly with VitalSource Technologies and the Fanatics/Lids partnership, creates vulnerability to operational and financial changes from these critical partners.","Pace of adoption of affordable access course material models (BNC First Day) slower than anticipated due to regulatory activity or competitive pressure from third parties offering similar solutions could impact growth.","Decline in college enrollment or decreased student funding from U.S. policy changes and enforcement practices could materially reduce demand for textbooks and merchandise, directly impacting revenues and profitability."]
Competitors & peers
- Amazon (AMZN)
- Chegg (CHGG)
- Flat World Knowledge
- OpenStax
- Pearson (local and online textbook competitors)
- Follett Corporation
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.