# ![@fear_munger Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::4889498849.png) @fear_munger FearMunger

FearMunger posts on X about $bbby, $tbhc, debt, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::4889498849/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4889498849/c:line/m:interactions.svg)

- [--] Week [------] +90%
- [--] Month [------] -21%
- [--] Months [-------] +85%
- [--] Year [-------] +38%

### Mentions: [--] [#](/creator/twitter::4889498849/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4889498849/c:line/m:posts_active.svg)

- [--] Week [--] -14%
- [--] Month [---] +3.60%
- [--] Months [---] +119%
- [--] Year [---] +112%

### Followers: [-----] [#](/creator/twitter::4889498849/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4889498849/c:line/m:followers.svg)

- [--] Week [-----] no change
- [--] Month [-----] -0.08%
- [--] Months [-----] +0.64%
- [--] Year [-----] +9%

### CreatorRank: [---------] [#](/creator/twitter::4889498849/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4889498849/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  27.18% [stocks](/list/stocks)  5.83% [countries](/list/countries)  2.91% [cryptocurrencies](/list/cryptocurrencies)  0.97% [celebrities](/list/celebrities)  0.97%

**Social topic influence**
[$bbby](/topic/$bbby) #14, [$tbhc](/topic/$tbhc) 52.43%, [debt](/topic/debt) 10.68%, [in the](/topic/in-the) 7.77%, [market](/topic/market) 6.8%, [at least](/topic/at-least) 5.83%, [$15b](/topic/$15b) 4.85%, [business](/topic/business) 4.85%, [future](/topic/future) 3.88%, [up to](/topic/up-to) 3.88%

**Top accounts mentioned or mentioned by**
[@profr33dom](/creator/undefined) [@marcuslemonis](/creator/undefined) [@bedbathbeyond](/creator/undefined) [@tzero](/creator/undefined) [@eastglaciermt](/creator/undefined) [@runthecure](/creator/undefined) [@memestockmillyz](/creator/undefined) [@secularjuncture](/creator/undefined) [@kirklands](/creator/undefined) [@adriansmith12](/creator/undefined) [@joseywalespace](/creator/undefined) [@pawnsauce](/creator/undefined) [@overstock](/creator/undefined) [@buybuybaby](/creator/undefined) [@jgoci39365](/creator/undefined) [@amyesullivan](/creator/undefined) [@hovik24](/creator/undefined) [@thomasd45437](/creator/undefined) [@bbby](/creator/undefined) [@grainchainio](/creator/undefined)

**Top assets mentioned**
[Bed Bath & Beyond Inc (BBBY)](/topic/$bbby) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [GameStop, Corp. (GME)](/topic/$gme) [Beyond Meat, Inc. (BYND)](/topic/$bynd) [Camping World Holdings, Inc. (CWH)](/topic/$cwh)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@SecularJuncture @gmoore1971 @marcuslemonis @profr33dom @JGoci39365 @BedBathBeyond Dont see any reason theyd dilute here with that cash pile. Previous dilution and buybacks were done above the current price"  
[X Link](https://x.com/fear_munger/status/2016578459334475935)  2026-01-28T18:25Z [----] followers, [---] engagements


"Will be interested to see if that $1.5b in revenue is reiterated on the $BBBY call in a couple of weeks because that is not what analysts are currently forecasting & certainly not whats being priced at the moment imo😆"  
[X Link](https://x.com/fear_munger/status/2021189482305728924)  2026-02-10T11:48Z [----] followers, [----] engagements


"@EastGlacierMT @JoseyWalesPace @BedBathBeyond @marcuslemonis @amyesullivan If the planned [---] $bbby stores are opened by the end of March then the remaining [---] should open between then & the end of June if you use that as mid-2026 This isnt counting any additional new locations $TBHC or franchisees might open"  
[X Link](https://x.com/fear_munger/status/1983139535824241022)  2025-10-28T11:51Z [----] followers, [---] engagements


"@JoseyWalesPace @marcuslemonis I still feel like some kind of merger between $BBBY & $TBHC may be on the cards & Lemonis might have alluded to that on the Q3 call. Their debt is pretty horrific but a combination of the companies would be profitable overall imo & there might be enough cash to cover that debt"  
[X Link](https://x.com/fear_munger/status/1983987302029472028)  2025-10-30T20:00Z [----] followers, [---] engagements


"Another one of [---] $TBHC stores to be converted to $BBBY by August next year. Conversions should really start to ramp up sometime in the new year. Profitability for both businesses is a formality IMO but the market is free to disagree for now. See you tomorrow Murfreesboro. Cant wait for this @BedBathBeyond grand opening https://t.co/Wi6A5HyCqi See you tomorrow Murfreesboro. Cant wait for this @BedBathBeyond grand opening https://t.co/Wi6A5HyCqi"  
[X Link](https://x.com/fear_munger/status/1989493101040205904)  2025-11-15T00:38Z [----] followers, [----] engagements


"@MemeStockMillyz To me the debt is more of a concern than the expense of $BBBY/ $TBHC running (profitable) brick & mortar stores -it seems like some (or eventually all) of those will be sold to franchisees anyway"  
[X Link](https://x.com/fear_munger/status/1991805731075686708)  2025-11-21T09:47Z [----] followers, [---] engagements


"$BBBY $TBHC A shared marketing leader 🤔 Almost as if $TBHC & $BBBY are becoming so intertwined that a merger could make sense at some point Might that lead to a big reduction in operational friction & expenses Time will tell but a big cash pile has been amassed for something🤷♂ https://t.co/tVAiOimZ3J A shared marketing leader 🤔 Almost as if $TBHC & $BBBY are becoming so intertwined that a merger could make sense at some point Might that lead to a big reduction in operational friction & expenses Time will tell but a big cash pile has been amassed for something🤷♂ https://t.co/tVAiOimZ3J"  
[X Link](https://x.com/fear_munger/status/1993079324761551259)  2025-11-24T22:08Z [----] followers, [----] engagements


"@OfSyntheses @CViewer12329009 @marcuslemonis @tZERO Make no mistake $TBHC & therefore $BBBY has a material amount of debt & a cash burn problem. Lemonis of course knew all of that going into this merger & wouldnt have gone through with it without having an extremely high degree of confidence that it could be resolved imo"  
[X Link](https://x.com/fear_munger/status/1993431298258633033)  2025-11-25T21:27Z [----] followers, [---] engagements


"@0xDecember At least [--] underperforming $TBHC stores will be closed. The remaining stores should be profitable when rebranded to $BBBY & at least some of them will be run by franchisees who are deemed to be competent. 200+ stores also gives the brand much more visibility & creates affinity"  
[X Link](https://x.com/fear_munger/status/1993595962909245838)  2025-11-26T08:21Z [----] followers, [---] engagements


"Could be mistaken but on the call it sounded like [---] @kirklands stores will now be sold to franchisees So are these [--] conversions going to be the only ones done Might make sense if $BBBY has indeed received Hundreds if not thousands of notes of interest on the franchise @EastGlacierMT @BedBathBeyond @amyesullivan [--] of them. @EastGlacierMT @BedBathBeyond @amyesullivan [--] of them"  
[X Link](https://x.com/fear_munger/status/2008189299087556668)  2026-01-05T14:50Z [----] followers, [----] engagements


"@Hovik24 @profr33dom @marcuslemonis Maybe at some point but their site traffic has been minimal while the focus is on @BedBathBeyond & @Overstock"  
[X Link](https://x.com/fear_munger/status/2009932347295084715)  2026-01-10T10:16Z [----] followers, [---] engagements


"@profr33dom @marcuslemonis @nejatian Ill believe it when I see a $BBBY or $OPEN press release containing real details. This kind of thing is going to create more uncertainty & volatility without any numbers attached to it. Not something I personally object to (quite the opposite) but I doubt thats the objective😆"  
[X Link](https://x.com/fear_munger/status/2014613144966930852)  2026-01-23T08:16Z [----] followers, [---] engagements


"@SecularJuncture @brenbto I sincerely hope $BBBY has much more accretive things to do with that cash pile but there does come a point where buybacks make the most sense and Lemonis has shown a willingness to do them (when the seemingly near constant blackout periods arent in effect)"  
[X Link](https://x.com/fear_munger/status/2015881942361669684)  2026-01-26T20:18Z [----] followers, [---] engagements


"Analysts not currently pricing in this scenario or the elimination of an additional $25m of expenses. $BBBY site traffic for Q4 MIGHT also imply that theyre on track to beat revenue estimates for the quarter but the future is what matters"  
[X Link](https://x.com/fear_munger/status/2016467739250925659)  2026-01-28T11:05Z [----] followers, [----] engagements


"@marcuslemonis @profr33dom @JGoci39365 @BedBathBeyond Around $770m has been reported so far for [----] with Q4 estimates at around $263m. So a base revenue of approximately $1.5b for [----] would be a decent increase on that outcome and not something that analysts seem to be forecasting for $BBBY at the moment"  
[X Link](https://x.com/fear_munger/status/2016518480493707720)  2026-01-28T14:27Z [----] followers, [---] engagements


"@SecularJuncture @gmoore1971 @marcuslemonis @profr33dom @JGoci39365 @BedBathBeyond Better than debt & no way $BBBY is going to generate enough fcf for meaningful growth right away. If enough value can be delivered with the proceeds from that dilution then it absolutely should happen -just like any company at the beginning of a growth phase"  
[X Link](https://x.com/fear_munger/status/2016570782634147852)  2026-01-28T17:55Z [----] followers, [---] engagements


"$BBBY JUST IN: President Trump says his new Fed Chair Kevin Warsh will cut rates without any pressure. JUST IN: President Trump says his new Fed Chair Kevin Warsh will cut rates without any pressure"  
[X Link](https://x.com/fear_munger/status/2017304795149648011)  2026-01-30T18:31Z [----] followers, [---] engagements


"@ETFProfessor @tZERO @BedBathBeyond @marcuslemonis @mcagney @Alan_Konevsky @MBTannenbaum @shobhitk01 Agree vey big potential but thats all it is until its done. Great to see Lemonis & $BBBY pushing ahead with something that many had hoped tZero would already have up and running by now. Lets see what materialises"  
[X Link](https://x.com/fear_munger/status/2018525783984415036)  2026-02-03T03:23Z [----] followers, [---] engagements


"@profr33dom Picks & shovels. Exactly the term that sprung to mind for me. Multiple partnerships are being formed with @tZero because theres something there. @Alan_Konevsky seems like a dog who saw the rabbit a long time ago and has finally been let off the leash😆 $BBBY will benefit imo"  
[X Link](https://x.com/fear_munger/status/2018694720969417069)  2026-02-03T14:35Z [----] followers, [---] engagements


"@IconicSwooshes @tZERO @Alan_Konevsky $BBBY press release"  
[X Link](https://x.com/fear_munger/status/2018709954056573423)  2026-02-03T15:35Z [----] followers, [---] engagements


"@nickisanders Great write up $BBBY IR could probably learn a thing or two from you😆"  
[X Link](https://x.com/fear_munger/status/2018805368466636904)  2026-02-03T21:54Z [----] followers, [----] engagements


"@profr33dom Also worth noting that their forecast for $BBBY revenue is $1.03b for [----] $1.5b in revenue with another $25m in expenses removed should give $BBBY a profitable [----] imo. Not sure thats what were being priced for but whatever😆 https://t.co/UL8jfQn6sF $1.5b in revenue with another $25m in expenses removed should give $BBBY a profitable [----] imo. Not sure thats what were being priced for but whatever😆 https://t.co/UL8jfQn6sF"  
[X Link](https://x.com/fear_munger/status/2018927273798406328)  2026-02-04T05:59Z [----] followers, [---] engagements


"@profr33dom It makes sense because the market isnt sure if $BBBY can execute imo & thats an opportunity if were right in believing they can. Im grateful for the opportunity"  
[X Link](https://x.com/fear_munger/status/2018978094703591460)  2026-02-04T09:21Z [----] followers, [---] engagements


"@profr33dom https://x.com/fromvalue/status/1737116648015114330 When the fundamentals improve but the stock doesn't the fundamentals will always win in the end. https://t.co/w4SQ9GV565 https://x.com/fromvalue/status/1737116648015114330 When the fundamentals improve but the stock doesn't the fundamentals will always win in the end. https://t.co/w4SQ9GV565"  
[X Link](https://x.com/fear_munger/status/2018986401749147832)  2026-02-04T09:54Z [----] followers, [---] engagements


"@AssetApostate @profr33dom Announcements & hype have absolutely no sustained meaningful effect on the price of $BBBY. Literally everyone knows this -including Lemonis. The idea that he would try to win his bonus by any means other than results is laughable"  
[X Link](https://x.com/fear_munger/status/2019089408725565919)  2026-02-04T16:43Z [----] followers, [--] engagements


"@cryptnethash1 @Goeun_6121 @CoinMarketCap @marcuslemonis Lemonis didnt acquire the $BBBY IP previous $OSTK management did. They then proceeded to completely fck up how it was utilised while simultaneously shutting down @Overstock🤦♂ Lemonis has done a great job of dramatically reducing waste & getting a strong foundation in place"  
[X Link](https://x.com/fear_munger/status/2019134167183954145)  2026-02-04T19:41Z [----] followers, [---] engagements


"@Michael79658551 @DanaStarr18 @atrupar People can be inept in a multitude of ways -they can both be objectionable. Being morally inept and self-serving are common traits among the political class and this administration is no different"  
[X Link](https://x.com/fear_munger/status/2019187896415404419)  2026-02-04T23:14Z [----] followers, [--] engagements


"Bloomberg data (if accurate🙄) claims a massive 48% yoy decline in sales for $BBBY in Q4 which implies just under $160m in revenue -seems odd if traffic is slightly up on last year. The last data I cited from them turned out to be way off so wouldnt shock me if this is too😂 @RUNTheCure @profr33dom @marcuslemonis @JGoci39365 @BedBathBeyond @tZERO That quote about $1.5b in [----] revenues is from his recent letter to $BBBY shareholders. He sounded happy about the Q4 top line & site traffic MIGHT be pointing towards some decent revenues for that qtr. The future is all that matters though & $1.5b"  
[X Link](https://x.com/fear_munger/status/2019358407048982633)  2026-02-05T10:32Z [----] followers, [----] engagements


"@profr33dom @TheTerminal @marcuslemonis Agree. Id think $BBBY would get ahead of news like that. Crazy to me that people pay so much & probably invest based in part on data like that. Well see what happens but the $1.5b in revenues that Lemonis is targeting in [----] is the real headline for me"  
[X Link](https://x.com/fear_munger/status/2019362997676962170)  2026-02-05T10:50Z [----] followers, [---] engagements


"@pawn_sauce @profr33dom @TheTerminal @marcuslemonis I think $350m might be him conservatively playing it safe. $TBHC did $440m last year so a leaner business might indeed make $350m but that seems on the low side to an idiot like me -if $BBBY store conversions are actually going to be meaningfully impactful in terms of revenues"  
[X Link](https://x.com/fear_munger/status/2019405567312253162)  2026-02-05T13:39Z [----] followers, [---] engagements


"@EastGlacierMT @pawn_sauce @profr33dom @TheTerminal @marcuslemonis Definitely more clarity needed around how this is going to work imo. Doesnt seem ideal for $BBBY to be finding out that most of the $TBHC stores arent even going to be viable for conversion after the deal has been done (if that really is indeed the case). @profr33dom @marcuslemonis Smaller locations in the 5000-to-8000-square-feet range were deemed impractical for modification given the merchandise requirements for this format. Would be unfortunate if this was a miscalculation -that acquisition has not been cheap overall but"  
[X Link](https://x.com/fear_munger/status/2019425647526093214)  2026-02-05T14:59Z [----] followers, [----] engagements


"There may have been very respectable site traffic for the [--] main $BBBY sites in January. @Overstock appears to have had its highest traffic since relaunching & @BedBathBeyond had 18.6m visits in January last year. Obviously tells us nothing about conversion or profitability"  
[X Link](https://x.com/fear_munger/status/2019574775077589495)  2026-02-06T00:52Z [----] followers, [----] engagements


"For some context the (supposed) combined 29.2m in $BBBY sites traffic for January is higher than that of every month of last year apart from December (30.1m). Cannot remotely guarantee the accuracy of that data & dont recommend anyone invest based on it"  
[X Link](https://x.com/fear_munger/status/2019577885304971558)  2026-02-06T01:04Z [----] followers, [---] engagements


"@profr33dom $BBBY should be releasing those performance criteria imo. No good reason I can think of not to -I think wed be hearing all about the criteria if it involved hitting profitability😆"  
[X Link](https://x.com/fear_munger/status/2020053172249563613)  2026-02-07T08:33Z [----] followers, [---] engagements


"@profr33dom Great happy to see these things being talked about but a $BBBY press release with no actual details about how its going to be structured just creates temporary hype at best & needless uncertainty -neither of those are outcomes we should be striving for imo"  
[X Link](https://x.com/fear_munger/status/2020189215711965332)  2026-02-07T17:33Z [----] followers, [---] engagements


"@profr33dom Yep and the press release does seem to have generated a good amount of interest before the terms have even been disclosed"  
[X Link](https://x.com/fear_munger/status/2020338791660310852)  2026-02-08T03:27Z [----] followers, [--] engagements


"Maybe we actually wouldnt hear about what the metric was for that compensation if it meant revealing that Q4 was profitable during a blackout period🤔 $BBBY Site traffic may point towards a chance of something like that but Bloomberg credit card data definitely doesnt😆 @profr33dom $BBBY should be releasing those performance criteria imo. No good reason I can think of not to -I think wed be hearing all about the criteria if it involved hitting profitability😆 @profr33dom $BBBY should be releasing those performance criteria imo. No good reason I can think of not to -I think wed be hearing all"  
[X Link](https://x.com/fear_munger/status/2020520562087416036)  2026-02-08T15:30Z [----] followers, [---] engagements


"@mcmmm25 The long term ROI of a Superbowl commercial makes sense for some companies but not at all for many others the size of $BBBY -same goes for lots of other forms of advertising. That kind of cash is likely far better used to improve conversion & repeat purchases"  
[X Link](https://x.com/fear_munger/status/2020694998812139982)  2026-02-09T03:03Z [----] followers, [---] engagements


"@jevy_jefferson @TheLongInvest @grok who founded $OSCR Anyone closely linked to the current US administration by some strange coincidence"  
[X Link](https://x.com/fear_munger/status/2020814997664800943)  2026-02-09T11:00Z [----] followers, [---] engagements


"@SecularJuncture @Doc3411 @mcmmm25 The millions of dollars it would cost could deliver more value with targeted ads imo. Lots still to do before its worth $BBBY spending meaningfully on marketing anyway"  
[X Link](https://x.com/fear_munger/status/2020927568501952628)  2026-02-09T18:27Z [----] followers, [---] engagements


"@JoseyWalesPace If he did Id also expect it to be at least a little on the conservative side"  
[X Link](https://x.com/fear_munger/status/2021194859399479578)  2026-02-10T12:09Z [----] followers, [---] engagements


"@mamboitaliano__ They put figs on pizza in some places in Italy so using other fruit isnt exactly a universe away. Ive also seen hotdogs & fries as a topping quite often. The gatekeeping over pineapple as a topping is a bit overdone imo -plenty of more important things to be outraged about😂"  
[X Link](https://x.com/fear_munger/status/2020911536559051232)  2026-02-09T17:23Z [----] followers, [----] engagements


"@marcuslemonis @tyelon719 @BedBathBeyond @grok If this works for one it could work for many. Looking forward to hearing about how effective this ends up being in driving traffic and conversion for $BBBY"  
[X Link](https://x.com/fear_munger/status/2021318234683609239)  2026-02-10T20:19Z [----] followers, [---] engagements


"@RUNTheCure @marcuslemonis The $TBHC acquisition has cost $BBBY quite a bit but it should generate quite a bit more in return. Exactly the kind of business you usually want to own in the bottom of a home sales cycle imo"  
[X Link](https://x.com/fear_munger/status/2004244150078918938)  2025-12-25T17:33Z [----] followers, [---] engagements


"@profr33dom $BBBY did buybacks at much higher prices than today but I wouldnt be surprised if that cash is going to be needed for operations & marketing once $tbhc stores are converted. MNPI has also been a factor and may still be one @EastGlacierMT @MarthaStewart @yourhapihome @BedBathBeyond Were not taking questions at this time ;) @EastGlacierMT @MarthaStewart @yourhapihome @BedBathBeyond Were not taking questions at this time ;)"  
[X Link](https://x.com/fear_munger/status/2004543242889777297)  2025-12-26T13:22Z [----] followers, [---] engagements


"@gazid1 @TraderLonghorn @tZERO At least [---] $TBHC conversions by August was the last I heard. If $BBBY stores really can do multiples of what the Kirklands stores currently make then revenues (& profitability) could be about to massively ramp up for the merged business in 2026"  
[X Link](https://x.com/fear_munger/status/2005368114721304626)  2025-12-28T19:59Z [----] followers, [----] engagements


"The merger of $BBBY with $TBHC might create a surplus of personnel & Lemonis has recently stated they could eliminate over $20M in duplicate costs That said they've still onboarded some very decent talent recently. Looking forward to perhaps hearing more on the call tomorrow. @fstmtrdr Because I put a hiring freeze in place @fstmtrdr Because I put a hiring freeze in place"  
[X Link](https://x.com/fear_munger/status/2007867509555519605)  2026-01-04T17:31Z [----] followers, [----] engagements


"@Leonardo9615 $257M on 66.5M visits. Analysts only expecting $BBBY to make $6m more in Q4 with quite a bit more traffic than that. A lot of the Q4 traffic will be people just browsing but that was the case last Q4 too -well see🤷♂"  
[X Link](https://x.com/fear_munger/status/2009226327640166635)  2026-01-08T11:31Z [----] followers, [---] engagements


"@ryeandbitters $TCS stores are larger than the $TBHC ones that apparently arent viable for conversion so persuading them to become $BBBY franchisees could make sense. Seems like a fairly low risk way to potentially gain more quite a lot"  
[X Link](https://x.com/fear_munger/status/2010036966717571205)  2026-01-10T17:12Z [----] followers, [---] engagements


"@profr33dom Market needs to see it actually happen & I think it will"  
[X Link](https://x.com/fear_munger/status/2016470374943166769)  2026-01-28T11:16Z [----] followers, [---] engagements


"@MemeStockMillyz @marcuslemonis Its fairly standard practice to be fair. Companies sometimes like to keep certain benchmarks private in order to maintain competitiveness. Those are certainly compelling incentives & he has further committed himself by taking on the ceo role at $BBBY"  
[X Link](https://x.com/fear_munger/status/2017276352869593088)  2026-01-30T16:38Z [----] followers, [---] engagements


"In what universe is $BBBY a larger consumer company $GME and Cohen not coming anywhere near $BBBY IMO but keep the conspiracies coming 😂"  
[X Link](https://x.com/fear_munger/status/2018064084977987862)  2026-02-01T20:49Z [----] followers, [----] engagements


"@EastGlacierMT @stevesportsbar @cvpayne @BedBathBeyond I doubt $BBBY is going to spend meaningful amounts of cash on marketing the sale of home goods for a while. Much more accretive to spend that cash by developing the services side of things first imo. It will take time but the payoff should be more than worth it"  
[X Link](https://x.com/fear_munger/status/2018307945159598341)  2026-02-02T12:58Z [----] followers, [--] engagements


"$BBBY will now own a unified investment & personal finance platform This could be huge if @tZERO & @BedBathBeyond can actually make it work. Earnings call on February 23rd probably isnt going to be nearly sufficient to cover what is planned here but looking forward to it"  
[X Link](https://x.com/fear_munger/status/2018324782228361411)  2026-02-02T14:05Z [----] followers, [---] engagements


"@tspaanstra @tZERO @BedBathBeyond On the Spaces call last month he said something to the effect that $BBBY werent going to throw massive amounts of cash into selling home goods which makes sense if there are now other opportunities that can deliver a far higher ROI. Agree more detailed info is needed"  
[X Link](https://x.com/fear_munger/status/2018327601094201788)  2026-02-02T14:16Z [----] followers, [---] engagements


"Significant visibility for the $BBBY brands on top of the $TBHC deal. This new model allows the Company to operate a smaller footprint of corporate stores nationwide while a complementary franchise network extends its reach touching nearly every major community in America. $BBBY https://t.co/DHpzZBod2s $BBBY https://t.co/DHpzZBod2s"  
[X Link](https://x.com/fear_munger/status/1975546236913795332)  2025-10-07T12:58Z [----] followers, [----] engagements


"@Adrian_Smith12 @TRADER3051 @EastGlacierMT @marcuslemonis I think the cash raised from the $BBBY warrants might be used to drive significant marketing but could make sense to wait for those franchises & more $TBHC stores to be converted first. That way more value is generated for the ad spend (IMO)"  
[X Link](https://x.com/fear_munger/status/1976019579617845453)  2025-10-08T20:19Z [----] followers, [---] engagements


"$300m in revenues would likely be needed for $BBBY to have made a profit for Q3. I bet we came pretty close & feel quite sure they hit profitability for at least one of the months. Improved brand visibility from $TBHC converting stores can get us over that line constantly IMO The publicity generated by the $BBBY store opening generated a significant increase in search volume. Possibly enough for site traffic & sales to surpass Q2 & analyst estimates for Q3. The question is how profitable were they Could breakeven have been achieved for that Qtr🤔 The publicity generated by the $BBBY store"  
[X Link](https://x.com/fear_munger/status/1976463775965630664)  2025-10-10T01:44Z [----] followers, [----] engagements


"@Tavoularis777 @marcuslemonis @EastGlacierMT @las5h3 @BedBathBeyond @tZERO $BBBY has significant ownership in $TBHC -owners of @kirklands. The plan is to convert almost all Kirklands stores to @BedBathBeyond over the next [--] years. Cost to convert stores is expected to be less than $100k per store"  
[X Link](https://x.com/fear_munger/status/1977157583124443645)  2025-10-11T23:41Z [----] followers, [---] engagements


"So $TBHC plans to sell @BedBathBeyond stores once theyre up and running That might result in a lot of cash being freed up to pay off their debt & deliver significant value to their shareholders -of which $BBBY is a VERY major one🤔 @GlennInvestor @brianbeers FDD Will be available by March after I see the various concepts up and running as well as converting [---] by that time of what we have. Will probably sell existing proven stores first @GlennInvestor @brianbeers FDD Will be available by March after I see the various concepts up and running as well as converting [---] by that time of what we"  
[X Link](https://x.com/fear_munger/status/1977166166209478964)  2025-10-12T00:15Z [----] followers, [----] engagements


"@Hovik24 @buybuyBABY Yep. Maybe @buybuyBABY will become a major focus for $TBHC especially if a lot of the @BedBathBeyond stores end up being sold off to franchisees. $BBBY call later this month should be a good one"  
[X Link](https://x.com/fear_munger/status/1977213251080347683)  2025-10-12T03:22Z [----] followers, [---] engagements


"@EastGlacierMT @Hovik24 @buybuyBABY @BedBathBeyond Maybe not without risk if we go into an economic downturn though. Rates will come down in a recession boosting home sales & consequently the sales of the @BedBathBeyond & @kirklands stores that $TBHC elect to keep but the same might not be true for @buybuyBABY stores"  
[X Link](https://x.com/fear_munger/status/1977382018376692192)  2025-10-12T14:33Z [----] followers, [--] engagements


"Maybe pretty good odds $TBHC & $BBBY proceed to implement the same franchise model with @buybuyBABY further down the line -once the stores have been tested. Looking forward to hearing about how things will be structured in terms of royalties -hopefully on the earnings call. So $TBHC plans to sell @BedBathBeyond stores once theyre up and running That might result in a lot of cash being freed up to pay off their debt & deliver significant value to their shareholders -of which $BBBY is a VERY major one🤔 So $TBHC plans to sell @BedBathBeyond stores once theyre up and running That might result in"  
[X Link](https://x.com/fear_munger/status/1978087910189552068)  2025-10-14T13:18Z [----] followers, [----] engagements


"@realcanada @profr33dom @MemeStockMillyz My hunch is that $BBBY will have taken even more ownership in $TBHC. Theres a decent amount of debt there but even so a $35m market cap seems silly if theyre going to end up profitable enough in the next couple of years to starting paying it down🤷♂ $BBBY physical store sales continue to exceed expectations. What were those expectations That converted stores would do multiples of what the average @kirklands store did. $TBHC team seem to be getting it done💪 https://t.co/55adBwMDij $BBBY physical store sales continue to exceed expectations. What were"  
[X Link](https://x.com/fear_munger/status/1980412507442581926)  2025-10-20T23:15Z [----] followers, [---] engagements


"@profr33dom @realcanada @MemeStockMillyz The $BBBY / $TBHC franchise project will hopefully get a lot of airtime. Looking forward to hearing how itll all be structured. Potential for a huge number of stores all over the US. All sides are incentivised & benefit from these partnerships. Franchisees (& therefore customers) will get access to brands at prices they normally wouldnt & vendors can move more volume meaning $BBBY can purchase at more favourable prices. Creates a virtuous cycle. https://t.co/8vMPM3inef All sides are incentivised & benefit from these partnerships. Franchisees (&"  
[X Link](https://x.com/fear_munger/status/1980415178241110468)  2025-10-20T23:25Z [----] followers, [---] engagements


"incredible growth opportunities ahead $BBBY $TBHC Calling All Former @BedBathBeyond Team Members 💙 Theres something special about this brand and the people who built it. As we honor the past and reimagine the future were opening the doors wide for legacy Bed Bath & Beyond store teams to come back home. If you loved serving https://t.co/ZEhUyPeuCt Calling All Former @BedBathBeyond Team Members 💙 Theres something special about this brand and the people who built it. As we honor the past and reimagine the future were opening the doors wide for legacy Bed Bath & Beyond store teams to come back"  
[X Link](https://x.com/fear_munger/status/1981359045215674417)  2025-10-23T13:56Z [----] followers, [----] engagements


"More signs that $TBHC might be given full charge running the retail side of $BBBY imo. A $35m market cap seems cheap for a company whos prospects of bankruptcy seem to be diminishing by the week🤷♂ Wont be shocked if $BBBY owns a lot more of that company soon. We are thrilled to have Lisa Foley join the team as CMO for @BedBathBeyond @buybuyBABY @Overstock and @kirklands as we continue to unify our omnichannel vision for our brands. https://t.co/L5x5yQ6JbV We are thrilled to have Lisa Foley join the team as CMO for @BedBathBeyond @buybuyBABY @Overstock and @kirklands as we continue to unify"  
[X Link](https://x.com/fear_munger/status/1982788265380819425)  2025-10-27T12:35Z [----] followers, [----] engagements


"@kayinvests I initially expected a slight drop to Q2 given the change in seasonal assortments but that data gave me cause to think things could be way better than expected"  
[X Link](https://x.com/fear_munger/status/1982919351734022151)  2025-10-27T21:16Z [----] followers, [--] engagements


"@ThomasD45437 @BBby @tZERO All about ROAS for the retail side of $BBBY now that cash burn is under control. Holding off on significant marketing until more of those [---] $TBHC stores are converted by mid-2026 makes a lot of sense. The investment in that company will turn out to be highly accretive IMO"  
[X Link](https://x.com/fear_munger/status/1983121558030733363)  2025-10-28T10:39Z [----] followers, [----] engagements


"The plan seems to be for $TBHC to have around [---] stores converted to $BBBY by about March [----]. I would think thats when we might see marketing revenues & profitability begin gradually ramping up. Until then improvements can continue to be made with minimal cash burn. @ThomasD45437 @BBby @tZERO All about ROAS for the retail side of $BBBY now that cash burn is under control. Holding off on significant marketing until more of those [---] $TBHC stores are converted by mid-2026 makes a lot of sense. The investment in that company will turn out to be highly accretive IMO. @ThomasD45437 @BBby @tZERO"  
[X Link](https://x.com/fear_munger/status/1983124411529023834)  2025-10-28T10:51Z [----] followers, [----] engagements


"@Adrian_Smith12 @pawn_sauce @marcuslemonis [---] $TBHC stores converted to $BBBY by August [----] seems to be the commitment. Theyre maybe already well in the process of changing the assortments in all of them. Then maybe its just a case of rebranding mostly during quieter periods rather than right before any holidays"  
[X Link](https://x.com/fear_munger/status/1983175034928803850)  2025-10-28T14:12Z [----] followers, [---] engagements


"@grok @pawn_sauce Doesnt sound like it takes much for $TBHC to convert some of their stores to $BBBY. Probably not much harder than putting the Christmas decorations up across all of their stores & I doubt thats much trouble for them. Lemonis laid down the gauntlet for [---] by August lets see"  
[X Link](https://x.com/fear_munger/status/1983233862130905228)  2025-10-28T18:06Z [----] followers, [---] engagements


"@EastGlacierMT @ThomasD45437 @BBby @tZERO Yeah been thinking for a little while that $BBBY & $TBHC merge at some point. They have the option to own up to 75% but I dont see why they should stop there. [---] store conversions by August all potentially doing multiples of their current revenues for a $40m market cap"  
[X Link](https://x.com/fear_munger/status/1983512889257246905)  2025-10-29T12:34Z [----] followers, [---] engagements


"@EastGlacierMT @ThomasD45437 @BBby @tZERO @marcuslemonis Yep it might not play out that way at all but were already taking on that risk by owning half of that company🤷♂ The name change to $TBHC intrigued me & it seemed like there was more to it than just them licensing some IP from $BBBY. Theyll run the whole of the retail side IMO @pawn_sauce @EastGlacierMT @BizzyBiz33 @tZERO @kirklands @Overstock @BeyondBYON I would think $TBHC would become the holding company name if they do eventually merge with $BYON. Avoids the ticker being confused with $BYND & also avoids any possible confusion"  
[X Link](https://x.com/fear_munger/status/1983519136115286239)  2025-10-29T12:59Z [----] followers, [---] engagements


"@Adrian_Smith12 @Teddy_Holdings @JoseyWalesPace @marcuslemonis B&M is still very viable if done well & people are in place at $TBHC who can help $BBBY penetrate that market quite significantly. If we had [---] physical BBB stores up & running today I think theyd outperform the online side as things stand. That cash pile is for something"  
[X Link](https://x.com/fear_munger/status/1984130408196534624)  2025-10-31T05:28Z [----] followers, [---] engagements


"Well the stimulus part might not take long if he actually follows through with it😂 Could be good timing with all of the furniture & appliance purchases that were pulled forward by the Covid stimulus starting to reach the point where its time to replace them $BBBY $TBHC Bro just gave Argentina a $40b bailout after running his campaign on America first😆 So you can bet hell be giving out stimulus checks if/when the US economy hits hard times -especially if it happens before the midterms. $BBBY didnt fair too badly last time that happened🤷♂ Bro just gave Argentina a $40b bailout after running"  
[X Link](https://x.com/fear_munger/status/1987518748568293405)  2025-11-09T13:52Z [----] followers, [---] engagements


"@EastGlacierMT @profr33dom @tZERO Theyre definitely burning through some cash over there -may explain the urgency to convert & franchise stores in a more profitable $BBBY format. All about execution but $TBHC sound happy with early results of the first store conversion -lets see if that carries on at scale🤷♂"  
[X Link](https://x.com/fear_munger/status/1989351618568159456)  2025-11-14T15:16Z [----] followers, [---] engagements


"@profr33dom Lemonis & $BBBY didnt come this far just to come this far. Losses have been slashed & the foundation for growth sounds like its basically there now. @tZERO $TBHC & @GrainChainIO also making big progress by the sound of things but happy for people to sell down here"  
[X Link](https://x.com/fear_munger/status/1989354620284756333)  2025-11-14T15:27Z [----] followers, [---] engagements


"@EastGlacierMT @profr33dom @tZERO @GrainChainIO $BBBY will basically own $TBHC at some point IMO. Their debt & cash burn is no joke but if they turn things around it will be a very big win for all involved. Those businesses combined once all [---] stores are converted could be generating significant fcf one day"  
[X Link](https://x.com/fear_munger/status/1989366521802735947)  2025-11-14T16:15Z [----] followers, [---] engagements


"@EastGlacierMT @BedBathBeyond @amyesullivan @kirklands @marcuslemonis Great to see some quality products there. A curated quality assortment of what people actually want at a good price instead of them having to wade through tons of cheap junk that theyll likely end up returning"  
[X Link](https://x.com/fear_munger/status/1989888930439991790)  2025-11-16T02:51Z [----] followers, [--] engagements


"@MemeStockMillyz If the [---] converted $BBBY stores do actually end up doing "multiples" of what a $TBHC store did then it seems like those businesses combined would be quite easily profitable. The franchise initiative could also very significantly raise the profile of the brand. $BBBY physical store sales continue to exceed expectations. What were those expectations That converted stores would do multiples of what the average @kirklands store did. $TBHC team seem to be getting it done💪 https://t.co/55adBwMDij $BBBY physical store sales continue to exceed expectations. What were those"  
[X Link](https://x.com/fear_munger/status/1991802343990686131)  2025-11-21T09:34Z [----] followers, [---] engagements


"@colin_james69 @MemeStockMillyz Profitability is what matters there. Will also be interesting to see how much profitable stores are worth when sold to franchisees. $BBBY could also theoretically nuke a good bit of that debt using the cash pile & benefit from the resulting value increase of their $TBHC stake"  
[X Link](https://x.com/fear_munger/status/1991837706943668478)  2025-11-21T11:54Z [----] followers, [---] engagements


"@pawn_sauce @Banksy668 The rerating in our equity in $TBHC could be nuts if that side of things turns around. Well see"  
[X Link](https://x.com/fear_munger/status/1991840955008459172)  2025-11-21T12:07Z [----] followers, [--] engagements


"@SecularJuncture $TBHC debt & burn rate is no joke but 250+ profitable $BBBY stores might more than take care of that. We already own half the business with the option to own 75% so wouldnt shock me if more equity is taken. Schedule for all [---] conversions has been brought forward a lot too"  
[X Link](https://x.com/fear_munger/status/1992006701277667656)  2025-11-21T23:06Z [----] followers, [---] engagements


"@profr33dom Gets particularly interesting if an entire company decides they could open $BBBY stores & do well enough for it to be worth their while Wish thered been time for Marcus to expand a bit more on the concept during the last earnings call -maybe well hear more on the $TBHC call🤷♂"  
[X Link](https://x.com/fear_munger/status/1992381019190898812)  2025-11-22T23:53Z [----] followers, [----] engagements


"$TBHC & $BBBY positioning themselves for growth in [----]. Rates will come down one way or another and theyll be ready to exploit the resulting increase in home sales and renovations. @fear_munger @SecularJuncture @profr33dom Five Bed Bath & Beyond stores + One Holiday Shoppe Test Concept all now open. Now we focus on holiday and prep for [----] conversions @fear_munger @SecularJuncture @profr33dom Five Bed Bath & Beyond stores + One Holiday Shoppe Test Concept all now open. Now we focus on holiday and prep for [----] conversions"  
[X Link](https://x.com/fear_munger/status/1992868443755090036)  2025-11-24T08:10Z [----] followers, [----] engagements


"@tspaanstra $TBHC have already stated that the existing $BBBY stores are a success -the concept is literally already working right in front of your face"  
[X Link](https://x.com/fear_munger/status/1992983289867747675)  2025-11-24T15:46Z [----] followers, [---] engagements


"@DavidFKlamm71 We also get @amyesullivan & her $TBHC team. Huge congratulations to $BBBY & all involved. We have not once bought a company for the company. We buy companies to get excellent people -Mark Zuckerberg @Honorthebalzac @vinceg526 @EastGlacierMT I think Amy Sullivan ($KIRK CEO) might be a great fit to run @BedBathBeyond for $BYON one day if that collaboration goes well. @Honorthebalzac @vinceg526 @EastGlacierMT I think Amy Sullivan ($KIRK CEO) might be a great fit to run @BedBathBeyond for $BYON one day if that collaboration goes well"  
[X Link](https://x.com/fear_munger/status/1993084257749623017)  2025-11-24T22:28Z [----] followers, [---] engagements


"@JoseyWalesPace @samtr981 Those physical $BBBY stores will be generating profits as well as brand visibility & affinity. Some (or all) will be sold to franchisees whom might be even better equipped to run & market them for our benefit. Looking forward to the $TBHC earnings call in a couple of weeks"  
[X Link](https://x.com/fear_munger/status/1993113337992036756)  2025-11-25T00:23Z [----] followers, [---] engagements


"@buysidereport $BBBY plan to sell some or all of those 200+ converted $TBHC stores to franchisees. The e-commerce side will then benefit from any brand visibility & affinity that is created. Early conversions of $BBBY stores have delivered double-digit sales growth shortly after reopening"  
[X Link](https://x.com/fear_munger/status/1993209753963839946)  2025-11-25T06:46Z [----] followers, [---] engagements


"@mongolApe You should buy whatever you have your own conviction in not based on what I or anyone else says. The deal was done at a lower price so $TBHC will naturally move back down to that price until the merger actually happens so maybe doesnt make much sense to be buying $TBHC IMO"  
[X Link](https://x.com/fear_munger/status/1993248390780796982)  2025-11-25T09:20Z [----] followers, [--] engagements


"@die_karl All 200+ $TBHC stores to be converted to $BBBY by August. Some will be made available to approved franchisees in the meantime. The stores already converted have had double-digit increases in sales & thats during relatively weak quarters in quite a tough environment"  
[X Link](https://x.com/fear_munger/status/1993343203370754286)  2025-11-25T15:37Z [----] followers, [---] engagements


"@0xDecember This is the main thing that concerns me with the $BBBY/ $TBHC deal. But should be manageable if converted stores are profitable. That combined with the increased visibility & affinity that franchisees can create might be enough to generate some decent fcf. Well see"  
[X Link](https://x.com/fear_munger/status/1993597610544734454)  2025-11-26T08:28Z [----] followers, [---] engagements


"@0xDecember At least [--] underperforming $TBHC stores are closing after the busy holiday shopping period. The remainder should experience significant increases in revenues & profitability with the $BBBY branding. Execution needs to be there and my bet is that it will be -not everyone agrees"  
[X Link](https://x.com/fear_munger/status/1993598714410148013)  2025-11-26T08:32Z [----] followers, [---] engagements


"@RUNTheCure The Container Store is now a private company under the ownership of its supportive lenders with a healthier balance sheet that positions the company for profitable growth. $BBBY giving them a helping hand -I wonder what we get in return🤔"  
[X Link](https://x.com/fear_munger/status/1995870511868559735)  2025-12-02T14:59Z [----] followers, [---] engagements


"The $BBBY physical store initiative with $TBHC will prove out the concept for other individuals & even companies to become franchisees. The potential is huge imo. @MemeStockMillyz @ContainerStore I think $BBBY may want to re attempt the previous partnership deal in some form. Presumably $TCS still needs to get their financial situation up to where Lemonis wants it before that can happen. Owning this debt (& its interest payments) might give him some leverage for change @MemeStockMillyz @ContainerStore I think $BBBY may want to re attempt the previous partnership deal in some form. Presumably"  
[X Link](https://x.com/fear_munger/status/1996873667595456615)  2025-12-05T09:25Z [----] followers, [----] engagements


"Pivots will continue to happen at $BBBY. No one complained when the goalposts were moved for converting all $TBHC physical stores much earlier than planned. I will say its sometimes asking for trouble when plans are revealed too far in advance -especially during restructuring😆 @Adrian_Smith12 @buybuyBABY Over [---] $BBBY stores by August & some (or all) will become franchises. I have no objection to pivots -goal posts move all the time during restructuring. I do think its probably better not to publicly commit to some things when so much can change quickly. @Adrian_Smith12 @buybuyBABY Over 250"  
[X Link](https://x.com/fear_munger/status/1999430555583283282)  2025-12-12T10:46Z [----] followers, [---] engagements


"@RUNTheCure @marcuslemonis @tZERO @GrainChainIO Yep lots of ways to win. But at some point $BBBY needs to start sustaining itself instead of diluting -hopefully in the very near future"  
[X Link](https://x.com/fear_munger/status/2004257272864952778)  2025-12-25T18:25Z [----] followers, [---] engagements


"If we took $400m in annual Kirklands revenues as a starting point & assume the remaining converted $TBHC stores can actually double that then $BBBY could be at a $2b total annual run rate. That would be assuming the e-commerce side has no growth whatsoever from current levels @gazid1 @TraderLonghorn @tZERO At least [---] $TBHC conversions by August was the last I heard. If $BBBY stores really can do multiples of what the Kirklands stores currently make then revenues (& profitability) could be about to massively ramp up for the merged business in [----]. https://t.co/R30CGMflCx @gazid1"  
[X Link](https://x.com/fear_munger/status/2005588894071562673)  2025-12-29T10:37Z [----] followers, [----] engagements


"@RUNTheCure @Adrian_Smith12 @marcuslemonis @tZERO No amount of hype will help $BBBY or @tZERO without results. Get results & the market will respond & thankfully thats Lemoniss approach. A CEO wasting time on stock promotion is a 🚩for me. By all means lay out a vision but talking & not delivering is worse than silence"  
[X Link](https://x.com/fear_munger/status/2007072356154720500)  2026-01-02T12:51Z [----] followers, [---] engagements


"@RUNTheCure @Adrian_Smith12 @marcuslemonis @tZERO Lots of businesses are in the bottom of a cycle at any given time. $CWH delivered value to shareholders through dividends over the years & Im sure the price will improve whenever the cycle ramps back up -Lemonis took significant market share & that usually pays off in the end"  
[X Link](https://x.com/fear_munger/status/2007085566006071625)  2026-01-02T13:44Z [----] followers, [---] engagements


"@Adrian_Smith12 @profr33dom @tZERO @GrainChainIO Retail getting shaken out while institutions add is not a new phenomenon but it does seem there is also a lot of clarification needed when it comes to to the various initiatives $BBBY is undertaking (franchises & various partnerships). No numbers attached = uncertainty imo"  
[X Link](https://x.com/fear_munger/status/2013899554387616244)  2026-01-21T09:00Z [----] followers, [---] engagements

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