Neighborhood Intelligence (NXH)
Market Price (9/21/2026): $3.52 | Market Cap: $261.6 MilSector: Consumer Discretionary | Industry: Broadline Retail
Neighborhood Intelligence (NXH)
Market Price (9/21/2026): $3.52Market Cap: $261.6 MilSector: Consumer DiscretionaryIndustry: Broadline Retail
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Low stock price volatilityVol 12M is 49% Megatrend and thematic driversMegatrends include Smart Buildings & Proptech. Themes include Real Estate Data Analytics. | Weak multi-year price returns2Y Excs Rtn is -55%, 3Y Excs Rtn is -90% Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 17% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -87 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -7.6% Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -11% Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -6.3%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -8.1% Key risksNXH key risks include [1] executing its complex strategic pivot and monetizing its unique digital asset portfolio, Show more. |
| Low stock price volatilityVol 12M is 49% |
| Megatrend and thematic driversMegatrends include Smart Buildings & Proptech. Themes include Real Estate Data Analytics. |
| Weak multi-year price returns2Y Excs Rtn is -55%, 3Y Excs Rtn is -90% |
| Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 17% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -87 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -7.6% |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -11% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -6.3%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -8.1% |
| Key risksNXH key risks include [1] executing its complex strategic pivot and monetizing its unique digital asset portfolio, Show more. |
Qualitative Assessment
AI Analysis | Feedback
Neighborhood Intelligence (NXH) stock has lost about 20% since it went public on 8/17/2026 because of the following key factors:
1. Termination of the F9 Brands Acquisition. Neighborhood Intelligence (NXH) terminated its acquisition of F9 Brands, Inc., owner of Cabinets To Go and Lumber Liquidators, on September 8, 2026, just weeks after its IPO. This deal was initially valued at nearly $150 million when announced in April 2026. The company stated that F9 was "unable to satisfy all closing requirements within the contemplated timeframe." Executive Chairman Marcus Lemonis further elaborated that F9 was a company losing money, and he was unwilling to compromise on closing conditions to avoid "digging out of a hole," particularly given existing integration risks for Neighborhood Intelligence.
2. Persistent Financial Underperformance and Liquidity Concerns. The company's financial health prior to its IPO revealed significant challenges, contributing to investor skepticism. For fiscal year 2025 (FY2025), Neighborhood Intelligence reported a net loss of -$84.6 million on $1.0 billion in revenue, resulting in diluted earnings per share of -$1.41 and a negative net profit margin of -8.1%. The company also experienced negative operating cash flow of -$56.7 million in FY2025. Furthermore, as of June 30, 2026, its current liabilities exceeded current assets by approximately $75 million, with a cash balance that had fallen by about $76 million over six months due to approximately $50 million in operating cash burn, indicating ongoing liquidity issues. Analyst sentiment, as reflected by TipRanks' AI Analyst, highlighted "weak financial performance—ongoing losses, persistent cash burn, and rising leverage."
Show more
Neighborhood Intelligence (NXH) stock has lost about 20% since it went public on 8/17/2026 because of the following key factors:
1. Termination of the F9 Brands Acquisition. Neighborhood Intelligence (NXH) terminated its acquisition of F9 Brands, Inc., owner of Cabinets To Go and Lumber Liquidators, on September 8, 2026, just weeks after its IPO. This deal was initially valued at nearly $150 million when announced in April 2026. The company stated that F9 was "unable to satisfy all closing requirements within the contemplated timeframe." Executive Chairman Marcus Lemonis further elaborated that F9 was a company losing money, and he was unwilling to compromise on closing conditions to avoid "digging out of a hole," particularly given existing integration risks for Neighborhood Intelligence.
2. Persistent Financial Underperformance and Liquidity Concerns. The company's financial health prior to its IPO revealed significant challenges, contributing to investor skepticism. For fiscal year 2025 (FY2025), Neighborhood Intelligence reported a net loss of -$84.6 million on $1.0 billion in revenue, resulting in diluted earnings per share of -$1.41 and a negative net profit margin of -8.1%. The company also experienced negative operating cash flow of -$56.7 million in FY2025. Furthermore, as of June 30, 2026, its current liabilities exceeded current assets by approximately $75 million, with a cash balance that had fallen by about $76 million over six months due to approximately $50 million in operating cash burn, indicating ongoing liquidity issues. Analyst sentiment, as reflected by TipRanks' AI Analyst, highlighted "weak financial performance—ongoing losses, persistent cash burn, and rising leverage."
3. Elevated Post-IPO Volatility and Skepticism Surrounding Strategic Transformation. Since its public listing as NXH on Nasdaq on August 17, 2026, the stock has experienced notable volatility and a lack of sustained investor confidence. In the short period between August 17, 2026, and September 10, 2026, the stock recorded daily price movements exceeding 5% in 3 of 18 trading sessions, with its largest daily decline being -7.1% on September 10, 2026. This volatility and the subsequent 15% decline reflect market uncertainty surrounding the company's extensive rebranding from Bed Bath & Beyond, Inc. and its strategic pivot towards omni-channel retail, home services, and home ownership, a transformation that carries inherent execution risks. While some initial analyst price targets averaged $10.25 as of September 2026, the stock's closing price of $3.55 on September 10, 2026, indicates a significant divergence from these expectations.
Show less
Stock Movement Drivers
Fundamental Drivers
nullnull
Market Drivers
5/31/2026 to 9/20/2026| Return | Correlation | |
|---|---|---|
| NXH | ||
| Market (SPY) | 0.9% | 51.4% |
| Sector (XLY) | -8.1% | 41.1% |
Fundamental Drivers
nullnull
Market Drivers
2/28/2026 to 9/20/2026| Return | Correlation | |
|---|---|---|
| NXH | ||
| Market (SPY) | 11.6% | 51.4% |
| Sector (XLY) | -4.8% | 41.1% |
Fundamental Drivers
nullnull
Market Drivers
8/31/2025 to 9/20/2026| Return | Correlation | |
|---|---|---|
| NXH | ||
| Market (SPY) | 19.4% | 51.4% |
| Sector (XLY) | -3.6% | 41.1% |
Fundamental Drivers
nullnull
Market Drivers
8/31/2023 to 9/20/2026| Return | Correlation | |
|---|---|---|
| NXH | ||
| Market (SPY) | 75.6% | 51.4% |
| Sector (XLY) | 33.0% | 41.1% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| NXH Return | - | - | - | - | - | -21% | -21% |
| Peers Return | 0% | -45% | 55% | 11% | 21% | -27% | -17% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 12% | 103% |
Monthly Win Rates [3] | |||||||
| NXH Win Rate | - | - | - | - | - | 0% | |
| Peers Win Rate | 57% | 35% | 57% | 52% | 48% | 38% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 44% | |
Max Drawdowns [4] | |||||||
| NXH Max Drawdown | - | - | - | - | - | - | |
| Peers Max Drawdown | -44% | -54% | -34% | -30% | -31% | -44% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: HD, LOW, W, Z, ZG.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 9/18/2026 (YTD)
How Low Can It Go
NXH has limited trading history. Below is the Consumer Discretionary sector ETF (XLY) in its place.
| Event | XLY | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -21.8% | -18.8% |
| % Gain to Breakeven | 27.9% | 23.1% |
| Time to Breakeven | 105 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -11.2% | -7.8% |
| % Gain to Breakeven | 12.6% | 8.5% |
| Time to Breakeven | 37 days | 18 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -13.6% | -9.5% |
| % Gain to Breakeven | 15.8% | 10.5% |
| Time to Breakeven | 42 days | 24 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -35.9% | -24.5% |
| % Gain to Breakeven | 56.0% | 32.4% |
| Time to Breakeven | 874 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -33.9% | -33.7% |
| % Gain to Breakeven | 51.3% | 50.9% |
| Time to Breakeven | 82 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -19.6% | -19.2% |
| % Gain to Breakeven | 24.4% | 23.8% |
| Time to Breakeven | 98 days | 105 days |
In The Past
State Street Consumer Discretionary Select Sector SPDR ETF's stock fell -21.8% during the 2025 US Tariff Shock. Such a loss loss requires a 27.9% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
NXH has limited trading history. Below is the Consumer Discretionary sector ETF (XLY) in its place.
| Event | XLY | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -21.8% | -18.8% |
| % Gain to Breakeven | 27.9% | 23.1% |
| Time to Breakeven | 105 days | 79 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -35.9% | -24.5% |
| % Gain to Breakeven | 56.0% | 32.4% |
| Time to Breakeven | 874 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -33.9% | -33.7% |
| % Gain to Breakeven | 51.3% | 50.9% |
| Time to Breakeven | 82 days | 140 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -51.0% | -53.4% |
| % Gain to Breakeven | 104.3% | 114.4% |
| Time to Breakeven | 372 days | 1085 days |
In The Past
State Street Consumer Discretionary Select Sector SPDR ETF's stock fell -21.8% during the 2025 US Tariff Shock. Such a loss loss requires a 27.9% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Neighborhood Intelligence (NXH)
AI Analysis | Feedback
The Amazon of home goods.
A Wayfair that also lets third-party sellers list their products.
AI Analysis | Feedback
- Online Retail Sales: Offers furniture, décor, area rugs, bedding and bath, home improvement, outdoor, and kitchen and dining items through its e-commerce websites.
- Advertising Products/Services: Provides opportunities for businesses to advertise their products or services on its website.
- Market Partner Service: Enables partners to sell their products through third-party sites using its platform.
- International Sales Logistics: Facilitates the sale of products to international customers by utilizing third-party logistics providers.
- Supplier Oasis: A service providing a single integration point for partners to manage products, inventory, sales channels, and access multi-channel fulfillment services.
AI Analysis | Feedback
AI Analysis | Feedback
AI Analysis | Feedback
Marcus Lemonis, Executive Chairman and Chief Executive Officer
Marcus Lemonis is an American businessman, television personality, and entrepreneur, best known as the star of CNBC's "The Profit," where he invests his own money to help struggling small businesses. He has invested over $35 million of his personal funds into these ventures. Lemonis is also the co-owner of Camping World and serves as the executive chairman of Neighborhood Intelligence. He previously held the CEO position at Holiday RV Superstores Inc. from June 2001 to February 2003. Mentored by Lee Iacocca, who financially supported his recreational vehicle business venture, Lemonis gained early exposure to the automotive industry through his great uncle's Chevrolet dealerships.
Brian LaRose, Chief Financial Officer
Brian LaRose assumed the role of Chief Financial Officer for Neighborhood Intelligence in April. Prior to joining the company, he served as the Chief Financial Officer for The Container Store, a position he held since March 2025. LaRose also has previous finance leadership experience from his time at Petco.
Jill Windrum, Chief Accounting Officer and Deputy Chief Financial Officer
Jill Windrum was appointed as Chief Accounting Officer and Deputy Chief Financial Officer of Neighborhood Intelligence on August 13, 2026. She brings nearly 25 years of financial and accounting expertise, with more than half of that experience in public-company finance leadership roles. Windrum has served in multiple CFO capacities, including as CFO of Maxar Technologies' U.S. Government business and its Earth Intelligence business, and as Interim CFO of Maxar during its acquisition by Advent International, a private equity firm. Her career began at KPMG, where she also served as a Director in the firm's Department of Professional Practice.
Amy Sullivan, President
Amy Sullivan serves as the President of Neighborhood Intelligence.
Kyla Robinson, Chief Technology Transformation Officer
Kyla Robinson holds the position of Chief Technology Transformation Officer at Neighborhood Intelligence.
AI Analysis | Feedback
The key risks for Neighborhood Intelligence (symbol: NXH) are primarily centered around its strategic transformation, the competitive landscape of its core business, and potential shareholder dilution.
1. Execution Risk of Strategic Pivot and Monetization of Digital Assets
Neighborhood Intelligence is undergoing a significant strategic transformation, aiming to become a data and technology company focused on simplifying homeownership. This involves integrating its omni-channel retail with new home services and home ownership pillars. Concurrently, the company is seeking to unlock the value of its strategic investments in blockchain and digital assets, specifically tZERO, GrainChain, and Medici Ventures, which the board believes are "severely underappreciated". The successful execution of this complex strategic pivot, including the effective integration of new business lines and the monetization of these often volatile digital assets, presents a substantial risk to the company's future performance.
2. Intense Competition in the Online Retail Market for Home Goods
Despite its strategic evolution, a significant portion of Neighborhood Intelligence's business, stemming from its origins as Overstock.com, remains in the highly competitive online retail sector for home furnishings and related products. The company faces ongoing pressure from a multitude of established e-commerce giants and specialized retailers, which can impact its market share, pricing power, and overall profitability within this crowded industry.
3. Shareholder Dilution from Stock Offerings
Neighborhood Intelligence is actively engaged in an "at the market" program to sell up to $200,000,000 of its common stock. This strategy inherently carries a "dilution risk" for existing shareholders. Such offerings can increase the number of outstanding shares, potentially decreasing the value of individual holdings and the company's earnings per share.
AI Analysis | Feedback
AI Analysis | Feedback
AI Analysis | Feedback
Neighborhood Intelligence (Nasdaq: NXH) is focused on several key drivers for future revenue growth over the next 2-3 years, stemming from its strategic repositioning and operational initiatives. The company, which recently changed its name from Bed Bath & Beyond Inc. and previously operated as Overstock.com, Inc., is emphasizing a data and technology-driven approach to homeownership, alongside monetizing its blockchain and digital asset investments.
Here are 3-5 expected drivers of future revenue growth for Neighborhood Intelligence:
- Unlocking Value from Strategic Investments in Blockchain and Digital Assets: Neighborhood Intelligence's Board has initiated a process to realize the value of its strategic investments, particularly in tZERO, GrainChain, and Medici Ventures. The company believes these assets are significantly undervalued and anticipates that identifying, evaluating, and executing alternatives for these investments will unlock substantial value, potentially contributing to future revenue streams through sales or partnerships. Neighborhood Intelligence directly owns approximately 22.6% of tZERO, with an additional 16.1% held through Medici Ventures.
- Expansion and Integration of an Omni-Channel Retail, Home Services, and Home Ownership Ecosystem: The company aims to simplify and make homeownership more affordable through three interconnected pillars: Omni-Channel Retail, Home Services, and Home Ownership. By leveraging proprietary data, technology, and neighborhood-level intelligence, Neighborhood Intelligence seeks to seamlessly connect products, services, financing, and expertise, which is expected to drive revenue by offering a more comprehensive and integrated customer experience.
- Leveraging the Bed Bath & Beyond Brand for E-commerce Growth: As the owner of the Bed Bath & Beyond brand, Neighborhood Intelligence (formerly Overstock.com, Inc. and Beyond, Inc.) continues to operate its furniture and home furnishings e-commerce business under this well-known brand. The company's strategy includes enhancing brand awareness and leveraging this iconic consumer brand to drive online sales in the home furnishings and furniture market in the United States and Canada.
- Technological Expertise and Data Utilization: The company's long-standing focus on bringing technical expertise to e-commerce and providing a simple and easy experience for consumers and supplier partners is expected to continue to be a growth driver. By applying proprietary data and technology, particularly neighborhood-level intelligence, across its retail, home services, and home ownership segments, Neighborhood Intelligence aims to optimize offerings and enhance customer engagement, leading to increased revenue.
AI Analysis | Feedback
Capital Allocation Decisions for Neighborhood Intelligence (NXH) (formerly Overstock.com, Inc., Beyond, Inc., and Bed Bath & Beyond, Inc.)
Share Repurchases
- In August 2021, the company's Board of Directors authorized a stock repurchase program of up to $100.0 million, which was later expanded in March 2022 to include preferred stock.
- Under this program, approximately 808,803 shares were repurchased in November 2022 for about $19.9 million.
- This stock repurchase program was set to expire in December 2023.
Share Issuance
- On June 10, 2022, Overstock.com issued 4,097,697 shares of common stock through the conversion of Series A-1 and Series B preferred stock, simplifying its equity capital structure.
- Shareholders of Bed Bath & Beyond, Inc. (now Neighborhood Intelligence) approved an amendment in May 2026 to increase authorized common shares from 100 million to 200 million, and authorized an additional 4,291,000 shares for employee equity awards.
- In August 2026, Neighborhood Intelligence (NXH) commenced a $200 million "at-the-market" program for selling common stock, with proceeds earmarked for working capital and general corporate purposes, potentially increasing outstanding shares to around 142.1 million if fully sold.
Outbound Investments
- In June 2023, Overstock.com acquired the intellectual property and digital assets of Bed Bath & Beyond for $21.5 million. [cite: 2 of prev search, 3 of prev search, 4 of prev search]
- Beyond, Inc. acquired the global rights to the Buy Buy Baby brand for $5 million in January 2025. [cite: 20 of prev search]
- Bed Bath & Beyond, Inc. (now Neighborhood Intelligence) is in the process of acquiring Fathom Holdings Inc. in an all-stock transaction valued at approximately $53.38 million, expected to close in the second half of 2026. [cite: 31 of prev search, 33 of prev search, 35 of prev search, 37 of prev search]
Capital Expenditures
- The company, operating as Beyond, Inc., reported capital expenditures of -$19.35 million (trailing twelve months) and -$5.10 million (trailing twelve months) as of different reporting periods.
- Most recently, Neighborhood Intelligence, Inc. (NXH) reported capital expenditures of -$11.79 million over the past twelve months.
- In the first half of 2026, the company used $39.4 million in investing activities.
Peer Outperformance in Broadline Retail
null| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Education Services | 14 | -17.9% | 77.7% | 73.5% | LINC 317% · PRDO 233% · CVSA 232% |
| Homebuilding | 18 | -12.1% | 31.0% | 49.1% | GRBK 198% · PHM 161% · TOL 134% |
| Specialty Stores | 7 | 2.1% | 42.3% | 10.5% | SIG 35% · FIVE 26% · ASO 18% |
| Home Improvement Retail | 5 | -25.9% | -3.0% | 1.9% | HVT 14% · LOW 3% · HD 2% |
| Hotels, Resorts & Cruise Lines | 22 | 11.4% | 46.9% | 1.2% | RCL 207% · MAR 149% · HLT 143% |
| Automotive Retail | 18 | -20.6% | -2.8% | 0.9% | MUSA 237% · PAG 149% · ORLY 109% |
| Distributors | 4 | -12.0% | -25.6% | -11.8% | ARMK 162% · GPC 22% · LKQ -46% |
| Home Furnishings | 4 | -6.3% | 21.5% | -13.8% | SGI 38% · LZB 2% · MHK -30% |
| Specialized Consumer Services | 10 | -16.9% | 17.6% | -18.3% | HRB 109% · FTDR 76% · SCI 39% |
| Footwear | 9 | 52.2% | 45.9% | -19.8% | WEYS 161% · SHOO 16% · DECK 11% |
| Restaurants | 35 | -15.0% | -17.9% | -20.2% | EAT 308% · CAKE 151% · RAVE 146% |
| Leisure Products | 13 | -24.9% | -21.7% | -34.7% | GOLF 74% · HAS 15% · MCFT -17% |
| Leisure Facilities | 11 | -0.2% | 0.1% | -37.1% | OSW 130% · JAKK 121% · ESCA 29% |
| Apparel, Accessories & Luxury Goods | 27 | -13.2% | 2.9% | -37.2% | TPR 240% · RL 236% · ELA 204% |
| Automotive Parts & Equipment | 38 | -15.3% | -15.4% | -40.0% | MOD 1623% · GTX 304% · STRT 87% |
| Casinos & Gaming | 20 | -13.6% | -28.3% | -41.9% | MCRI 114% · RRR 37% · BYD 27% |
| Household Appliances | 18 | -7.0% | 12.7% | -43.4% | FLXS 170% · KEQU 159% · HBB 132% |
| Apparel Retail | 25 | -8.9% | 10.2% | -44.4% | ANF 260% · URBN 134% · ROST 110% |
| Computer & Electronics Retail | 3 | -13.2% | 33.0% | -52.3% | BBY 10% · GME -52% · UPBD -63% |
| Broadline Retail ← | 15 | -1.2% | 14.3% | -56.8% | DDS 310% · EBAY 69% · AMZN 52% |
| Automobile Manufacturers | 8 | -78.7% | -51.2% | -71.9% | GM 74% · TSLA 48% · F 41% |
| Consumer Electronics | 11 | -14.1% | -17.2% | -75.4% | AXIL 2829% · GRMN 83% · MSN -57% |
| Other Specialty Retail | 18 | -37.2% | -46.6% | -78.4% | TLF 114% · BBW 72% · WINA 57% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 66.35 |
| Mkt Cap | 13.5 |
| Rev LTM | 7,857 |
| Op Inc LTM | 140 |
| FCF LTM | 326 |
| FCF 3Y Avg | 212 |
| CFO LTM | 526 |
| CFO 3Y Avg | 434 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 7.8% |
| Rev Chg 3Y Avg | 3.0% |
| Rev Chg Q | 13.1% |
| QoQ Delta Rev Chg LTM | 3.3% |
| Op Inc Chg LTM | 84.3% |
| Op Inc Chg 3Y Avg | 30.9% |
| Op Mgn LTM | 1.8% |
| Op Mgn 3Y Avg | -3.1% |
| QoQ Delta Op Mgn LTM | 0.3% |
| CFO/Rev LTM | 10.7% |
| CFO/Rev 3Y Avg | 11.4% |
| FCF/Rev LTM | 7.8% |
| FCF/Rev 3Y Avg | 7.6% |
Price Behavior
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -0.13 | -0.27 | 2.07 | 1.26 | -0.47 | 0.47 |
| Up Beta | -0.27 | -0.14 | -1.51 | 1.10 | -0.84 | 0.70 |
| Down Beta | -9.31 | -2.11 | -0.89 | 3.65 | -1.80 | -1.96 |
| Up Capture | 12% | 6% | 3% | 1% | 1% | 0% |
| Bmk +ve Days | 10 | 21 | 32 | 68 | 138 | 427 |
| Stock +ve Days | 2 | 2 | 2 | 2 | 2 | 2 |
| Down Capture | 243% | 93% | 50% | 29% | 18% | 10% |
| Bmk -ve Days | 11 | 21 | 32 | 59 | 113 | 324 |
| Stock -ve Days | 7 | 7 | 7 | 7 | 7 | 7 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with NXH | |
|---|---|---|---|---|
| NXH | -19.0% | 49.3% | -4.50 | - |
| Sector ETF (XLY) | -7.6% | 19.5% | -0.53 | 41.1% |
| Equity (SPY) | 16.9% | 12.9% | 0.94 | 51.4% |
| Gold (GLD) | 19.1% | 29.3% | 0.60 | 35.2% |
| Commodities (DBC) | 46.3% | 20.6% | 1.73 | -55.1% |
| Real Estate (VNQ) | 4.9% | 13.6% | 0.10 | 5.4% |
| Bitcoin (BTCUSD) | -30.6% | 44.3% | -0.70 | 33.0% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with NXH | |
|---|---|---|---|---|
| NXH | -4.1% | 49.3% | -4.50 | - |
| Sector ETF (XLY) | 4.8% | 24.1% | 0.16 | 41.1% |
| Equity (SPY) | 12.9% | 17.2% | 0.57 | 51.4% |
| Gold (GLD) | 19.1% | 18.8% | 0.83 | 35.2% |
| Commodities (DBC) | 11.2% | 19.5% | 0.45 | -55.1% |
| Real Estate (VNQ) | 1.1% | 18.8% | -0.05 | 5.4% |
| Bitcoin (BTCUSD) | 12.5% | 52.5% | 0.42 | 33.0% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with NXH | |
|---|---|---|---|---|
| NXH | -2.1% | 49.3% | -4.50 | - |
| Sector ETF (XLY) | 11.8% | 22.2% | 0.49 | 41.1% |
| Equity (SPY) | 15.1% | 18.0% | 0.72 | 51.4% |
| Gold (GLD) | 12.1% | 16.4% | 0.61 | 35.2% |
| Commodities (DBC) | 8.3% | 18.1% | 0.37 | -55.1% |
| Real Estate (VNQ) | 4.4% | 20.7% | 0.18 | 5.4% |
| Bitcoin (BTCUSD) | 62.6% | 66.2% | 1.02 | 33.0% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/04/2026 | 10-Q |
| 03/31/2026 | 04/27/2026 | 10-Q |
| 12/31/2025 | 02/24/2026 | 10-K |
| 09/30/2025 | 10/27/2025 | 10-Q |
| 06/30/2025 | 07/29/2025 | 10-Q |
| 03/31/2025 | 04/29/2025 | 10-Q |
| 12/31/2024 | 02/25/2025 | 10-K |
| 09/30/2024 | 10/25/2024 | 10-Q |
| 06/30/2024 | 07/31/2024 | 10-Q |
| 03/31/2024 | 05/08/2024 | 10-Q |
| 12/31/2023 | 02/23/2024 | 10-K |
| 09/30/2023 | 10/31/2023 | 10-Q |
| 06/30/2023 | 07/31/2023 | 10-Q |
| 03/31/2023 | 05/02/2023 | 10-Q |
| 12/31/2022 | 02/24/2023 | 10-K |
| 09/30/2022 | 11/01/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/04/2026 | 10-Q |
| 03/31/2026 | 04/27/2026 | 10-Q |
| 12/31/2025 | 02/24/2026 | 10-K |
| 09/30/2025 | 10/27/2025 | 10-Q |
| 06/30/2025 | 07/29/2025 | 10-Q |
| 03/31/2025 | 04/29/2025 | 10-Q |
| 12/31/2024 | 02/25/2025 | 10-K |
| 09/30/2024 | 10/25/2024 | 10-Q |
| 06/30/2024 | 07/31/2024 | 10-Q |
| 03/31/2024 | 05/08/2024 | 10-Q |
| 12/31/2023 | 02/23/2024 | 10-K |
| 09/30/2023 | 10/31/2023 | 10-Q |
| 06/30/2023 | 07/31/2023 | 10-Q |
| 03/31/2023 | 05/02/2023 | 10-Q |
| 12/31/2022 | 02/24/2023 | 10-K |
| 09/30/2022 | 11/01/2022 | 10-Q |
| 06/30/2022 | 08/02/2022 | 10-Q |
| 03/31/2022 | 05/04/2022 | 10-Q |
| 12/31/2021 | 02/25/2022 | 10-K |
| 09/30/2021 | 11/04/2021 | 10-Q |
| 06/30/2021 | 08/05/2021 | 10-Q |
| 03/31/2021 | 05/06/2021 | 10-Q |
| 12/31/2020 | 02/26/2021 | 10-K |
| 09/30/2020 | 11/05/2020 | 10-Q |
| 06/30/2020 | 08/06/2020 | 10-Q |
| 03/31/2020 | 05/07/2020 | 10-Q |
| 12/31/2019 | 03/13/2020 | 10-K |
| 09/30/2019 | 11/12/2019 | 10-Q |
Insider Activity
Updated 9/17/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Lemonis, Marcus | EXECUTIVE CHAIRMAN & CEO | Direct | Buy | 8122026 | 4.30 | 23,094 | 99,304 | 3,165,798 | Form |
| 2 | Shapiro, Robert Jacob | Direct | Buy | 8072026 | 4.51 | 3,000 | 13,530 | 316,183 | Form | |
| 3 | Tabacco, Joseph J JR | Direct | Buy | 8072026 | 4.57 | 20,000 | 91,400 | 266,792 | Form | |
| 4 | Lemonis, Marcus | EXECUTIVE CHAIRMAN & CEO | Direct | Buy | 8052026 | 4.67 | 43,382 | 202,594 | 3,330,354 | Form |
| 5 | Burkey, Joanna M | Direct | Sell | 6082026 | 6.38 | 9,943 | 63,436 | 207,184 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Lemonis, Marcus | EXECUTIVE CHAIRMAN & CEO | Direct | Buy | 8122026 | 4.30 | 23,094 | 99,304 | 3,165,798 | Form |
| 2 | Shapiro, Robert Jacob | Direct | Buy | 8072026 | 4.51 | 3,000 | 13,530 | 316,183 | Form | |
| 3 | Tabacco, Joseph J JR | Direct | Buy | 8072026 | 4.57 | 20,000 | 91,400 | 266,792 | Form | |
| 4 | Lemonis, Marcus | EXECUTIVE CHAIRMAN & CEO | Direct | Buy | 8052026 | 4.67 | 43,382 | 202,594 | 3,330,354 | Form |
| 5 | Burkey, Joanna M | Direct | Sell | 6082026 | 6.38 | 9,943 | 63,436 | 207,184 | Form | |
| 6 | Tabacco, Joseph J JR | Held by the Joseph Tabacco and Peggy Schmidt Revocable Trust. | Buy | 3122026 | 5.11 | 20,000 | 102,200 | 854,438 | Form |
Industry Resources
| Consumer Discretionary Resources |
| Retail Dive |
| Business of Fashion (BoF) |
| WWD (Women's Wear Daily) |
| National Retail Federation (NRF) |
| McKinsey & Company - Consumer |
| Mintel Consumer Trends |
| Broadline Retail Resources |
| Chain Store Age |
| RetailWire |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
Prefer one of these to Trefis? Tell us why.