Barnes & Noble Education Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
2analysts covering
Monitoring Framework
Key Performance Indicators
BNC First Day Program Revenue Quarterly293.6MTarget: Continued double-digit growth driven by institutional adoption
First Day Complete Campus Store Count Quarterly237Target: Expansion of campus-wide course-materials-as-a-service model
Adjusted EBITDA Quarterly23.6MTarget: 65000000 to 75000000 for Fiscal Year 2026
Watch Items
- Transition of legacy base to BNC First Day Complete modelTrigger: Slowing of institutional adoption or enrollment growth below 20% YoYAction: Re-evaluate contract renegotiation terms and campus marketing strategies
- Debt reduction and leverage managementTrigger: Total net debt exceeding $135 millionAction: Review capital expenditure allocations and operational cash flow efficiency
Research as of 20 Jun 2026