IMMR - Barnes & Noble Education: Buy The Dip - An Overlooked Business Clearly Inflecting
2025-07-22 18:00:37 ET
Please review our prior article Barnes & Noble Education: Unlocking Potential Through First Day Programs for background on this pitch, where we expected:
- FDC to drive growth and drive meaningful EBITDA expansion
- Improvements to the balance sheet
- BNED's addition to the R2K, which occurred in June