Home Services Expansion
Bed Bath & Beyond Acquires Home Renovation Duo for $60M, Boosting 'Everything Home' Strategy
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Bed Bath & Beyond has bought two home renovation companies — Installed Right and SFV Services — in a $60 million all-stock deal, the company announced on June 8, 2026. Business Wire reported the move adds installation, renovation, and construction capabilities to the retailer's growing "Everything Home" platform.
CEO Marcus Lemonis said the deal is about more than selling products. "This isn't just about selling a faucet; it's about having the capability to install it, warrant it, and renovate the entire bathroom," he said. Yahoo Finance reported the transaction is expected to close by June 30 and will immediately boost adjusted EBITDA.
A $60M Bet on the Renovation-Not-Relocation Trend
High interest rates from 2024 to 2025 locked millions of Americans into their current homes. Rather than buy new properties, homeowners turned to renovation. Stock Titan reported this "Improve, Don't Move" trend created huge demand for reliable home services — a market Beyond Inc. is now moving to capture.
The U.S. home renovation market is estimated at $450 billion per year. Beyond Inc. has set a goal to capture 5% of that market by 2028. The $60 million deal brings a network of more than 4,500 vetted independent contractors across 48 states under the company's umbrella.
What Installed Right and SFV Services Actually Do
Installed Right specializes in "last-mile" home installation — getting products from a customer's door to their wall or floor. SFV Services brings something different: specialized construction-management software that coordinates subcontractors for mid-to-large home projects. Business Wire reported that David Johnston, founder of Installed Right, is expected to join Beyond Inc. as EVP of Home Services.
Industry experts say the Installed Right deal solves a major e-commerce problem. Shoppers often abandon online carts for big items like vanities or flooring because they don't know who will install them. Owning the installation service removes that barrier and could unlock sales that were previously lost.
Beyond Inc.'s Two-Pillar Strategy Takes Shape
Beyond Inc. restructured its business into two pillars in early 2025. Pillar One covers retail brands: Bed Bath & Beyond, Zulily, and Overstock. Pillar Two covers home ownership services — financing, insurance, and now, with this deal, renovation and construction. Business Wire reported the acquisition strengthens both pillars directly.
The deal is structured as a 100% stock payment, tying the management teams of Installed Right and SFV Services to Beyond Inc.'s share performance. Analysts project the acquisition will add $12 to $15 million in annualized adjusted EBITDA within the first 12 months, according to Stock Titan.
Analysts Cheer the Deal, But Critics Urge Caution
Wall Street reacted positively to the $60 million price tag. One Goldman Sachs analyst called the move a shift from "a low-margin commodity retailer to a high-margin service provider." By controlling installation, Bed Bath & Beyond can capture an extra 15 to 20 percent in margin on every product sold that requires labor.
Not everyone is convinced. Retail analysts at RetailDive argued that $60 million is too small to move the needle for a company of Beyond Inc.'s size and may distract from rebuilding the core Bed Bath & Beyond brand. Local contractors also expressed concern that platformization could take a large commission cut from their labor — similar to how Uber operates for drivers.
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