Barnes & Noble Education, Inc. 8-K

What Happened

• On January 20, 2026, Barnes & Noble Education, Inc. (BNED) filed a Form 8-K to announce its financial results for the fiscal second quarter ended November 1, 2025. The company attached its press release as Exhibit 99.1 and financial statements and non‑GAAP reconciliation tables as Exhibit 99.2. The filing was signed by CFO Jason Snagusky.
• The Form 8-K includes a detailed cautionary note about forward‑looking statements covering topics such as anticipated growth in the BNC First Day program, expected trends in financial results (including Adjusted EBITDA, gross profit dollars, interest costs and capital expenditures), and other strategic and operational objectives.

Key Details

• Filing date: January 20, 2026; quarter covered: fiscal Q2 ended November 1, 2025.
• Exhibits attached: press release (Exhibit 99.1) and financial statements/non‑GAAP reconciliation tables (Exhibit 99.2); Inline XBRL cover page included.
• The company states the press release information is not “filed” under Section 18 of the Exchange Act and is not incorporated by reference into other filings unless expressly stated.
• The filing directs investors to the Company’s Form 10‑K for the year ended May 3, 2025 (filed Dec. 23, 2025) for a fuller discussion of risk factors.

Why It Matters

• Investors should review the attached press release and non‑GAAP reconciliation tables for the company’s reported quarterly performance and any management commentary on near‑term expectations.
• The inclusion of forward‑looking statements and a reference to the 10‑K risk factors highlights key areas to monitor (liquidity, debt covenants, adoption of BNC First Day, vendor and service‑provider relationships, enrollment trends, and technology/disruption risks).
• This 8‑K provides the official, contemporaneous release of BNED’s Q2 results and materials that investors can use to evaluate short‑term results and management’s outlook.