Marcus Lemonis-linked stocks sink as Neighborhood Intelligence hits a record low

News Editor

2026-10-07 10:47:36

Stocks tied to TV host and retail executive Marcus Lemonis are having a brutal year, with Camping World and Neighborhood Intelligence both posting steep losses. Camping World shares are down 53% year-to-date after falling 18% in 2024 and 54% in 2025, while Neighborhood Intelligence has dropped 66% this year after an 82% decline in 2024 and a 9% rebound in 2025. Protos reported that Neighborhood Intelligence traded at an all-time low on Tuesday. The pressure goes beyond share prices. Neighborhood Intelligence, which operates Overstock, buybuy BABY, Container Store, and Bed Bath & Beyond, reported a second-quarter net loss of $39.5 million, with cash falling from $175 million in December to $99 million by June 30. The company has started closing dozens of stores, saw its CFO leave on Monday, and has now lost two merger deals, including one with Fathom Holdings. It said it does not expect to pursue more acquisitions. Camping World is also under strain. The company reported a 16.4% drop in new vehicle unit sales and a 21% decline in adjusted EBITDA in the second quarter, then cut its full-year EBITDA forecast by 17%. It has paused its dividend, faces a class action lawsuit, plans to cut $50 million in payroll costs, and is considering refinancing options.

Stocks tied to Marcus Lemonis, the TV host known for The Profit and The Fixer, are having one of their worst stretches on record. The group includes Camping World, Overstock, buybuy BABY, Container Store, and Bed Bath & Beyond.

Marcus Lemonis-linked stocks sink as Neighborhood Intelligence hits a record low 2

Camping World, the RV dealer and outdoor equipment retailer Lemonis ran until the end of 2025, fell 18% in 2024, dropped 54% in 2025, and is down another 53% so far this year.

Neighborhood Intelligence, the parent operator of Overstock, buybuy BABY, Container Store, and Bed Bath & Beyond, fell 82% in 2024, rebounded 9% in 2025, and has lost 66% year-to-date. According to Protos, its shares traded at an actual all-time low yesterday.

Neighborhood Intelligence faces losses, cash burn, and failed deals

Lemonis renamed Bed Bath & Beyond to Neighborhood Intelligence in August after closing the Container Store acquisition.

The company said its second-quarter net loss doubled to $39.5 million. Cash fell from $175 million in December to $99 million as of June 30. Protos said the integration of its brands has not gone smoothly.

Marcus Lemonis-linked stocks sink as Neighborhood Intelligence hits a record low 3

Neighborhood Intelligence has started shutting dozens of stores, and its CFO resigned on Monday. Two merger transactions also fell apart.

F9 Brands terminated its merger with Neighborhood Intelligence in September. On Monday, Fathom Holdings also ended its merger agreement with the company by mutual consent. Neighborhood Intelligence said it 「does not anticipate pursuing additional acquisitions」, putting Lemonis’ merger push on hold.

Protos also said Fathom’s stock has fallen 77% this year.

Camping World cuts forecasts as sales weaken

When Camping World reported second-quarter sales this year, new vehicle unit sales were down 16.4% and adjusted EBITDA fell 21%.

The company cut its full-year EBITDA forecast by 17% and said it expects industrywide new RV sales to fall 15%.

CEO Matthew Wagner, who replaced Lemonis on January 1, said, 「We are not satisfied with the result.」

Camping World has also paused its dividend and is a defendant in a class action lawsuit alleging that it overstated its inventory control and retail demand.

The company is cutting jobs, planning to reduce payroll costs by $50 million, closing two to four dealerships, and exploring refinancing options.

This article was originally published by Bit.Fan. For more cryptocurrency news and market insights, visit www.bit.fan.

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