Bath & Body WorksBBWI
BBWI
About: Bath & Body Works is a specialty home fragrance and fragrant body care retailer operating under the Bath & Body Works, C.O. Bigelow, and White Barn brands. The company generates most of its business in North America, with just 5% of sales from international markets in fiscal 2024. For fiscal 2024, 76% of sales stemmed from the brick-and-mortar network (which was composed of more than 1,800 retail stores), similar to 2023 levels, as consumer shopping patterns remained to normal. Future growth is expected from store reformatting, digital and international channels, as well as adjacent category expansions like hair and laundry.
Employees: 59,210
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 10 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
36% more repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 141
0.29% more ownership
Funds ownership: 97.01% [Q4 2024] → 97.3% (+0.29%) [Q1 2025]
4% less funds holding
Funds holding: 478 [Q4 2024] → 458 (-20) [Q1 2025]
16% less first-time investments, than exits
New positions opened: 78 | Existing positions closed: 93
22% less capital invested
Capital invested by funds: $8.15B [Q4 2024] → $6.32B (-$1.82B) [Q1 2025]
25% less funds holding in top 10
Funds holding in top 10: 8 [Q4 2024] → 6 (-2) [Q1 2025]
39% less call options, than puts
Call options by funds: $117M | Put options by funds: $191M
Research analyst outlook
10 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$30
19%
upside
Avg. target
$39
55%
upside
High target
$44
75%
upside
10 analyst ratings
8 positive
80%
2 neutral
20%
0 negative
0%
Barclays Adrienne Yih | 19%upside $30 | Equal-Weight Maintained | 30 May 2025 |
Goldman Sachs Kate McShane | 71%upside $43 | Buy Maintained | 30 May 2025 |
Telsey Advisory Group Dana Telsey | 51%upside $38 | Outperform Maintained | 30 May 2025 |
Citigroup Paul Lejuez | 67%upside $42 | Buy Maintained | 20 May 2025 |
UBS Jay Sole | 43%upside $36 | Neutral Maintained | 20 May 2025 |
Financial journalist opinion
Based on 20 articles about BBWI published over the past 30 days
Positive
Seeking Alpha
1 week ago
Bath & Body Works: Still Too Many Uncertainties In The Business (Upgrade To Hold)
I am shifting my rating from Sell to Hold as the new CEO could be a catalyst, but near-term business momentum remains weak. 1Q25 outperformance was driven by a one-off Disney collaboration, not a sustainable improvement in core demand or sales trends. Inventory levels are rising faster than sales, increasing risk of future markdowns and pressuring margins and earnings growth.
Positive
Zacks Investment Research
2 weeks ago
Bath & Body Works Q1 Earnings Beat Estimates, Sales Rise Y/Y
BBWI reports higher earnings and sales in the fiscal first quarter, boosted by product innovation and strong supply-chain performance.
Positive
Business Insider
2 weeks ago
Bath & Body Works is ready to go international after a bruising year saw its stock fall 40%
Bath & Body Works reported a strong quarter after a difficult year. New CEO Daniel Heaf, who took the reins 10 days ago, plans to expand the retailer's international presence.
Neutral
Seeking Alpha
2 weeks ago
Bath & Body Works, Inc. (BBWI) Q1 2025 Earnings Call Transcript
Bath & Body Works, Inc. (NYSE:BBWI ) Q1 2025 Earnings Conference Call May 29, 2025 8:30 AM ET Company Participants Luke Long - Vice President, Investor Relations Daniel Heaf - Chief Executive Officer Eva Boratto - Chief Financial Officer Conference Call Participants Simeon Siegel - BMO Capital Markets Matthew Boss - J.P. Morgan Lorraine Hutchinson - Bank of America Alex Straton - Morgan Stanley Ike Boruchow - Wells Fargo Jonna Kim - TD Cowen Kate McShane - Goldman Sachs Olivia Tong - Raymond James Korinne Wolfmeyer - Piper Sandler Sydney Wagner - Jefferies Dana Telsey - Telsey Advisory Group Operator Good morning.
Positive
Zacks Investment Research
2 weeks ago
Bath & Body Works (BBWI) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
Although the revenue and EPS for Bath & Body Works (BBWI) give a sense of how its business performed in the quarter ended April 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Positive
Zacks Investment Research
2 weeks ago
Bath & Body Works (BBWI) Q1 Earnings Surpass Estimates
Bath & Body Works (BBWI) came out with quarterly earnings of $0.49 per share, beating the Zacks Consensus Estimate of $0.47 per share. This compares to earnings of $0.38 per share a year ago.
Positive
Reuters
2 weeks ago
Bath & Body Works beats quarterly profit estimates on minimal tariff exposure
Bath & Body Works on Thursday beat first-quarter profit estimates as steady demand for its fragrances and personal care products, combined with its limited exposure to import tariffs, helped counter broader pressures in the U.S. retail sector.
Neutral
GlobeNewsWire
2 weeks ago
Bath & Body Works Reports 2025 First Quarter Results and Maintains Fiscal Year 2025 Guidance
First quarter net sales up 3% to $1.4 billion, at the high end of the guidance range, and earnings per diluted share up 29% to $0.49, exceeding the high end of the guidance range Net sales performance driven by compelling innovation Company maintains 2025 net sales guidance of 1% to 3% growth and earnings per diluted share guidance of $3.25 to $3.60, inclusive of current tariff rates COLUMBUS, Ohio, May 29, 2025 (GLOBE NEWSWIRE) -- Bath & Body Works, Inc. (NYSE: BBWI) today reported first quarter 2025 results. “Our team delivered a strong start to the year driven by the positive customer response to our innovation in the quarter.
Positive
Forbes
2 weeks ago
Will Bath & Body Works Stock Soar After Earnings?
Bath & Body Works stock (NYSE: BBWI) is set to announce its fiscal first-quarter earnings on Thursday, May 29, 2025, with analysts estimating earnings of 47 cents per share on revenue of $1.42 billion. This would indicate a 21% increase in earnings year-over-year and a 3% rise in sales when compared to the previous year's figures of 39 cents per share and $1.38 billion in revenue.
Positive
Zacks Investment Research
2 weeks ago
Seeking Clues to Bath & Body Works (BBWI) Q1 Earnings? A Peek Into Wall Street Projections for Key Metrics
Beyond analysts' top -and-bottom-line estimates for Bath & Body Works (BBWI), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended April 2025.
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