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 7,323 funds
0
Analysts bullish %
of 8 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
0.31% more ownership
Funds ownership: 97.01% [Q4 2024] → 97.33% (+0.31%) [Q1 2025]
4% less funds holding
Funds holding: 478 [Q4 2024] → 459 (-19) [Q1 2025]
15% less first-time investments, than exits
New positions opened: 79 | 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
8 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$30
2%
downside
Avg. target
$40
32%
upside
High target
$46
51%
upside
8 analyst ratings
6 positive
75%
2 neutral
25%
0 negative
0%
JP Morgan Matthew Boss | 51%upside $46 | Overweight Maintained | 28 Jul 2025 |
Barclays Adrienne Yih | 2%downside $30 | Equal-Weight Maintained | 30 May 2025 |
Goldman Sachs Kate McShane | 41%upside $43 | Buy Maintained | 30 May 2025 |
Telsey Advisory Group Dana Telsey | 25%upside $38 | Outperform Maintained | 30 May 2025 |
Citigroup Paul Lejuez | 38%upside $42 | Buy Maintained | 20 May 2025 |
Financial journalist opinion
Based on 4 articles about BBWI published over the past 30 days
Neutral
Seeking Alpha
7 hours ago
Bath & Body Works: A High-Value Pick At A Discount
Bath & Body Works has a modest moat fueled by strong brand loyalty, vertical integration, and high returns, but it faces headwinds from changing consumer preferences and rising digital competition. The company's asset-light model and robust capital allocation support strong operating margins and a sustained, very compelling ROIC well above its WACC. Trading at depressed valuations, the stock looks particularly cheap when viewed through the lens of its strong operational performance.
Neutral
MarketBeat
3 days ago
Retail's Comeback: 3 High-ROIC Stocks That Could Outshine AI
It's no secret that the retail sector is now one of the most forgotten areas of the market, whether it is because artificial intelligence (AI) names have taken the bulk of the attention—and capital—in the entire industry, or whether ongoing trade tariff negotiations have pushed investors away from this space in fear of further volatility and uncertainty.
Positive
CNBC Television
1 week ago
Making 'Made in the USA' work: Inside Bath & Body Works' manufacturing process
For more than a decade, Bath & Body Works has been reshoring its production from China, Canada and Mexico. The move to do so has helped the company manufacture, package and deliver products so its stores.
Neutral
PRNewsWire
4 weeks ago
Bath & Body Works Kicks Off Spooky Season with Viral Summerween Collection
Early drop of new fragrance I Scream Float sold out on TikTok Shop, highly anticipated collection also includes fan favorites Vampire Blood and Ghoul Friend COLUMBUS, Ohio , June 30, 2025 /PRNewswire/ -- Summerween is back, and Bath & Body Works is celebrating with its fans earlier than ever. Today, it dropped its highly anticipated Summerween collection online for loyalty members, with the full assortment of more than 70 products coming to stores nationwide on July 7.
Neutral
MarketBeat
1 month ago
Retail Sales Signal Upside for These 3 Consumer Stocks
Most market participants have become so enamored with the charts that they now hold a strong and similar belief. This belief suggests that fundamental analysis is a waste of time or outright worthless, as the data emerging from the economy or industries is readily available to everyone and already factored into the stock market.
Positive
Zacks Investment Research
1 month ago
What Drove Bath & Body Works' Q1 Margins Despite Tariff Pressures?
BBWI grows margins in first-quarter fiscal 2025 through stronger product mix, cost discipline and efficient supply-chain management.
Positive
Seeking Alpha
1 month 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 months 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 months 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 months 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.
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