$BBWI

Bath & Body Works, Inc. 2026: Revenue $1.51B, EPS $0.58— 10-Q Summary

Bath & Body Works reported Q2 2026 revenue of $1.51B, down 2.3% YoY, but net income rose 84.4% to $118M and EPS increased 3.3% to $0.58. Direct sales grew 3.0%, while store sales declined. International and wholesale sales surged 24.9%. The company expanded its Consumer First Formula and opened 37 stores YTD.

Original reporting
Published Aug 26, 2026, 8:21 PM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Aug 26, 2026, 9:59 PM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
Bath & Body Works, Inc. 2026: Revenue $1.51B, EPS $0.58— 10-Q Summary — source image
Decision brief

The 30-second read

$BBWIBullishMed
01

Why it matters

The earnings beat may prompt short‑term buying interest, though the revenue trend warrants caution.

02

Market read

Earnings release provides fresh data for traders evaluating consumer discretionary exposure.

03

What to watch

International expansion and partnership growth could offset domestic slowdown.

Relevance 8/10Novelty 8/10Timing: Q2 2026 earnings release

Background

Bath & Body Works reported its Q2 2026 results, highlighting a revenue decline but strong profit margins.

Company-level read

Ticker impact

$BBWIBullishHigh confidence
Context

Q2 2026 revenue $1.51B (‑2.3% YoY) and EPS $0.58, net income $118M.

Expected impact

Potential short‑term upside as investors digest margin improvement.

Evidence & confidence

Margin expansion and higher net income suggest resilience; market may reward the beat.

Market effects

Consumer discretionary retail may see mixed sentiment due to revenue dip but margin strength.

U.S. retail sector could experience modest volatility.

Limited; primarily affects U.S. consumer stocks.

Counterpoint

Revenue decline may signal longer‑term demand weakness, outweighing margin gains.

Key entities

  • Bath & Body Works, Inc.

    U.S. retailer of personal care and home fragrance products.

Related articles

$BBWIHigh

BBWI Stock Pops As Citi Upgrade And New Products Shift The Story

Bath & Body Works Inc. (BBWI) stock rose 7.85% after Citigroup upgraded it to Buy with a $25 price target, citing strong product launches and expected earnings beat. The company reported $7.29B revenue, 43.2% gross margin, and $195M free cash flow in the last year. Analysts have mixed views on its outlook, with UBS maintaining a Neutral rating and $19 target.

$BBWIMedAI 8/10

BBWI Looks 44.4% Undervalued on GF Value™

Bath & Body Works Inc (BBWI) reported Q2 2026 earnings with net sales of $1.5B, down 2.3% YoY, but raised adjusted EPS guidance to $2.60-$2.80. The stock is undervalued with a GF Value of $34.04 vs. current price of $18.94, offering a 4.23% dividend yield. Insiders and gurus show confidence with net buying and increased positions.

$BBWIMedAI 8/10

BBWI Looks 48.4% Undervalued on GF Value™

Bath & Body Works Inc (BBWI) shares fell 4.5% premarket after Q2 earnings beat expectations but showed soft sales trends. The company reported $1.51B in net sales and $0.62 EPS, but issued cautious Q3 guidance. BBWI's GF Value™ suggests it is 48.4% undervalued, with a 4.55% dividend yield and a low payout ratio of 26%. Its GF Score™ is 61, indicating moderate financial health with strengths in profitability but weaknesses in growth and valuation.