Nash Sarah E sold $14 of BBWI

Best Buy (BBY) reported Q2 revenue of $9.78B, up 3.6% YoY, beating estimates. Its stock rose 3.7% post-earnings. Dick's (DKS) reported $5.59B revenue, up 53.2% YoY, missing estimates. Its stock fell 24.7%. Sally Beauty (SBH) reported flat revenue of $935.5M, meeting expectations. Bath & Body Works (BBWI) reported $1.51B revenue, down 2.3% YoY, beating estimates. Its stock rose 4.8%.

Bath & Body Works (BBWI) shares rose 2.3% in extended trading after Barington Capital disclosed a 1M-share stake and urged a sale, citing leadership turnover and undervaluation. The company's stock has fallen 78% since its 2021 spin-off, with net income dropping 50%. BBWI management remains open to shareholder feedback.

Bath & Body Works (BBWI) reported Q2 2026 net income of $118M on $1.51B sales, completed a $382.93M share buyback, and updated guidance for a 4% to 2.5% decline in full-year sales but higher EPS. The company launched the Reserve Collection, focusing on product innovation. Analysts debate the stock's value, with projections ranging from $7.2B to $7.6B revenue by 2029.

Bath & Body Works reported Q2 2027 sales beat due to digital growth and expanded distribution. The company is shifting focus to enduring franchises and exiting the Home Care category. Digital sales improved, and management reinvested $35M in marketing. Guidance was narrowed, assuming macro pressures persist. Q2 results included an $80M tariff refund benefit. Management discussed sustainability of digital growth, store traffic strategies, and partnerships with Amazon and Ulta.

Bath & Body Works reported Q2 sales of $1.1 billion, down 5.4% YoY, with direct-channel sales up 3% and international revenue up 24.9%. The company's digital business grew, and new product launches exceeded expectations. Bath & Body Works plans to exit its home-care category and expand distribution with Amazon and Ulta. It narrowed its full-year sales outlook to a decline of 2.5% to 4% and raised adjusted EPS guidance to $2.60 to $2.80.

Bath & Body Works (BBWI) reported Q2 earnings of $0.62 per share, beating estimates of $0.24, with revenue at $1.5B, down 2.3% YoY. The company raised full-year EPS guidance to $2.60-$2.80 but issued a cautious Q3 outlook, expecting sales to decline 2.5%-5% and EPS to be $0.07-$0.12, below estimates of $0.26. CEO Daniel Heaf noted early progress in their Consumer First strategy.