$BBWI

Bath & Body Works (BBWI) launched its Reserve Collection, a home fragrance line focused on design and premium aesthetics. The company aims to align with evolving consumer preferences and compete in the specialty retail industry. The launch is part of a broader strategy to differentiate its home fragrance offerings, with performance to be watched in upcoming quarterly updates, especially during the holiday season.

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.

Bath & Body Works reported Q2 net sales of $1.51bn, down 2.3% YoY, but higher operating income ($216m) and net income ($118m). CEO Daniel Heaf noted sequential improvements in body care and digital sales, while raising full-year 2026 EPS outlook to $3.13-$3.33. The company expects Q3 sales to decline 5-2.5% with adjusted EPS at $0.07-$0.12.

Morgan Stanley maintained its 'Equal-Weight' rating on Bath & Body Works (BBWI) but lowered its price target from $22 to $20. GuruFocus values BBWI at $34.04, suggesting a 44.5% undervaluation. The company has a GF Score of 66, indicating solid performance but challenges in growth and financial strength.

Bath & Body Works (BBWI) reported Q2 2027 revenue of $1.5B, down 2.3% YoY. Adjusted EPS was $0.62, beating guidance. Tariff refunds contributed $80M. Full-year sales guidance narrowed to -4% to -2.5%, while adjusted EPS guidance raised to $2.60-$2.80. Digital sales grew 3%, first increase since 2021. International sales rose 24.9%. Management warned of future cost pressures and noted store traffic challenges.

U.S. stocks closed lower on Wednesday due to elevated inflation data and caution ahead of the Fed's Jackson Hole symposium. The Dow fell 0.21%, S&P 500 dropped 0.02%, and Nasdaq declined 0.08%. Meta rose 1.07% after a $16.7B lawsuit settlement, while Abercrombie & Fitch surged 35.67% on revised guidance. Investors await Nvidia's earnings for AI sector insights.

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.

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.

Bath & Body Works reported a 2.3% sales decline in Q2 2026, but operating income rose 37% due to one-time gains. The company cited success in transformation initiatives and growth in international and direct channels. Cash flow and liquidity remain strong, according to the company.