Bath & Body Works: Valuation, Gamma Pressure, And What To Watch Ahead Of Earnings
BBWI is quietly accumulating institutional interest, with options and dark pool data hinting at a bullish setup, especially around the $35 November call strike. Fundamentals remain strong: attractive valuation, robust free cash flow, and a solid balance sheet with buyback firepower and a stable dividend. Risks include retail seasonality, inflation, and competition, but management's disciplined execution and omnichannel growth provide important offsets.
Will Bath & Body Works (BBWI) Beat Estimates Again in Its Next Earnings Report?
Bath & Body Works (BBWI) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Looking for a Growth Stock? 3 Reasons Why Bath & Body Works (BBWI) is a Solid Choice
Bath & Body Works (BBWI) is well positioned to outperform the market, as it exhibits above-average growth in financials.
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.
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.
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.
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.
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.
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.
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.
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.
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.
