Bath & Body Works, Inc. (BBWI) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript
Shares of Bath & Body Works Inc. NYSE: BBWI and all its investors have been through the wringer. Shares closed just under $17 on Nov. 26, up close to 20% from recent lows but still down more than 20% from the prior week's pre-earnings levels.
Bath & Body Works shares plunged after disappointing earnings and a weak Q4 sales outlook, highlighting intensifying operational headwinds. BBWI's balance sheet remains stable, but rising costs and higher accounts payable pressure cash flow and threaten dividend sustainability. Current free cash flow is insufficient to cover both dividends and aggressive share buybacks; prioritizing one is essential for financial health.
| Specialty Retail Industry | Consumer Discretionary Sector | Daniel Heaf CEO | XFRA Exchange | US0708301041 ISIN |
| US Country | 8,975 Employees | 21 Nov 2025 Last Dividend | 3 Aug 2021 Last Split | - IPO Date |
Bath & Body Works, Inc. is a renowned specialty retailer focusing on home fragrance, body care, and soaps and sanitizer products. Established in 1963 and based in Columbus, Ohio, the company has built a powerful presence in the retail industry. Originally known as L Brands, Inc., it underwent a name change in August 2021 to better reflect its core business and mission. Today, Bath & Body Works caters to its diverse customer base through various retail stores and e-commerce platforms in the United States and Canada. Additionally, the company's global footprint extends through international stores operated by partners under franchise, license, and wholesale arrangements. With a commitment to quality and customer satisfaction, Bath & Body Works continues to grow and evolve in the competitive retail space.
The company's home fragrance line includes a wide array of products designed to enhance the ambiance of any living space. This category comprises scented candles, room sprays, wallflowers, and more, all available under the Bath & Body Works and White Barn brands. Known for their long-lasting scents and quality ingredients, these products have become a staple in homes across North America.
Bath & Body Works' body care range is formulated to nourish and pamper the skin. This product line features shower gels, lotions, body creams, and fragrance mists, created with top-tier ingredients and available in a variety of scents. Catering to different skin types and preferences, the body care products are designed to provide a luxurious experience to users.
In response to the growing demand for personal hygiene products, Bath & Body Works offers an extensive selection of soaps and sanitizers. The collection includes hand soaps, hand sanitizers, and hand creams that combine effective cleaning with skin-friendly formulations. Available in multiple fragrances and formats, these products ensure cleanliness and hydration, keeping the skin soft and scented.