FIVE ramps up store expansion, AI-led customer outreach and operational improvements as stronger fiscal 2026 guidance underscores growth momentum.
FIVE sees higher spending per customer visit, boosting sales growth as value-focused merchandising and new stores openings drive momentum.
Bath & Body Works remains a Strong Buy, with valuation deeply discounted relative to robust fundamentals and significant growth potential. BBWI's Q1 beat, resilient free cash flow guidance ($600M for 2026), and cost savings initiatives highlight operational strength amid macro headwinds. Expansion into Ulta Beauty stores and Amazon, alongside international growth, positions BBWI for long-term upside despite near-term consumer pressure.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 9,643 | $220,529.08 | $199,706.53 | -$20,822.55 | -9.44% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 485,461 | $9.07M | $10.05M | $988,225.29 | 10.9% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 778 | $17,270.18 | $15,890.65 | -$1,379.53 | -7.99% |
Barington Capital Group LP Barington Capital Group LP | 350,000 | $7.42M | $7.25M | -$172,250 | -2.32% |
Vaughan Nelson Vaughan Nelson Investment Management LP | 2.85M | $65.76M | $58.92M | -$6.84M | -10.4% |
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ike Boruchow Wells Fargo | 243.66 | $4,961.01 | $5,034.11 | $73.1 | 1.47% |
| KM Kate McShane Goldman Sachs | -5,157.3 | $100,000 | $108,793.19 | -$8,793.19 | -8.79% |
| Specialty Retail Industry | Consumer Discretionary Sector | Daniel Heaf CEO | NYSE Exchange | 070830104 CUSIP |
| US Country | 8,886 Employees | 5 Jun 2026 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.