Bath & Body Works stock surges 7.5% after a Q2 earnings beat, stronger direct sales and a higher FY'26 outlook signal improving momentum.
Bath & Body Works, Inc. reported volatile Q2 earnings. Weak store sales continue to pressure the company's earnings power. There were positive signals in BBWI's results as well. Ecommerce sales improved, international & wholesale revenues grew very well, and the FY2026 guidance was raised slightly. Market expectations have been set at an overly pessimistic level. I estimate BBWI stock to have 54% upside to $29.10.
Although the revenue and EPS for Bath & Body Works (BBWI) give a sense of how its business performed in the quarter ended July 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 11,640 | $257,813.1 | $241,995.6 | -$15,817.5 | -6.14% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 15,401 | $356,230 | $313,564.36 | -$42,665.64 | -11.98% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 770 | $16,924.9 | $14,537.6 | -$2,387.3 | -14.11% |
Barington Capital Group LP Barington Capital Group LP | 775,000 | $17.25M | $14.63M | -$2.62M | -15.18% |
| NA Nizar Araji National Bank Of Canada /FI/ | 18,651 | $558,783.96 | $379,641.1 | -$179,142.86 | -32.06% |
| Specialty Retail Industry | Consumer Discretionary Sector | Daniel Heaf CEO | NYSE Exchange | 070830104 CUSIP |
| US Country | 60,735 Employees | 21 Aug 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.