Bath & Body Works' international sales jump in Q4 as store expansion accelerates, signaling rising global demand and a capital-light path to long-term growth.
Bath & Body Works offers compelling value, trading near industry lows with a trailing EV/EBITDA of 5.5x and a free cash flow yield of 22.3%. BBWI's debt/lease load is significant at $4 billion, but near-term maturities are manageable, while recent free cash flow has supported both debt reduction and share buybacks. Insider buying surged after the November price drop, signaling board confidence and helping establish a support level around $14.
Bath & Body Works (BBWI) reported earnings 30 days ago. What's next for the stock?
Atlantic Investment Management Inc. bought a new position in shares of Bath and Body Works, Inc. (NYSE: BBWI) during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 150,000 shares of the company's stock, valued at approximately $3,864,000. Bath and Body Works accounts for
Bath and Body Works, Inc. (NYSE: BBWI - Get Free Report) has earned an average recommendation of "Hold" from the seventeen ratings firms that are presently covering the stock, Marketbeat reports. Fourteen equities research analysts have rated the stock with a hold recommendation and three have issued a buy recommendation on the company. The average twelve-month
Capital International Investors purchased a new position in shares of Bath and Body Works, Inc. (NYSE: BBWI) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 916,443 shares of the company's stock, valued at approximately $23,608,000. Capital International Investors owned about
Bath & Body Works, Inc. faces slowing demand, margin pressure, and heavy promotions, prompting a strategic turnaround with a cautious 2026 outlook. Q4 revenues outperformed guidance, but BBWI's gross margins fell 100 bps to 45.7%, and EPS declined 2% to $2.05, despite cost controls and targeted promotions. BBWI management guides 2026 sales down 2.5–4.5% and EPS at $2.40–2.65, focusing on core categories, reduced promotions, and omnichannel upgrades amid significant execution risk.
Bath & Body Works beats Q4 estimates despite a sales dip, while advancing its Consumer First Formula to support innovation and long-term growth.
Bath & Body Works is upgraded to Strong Buy after a robust Q4 beat and attractive valuation. BBWI generates strong free cash flow, enabling a combined 12.3% yield via dividends and buybacks in 2025, with ongoing balance sheet improvements and cost savings. Management guides for $600M FCF in 2026, with cost savings and a multi-year turnaround underpinning intrinsic value well above the current price.
Bath & Body Works, Inc. (BBWI) Q4 2026 Earnings Call Transcript
Although the revenue and EPS for Bath & Body Works (BBWI) give a sense of how its business performed in the quarter ended January 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Bath & Body Works (BBWI) came out with quarterly earnings of $2.05 per share, beating the Zacks Consensus Estimate of $1.77 per share. This compares to earnings of $2.09 per share a year ago.