Bath & Body Works, Inc. (BBWI) Q2 2026 Earnings Call Transcript
Bath & Body Works, Inc. (NYSE:BBWI ) Q2 2026 Earnings Conference Call August 28, 2025 8:00 AM ET Company Participants Daniel Heaf - CEO & Director Eva C. Boratto - Chief Financial Officer Luke Long - Corporate Participant Conference Call Participants Alexandra Ann Straton - Morgan Stanley, Research Division Dana Lauren Telsey - Telsey Advisory Group LLC Emily Ghosh - Goldman Sachs Group, Inc., Research Division Irwin Bernard Boruchow - Wells Fargo Securities, LLC, Research Division Jungwon Kim - TD Cowen, Research Division Katherine Read Delahunt - Morgan Stanley, Research Division Kelly Crago - Citigroup Inc., Research Division Lorraine Corrine Maikis Hutchinson - BofA Securities, Research Division Mark R.
Bath & Body Works (BBWI) Reports Q2 Earnings: What Key Metrics Have to Say
The headline numbers for Bath & Body Works (BBWI) give insight into how the company performed in the quarter ended July 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Insights Into Bath & Body Works (BBWI) Q2: Wall Street Projections for Key Metrics
Get a deeper insight into the potential performance of Bath & Body Works (BBWI) for the quarter ended July 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
Bath & Body Works (BBWI) Expected to Beat Earnings Estimates: Can the Stock Move Higher?
Bath & Body Works (BBWI) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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.
