Telsey Advisory Group CEO and chief research officer Dana Telsey joins Madison Mills on Catalysts to share her outlook for the retail sector in 2025. Telsey maintains an optimistic stance, noting that the retail sector is "still a buy" for 2025.
Bath & Body Works shows long-term potential through cost-saving measures, customer loyalty, and expansion into new product categories like haircare and men's care. Despite an around 15% YTD stock dip, BBWI trades at 12x January 2025 earnings, offering a 2.1% yield and long-term growth prospects. BBWI's strategic shift to off-mall locations and strong digital sales growth, coupled with high customer loyalty, bolster its retail performance.
Bath & Body Works (BBWI) is prepping for its big holiday shopping event this week, its annual Candle Day falling on Friday, December 7. But ahead of the new year and President-elect Donald Trump's return to the White House, how is the candle and fragrance retailer bracing for the incoming administration's proposed tariffs?
Gina Boswell, Bath and Body Works CEO, joins 'Squawk on the Street' to discuss how Boswell would characterize consumer behavior this holiday season, how to keep customers loyal, and the company's international exposure.
[Note: BBWI fiscal year ends January]
Bath & Body Works' recent quarterly results showed mixed performance but raised full-year guidance, boosting investor confidence and leading to a double-digit stock jump. Despite international sales struggles due to geopolitical issues, the company sees significant long-term growth opportunities in new and existing markets. The balance sheet has improved, with declining debt and manageable repayment timelines, reducing previous concerns about financial stability.
Goldman Sachs analyst Kate McShane reiterated the Buy rating on Bath & Body Works, Inc. BBWI, with a price forecast of $52.
Bath & Body Works, Inc. BBWI reported better-than-expected third-quarter results and raised its 2024 outlook on Monday.
As the United States gross domestic product (GDP) figures for the quarter recently suggested that the American consumer was mostly responsible for carrying economic growth, investors might wonder whether it is still worth it to look into buying some retail stocks in the cyclical space, or whether the wave is toward its last inning and might roll over soon.
Although the revenue and EPS for Bath & Body Works (BBWI) give a sense of how its business performed in the quarter ended October 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
The main equity indexes closed higher as investors welcomed Donald Trump's Treasury secretary nominee.
Bath & Body Works, Inc. reported Q3 revenue of $1.61 billion, with positive comparable sales and a favorable valuation at 9X FWD P/E and 7X EV/EBITDA. Despite international sales dropping 11.1% due to Middle East conflicts, U.S. and Canadian sales increased, with inventory levels well-positioned for the holiday season. Margins remained stable, with gross profit at 43.5% and SG&A costs at 30% of revenues; net income was $106 million, beating EPS estimates.