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USConsumer Cyclical

Bath & Body Works Inc. (BBWI)

US · Consumer Cyclical · Specialty Retail

$17.19+2.75%
Last close · 2026-09-17

Latest quarter · ended 2026-07-31

Revenue
$1.51B
Revenue YoY
-2.3%
Net profit
$118.0M
Profit YoY
+84.4%
EPS
$0.62
EPS estimate
$0.24
Net margin
7.8%

EPS came in at 0.62 against a street estimate of 0.24 — a beat of 158.3%.

Key statistics

Market cap
$3.61B
P/E
4.7
Forward P/E
6.8
P/B
1,403.38
Book value
$-5.23
EPS (TTM)
$3.81
Dividend yield
4.31%
52-week high
$26.26
52-week low
$13.86
50-day MA
$19.61
200-day MA
$20.06
Beta
1.37

Analyst view

Analysts rate Bath & Body Works Inc. a buy (11 buy, 8 hold, 1 sell out of 20) with an average price target of $24.06.

From the latest earnings call · 2026-08-26

CONFIDENT Bath & Body Works beat Q2 expectations with 2.3% sales decline (vs. guidance -5% to -3%) and $0.62 EPS (vs. $0.20–$0.25). Consumer-first strategy showing early wins: digital returned to growth, Fusion launch exceeded sales targets, Amazon tripled, Ulta partnership launched. Raising FY26 EPS guidance to $2.60–$2.80; narrowing sales to -4% to -2.5%. Q2 FY26 Digital returned to growth (first time since 2021) improving 4 percentage points sequentially from Q1, with increases in new, existing, and reactivated customers. International retail up 9% despite Middle East conflict; Brazil launch in July performing well. Analysts pressed on Q3 sales deceleration despite Q2 beat and easing comps; management emphasized transformation timeline, traffic headwinds, and disciplined promotional stance. Fusion playbook became centerpiece: strong product innovation, franchise management, coordinate…

Full summary in the app.

Shareholding

Insiders
0.53%
Institutions
105.76%

Largest institutional holders

FundStake
FMR Inc10.36%
BlackRock Inc9.59%
Vanguard Portfolio Management, LLC7.45%
AQR Capital Management LLC5.48%
Vanguard Capital Management, LLC4.54%
D. E. Shaw & Co LP3.83%
State Street Corp3.44%
AllianceBernstein L.P.2.85%

Recent filings & reports

DocumentDate
Quarterly report · Q3 FY2027
BATH & BODY WORKS, INC. — Q2 2026 10-Q SUMMARY --- HEADLINE NUMBERS • Net Sales Q2 2026: $1,514 million (down 2.3% vs. Q2 2025: $1,549 million) • N
2026-08-26
Results announced · Q3 FY2027
BATH & BODY WORKS, INC. - Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 net sales: $1,514 million, down 2.3% vs $1,549 million in Q2 2025 • Ea
2026-08-26
Reg FD disclosure · Q2 FY2027
BATH & BODY WORKS, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Company announced partial redemption of $250 million aggregate principal amount of 7.5
2026-07-20
Shareholder vote results · Q2 FY2027
BATH & BODY WORKS, INC. (BBWI) – 8-K FILING SUMMARY HEADLINE NUMBERS • Annual Meeting Date: June 11, 2026 • Total Shares Present/Represented: 180,87
2026-06-15
Quarterly report · Q2 FY2027
BATH & BODY WORKS, INC. — Q1 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Net Sales Q1 2026: $1,378 million (down from $1,424 million in Q1 2025, -3.2%
2026-05-27
Results announced · Q2 FY2027
BATH & BODY WORKS, INC. – Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q1 2026 net sales: $1,378 million, down 3% versus Q1 2025 ($1,424 million) • R
2026-05-27
Proxy statement · Q2 FY2027
BATH & BODY WORKS, INC. PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Item 1: Election of 10 Directors – Vote standard: majority of vote
2026-04-28
Annual report FY2026
BATH & BODY WORKS, INC. – FISCAL YEAR 2025 (ENDED JANUARY 31, 2026) HEADLINE NUMBERS • Market capitalization: Approximately $5.8 billion as of last
2026-03-12

Readable in the app.

Corporate actions

ActionDetailDate
Dividend$0.20 / share
ex-date Aug 21, 2026 · pay Sep 4, 2026
2026-08-21
Dividend$0.20 / share
ex-date Jun 5, 2026 · pay Jun 19, 2026
2026-06-05
Dividend$0.20 / share
ex-date Feb 20, 2026 · pay Mar 6, 2026
2026-02-20
Dividend$0.20 / share
ex-date Nov 21, 2025 · pay Dec 5, 2025
2025-11-21
Dividend$0.20 / share
ex-date Aug 22, 2025 · pay Sep 5, 2025
2025-08-22

Deals & corporate news

AnnouncementDate
Q2 2026 results issued with Q3 and full-year 2026 earnings guidance updated
Bath Body Works, Inc. issued a press release on August 26, 2026, reporting unaudited financial results for the second quarter of 2026 and providing earnings guidance for Q3 2026 and updated
2026-08-26
Q4 2025 results and Q1 2026 full-year earnings guidance issued
Bath Body Works issued an 8-K on March 4, 2026, disclosing its fourth quarter and full-year 2025 financial results along with guidance for Q1 2026 and full-year 2026. However, this filing it
2026-03-04
Q3 2025 results and updated full-year 2025 earnings guidance issued
Bath Body Works issued an 8-K on November 20, 2025, disclosing its Q3 2025 unaudited financial results and providing updated earnings guidance for Q4 2025 and full-year 2025. However, the ac
2025-11-20

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Data updated 2026-09-18.