Bath & Body Works (BBWI) came out with quarterly earnings of $0.37 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.37 per share a year ago. These figures are adjusted for non-recurring items. A quarter ago, it was expected that this owner of Victoria's Secret, Bath & Body Works and other chain stores would post earnings of $0.47 per share when it actually produced earnings of $0.49, delivering a surprise of +4.26%.Over the last four quarters, the company has surpassed ...

Financial Performance - Net sales reached $1.5 billion, a 1.5% increase year-over-year, hitting the high end of guidance[28, 57, 60] - Gross profit rate improved by 30 basis points to 41.3%[28, 57] - Adjusted operating income was $172 million, a 6% decrease year-over-year[28] - Adjusted earnings per diluted share were $0.37, flat compared to the previous year[28] Channel Performance - Store sales in the U S and Canada accounted for 77% of net sales, totaling $1.2 billion, a 5% increase year-over-year[53, 55] - Direct sales in the U S and Canada represented 17% of net sales, amounting to $267 million, a 10% decrease year-over-year[53, 55] - International sales contributed 6% of net sales, totaling $86 million, a 3% decrease year-over-year, while international system-wide retail sales increased by 9%[54, 55] Loyalty Program - Over 80% of U S sales in Q2 2025 were driven by loyalty members, a 2 percentage point increase year-over-year[50] - The company has approximately 39 million active loyalty members, a 5% increase year-over-year[50] Full Year 2025 Guidance - Net sales are projected to increase by 1.5% to 2.7%[63, 66] - Adjusted earnings per diluted share are expected to be between $3.35 and $3.60[29, 63, 66] - The company plans to increase share repurchases to $400 million, up from the previous guidance of $300 million[66, 69]

来源：环球市场播报 美妆护肤零售商 Bath & Body Works于周四公布，其二季度利润未达华尔街预期。目前该公司正面临消 费者非必需支出不确定性的挑战，而成本上涨进一步加剧了这一压力。 该公司股价在盘前交易中暴跌 6%。 Bath & Body Works 主营香水、香薰蜡烛等高定价产品。当前受通胀以及特朗普政府贸易政策负面影 响，消费者纷纷缩减开支，公司因此面临较大经营压力。 美国消费者支出在 6 月和 7 月均有增长，但受劳动力市场疲软及商品价格上涨影响，今年三季度消费增 长预计将受到制约。 为将产品定位为 "平价奢侈品" 及 "理想礼品"，Bath & Body Works 已加大营销与促销力度，例如推出以 迪士尼反派角色为主题的产品线（瞄准万圣节季销售），并推出陶瓷材质香薰蜡烛。 二季度，该公司的一般管理及门店运营费用达 4.83 亿美元，较去年同期增长 9%。 不过，与多数同行不同，Bath & Body Works 大部分商品采用本地采购模式，因此在很大程度上规避了 关税影响。 尽管如此，截至今年 2 月的数据显示，该公司供应链中仍有约 10% 依赖中国；加拿大与墨西哥合计占 比约 7%， ...

Exhibit 99.1 Bath & Body Works Reports 2025 Second Quarter Results and Updates Fiscal Year 2025 Guidance COLUMBUS, Ohio – August 28, 2025 – Bath & Body Works, Inc. (NYSE: BBWI) today reported second quarter 2025 results. Daniel Heaf, chief executive officer of Bath & Body Works, commented, "Our team delivered a solid quarter, with revenue and adjusted earnings per share at the high end of our guidance range. Based on our strong first- half results and our confidence in our outlook, we are raising the low en ...

Second quarter net sales up 1.5% to $1.5 billion, at the high end of the guidance rangeEarnings per diluted share of $0.30; adjusted earnings per diluted share of $0.37, at the high end of the guidance range Full-year 2025 earnings per diluted share guidance of $3.28 to $3.53; raising the low end of adjusted earnings per diluted share guidance from $3.25 to $3.60 to $3.35 to $3.60, inclusive of current tariff rates Company delivered early progress on three strategic no-regret moves to accelerate near-term g ...

Core Viewpoint - Analysts project that Bath & Body Works (BBWI) will report quarterly earnings of $0.37 per share, with revenues expected to reach $1.55 billion, reflecting a 1.8% increase year over year [1]. Earnings Projections - Over the last 30 days, the consensus EPS estimate has been revised upward by 0.8%, indicating a collective reassessment by covering analysts [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Key Metrics Forecast - Analysts predict 'Geographic Net Sales- Stores - U.S. and Canada' will reach $1.17 billion, a 2.8% increase from the prior-year quarter [5]. - The estimate for 'Geographic Net Sales- International' is projected at $84.84 million, suggesting a 4.7% decrease year over year [5]. - 'Geographic Net Sales- Direct - U.S. and Canada' is expected to be $295.55 million, indicating a 0.5% decline from the previous year [6]. Store Data and Size - The estimated total number of 'Company-operated U.S. Stores' is 1,797, compared to 1,761 in the same quarter last year [8]. - Analysts expect 'Total Company-Operated Stores - Total Bath & Body Works - Canada - Stores' to be 113, up from 111 year over year [7]. - The total selling square feet for 'Company-operated U.S. Store Data' is projected to reach 5.12 million, an increase from 4.99 million year over year [7]. Market Performance - Over the past month, Bath & Body Works shares have recorded a return of -1.5%, while the Zacks S&P 500 composite has increased by 2.7% [8]. - Based on its Zacks Rank 3 (Hold), BBWI is expected to perform in line with the overall market in the upcoming period [8].

Company Announcement - Bath & Body Works, Inc. will participate in a fireside chat at the Goldman Sachs 32nd Annual Global Retailing conference on September 3, 2025, at 8:55 a.m. ET, featuring CEO Daniel Heaf and CFO Eva Boratto [1] - A live audio webcast of the event will be available on the company's website and will be archived for 90 days post-event [2] Company Overview - Bath & Body Works is a global leader in personal care and home fragrance, known for its popular products such as fine fragrance mist, body lotion, body cream, 3-wick candles, home fragrance diffusers, and liquid hand soap [3] - The company operates 1,900 Company-operated locations in the U.S. and Canada, along with 524 international franchised locations and an online storefront [3]

Bath & Body Works (BBWI) is expected to deliver flat earnings compared to the year-ago quarter on higher revenues when it reports results for the quarter ended July 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released ...

COLUMBUS, Ohio, Aug. 18, 2025 (GLOBE NEWSWIRE) -- Building on the resounding success of this year's Disney Princess Collection, Bath & Body Works debuts another exciting new Disney-inspired fragrance collection for customers. Driven by strong consumer demand and overwhelming enthusiasm from fans of both brands, this next chapter delivers the same excitement but with a villainous twist. Introducing The Disney Villains Collection by Bath & Body Works —a spellbinding fragrance collection that captures the esse ...

Core Insights - Bath & Body Works, Inc. plans to report its second quarter 2025 financial results on August 28, 2025, before market open [1] - A conference call will be held at 8:30 a.m. ET to discuss the results and provide a business update [1] - Supplemental materials will be available on the company's website prior to the conference call [1] Company Overview - Bath & Body Works is a global leader in personal care and home fragrance, offering products such as fine fragrance mist, body lotion, body cream, 3-wick candles, home fragrance diffusers, and liquid hand soap [4] - The company operates 1,900 Company-operated locations in the U.S. and Canada, along with 524 international franchised locations and an online storefront [4] - The company's supply chain is predominantly U.S.-based, allowing it to deliver quality products at affordable prices [4]