Core Viewpoint - Bath & Body Works (BBWI) is anticipated to report flat earnings of $0.37 per share for the quarter ended July 2025, with revenues expected to reach $1.55 billion, reflecting a 1.8% increase from the previous year [3][12]. Earnings Expectations - The upcoming earnings report is scheduled for August 28, and the stock may experience upward movement if the reported numbers exceed expectations, while a miss could lead to a decline [2][3]. - The consensus EPS estimate has been revised 0.83% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows a positive Earnings ESP of +3.26% for Bath & Body Works, suggesting a likelihood of beating the consensus EPS estimate [12]. - The stock currently holds a Zacks Rank of 3, which indicates a neutral outlook [12]. Historical Performance - Bath & Body Works has a history of exceeding consensus EPS estimates, having beaten expectations in the last four quarters, including a +4.26% surprise in the most recent quarter [13][14]. Conclusion - Bath & Body Works is positioned as a strong candidate for an earnings beat, but investors should consider additional factors influencing stock performance beyond earnings results [17].

Core Insights - Bath & Body Works is launching a new Disney Villains fragrance collection, inspired by iconic characters The Evil Queen and Maleficent, following the success of the Disney Princess Collection [1][2][4] - The collection aims to create powerful consumer experiences through scent, enhancing emotional engagement with Disney's storytelling [2][4][5] Product Details - The Disney Villains Collection features 39 products, including fine fragrance mist, body wash, lip gloss, candles, and more, with prices ranging from $1.95 to $79.95 [6] - The Evil Queen fragrance includes notes of dark red apple, vanilla suede, and wicked pear, while the Maleficent fragrance features sinister plum, midnight berries, and mystical woods [7][8] Launch Information - The collection will be available for Bath & Body Works loyalty members on August 26 and 27, and for all customers on September 3, 2025 [3][9] - This marks the first simultaneous launch of a collection in both domestic and international stores, expanding accessibility for Disney fans globally [3][4] Strategic Partnership - Bath & Body Works and Disney are deepening their collaboration to create culturally resonant products that engage consumers and expand their global reach [4][5] - The partnership is focused on leveraging iconic Disney characters to enhance brand storytelling and consumer experiences [4][5] Company Background - Bath & Body Works is a leader in personal care and home fragrance, operating 1,900 locations in the U.S. and Canada, and 524 international franchised locations as of May 2025 [10] - The company emphasizes agility and innovation in its supply chain to deliver quality products at affordable prices [10]

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]

Core Insights - Bath & Body Works (NYSE: BBWI) is preparing for its upcoming earnings report on August 27, indicating potential market movements despite the stock's current stability [1] Group 1: Company Overview - The company has not been making significant headlines recently, but there are underlying activities worth noting [1] - The stock has shown no dramatic movements, suggesting a period of consolidation or anticipation ahead of earnings [1] Group 2: Market Activity - There is notable options flow surrounding Bath & Body Works, which may indicate investor interest or speculation ahead of the earnings announcement [1] - The article emphasizes the importance of analyzing dark pool activity and unusual options activity to uncover hidden market trends [1]

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying those with true potential can be challenging due to associated risks and volatility [1] Group 1: Company Overview - Bath & Body Works (BBWI) is currently recommended as a growth stock by the Zacks Growth Style Score system, which evaluates a company's real growth prospects beyond traditional metrics [2] - The company has a favorable Growth Score and a top Zacks Rank, indicating strong investment potential [2][10] Group 2: Earnings Growth - Earnings growth is a critical factor for growth investors, with double-digit growth being particularly desirable [4] - Bath & Body Works has a projected EPS growth of 5.7% this year, significantly higher than the industry average of 2.9% [5] Group 3: Asset Utilization - The asset utilization ratio, or sales-to-total-assets (S/TA) ratio, is an important metric for assessing efficiency in generating sales [6] - Bath & Body Works has an S/TA ratio of 1.49, outperforming the industry average of 1.28, indicating better efficiency [7] Group 4: Sales Growth - The company is also well-positioned for sales growth, with an expected increase of 2.4% this year compared to the industry average of 1.2% [7] Group 5: Earnings Estimate Revisions - Positive trends in earnings estimate revisions are correlated with stock price movements [8] - Bath & Body Works has seen upward revisions in current-year earnings estimates, with a 0.7% increase in the Zacks Consensus Estimate over the past month [8] Group 6: Investment Positioning - Bath & Body Works has achieved a Growth Score of A and a Zacks Rank of 2 due to positive earnings estimate revisions, positioning it well for potential outperformance [10]

Core Insights - The article emphasizes the importance of identifying undercovered stocks, particularly in Brazil and Latin America, while also occasionally addressing global large-cap companies [1]. Group 1 - The focus is on stocks that do not attract significant attention but may present valuable investment opportunities [1]. - The analyst has a beneficial long position in the shares of BBWI, indicating a personal investment interest [2]. - The article is based on the analyst's own opinions and does not involve compensation from companies mentioned, ensuring an independent perspective [2].

Core Viewpoint - The retail sector is currently overlooked, but there are hidden investment opportunities in companies like Best Buy, Lululemon, and Bath & Body Works that show potential for significant wealth compounding [1][2]. Best Buy - Best Buy is adapting its inventory to include products that consumers prefer to experience in-person, such as appliances and high-end electronics, enhancing customer satisfaction and brand loyalty [4][5]. - The company has a return on invested capital (ROIC) of approximately 20%, indicating strong profitability and the ability to sustain business performance [5][6]. - Best Buy's stock price target is set at $85.72, suggesting potential upside from its current price of $67.39 [3]. Lululemon - Lululemon's stock has seen a significant decline, trading at 53% of its 52-week high, creating a potential buying opportunity [8][10]. - Institutional investors are increasing their holdings, with Robeco Institutional Asset Management raising its stake by 55%, indicating confidence in the company's recovery [10]. - Lululemon's ROIC is around 29%, reflecting its ability to maintain high margins and brand value, making it an attractive option for long-term investors [11]. Bath & Body Works - Analysts forecast Bath & Body Works could achieve earnings per share (EPS) of $2.08 by Q4 2025, a substantial increase from the current 49 cents [15]. - The company has a ROIC of 29.5%, suggesting strong capital efficiency and the potential for significant returns [16]. - Recent institutional buying activity, such as OLD National Bancorp increasing its stake by 8.5%, signals confidence in the company's future performance [18].

Reshoring Strategy & Supply Chain - A retailer (Bath and Body Works) has been reshoring its supply chain to the United States for over a decade [1] - 80% of the retailer's products are made in the United States, with about half of that production in central Ohio [3] - The company's foaming hand soap production timeline decreased from over 3 months and 13,000 miles to 3-4 weeks and less than 11 miles [4] - The retailer produces approximately 250 million units annually at one facility for Bath and Body Works [2] Investment & Automation - The creation of Beauty Park involved hundreds of millions of dollars of investment from vendors and government [5] - Automation plays a significant role in the manufacturing process, though human quality control and chemists are also essential [2][7][10] Replicability & Industry Applicability - Replicating this reshoring model is potentially more feasible for consumer packaged goods than for apparel or electronics due to raw materials and labor factors [6][7] - Freight costs make local production more economically sensible for heavier products [8]

CNBC. com plus now. >> For more than a decade.Bath and Body Works has been reshoring its production from China, Canada and Mexico. The move to do so is helped the company manufacture, package and deliver products to its stores, which is a beautiful thing. Courtney Reagan joins us right now with more on what's been happening on this in court.I know you are in the middle of the action. >> Yeah, we absolutely are. Becky, right here at this facility is where Bath and Body Works puts together its foaming hand so ...

Core Insights - Bath & Body Works has launched its Summerween collection, featuring over 70 products, with early access for loyalty members starting June 30 and full availability in stores on July 7 [1][9] - The new fragrance, I Scream Float, has quickly sold out on TikTok Shop, indicating strong consumer interest and demand [4][8] - The collection includes returning favorites like Vampire Blood and Immortal, alongside new offerings, showcasing the brand's strategy to blend nostalgia with innovation [3][5][6] Product Details - The Summerween collection features a variety of fragrances, including I Scream Float, Vampire Blood, Immortal, Ghoul Friend, Wicked Vanilla Woods, and Candy Apple Cauldron, each with unique scent profiles [8] - I Scream Float is described as a gourmand fragrance with notes of fizzing cola, vanilla, and sugar, while Vampire Blood combines red berries, night-blooming jasmine, and petrifying plum [4][8] - Immortal, Bath & Body Works' first men's Halloween fragrance, features notes of black plum, sueded saffron, and aged oak, and is packaged in a coffin-shaped box for a thematic appeal [5][8] Marketing Strategy - The company emphasizes the growing trend of Halloween-themed products, aiming to meet customer preferences with high-quality, trend-forward offerings [6] - Bath & Body Works rewards its loyalty program members, which number over 38 million, with early access to new collections, enhancing customer engagement and loyalty [8] - The collection also includes various accessories and decor items, such as candle holders and soap dispensers, to complement the fragrance offerings and enhance the overall shopping experience [6]