Bath & Body Works, Inc. (BBWI) is expected to report a year-over-year increase in the top line when it releases first-quarter fiscal 2025 earnings on May 29, before the market opens. Investors are closely monitoring for insights into the company's performance and strategic direction.BBWI has effectively established a leading global retailer specializing in personal care and home fragrance products. The Zacks Consensus Estimate for fiscal first-quarter revenues is pegged at $1.42 billion, which indicates an ...

Company Announcement - Bath & Body Works, Inc. plans to report its first quarter 2025 financial results before market open on May 29, 2025 [1] - A conference call will be hosted at 8:30 a.m. EDT to discuss the results and provide a business update [1] Conference Call Details - Investors and analysts can participate by dialing 877-407-9219 (domestic) or 412-652-1274 (international) [2] - A telephone replay will be available by dialing 877-660-6853 (domestic) or 201-612-7415 (international) with access code 13753334 [2] Webcast Information - The audio webcast can be accessed on the events and presentations page of the company's website, with a replay available approximately three hours after the live call [3] Company Overview - Bath & Body Works is a global leader in personal care and home fragrance, offering a variety of products including fine fragrance mist, body lotion, and 3-wick candles [4] - The company operates 1,895 locations in the U.S. and Canada, along with 529 international franchised locations and an online storefront [4]

Company Overview - Bath & Body Works (NYSE: BBWI) is a specialty retailer focused on selling soaps, lotions, and fragrances [1] Industry Challenges - The company is currently facing scrutiny due to operating in a challenging industry environment [1] - The ongoing trade war between the United States and China poses additional risks for the retailer [1]

Core Viewpoint - Goldman Sachs analyst Kate McShane maintains a Buy rating on Bath & Body Works Inc (BBWI) with a price target of $49.00, indicating confidence in the company's growth strategies and market positioning [1][5]. Group 1: Customer Engagement and Collaborations - BBWI is enhancing customer traffic during off-peak periods through collaborations, such as the Disney Princess collection, which has led to increased app downloads and search interest [1]. - The Disney collection has shown strong market impact, with peak search interest shortly after its launch [1][2]. Group 2: App Performance Metrics - In February 2025, BBWI's app downloads reached 349,000, marking a 42% year-over-year increase during the Disney Princess collaboration [2][3]. - Despite a slight 2% decline in downloads from February 2024, BBWI's app performance has improved significantly, with downloads up 52% from July 2022 and 214% from February 2019 [3]. Group 3: Pricing and Promotions - A study on BBWI's 3-wick candle pricing revealed a slight increase in prices for January and February 2025 compared to the previous year, while March 2025 prices dropped 13.6% year-over-year [4]. - In-store promotions for the first quarter align with averages since the fourth quarter of 2022, with the company focusing on higher Average Unit Retail (AUR) and continued market innovation [4]. Group 4: Valuation and Market Position - The price target of $49 is based on relative P/E multiples of 45%/55%/65% for downside/base/upside cases, with the stock currently trading at 8.9x NTM P/E, indicating an attractive valuation [5]. - The analyst's bullish rating reflects BBWI's ability to provide value through affordable luxuries and various growth initiatives [5].

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. C. 20549 ______________________________________________________ FORM 10-K ______________________________________________________ (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended February 1, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 [NO FEE REQUIRED] For the transition period from to Commission fil ...

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Core Insights - Bath & Body Works (BBWI) reported fourth-quarter fiscal 2024 results with revenues and earnings surpassing Zacks Consensus Estimates, although revenues declined year over year [1][2][3] Financial Performance - Adjusted earnings per share for the fourth quarter were $2.09, beating the Zacks Consensus Estimate of $2.04, and increased by 1.5% from $2.06 in the same quarter last year [3] - Revenues decreased by 4.3% year over year to $2,788 million, exceeding the Zacks Consensus Estimate of $2,772 million, impacted by a shifted fiscal calendar [4] - U.S. and Canada store revenues fell by 2.4% to $2.11 billion, surpassing the consensus estimate of $2.07 billion, while direct revenues tumbled 9.4% to $595 million, missing the estimate [5] Operational Metrics - Gross profit decreased by 2.7% year over year to $1.30 billion, but gross margin expanded by 80 basis points to 46.7% due to cost savings and distribution productivity [7] - Operating income was reported at $678 million, down 2.6% from the previous year, with an operating margin increase of 40 basis points to 24.3% [8] Store and Market Presence - The company ended the quarter with 1,895 stores, including 1,782 in the U.S. and 113 in Canada, having opened 106 stores and closed 61 during fiscal 2024 [9] Financial Health - Cash and cash equivalents stood at $674 million, with long-term debt of $3.88 billion and long-term operating lease liabilities of $883 million [12] Fiscal 2025 Outlook - For fiscal 2025, net sales growth is projected between 1% and 3%, with North American square footage expanding by 2-3% and international net sales expected to return to growth [13] - The gross margin is anticipated at 44%, with SG&A expenses expected to be 27% [14] - Full-year earnings per share are projected to be between $3.25 and $3.60, with adjusted earnings expected at $3.29 [15] - Free cash flow is projected between $750 million and $850 million, with an annual dividend of 80 cents per share and $300 million planned for share repurchases [16] Q1 Guidance - For the first quarter of fiscal 2025, net sales growth is expected between 1% and 3%, with international retail sales increasing in the high-single digits [17] - Earnings per share for the first quarter are anticipated to be between 36 and 43 cents, compared to 38 cents in the same quarter of fiscal 2024 [18]

Key TakeawaysBath & Body Works warned that tariffs on Chinese goods would negatively affect its full-year results.CEO Gina Boswell also noted that the retail industry faced "complex challenges."The company's guidance offset better-than-expected fourth-quarter profit and sales. Bath & Body Works (BBWI) shares tumbled 10% Thursday as the personal care and home fragrance retailer warned that new tariffs and soft consumer spending would hurt future results. The company sees full-year earnings per share (EPS) be ...

Bath & Body Works, Inc. (NYSE:BBWI) Q4 2024 Earnings Conference Call February 27, 2025 8:30 AM ET Company Participants Luke Long - Vice President, Investor Relations Gina Boswell - Chief Executive Officer Eva Boratto - Chief Financial Officer Conference Call Participants Ike Boruchow - Wells Fargo Matthew Boss - J.P. Morgan Lorraine Hutchinson - Bank of America Kate McShane - Goldman Sachs Alex Straton - Morgan Stanley Mark Altschwager - Baird Paul Lejuez - Citi Krisztina Katai - Deutsche Bank Dana Telsey - ...