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]

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]