Group 1 - Bath & Body Works (BBWI) is expected to announce fiscal Q1 2025 earnings on May 29, 2025, with analysts predicting earnings of 47 cents per share and revenue of $1.42 billion, reflecting a 21% increase in earnings and a 3% rise in sales year-over-year [1] - In Q4 2024, BBWI reported a 4% decrease in net sales and an 18% decline in earnings per diluted share, attributing these results to a shifted fiscal calendar and reduced consumer demand [2] - The company faces challenges from U.S. tariffs on Chinese imports, sluggish discretionary spending, and increased competition from lower-cost private-label options, alongside high interest rates and economic uncertainty affecting consumer interest in non-essential products [2] Group 2 - For 2025, BBWI's guidance indicates 1-3% sales growth and an EPS range of $3.25-$3.60, suggesting cautious optimism with modest growth compared to adjusted results from 2024 [2] - The current market capitalization of BBWI is $6.5 billion, with total revenue over the last twelve months at $7.3 billion, operational profits of $1.3 billion, and net income of $798 million [2] Group 3 - Historical data shows that BBWI stock has increased 60% of the time following earnings announcements, with a median one-day rise of 4.8% and a maximum recorded increase of 25% [1][5] - There are 20 documented earnings data points over the past five years, with 12 positive and 8 negative one-day returns, indicating positive returns occurred approximately 60% of the time [5]

Core Insights - Bath & Body Works (BBWI) is expected to report quarterly earnings of $0.46 per share, reflecting a 21.1% increase year-over-year, with revenues projected at $1.42 billion, a 2.8% increase from the previous year [1] Earnings Estimates - The consensus EPS estimate has been revised down by 2% in the last 30 days, indicating a reassessment by analysts [2] - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [3] Revenue Projections - Analysts forecast 'Geographic Net Sales- Stores - U.S. and Canada' to reach $1.09 billion, a 2.8% increase year-over-year [5] - The estimate for 'Geographic Net Sales- International' is $65.31 million, indicating a 12.6% year-over-year increase [5] - 'Geographic Net Sales- Direct - U.S. and Canada' is estimated at $265.49 million, reflecting a 1.7% increase from the previous year [5] Store Metrics - Total company-operated stores are projected to be 1,903, up from 1,855 in the same quarter last year [6] - Total company-operated stores in Canada are expected to reach 113, compared to 111 a year ago [6] - Total company-operated stores in the U.S. are estimated at 1,790, an increase from 1,744 year-over-year [7] - 'Company-operated U.S. Store Data - Total Selling Square Feet' is projected at 5.09 million, up from 4.94 million [7] Average Store Size and International Operations - The average store size for company-operated U.S. stores is expected to be 2.85 million square feet, slightly up from 2.83 million [8] - Total partner-operated stores internationally are projected to reach 506, compared to 455 last year [8] - Total partner-operated stores internationally are estimated at 541, up from 486 year-over-year [9] Stock Performance - Over the past month, Bath & Body Works shares have returned +2.3%, while the Zacks S&P 500 composite has seen a +8.2% change [9]

Wall Street expects a year-over-year increase in earnings on higher revenues when Bath & Body Works (BBWI) reports results for the quarter ended April 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on May 29, 2025, might help the stock move higher if these key numbers are better than e ...

Core Insights - Bath & Body Works, Inc. affirmed its FY2025 guidance, maintaining an adjusted EPS forecast of $3.25 to $3.60 per share, compared to market estimates of $3.52 per share [1] - The company also confirmed its FY2025 sales outlook of $7.38 billion to $7.53 billion, against expectations of $7.47 billion [1] Leadership Changes - Daniel Heaf has been appointed as the new CEO of Bath & Body Works, with the Board expressing confidence in his ability to drive innovative growth and transformation [2] - The Board highlighted Heaf's consumer-first mindset and vision for evolving the brand to remain relevant and resonant with customers [2] Stock Performance - Following the announcement of the new CEO, Bath & Body Works shares increased by 1.2%, trading at $33.97 [2] Analyst Reactions - UBS analyst Jay Sole maintained a Neutral rating on Bath & Body Works and raised the price target from $32 to $36 [5] - Barclays analyst Adrienne Yih kept an Equal-Weight rating and increased the price target from $31 to $35 [5] - Telsey Advisory Group analyst Dana Telsey maintained an Outperform rating with a price target of $43 [5]

Leadership Change - Bath & Body Works has appointed Daniel Heaf, former chief strategy and transformation officer at Nike, as its new CEO effective immediately [1][5] - Heaf's appointment was unanimously approved by the company's board, and he is expected to join the board after the upcoming shareholder meeting in June [5] Previous CEO - Gina Boswell, who served as CEO since November 2022, is stepping down, and her contributions to stabilizing the business post-COVID were acknowledged by the board [3][4] - Boswell was temporarily absent for surgery in March, which may have influenced the leadership transition [4] Company Performance - Bath & Body Works reported preliminary first-quarter net sales of $1.42 billion, reflecting a year-over-year increase of 3% [11] - The company anticipates annual net sales growth of 1-3% and expects earnings per diluted share to be in the range of $3.25 to $3.60 [9] Market Position - As of Monday afternoon, Bath & Body Works had a market capitalization of $7.19 billion [12] - The company operates nearly 1,900 locations in the U.S. and Canada, along with over 500 franchised stores internationally [12] Strategic Outlook - Heaf is recognized for his consumer-centric mindset and experience in driving innovation across global consumer and retail companies [8] - The leadership change comes amid challenges related to uncertain discretionary spending, which has impacted the company's sales and profit forecasts [8]

Leadership Changes - Bath & Body Works has appointed Daniel Heaf as its new CEO, replacing Gina Boswell, marking the second CEO change in less than three years [1][2] - Heaf previously served as Nike's chief transformation and strategy officer and has extensive experience in retail management [4] Performance Overview - Bath & Body Works preannounced first-quarter results, reporting a 3% year-over-year revenue growth to $1.42 billion [5] - Earnings per share increased to 49 cents, surpassing the previous year's 38 cents and exceeding company guidance [5] Strategic Focus - The company aims to accelerate growth by targeting tweens and expanding its appeal to male customers, as well as increasing its international presence [4] - Bath & Body Works is well-positioned in the current trading environment due to its North American supply chain, which mitigates exposure to tariffs [3]

Heaf Brings Proven Track Record of Driving Growth Across Iconic Global Consumer Brands Through Product, Retail, and Marketing Transformation Company Pre-Announces First Quarter 2025 Net Sales of $1.4 billion and Earnings Per Diluted Share of $0.49, Meeting the High End of Sales Guidance and Exceeding EPS Guidance; Maintains 2025 Full-Year Outlook COLUMBUS, Ohio, May 19, 2025 (GLOBE NEWSWIRE) -- Bath & Body Works, Inc. (NYSE: BBWI) today announced that the Company's independent directors voted unanimously to ...

Core Insights - Bath & Body Works, Inc. (BBWI) is anticipated to report a year-over-year increase in revenues for the first quarter of fiscal 2025, with a consensus estimate of $1.42 billion, reflecting a 2.8% increase from the previous year [2][4] - The earnings per share (EPS) is expected to improve by 7.9% year-over-year, with a consensus estimate of 41 cents, despite a slight decline of 1 cent in the estimate over the past 30 days [3][4] Revenue Drivers - The company's strategic focus on product innovation, international growth, and disciplined cost management is likely to positively impact its fiscal first-quarter performance [4] - The expansion of the Everyday Luxuries line and strategic collaborations, such as the Disney Princess collection, have generated consumer excitement and are expected to contribute significantly to revenue growth [5][6] - The loyalty program and digital integration, particularly the Buy Online, Pickup In Store option, have effectively captured consumer preferences, further likely impacting the top line [5] International Growth - Bath & Body Works has projected a net sales growth of 1% to 3% for the first quarter, with international sales expected to show a 12.9% increase [6][7] - The company anticipates high single-digit growth in system-wide retail international sales, contributing positively to overall revenue [6] Cost Management and Margins - Disciplined cost management is expected to support the bottom line, despite a projected 50 basis point contraction in gross margin to approximately 43.3% due to a higher international sales mix [7] - The ongoing cost optimization through the Fuel for Growth program is likely to help maintain margins [7] Earnings Prediction - The Zacks model predicts an earnings beat for BBWI, supported by a positive Earnings ESP of +2.57% and a Zacks Rank of 3 [8]

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]

Bath & Body Works' primary U.S. manufacturing facility, Beauty Park, is located in New Albany, Ohio, and opened in 2012. "It was a choice made to make sure that they could test, react and move to the consumer very, very quickly," said BMO Capital Markets managing director Simeon Siegel. "If you can find exactly what the customer is buying, you can minimize the discounts needed. It just happens to be right now... the tariff conversation creates them as this surprise winner there as well." Bath & Body Works s ...