Bath & Body Works has a major tariff advantage. Here's what that means for shoppers

Core Insights - Bath & Body Works is well-positioned to benefit from its domestic production, which accounts for 80% of its products, allowing it to avoid import tariffs and maintain profitability [1] - The company's primary manufacturing facility, Beauty Park, located in New Albany, Ohio, enhances its ability to quickly respond to consumer demand, reducing the time to market for products [2] - After experiencing a decline in net sales since 2021, the company projects growth in sales for 2025, marking a positive shift in its revenue outlook [3] Group 1 - Domestic production provides a competitive advantage by avoiding tariffs, allowing for stable pricing [1] - The Beauty Park facility enables faster production and distribution, significantly reducing lead times from three months to three weeks [2] - Analysts suggest that revenue constraints were due to pandemic-related buying patterns, and as the market stabilizes, consistent revenue growth is expected [4]