Bath & Body Works(US:BBWI) ZACKS·2025-11-17 15:17Core Viewpoint - Analysts forecast that Bath & Body Works (BBWI) will report quarterly earnings of $0.40 per share, reflecting an 18.4% year-over-year decline, while revenues are expected to reach $1.63 billion, a 1% increase compared to the previous year [1]. Earnings Estimates - The consensus EPS estimate has been adjusted downward by 1.2% over the past 30 days, indicating a reassessment by covering 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 project 'Geographic Net Sales- Stores - U.S. and Canada' to reach $1.26 billion, representing a year-over-year increase of 3.1% [5]. - 'Geographic Net Sales- International' is expected to be $73.07 million, indicating a 5.9% increase from the year-ago quarter [5]. - 'Geographic Net Sales- Direct - U.S. and Canada' is anticipated to be $309.39 million, reflecting a decline of 3.6% from the prior-year quarter [6]. Store Metrics - Total company-operated stores for Bath & Body Works are projected to be 1,915, up from 1,885 in the previous year [6]. - The average selling square feet for company-operated U.S. stores is estimated at 5.13 million, compared to 5.04 million in the same quarter last year [7]. - Total company-operated stores in the U.S. are expected to be 1,801, an increase from 1,773 reported in the same quarter last year [8]. Market Performance - Bath & Body Works shares have shown a return of -17% over the past month, contrasting with the Zacks S&P 500 composite's +1.5% change, indicating expected underperformance in the near future [9].