NEW YORK--(BUSINESS WIRE)--Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Bath & Body Works, Inc. (NYSE:BBWI) and certain of the Company's senior executives for securities fraud after significant stock drops resulting from the potential violations of the federal securities laws. Investors have until March 13, 2026, to ask the Court to be appointed to lead the case. The complaint asserts claims under Sections 10(b) and 20(a) of the Securiti ...

Core Viewpoint - A class action lawsuit has been filed against Bath & Body Works, Inc. and certain senior executives for securities fraud following significant stock drops attributed to potential violations of federal securities laws [1]. Group 1: Lawsuit Details - The lawsuit is pending in the U.S. District Court for the Southern District of Ohio, captioned Lingam v. Bath & Body Works, Inc., et al., No. 2:26-cv-00039 [3]. - Investors have until March 13, 2026, to request to be appointed to lead the case [3]. Group 2: Company Performance and Strategy - Bath & Body Works is a specialty retailer focusing on home fragrance and body care products, exploring product categories beyond its core business, including men's products, lip care, hair care, and laundry items [4]. - The company claimed that customers were responding favorably to its innovations and that its strategy was driving topline growth through category adjacencies [5]. Group 3: Stock Performance - On August 28, 2025, Bath & Body Works reported disappointing Q2 2025 results, cutting its full-year earnings guidance by $0.03 to a range of $3.28 to $3.53, leading to a stock drop of $2.18 per share, or 6.9% [6]. - Following the Q3 2025 results on November 20, 2025, which revealed that the strategy of pursuing adjacencies had not grown the customer base, the stock fell by $5.22 per share, or 24.8% [7].

www.incisiv.com The findings underscore how critical it is to connect experience and execution—particularly as retailers with strong omnichannel engagement retain nearly 89% of customers, compared with just 33% for those with weaker strategies. Share "Specialty retailers operate in some of the most complex store environments in retail, where differentiation depends on experience, but success is determined by execution,†said Giri Agarwal, Chief Strategy Officer at Incisiv. "As retailers look to improve accur ...

Core Insights - Five Below, Inc. (FIVE) shares increased by 4.1% following strong holiday sales and an improved outlook for Q4 and fiscal 2025, driven by solid demand for trend-right products and broad-based growth across its store base [1][10] Holiday Performance - Five Below reported net sales of $1.47 billion during the holiday period, marking a 23.2% increase from $1.19 billion in the same nine-week period the previous year [2] - Comparable sales rose by 14.5%, indicating strong same-store performance and broad-based demand across various categories [2] Management Commentary - Management noted that holiday results exceeded expectations, attributing the strong performance to the delivery of trend-right products, exceptional value, and an enhanced customer experience [3] - CEO Winnie Park emphasized the focus on engaging both children and adults, which strengthened the customer journey [3] Q4 and FY25 Outlook - For Q4, Five Below now anticipates sales of approximately $1.71 billion, with comparable sales growth projected at about 14.5%, an increase from previous expectations of $1.58 billion to $1.61 billion [5] - Earnings per share (EPS) expectations for Q4 have improved to a range of $3.93 to $3.98, compared to earlier guidance of $3.34 to $3.52 [6] - For fiscal 2025, the company expects net sales of approximately $4.75 billion and comparable sales growth of 12.5%, up from previous expectations of $4.62 billion to $4.65 billion [7] Full-Year Earnings Expectations - Full-year EPS is now projected to be between $6.10 and $6.15, with adjusted EPS expected in the range of $6.30 to $6.35, significantly higher than the earlier outlook of $5.51 to $5.69 [8] Strategic Focus - Five Below continues to target its core teen and pre-teen demographic with high-quality, trend-right products at exceptional value, refining its merchandising strategy to enhance category performance and optimize product selection [9] - The company's strategic focus and operational strength are expected to support sustained growth as it enters 2026 [11]

Key Takeaways TSCO opened its 2,400th store in Aiken, SC, marking a key milestone in its plan to add 100 stores by year-end.TSCO gains from Life Out Here and ONETractor strategies, supported by store expansion.TSCO expands market share through everyday low pricing, lifestyle assortments and a convenient store format.Tractor Supply Company (TSCO) is benefiting from its Life Out Here Strategy, ‘ONETractor’ Strategy, Neighbor’s Club membership program and healthy product demand. The company’s growth initiative ...

Core Viewpoint - Robbins LLP has initiated a class action lawsuit on behalf of investors who purchased Bath & Body Works, Inc. (NYSE: BBWI) securities between June 4, 2024, and November 19, 2025, alleging that the company misled investors regarding its business strategy [1]. Allegations - The complaint states that Bath & Body Works failed to disclose that its strategy of pursuing "adjacencies, collaborations, and promotions" was not effectively growing its customer base or achieving the projected growth in net sales [2]. - It is alleged that as the company's strategy faltered, it relied on brand collaborations to mask weak financial results and was unlikely to meet its previously issued financial guidance [2]. Financial Performance - On November 20, 2025, Bath & Body Works reported disappointing third-quarter results, with revenue declining by 1% year-over-year, missing the guidance of 1-3% growth, and a net income drop of 26% to $77 million [3]. - The company revised its full-year guidance for net sales and reduced expected earnings per diluted share from $3.28 to "at least $2.83" [3]. - In an investor presentation, Bath & Body Works acknowledged that its previous strategy had not expanded its total customer base and identified issues such as reduced focus on core categories and over-reliance on promotions [3]. Market Reaction - Following the announcement of disappointing results and the new business strategy, Bath & Body Works' stock price fell by $5.22, or 24.8%, closing at $15.82 per share on November 20, 2025 [4].

The couple has been selling shares back and forth, with both executives selling shares as recent as Jan. 8, 2026. By the end of that day, the CCO was left with 2.16 million indirect shares. The CEO was left with 17.71 million direct shares, less than the 17.91 million he had on Dec. 10, which was around the same time as the CCO’s previously mentioned December sales.Margaret Hayne and her husband, Richard A. Hayne, CEO & Chairman of the Board, have both been heavily active with their insider shares within th ...

Updated 4:44 p.m. As the overall holiday picture crystallizes — with OK, but not outsized sales gains — more specialty retailers are weighing in with their own results, adding more color to the season. More from WWD What Wall Street sees is a mixed bag, at least when compared with its own expectations. A kind of consensus read on what 2026 might bring should start to come together as retailers and investors go over all the numbers and check the outlook at the ICR Conference in Orlando and the National R ...

Five Below (NasdaqGS:FIVE) FY 2025 Conference January 12, 2026 10:00 AM ET Speaker1Everyone, I am Michael Lasser, the hardline broadline and food retail analyst from UBS, and I could not be more thrilled to be spending a little time with two fantastic people and a third sitting in the front row. Winnie Park is the CEO of Five Below, having just surpassed her 13th month in this role. Boy, how time flies when you're having fun, and Dan Sullivan has just surpassed his three-month tenure at Five Below, and ever ...

Bristlemoon Capital, a global equities firm, released its “Bristlemoon Global Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund returned -6.2% in the December quarter and a 0.3% return in December. Since its inception, the fund has produced a cumulative return of 11.9%, net of fees.  In 2025, market trends intensified, with perceived AI winners rallying, while stocks considered "cheap" dropped even further if labeled as AI losers. In addition, please check the ...