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]