Core Insights - Bath & Body Works (BBWI) reported quarterly earnings of $0.37 per share, matching the Zacks Consensus Estimate, and consistent with the previous year's earnings of $0.37 per share [1] - The company posted revenues of $1.55 billion for the quarter ended July 2025, slightly missing the Zacks Consensus Estimate by 0.29%, but showing a year-over-year increase from $1.53 billion [2] - Bath & Body Works shares have declined approximately 18.7% year-to-date, contrasting with the S&P 500's gain of 10.2% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.49 on projected revenues of $1.64 billion, while the estimate for the current fiscal year is $3.46 on revenues of $7.48 billion [7] - The estimate revisions trend for Bath & Body Works was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Retail - Miscellaneous industry, to which Bath & Body Works belongs, is currently ranked in the top 32% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

Group 1 - Sportsman's Warehouse Holdings Inc. (NASDAQ: SPWH) has experienced a strong stock recovery in recent months [1] - The outdoor sporting goods retailer has returned to positive same-store sales growth after a period of severe weakness [1] - The investment philosophy focuses on identifying mispriced securities by understanding the drivers behind a company's financials, often revealed through a DCF model valuation [1]

分组1 - Sportsman's Warehouse reported a quarterly loss of $0.41 per share, better than the Zacks Consensus Estimate of a loss of $0.48, and an improvement from a loss of $0.47 per share a year ago, resulting in an earnings surprise of 14.58% [1] - The company achieved revenues of $249.1 million for the quarter ended April 2025, exceeding the Zacks Consensus Estimate by 4.69% and showing an increase from $244.24 million in the same quarter last year [2] - Over the last four quarters, Sportsman's Warehouse has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2] 分组2 - The stock has underperformed, losing about 23.2% since the beginning of the year, while the S&P 500 has gained 0.9% [3] - The current consensus EPS estimate for the upcoming quarter is -$0.13 on revenues of $289.7 million, and for the current fiscal year, it is -$0.45 on revenues of $1.2 billion [7] - The Zacks Industry Rank for Retail - Apparel and Shoes is in the bottom 37% of over 250 Zacks industries, indicating potential challenges for the sector [8]