Core Insights - Bath & Body Works has faced significant challenges, leading to a downgrade by Telsey Advisory from "Outperform" to "Market Perform" on November 21, 2025, with the stock priced at $15.82 at that time [1][6] - The company's stock price dropped sharply by 25% following the announcement of declining sales and earnings, reflecting struggles in achieving growth [2][6] - The company reported a decrease in third-quarter sales by 1.2% to $1.59 billion and a drop in operating income from $218 million to $161 million year-over-year [3] Financial Performance - The adjusted earnings per share (EPS) for the third quarter was $0.35, missing analysts' expectations of $0.40 and down from $0.49 the previous year [3] - The company anticipates a minimum of $1.70 in fourth-quarter EPS, which is below forecasts [4] - Bath & Body Works has a market capitalization of approximately $3.39 billion, with a trading volume of 39.49 million shares [5] Market Conditions - The company is grappling with reduced consumer spending and broader macroeconomic pressures, along with additional strain from tariffs [4] - BBWI's stock has reached a five-year low, with fluctuations between a low of $15.43 and a high of $16.53 on the day of reporting [5]

Robert W. Baird sets a price target of $19 for BBWI, indicating a potential increase of approximately 20.1%.BBWI's stock plunges by 25% following the announcement of declining sales and earnings, hitting a new 52-week low.CEO Daniel Heaf announces a turnaround plan focusing on core products and aiming for $250 million in cost savings by 2027.Bath & Body Works, listed on the NYSE under the symbol BBWI, is a well-known retailer specializing in personal care products, including fragrances, lotions, and candles ...

Company Overview - Bath & Body Works (BBWI) is a leading global retailer specializing in personal care and home fragrance products, operating under the Bath & Body Works and White Barn brand names [11] - The company offers a wide range of products, including soaps, lotions, fragrances, candles, and other personal care items, sold through a robust omnichannel platform that includes physical stores and a growing online presence [11] Investment Ratings - BBWI currently holds a 3 (Hold) rating on the Zacks Rank, indicating a neutral outlook [12] - The company has a VGM Score of A, reflecting strong overall performance across value, growth, and momentum metrics [12] - BBWI also boasts a Value Style Score of A, supported by attractive valuation metrics such as a forward P/E ratio of 7.66, which may appeal to value investors [12] Earnings Estimates - For fiscal 2026, one analyst has revised their earnings estimate upwards in the last 60 days, with the Zacks Consensus Estimate increasing by $0.00 to $3.45 per share [12] - The company has an average earnings surprise of +3.3%, indicating a history of exceeding earnings expectations [12] Investment Consideration - With a solid Zacks Rank and top-tier Value and VGM Style Scores, BBWI is recommended to be on investors' short list for potential investment opportunities [13]

Group 1 - Bath & Body Works (BBWI) is expected to announce fiscal Q1 2025 earnings on May 29, 2025, with analysts predicting earnings of 47 cents per share and revenue of $1.42 billion, reflecting a 21% increase in earnings and a 3% rise in sales year-over-year [1] - In Q4 2024, BBWI reported a 4% decrease in net sales and an 18% decline in earnings per diluted share, attributing these results to a shifted fiscal calendar and reduced consumer demand [2] - The company faces challenges from U.S. tariffs on Chinese imports, sluggish discretionary spending, and increased competition from lower-cost private-label options, alongside high interest rates and economic uncertainty affecting consumer interest in non-essential products [2] Group 2 - For 2025, BBWI's guidance indicates 1-3% sales growth and an EPS range of $3.25-$3.60, suggesting cautious optimism with modest growth compared to adjusted results from 2024 [2] - The current market capitalization of BBWI is $6.5 billion, with total revenue over the last twelve months at $7.3 billion, operational profits of $1.3 billion, and net income of $798 million [2] Group 3 - Historical data shows that BBWI stock has increased 60% of the time following earnings announcements, with a median one-day rise of 4.8% and a maximum recorded increase of 25% [1][5] - There are 20 documented earnings data points over the past five years, with 12 positive and 8 negative one-day returns, indicating positive returns occurred approximately 60% of the time [5]