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Bath & Body Works (BBWI)

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Earnings summaries and quarterly performance for Bath & Body Works.

Research analysts who have asked questions during Bath & Body Works earnings calls.

Alex Straton

Alex Straton

Morgan Stanley

7 questions for BBWI

Also covers: AEO, ANF, AS +17 more
Dana Telsey

Dana Telsey

Telsey Advisory Group

7 questions for BBWI

Also covers: , AEO, AKA +44 more
MB

Matthew Boss

JPMorgan Chase & Co.

7 questions for BBWI

Also covers: , AEO, ANF +39 more
MA

Mark Altschwager

Robert W. Baird & Co.

6 questions for BBWI

Also covers: BIRK, BURL, ELF +11 more
OT

Olivia Tong Cheang

Raymond James Financial, Inc.

5 questions for BBWI

Also covers: CHD, CL, CLX +13 more
IB

Ike Boruchow

Wells Fargo

4 questions for BBWI

Also covers: AS, BURL, CPRI +18 more
JK

Jonna Kim

TD Cowen

4 questions for BBWI

Also covers: AEO, AKA, BTMD +6 more
KW

Korinne Wolfmeyer

Piper Sandler & Co.

4 questions for BBWI

Also covers: AIRS, CHD, CL +14 more
Lorraine Hutchinson

Lorraine Hutchinson

Bank of America

4 questions for BBWI

Also covers: AS, BIRK, BURL +18 more
PL

Paul Lejuez

Citigroup

4 questions for BBWI

Also covers: , ACI, AEO +37 more
AH

Ashley Helgans

Jefferies

3 questions for BBWI

Also covers: COTY, ELF, IPAR +9 more
KM

Katharine McShane

Goldman Sachs Group, Inc.

3 questions for BBWI

Also covers: AAP, ASO, BJ +16 more
KC

Kelly Crago

Citigroup Inc.

3 questions for BBWI

Also covers: ANF, CRI, DKS +6 more
KK

Krisztina Katai

Deutsche Bank AG

3 questions for BBWI

Also covers: CASY, DLTR, FIVE +7 more
LM

Lorraine Maikis

Bank of America

3 questions for BBWI

Also covers: , AS, BURL +9 more
MS

Marni Shapiro

The Retail Tracker

3 questions for BBWI

Also covers: AEO, ANF, CURV +10 more
Simeon Siegel

Simeon Siegel

BMO Capital Markets

3 questions for BBWI

Also covers: AEO, BIRK, COOK +16 more
IB

Irwin Boruchow

Wells Fargo Securities

2 questions for BBWI

Also covers: , BURL, CPRI +18 more
JS

Jay Sole

UBS

2 questions for BBWI

Also covers: , AEO, AS +27 more
JK

Jungwon Kim

BTIG, LLC

2 questions for BBWI

Also covers: BTMD, JILL, OLPX +2 more
KM

Kate McShane

Goldman Sachs

2 questions for BBWI

Also covers: ASO, AZO, BJ +20 more
OT

Olivia Tong

Raymond James

2 questions for BBWI

Also covers: CHD, CL, CLX +8 more
AY

Adrianne Yih

Barclays PLC

1 question for BBWI

Also covers: LULU, TPR
AY

Adrian Yee

Barclays PLC

1 question for BBWI

Also covers: DECK, TJX, TPR
AY

Adrienne Yih-Tennant

Barclays

1 question for BBWI

Also covers: AEO, ANF, BURL +21 more
NM

Natalie May Koltermann

UBS Group AG

1 question for BBWI

Sydney Wagner

Sydney Wagner

Jefferies

1 question for BBWI

Also covers: COTY, ELF, IPAR +5 more

Recent press releases and 8-K filings for BBWI.

Bath & Body Works Faces Securities Class Action Lawsuit
BBWI
Legal Proceedings
Profit Warning
Guidance Update
  • Faruqi & Faruqi, LLP is investigating potential claims against Bath & Body Works (BBWI) for alleged federal securities law violations, with a deadline of March 16, 2026, for investors to seek the role of lead plaintiff.
  • The class action covers investors who purchased or acquired securities between June 4, 2024, and November 19, 2025.
  • The complaint alleges that the company's strategy of "adjacencies, collaborations and promotions" failed to grow its customer base and net sales, leading to reliance on collaborations to "carry quarters" and obfuscate weak financial results, and that positive statements were materially misleading.
  • These issues were highlighted when Bath & Body Works announced disappointing third quarter 2025 financial results on November 20, 2025, reporting a 1% year-over-year decline in revenue, a 26% drop in net income to $77 million, and a sharply reduced full-year EPS outlook from a range of $3.28-$3.53 to "at least $2.83".
  • Following these disclosures, BBWI's stock price fell $5.22, or 24.8%, to close at $15.82 per share on November 20, 2025.
3 days ago
Bath & Body Works Launches on Amazon U.S. Stores
BBWI
Product Launch
New Projects/Investments
  • Bath & Body Works officially launched its authorized storefront on Amazon's U.S. stores on February 20, 2026, making a curated selection of its body care and home fragrances available to consumers.
  • This launch is a key component of the brand's "Consumer First Formula," a strategic transformation plan introduced in November 2025, aimed at expanding access and ease of discovery through third-party channels.
  • The brand is simultaneously unveiling an evolved brand identity on Amazon, which will subsequently be rolled out to its owned channels later in the year.
Feb 20, 2026, 2:00 PM
Bath & Body Works Faces Securities Class Action Lawsuit
BBWI
Legal Proceedings
Guidance Update
Demand Weakening
  • Faruqi & Faruqi, LLP is investigating potential claims against Bath & Body Works (BBWI) and reminds investors of the March 16, 2026 deadline to seek the role of lead plaintiff in a federal securities class action.
  • The class action covers investors who purchased or acquired securities in Bath & Body Works between June 4, 2024 and November 19, 2025.
  • The complaint alleges that the company's strategy of "adjacencies, collaborations and promotions" failed to grow the customer base or deliver touted net sales growth, leading to reliance on collaborations to "carry quarters" and obfuscate weak underlying financial results.
  • On November 20, 2025, Bath & Body Works announced disappointing Q3 2025 financial results, including a 1% year-over-year revenue decline and a 26% drop in net income to $77 million, and sharply reduced its full-year EPS outlook from a range of $3.28-$3.53 to "at least $2.83".
  • Following these disclosures, Bath & Body Works' stock price fell $5.22, or 24.8%, to close at $15.82 per share on November 20, 2025.
Feb 19, 2026, 2:28 PM
Bath & Body Works Faces Securities Class Action Lawsuit
BBWI
Legal Proceedings
Profit Warning
Demand Weakening
  • Faruqi & Faruqi, LLP is investigating potential claims against Bath & Body Works (BBWI) and reminds investors of the March 16, 2026 deadline to seek the role of lead plaintiff in a federal securities class action.
  • The lawsuit alleges that the company made false and/or misleading statements, failing to disclose that its strategy was not growing the customer base or net sales, relied on collaborations to "carry quarters," and was unlikely to meet its financial guidance.
  • On November 20, 2025, Bath & Body Works announced disappointing Q3 2025 financial results, including a 1% year-over-year decline in revenue, a 26% drop in net income to $77 million, and a reduced full-year earnings per diluted share outlook from a range of $3.28-$3.53 to "at least $2.83".
  • Following these disclosures, Bath & Body Works' stock price fell $5.22, or 24.8%, to close at $15.82 per share on November 20, 2025.
Feb 14, 2026, 12:41 PM
Bath & Body Works Faces Securities Class Action Investigation
BBWI
Legal Proceedings
Guidance Update
Demand Weakening
  • Faruqi & Faruqi, LLP is investigating Bath & Body Works for alleged federal securities law violations, encouraging investors who purchased securities between June 4, 2024, and November 19, 2025, to discuss their legal rights.
  • Investors have until March 16, 2026, to seek the role of lead plaintiff in the federal securities class action.
  • The complaint alleges the company's strategy of "adjacencies, collaborations and promotions" failed to grow its customer base and obscured weak underlying financial results, leading to misleading statements.
  • On November 20, 2025, Bath & Body Works announced disappointing third quarter 2025 financial results, including a 1% year-over-year decline in revenue and a 26% drop in net income to $77 million, and sharply reduced its full-year earnings guidance.
  • Following these disclosures, Bath & Body Works' stock price fell $5.22, or 24.8%, to close at $15.82 per share on November 20, 2025.
Feb 4, 2026, 7:12 PM
Bath & Body Works Faces Securities Class Action Investigation
BBWI
Legal Proceedings
Profit Warning
Guidance Update
  • Faruqi & Faruqi, LLP is investigating Bath & Body Works for a federal securities class action, with a March 16, 2026, deadline for lead plaintiff applications, concerning securities purchased between June 4, 2024, and November 19, 2025.
  • The complaint alleges the company's "adjacencies, collaborations and promotions" strategy failed to grow its customer base and net sales, leading to misleading statements and reliance on collaborations to obscure weak financial results.
  • On November 20, 2025, Bath & Body Works reported disappointing Q3 2025 financial results, including a 1% year-over-year revenue decline and a 26% drop in net income to $77 million, missing prior guidance.
  • Concurrently, the company reduced its full-year earnings per diluted share outlook from $3.28-$3.53 to "at least $2.83".
  • Following these disclosures, Bath & Body Works' stock price fell $5.22, or 24.8%, to $15.82 per share on November 20, 2025.
Jan 28, 2026, 7:36 PM
Bath & Body Works Under Investigation for Securities Violations
BBWI
Legal Proceedings
Profit Warning
Demand Weakening
  • Faruqi & Faruqi, LLP is investigating Bath & Body Works (BBWI) for potential federal securities law violations, with a March 16, 2026 deadline for investors to seek lead plaintiff status in a class action covering securities purchased between June 4, 2024, and November 19, 2025.
  • The complaint alleges that the company's strategy of "adjacencies, collaborations and promotions" failed to grow its customer base or deliver expected net sales growth, leading to reliance on collaborations to "carry quarters" and obfuscate weak financial results.
  • On November 20, 2025, Bath & Body Works announced disappointing Q3 2025 financial results, including a 1% year-over-year decline in revenue and a 26% drop in net income to $77 million, missing prior guidance.
  • The company also sharply reduced its full-year earnings per diluted share outlook from a range of $3.28 to $3.53 to "at least $2.83," which resulted in its stock price falling 24.8% on November 20, 2025.
Jan 22, 2026, 2:43 PM
Bath & Body Works Investigated Following Disappointing Q3 2025 Results and Reduced Outlook
BBWI
Legal Proceedings
Guidance Update
Demand Weakening
  • Faruqi & Faruqi, LLP is investigating Bath & Body Works (BBWI) and a federal securities class action has been filed, with a March 16, 2026, deadline for investors who purchased securities between June 4, 2024, and November 19, 2025, to seek lead plaintiff status.
  • The complaint alleges the company made false or misleading statements about its strategy, which failed to grow the customer base and led to an overreliance on collaborations to obscure weak financial results and an inability to meet financial guidance.
  • On November 20, 2025, Bath & Body Works reported a 1% year-over-year revenue decline and a 26% drop in net income to $77 million for Q3 2025, missing prior guidance, and reduced its full-year earnings per diluted share outlook to "at least $2.83".
  • Following these disclosures, Bath & Body Works' stock price fell $5.22, or 24.8%, to close at $15.82 per share on November 20, 2025.
Jan 17, 2026, 6:10 PM
Bath & Body Works Faces Securities Class Action Investigation
BBWI
Legal Proceedings
Profit Warning
Guidance Update
  • Faruqi & Faruqi, LLP is investigating Bath & Body Works (BBWI) for potential federal securities law violations concerning statements made between June 4, 2024, and November 19, 2025.
  • The investigation follows BBWI's announcement of disappointing Q3 2025 financial results on November 20, 2025, which included a 1% year-over-year revenue decline and a 26% drop in net income to $77 million, leading to a 24.8% stock price decline.
  • Allegations include that the company's strategy of "adjacencies, collaborations and promotions" failed to grow the customer base and that the company relied on collaborations to "carry quarters" and obfuscate weak underlying financial results, making previously issued financial guidance unlikely to be met.
  • Investors who purchased securities during the specified period have until March 16, 2026, to seek the role of lead plaintiff in the federal securities class action.
Jan 15, 2026, 3:49 PM
BBWI outlines new "Consumer-First Formula" strategy and 2026 outlook
BBWI
New Projects/Investments
Guidance Update
  • Bath & Body Works (BBWI) is implementing a "Consumer-First Formula" strategy with four pillars: creating innovative products in core categories, reigniting the brand, winning in the marketplace (including digital expansion), and improving internal efficiency. This follows previous strategies, such as moving into adjacencies, which did not achieve expected growth or new customer acquisition.
  • The company is focused on significantly improving its digital presence, including a new mobile homepage, native app, enhanced product photography, and establishing an official presence on Amazon to capture market share and address existing grey market sales.
  • For 2026, BBWI does not expect to return to growth for the full year, with strategic initiatives anticipated to become visible in the first half but having a greater financial impact in the second half.
  • Management expects stable consumer demand but more headwinds for margins over the next 12 months.
Dec 3, 2025, 1:00 PM