Morgan Stanley resumes Bath & Body Works stock coverage with Equalweight rating
Morgan Stanley has resumed coverage of Bath & Body Works Inc. (NYSE:BBWI) with an Equalweight rating and a $22.00 price target, citing limited visibility for durable revenue growth before 2027. The firm believes 2026-2027 EPS forecasts are largely fair, but is more bearish on the company's longer-term fundamental trajectory compared to Street consensus, with their 2028-2029 EPS estimates approximately 15% lower. This comes as Bath & Body Works recently reported strong Q1 2026 earnings, expanded with Ulta Beauty, and launched a new Fruit Fusion body care line on Amazon.
Bath & Body Works Introduces 'Fruit Fusion' Franchise with Hilary Duff as Campaign Ambassador and Creative Partner
Bath & Body Works has launched its new 'Fruit Fusion' body care franchise, featuring fruit-forward fragrances and lasting hydration, with Hilary Duff as the campaign ambassador and creative partner. This launch, which includes four new scents and various product forms, is part of Bath & Body Works' Consumer First Formula, emphasizing product innovation, elevated design, and a culturally relevant marketing strategy. The collection is available online, in stores across the U.S. and Canada, and on Amazon, supported by a 360-degree marketing campaign and Duff's social media presence.
Bath & Body Works Introduces ‘Fruit Fusion’ Franchise with Hilary Duff as Campaign Ambassador and Creative Partner
Bath & Body Works is launching its new 'Fruit Fusion' body care franchise, featuring fruit-forward fragrances and lasting hydration. Actress and singer Hilary Duff is the brand ambassador and creative partner for the campaign, which aligns with the brand's "Consumer First Formula" by focusing on innovation, elevated design, and cultural relevance. The collection includes four scents and various product forms, emphasizing body-positivity and real benefits, and is supported by a comprehensive marketing campaign.
Hilary Duff fronts Bath & Body Works’ new Fruit Fusion body-care line
Bath & Body Works has launched its new "Fruit Fusion" body care line featuring Hilary Duff as the campaign ambassador and creative partner. This long-term franchise, available online, in stores, and on Amazon, includes four fruit-forward scents with dermatologist-approved, vegan formulas. The campaign emphasizes Duff's body-positive message and aligns with Bath & Body Works' "Consumer First Formula" strategy.
(BBWI) Price Dynamics and Execution-Aware Positioning
This article provides an AI-driven analysis of Bath & Body Works Inc. (NASDAQ: BBWI) stock, highlighting mixed sentiment and the absence of clear price positioning signals. It outlines institutional trading strategies including a long position strategy, a momentum breakout strategy, and a risk-hedging short strategy, each with specific entry, target, and stop-loss levels. The analysis also includes multi-timeframe signal strengths, support, and resistance levels.
59,400 Shares in Bath & Body Works, Inc. $BBWI Purchased by Louisiana State Employees Retirement System
The Louisiana State Employees Retirement System purchased 59,400 shares of Bath & Body Works (NYSE: BBWI) in the first quarter, valued at approximately $1.11 million. This comes as Bath & Body Works reported Q1 earnings of $0.32 per share, exceeding estimates, with revenue down 3.2% year-over-year. The company offers a quarterly dividend of $0.20 per share, resulting in a 3.6% yield, and analysts currently maintain a "Hold" rating with a consensus price target of $22.00.
BBWI - Bath & Body Works Inc Options
This page provides a detailed overview of Bath & Body Works Inc (BBWI) stock, including its financial performance, key ratios, and market data. It lists current stock price, changes, market capitalization, earnings per share, sales figures, and various performance indicators. The information is presented for investors and traders interested in BBWI's stock options and general financial health.
SG Americas Securities LLC Sells 367,887 Shares of Bath & Body Works, Inc. $BBWI
SG Americas Securities LLC significantly reduced its stake in Bath & Body Works (BBWI) by selling 367,887 shares in the first quarter, leaving it with 98,451 shares. Despite the sell-off, Bath & Body Works reported better-than-expected quarterly earnings and pays a quarterly dividend of $0.20. Analyst sentiment for BBWI is mixed, with a consensus "Hold" rating and an average target price of $22.00, though some large institutional investors increased their positions.
Bath & Body Works, Inc. $BBWI Shares Sold by Bronte Capital Management Pty Ltd.
Bronte Capital Management Pty Ltd. significantly reduced its stake in Bath & Body Works (NYSE:BBWI) by 38.9% in the first quarter of 2026, selling 99,103 shares and retaining 155,508 shares valued at approximately $2.9 million. This move comes as other institutional investors have either increased or initiated positions in the company. Bath & Body Works reported first-quarter earnings that surpassed estimates with $0.32 EPS and revenue of $1.38 billion, despite a 3.2% decline year-over-year.
The Best Fragrances for Wedding Season Are From Bath & Body Works
Bath & Body Works is celebrating wedding season by reintroducing popular fragrances like "Dressed In White" and a limited-edition "Dazzling Diamond PocketBac." "Dressed In White" features a blend of pear blossoms, ivory gardenia, and satin woods, designed to evoke romance and new beginnings. The company offers a range of wedding-themed scents for various celebratory moments.
Is Bath & Body Works (BBWI) Still Undervalued On Its Ulta Beauty Partnership?
Bath & Body Works (BBWI) recently announced a partnership with Ulta Beauty, leading to improved short-term stock momentum. Despite a 29.04% decline over the past year, the company is considered 38.2% undervalued with a fair value pegged at $36.18 per share against its current trading price of around US$22.37. The partnership and potential operational improvements could boost its profitability, though risks like declining mall traffic and changing consumer tastes remain.
Bath & Body Works Named One of 2026’s Most Trusted Brands
Bath & Body Works has been recognized by Morning Consult as one of the Most Trusted Brands of 2026, achieving the highest net trust score in the Cosmetics & Beauty category. The brand also ranked No. 6 among women out of over 3,200 evaluated brands. This recognition is based on consumer surveys measuring trust and Bath & Body Works' consistent delivery of quality products and fragrance experiences.
OLD National Bancorp IN Boosts Position in Bath & Body Works, Inc. $BBWI
OLD National Bancorp IN increased its stake in Bath & Body Works by 20% in the first quarter, now holding 499,165 shares valued at $9.3 million. Despite reporting Q1 earnings that beat expectations, revenue declined year-over-year, and analysts maintain a cautious "Hold" rating with an average target price of $22.00. The company also announced a quarterly dividend of $0.20 per share.
Bath & Body Works Takes Its Moat Off-Mall
Bath & Body Works (BBWI) stock has struggled over the past year, falling 25% due to cooling mall foot traffic and consumer belt-tightening. However, the company is strategically pivoting from mall reliance to an omnichannel approach through a major partnership with Ulta Beauty, and an expanded digital presence on Amazon. This move aims to unlock new distribution channels, target younger consumers, and adapt to changing retail landscapes, posing an intriguing question for investors about its ability to outrun slowing traditional sales.
Bath & Body Works (BBWI) Proxy filing Summary
This article summarizes the Bath & Body Works (BBWI) proxy filing event from April 28, 2026, ahead of its annual meeting scheduled for June 11, 2026. Key voting matters include the election of ten board nominees, ratification of accounting firm appointment, and an advisory vote on executive compensation. The article also lists recent and upcoming events for BBWI, detailing financial performance and strategic initiatives.
Price to earnings forward of Bath & Body Works, Inc. – NYSE:BBWI
This article provides financial information for Bath & Body Works, Inc. (NYSE: BBWI), specifically focusing on its forward price to earnings ratio. It is presented in a data-centric format typical of financial analysis platforms like TradingView, with explicit mention of the data source being FactSet.
Why Bath & Body Works (BBWI) Is Up 6.1% After New Ulta Distribution Deal And What's Next
Bath & Body Works (BBWI) saw its stock rise by 6.1% following the announcement of a new distribution partnership with Ulta Beauty, set to launch on July 12, 2026. This collaboration, which includes exclusive fragrances, aims to reaccelerate growth by reaching new, younger consumers through Ulta's extensive beauty channel, mirroring a previous move onto Amazon. The company's investment narrative projects $7.5 billion in revenue and $668.7 million in earnings by 2029, with a fair value estimate of $27.62.
Wells Fargo Sees July Innovation as Potential Catalyst for Bath & Body Works (BBWI), Raises Price Target
Wells Fargo has raised its price target for Bath & Body Works (BBWI) to $26 from $25, maintaining an Overweight rating, citing potential new product launches and innovation expected in July as a catalyst to improve investor sentiment. The firm noted that despite current bearish views on low-single-digit core growth, channel checks suggest upcoming July innovations could shift the narrative. Additionally, Ulta Beauty will begin selling Bath & Body Works products in over 600 stores starting July 12, as both companies focus on brand partnerships for growth.
Enterprise value to revenue forward of Bath & Body Works, Inc. – NYSE:BBWI
The article focuses on the enterprise value to revenue forward for Bath & Body Works, Inc. (NYSE: BBWI). It indicates that this financial metric is being analyzed within the context of the company's financial performance. The content provided is primarily a title and navigational elements from TradingView, suggesting it's an entry point to detailed financial data.
Bath & Body Works’ Most Nostalgic Scents Are Back—Starting at $5
Bath & Body Works is bringing back 10 nostalgic scents from the early to mid-2000s as part of its Semi-Annual sale, with prices starting at just $5. Notable returning fragrances include Country Chic, Rainkissed Leaves, Wrapped in Vanilla, Poppy, and Open Sky. While Cucumber Melon, an original icon, was previously reinstated, it's highlighted for its widespread availability as a hand soap, with other new throwback scents offered in hand cream, shower gel, body mist, and lotion.
Bath & Body Works (BBWI) Inks New Deal, Shares Climb Higher
Bath & Body Works (BBWI) shares rose after the company announced a new partnership with Ulta Beauty for nationwide distribution of its products. This collaboration will make a curated selection of Bath & Body Works' home fragrance and body care items available on Ulta Beauty's website and in 600 physical stores, starting June 12, 2026. The move aligns with Bath & Body Works' strategy to expand beyond its owned channels and reach more consumers through new marketplaces.
Bath & Body Works (BBWI) Inks New Deal, Shares Climb Higher
Bath & Body Works (BBWI) shares climbed over 5.55% after announcing a partnership with Ulta Beauty. This collaboration will see a curated selection of Bath & Body Works' home fragrance and body care products distributed nationwide through Ulta Beauty's online platform and its 600 physical stores, starting June 12, 2026. The move aligns with Bath & Body Works' strategy to expand beyond its own channels and reach a wider consumer base in the beauty market.
Bath & Body Works, Inc. $BBWI Shares Acquired by Vaughan Nelson Investment Management L.P.
Vaughan Nelson Investment Management L.P. increased its stake in Bath & Body Works (BBWI) by 33.8% in the first quarter, acquiring an additional 719,795 shares and bringing its total holdings to 2.85 million shares valued at approximately $53.2 million. Despite this acquisition and better-than-expected earnings, Wall Street analysts maintain a cautious "Hold" rating on BBWI, with an average target price of $21.93. The company also declared a quarterly dividend of $0.20 per share, representing a 3.9% annualized yield.
Bath & Body Works, Inc. (NYSE:BBWI) Given Average Recommendation of "Hold" by Brokerages
Eighteen brokerages have given Bath & Body Works, Inc. (NYSE:BBWI) an average "Hold" rating, with a collective 12-month price target of $21.93. Despite recent earnings exceeding estimates, the company's revenue declined 3.2% year-over-year. The stock is considered inexpensive with a P/E of 5.79 and offers a 3.9% dividend yield.
Director Steven Voskuil (NYSE: BBWI) receives 7,970-share annual equity award
Bath & Body Works director Steven Voskuil received an annual equity award of 7,970 shares of common stock on June 11, 2026, as part of his board compensation. This grant, valued at $0.00 per share, increased his direct holdings to 41,895 shares. The award is a routine grant of restricted stock units to independent non-employee directors.
Barth & Body Works (BBWI) Rockets 8% Higher on Sale Launch
Bath & Body Works Inc. (BBWI) shares surged 8.27% to $21.07 following the re-launch of its semi-annual sale, offering deals up to 75% off. The sale includes ten archived fragrances chosen through an online poll. This positive movement comes after the company reported a 74% increase in net income for the first quarter, despite a 3% dip in net sales.
Bath & Body Works (BBWI) director receives 7,970-share equity grant
Bath & Body Works director James Kevin Symancyk was granted 7,970 shares of common stock on June 11, 2026, as part of the company's annual director compensation program. The shares were awarded at $0.00 per share, an acquisition type classified as a grant or award. Following this transaction, Symancyk directly holds 48,349 common shares in the company.
Director Danielle Lee granted 7,970 RSUs at Bath & Body Works (BBWI)
Bath & Body Works director Danielle M. Lee received 7,970 shares of common stock as an annual restricted stock unit award on June 11, 2026. This equity grant, valued at $0.00 per share, increased her direct holdings to 26,181 common shares. The transaction is a compensation-related award to an independent non-employee director, not an open-market purchase or sale.
Bath & Body Works (BBWI) director receives 7,970-share stock award
Bath & Body Works director Alessandro Bogliolo has received an equity grant of 7,970 shares of common stock. This award, made on June 11, 2026, is an annual grant of restricted stock units to an independent non-employee director. Following this transaction, Bogliolo directly holds a total of 24,490 shares of Bath & Body Works common stock.
Bath & Body Works (BBWI) director granted 7,970-share equity award and updates holdings
Francis Hondal, a director at Bath & Body Works, Inc. (BBWI), received an annual equity compensation award of 7,970 shares of common stock on June 11, 2026. This award, described as restricted stock units for independent non-employee directors, was granted at $0.00 per share. Following this transaction, Hondal directly owns 13,611 shares, with an additional 15,913 shares held indirectly through The Francis A. Hondal Living Trust, and no open-market purchases or sales were reported.
Bath & Body Works (NYSE: BBWI) reports 2026 annual shareholder vote outcomes
Bath & Body Works, Inc. announced the outcomes of its Annual Meeting of Stockholders held on June 11, 2026. Shareholders elected ten directors for one-year terms, ratified Ernst & Young LLP as the independent registered public accounting firm for the 2026 fiscal year, and approved an advisory vote on executive compensation with 97.35% support. The filing details the specific vote counts for each proposal including shares for, against, abstained, and broker non-votes.
Director Sarah Nash gets 13,284 Bath & Body Works (NYSE: BBWI) shares
Bath & Body Works (NYSE: BBWI) Director Sarah E. Nash was granted 13,284 shares of common stock on June 11, 2026, as an annual equity award in the form of restricted stock units. This grant, received at no cash cost as director compensation, increased her direct holdings to 298,894.77 shares, including shares acquired through the company’s Dividend Reinvestment Plan. The transaction is reported as neutral in terms of impact and sentiment.
Bath & Body Works (BBWI) director gets 7,970-share annual RSU grant
Bath & Body Works director Stephen D. Steinour received an annual grant of 7,970 restricted stock units (RSUs) as compensation for his role as an independent non-employee director. This award increased his direct holdings in BBWI to 56,145 shares. The filing also details his indirect holdings through two trusts and his spouse, totaling additional shares, clarified as reported holdings rather than new transactions.
GMT Capital Corp Has $65.44 Million Stock Holdings in Bath & Body Works, Inc. $BBWI
GMT Capital Corp reduced its stake in Bath & Body Works (BBWI) by 6.0% in Q4, but still holds 3.26 million shares valued at approximately $65.4 million, making it their 10th largest holding. Despite this reduction, institutional ownership in BBWI remains high at 95.14%, with several other funds significantly increasing their positions. Bath & Body Works recently surpassed EPS estimates and maintains a quarterly dividend, with analysts generally rating the stock as "Hold" with an average target price of $21.93.
(BBWI) Risk Channels and Responsive Allocation
Bath & Body Works Inc. (NASDAQ: BBWI) shows strong near and mid-term sentiment despite a weak long-term outlook. The analysis highlights a 56.5:1 risk-reward short setup targeting a 16.7% downside with minimal risk. AI models have generated specific trading strategies (Position, Momentum Breakout, Risk Hedging) tailored to different risk profiles.
Dynamic Technology Lab Private Ltd Buys New Stake in Bath & Body Works, Inc. $BBWI
Dynamic Technology Lab Private Ltd has acquired a new stake of 72,409 shares, valued at $1.45 million, in Bath & Body Works (NYSE:BBWI) during the fourth quarter. This move comes as institutional ownership in BBWI remains high, with other major investors also increasing their positions. Despite a recent dip in revenue, Bath & Body Works beat EPS estimates and currently holds a consensus "Hold" rating from analysts with an average price target of $21.93.
BBWI: Board proposals passed, CEO transition completed, and multi-year growth strategy underway
Bath & Body Works, Inc. (BBWI) successfully approved all board proposals at its 2026 Annual General Meeting. The company also confirmed a smooth CEO transition and outlined a multi-year growth strategy focused on innovation, cost savings, and global brand expansion. Early results indicate double-digit product growth and strong shareholder returns for BBWI.
Bath & Body Works Inc (BBWI): Deeply Undervalued Consumer Discretionary Company
The article identifies Bath & Body Works (BBWI) as a deeply undervalued consumer discretionary company, highlighting its strong brand recognition, profitability, and significant free cash flow generation. Despite concerns about consumer spending and retail competition, BBWI trades at an IV/P of 1.40 and an Acquirer’s Multiple of 6.0, suggesting it's selling at a meaningful discount to its intrinsic value. The author suggests it could be an attractive opportunity for value investors willing to look past short-term market sentiment.
Erste Asset Management GmbH Has $2.86 Million Stake in Bath & Body Works, Inc. $BBWI
Erste Asset Management GmbH significantly reduced its stake in Bath & Body Works (NYSE:BBWI) by 94.4% in the fourth quarter, now holding 140,205 shares valued at $2.86 million. Despite this, other institutional investors like Alliancebernstein, American Century, AQR, Geode, and Jupiter increased their positions, with institutional ownership nearing 95%. Analysts currently have a "Hold" consensus rating with a target price of $21.93, and Bath & Body Works recently beat earnings expectations while offering a quarterly dividend of $0.20, yielding 4.4%.
Cibc World Market Inc. Makes New Investment in Bath & Body Works, Inc. $BBWI
Cibc World Market Inc. has invested $2.05 million in Bath & Body Works, acquiring 102,219 shares during the fourth quarter. Despite mixed analyst sentiment and an overall "Hold" rating, Bath & Body Works recently exceeded quarterly EPS and revenue estimates and announced a quarterly dividend of $0.20 per share, yielding 4.4%. Institutional investors collectively hold 95.14% of the company's stock.
Goldman Sachs Trims Bath & Body Works (BBWI) Target as Body Care Sales Decline
Goldman Sachs has lowered its price target for Bath & Body Works (BBWI) from $26 to $23, maintaining a Neutral rating, due to a decline in body care sales. Telsey Advisory also reduced its price goal to $22, citing macroeconomic concerns. Despite current challenges, management expects innovation and marketing changes to drive a return to growth by 2027.
We Think You Can Look Beyond Bath & Body Works' (NYSE:BBWI) Lackluster Earnings
Despite seemingly soft profit numbers, Bath & Body Works (NYSE:BBWI) recently reported earnings that pleased the market, driven by positive factors beyond the earnings figures. The company demonstrated good cash conversion with a negative accrual ratio of -0.11, generating $909 million in free cash flow, significantly exceeding its statutory profit of $727.0 million. This strong free cash flow and a 13% annual EPS growth over the last three years suggest that the statutory profit may underestimate its true earnings potential.
WINTON GROUP Ltd Makes New $3.18 Million Investment in Bath & Body Works, Inc. $BBWI
WINTON GROUP Ltd recently invested $3.18 million in Bath & Body Works, acquiring 158,133 shares during the fourth quarter. Despite a slight revenue decline, Bath & Body Works exceeded EPS estimates and announced a quarterly dividend of $0.20 per share, yielding 4.6%. Wall Street analysts maintain a cautious "Hold" rating with an average price target of $21.93.
Norges Bank Acquires New Holdings in Bath & Body Works, Inc. $BBWI
Norges Bank has acquired a significant new stake in Bath & Body Works, Inc. (NYSE:BBWI) during the fourth quarter, purchasing over 2.7 million shares valued at approximately $55.5 million. This acquisition makes Norges Bank an owner of about 1.35% of the company. Other institutional investors have also adjusted their holdings, and analysts have issued varied price targets and ratings, with the company currently holding a "Hold" consensus rating.
Bath & Body Works, Inc. $BBWI Shares Sold by BNP Paribas Financial Markets
BNP Paribas Financial Markets reduced its stake in Bath & Body Works (BBWI) by 5.5% in Q4, selling 90,502 shares and retaining about 1.56 million shares valued at $31.4 million. The company reported mixed Q1 results with earnings beating estimates but revenue declining, and it offers a quarterly dividend of $0.20 per share, yielding about 4.5%. Analysts currently rate BBWI as a "Hold" with a consensus price target of $21.93.
Bath & Body Works, Inc. $BBWI Shares Purchased by Intech Investment Management LLC
Intech Investment Management LLC significantly increased its stake in Bath & Body Works (NYSE:BBWI) by 462.6% in the fourth quarter, reaching a total of 108,766 shares valued at approximately $2.18 million. The company reported better-than-expected quarterly results with EPS of $0.32 and revenue of $1.38 billion, despite a slight year-over-year revenue decrease. Analysts currently hold a consensus "Hold" rating on the stock with a price target of $21.93, and Bath & Body Works declared a quarterly dividend of $0.20 per share.
(BBWI) Movement as an Input in Quant Signal Sets
This article from Stock Traders Daily discusses Bath & Body Works Inc. (NASDAQ: BBWI) analysis, highlighting stable neutral readings in shorter horizons potentially signaling an easing of a long-term weak bias. It identifies a mid-channel oscillation pattern and an exceptional 67.0:1 risk-reward setup with a target gain of 19.4% versus 0.3% risk. The article also outlines three AI-generated institutional trading strategies for BBWI, tailored to different risk profiles.
Thompson Siegel & Walmsley LLC Boosts Position in Bath & Body Works, Inc. $BBWI
Thompson Siegel & Walmsley LLC significantly increased its stake in Bath & Body Works, Inc. (BBWI) by 151.6% in the fourth quarter, holding over 505,000 shares. Despite the company recently beating earnings estimates, its revenue declined, and the stock is trading below its 200-day average. Analysts currently rate BBWI as a consensus "Hold" with an average target price of $21.93.
Kuehn Law Encourages Investors of Bath and Body Works, Inc. to Contact Law Firm
Kuehn Law is investigating Bath and Body Works, Inc. (NYSE: BBWI) due to alleged breaches of fiduciary duties by certain officers and directors. A federal securities lawsuit claims the company misrepresented that its "adjacencies, collaborations and promotions" strategy was growing its customer base and sales, and that it relied on collaborations to obscure weak financial results, making it unlikely to meet financial guidance. Investors who owned BBWI prior to June 4, 2024, are encouraged to contact Kuehn Law.
Bath & Body Works (BBWI) Draws Mixed Analyst Reactions from Telsey and TD Cowen
Telsey Advisory analyst Dana Telsey lowered her price recommendation for Bath & Body Works (BBWI) to $22 from $25, reiterating a Market Perform rating due to macroeconomic concerns and inflationary pressures, despite improved operating expenses and sales trends. Conversely, TD Cowen analyst Jonna Kim raised her price target for BBWI to $25 from $20, maintaining a Buy rating, after the company exceeded first-quarter fiscal 2026 earnings expectations and reaffirmed its full-year guidance. Bath & Body Works, with an annual dividend yield of 3.93%, is recognized as a global omnichannel retailer specializing in personal care and home fragrance products.
