Bath & Body Works, Inc. (BBWI)
NYSE:BBWI
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Earnings Data
Report Date
Aug 19, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.24Last Year’s EPS
0.37Same Quarter Last Year
Moderate Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
Balanced call: management reported an EPS beat and early product and channel proof points (double-digit productivity on new formulas, Amazon traction, White Barn growth) and reaffirmed full-year guidance, while the top line and core category (body care) remain pressured with margin headwinds from tariffs, inflation and crude oil. The company is executing a multiyear transformation (consumer-first formula) with planned investments, inventory discipline and cost-savings, but meaningful financial inflection is expected later in the transformation rather than immediately.Company Guidance
Net Sales and EPS Beat Expectations in Q1
Q1 net sales of $1.4 billion, down 3.2% YoY, were reported as ahead of the company’s guidance range; adjusted EPS was $0.32, slightly ahead of expectations.
Reaffirmed Full-Year Guidance
Company reaffirmed FY26 guidance: net sales down 4.5% to down 2.5% and adjusted EPS $2.40 to $2.65, signaling management confidence in the plan despite near-term pressure.
Early Product Innovation Proof Points
New moisturizing and revitalizing product launches delivered strong consumer acceptance: AUR and SKU productivity for the new formulas were both up double digits and productivity is sustaining into replenishment cycles.
White Barn Neutrals and Category Wins
White Barn Neutrals collection grew ~20% year-over-year (noted as Q2 vs prior year), attracted a younger consumer, and represented a successful example of modernized storytelling and elevated creative execution.
Amazon Launch Driving New Customers
Amazon launch (Feb) showing consistent double-digit week-over-week growth; attracting new-to-brand consumers who skew younger and more affluent; 94 SKUs live on Amazon (~7% of in-store assortment) with higher AURs versus owned channels.
Strong Financial Position and Capital Allocation
Expected free cash flow of ~$600 million in 2026 (includes $66 million after-tax settlement benefit recognized in Q1); Q1 CapEx $49 million; returned $40 million to shareholders via dividends; redeemed $284 million of January 2027 notes.
Inventory Discipline and Real Estate Footprint
Ending inventory down ~10% YoY; global fleet ~2,500 doors remains a competitive advantage with 60% of fleet off-mall; opened 13 North American off-mall stores and closed 17 (primarily malls); 579 international locations at quarter-end.
Cost Discipline and Fuel for Growth Savings
Adjusted SG&A dollars were flat YoY with an SG&A rate of 31.7% (better than expected) due to incremental cost savings and timing despite investments in the consumer-first formula.
BBWI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BBWI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 27, 2026 | $17.73 | $19.45 | +9.70% |
Mar 04, 2026 | $22.43 | $23.01 | +2.59% |
Nov 20, 2025 | $20.60 | $15.49 | -24.81% |
Aug 28, 2025 | $30.88 | $28.75 | -6.91% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Bath & Body Works, Inc. (BBWI) report earnings?
Bath & Body Works, Inc. (BBWI) is schdueled to report earning on Aug 19, 2026, After Close (Confirmed).
What is Bath & Body Works, Inc. (BBWI) earnings time?
Bath & Body Works, Inc. (BBWI) earnings time is at Aug 19, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BBWI EPS forecast?
BBWI EPS forecast for the fiscal quarter 2026 (Q2) is 0.24.
