Bath & Body Works Inc is a retail company specializing in personal care products, home fragrances, and skincare items. Known for its signature range of scented candles, lotions, and shower gels, the brand focuses on creating high-quality, innovative products that enhance the daily self-care rituals of its customers. With a strong emphasis on creating inviting shopping experiences, Bath & Body Works operates extensive brick-and-mortar locations as well as a robust online presence, appealing to a broad customer base through seasonal promotions and unique fragrance offerings. The company is dedicated to sustainability and ethical sourcing, continually striving to connect with consumers who value quality and a sense of well-being. Read More
Wall Street hovered slightly higher by midday Thursday, giving up a chunk of strong overnight gains in futures markets that were triggered by a federal court ruling suspending a large portion of President Donald Trump’s tari
Bath & Body Works (BBWI) shares rose in premarket after reporting Q1 fiscal 2025 results, with sales up 2.9%, EPS beating estimates, and reaffirmed outlook.
Personal care and home fragrance retailer Bath & Body Works (NYSE:BBWI) met Wall Street’s revenue expectations in Q1 CY2025, with sales up 2.9% year on year to $1.42 billion. On the other hand, next quarter’s revenue guidance of $1.54 billion was less impressive, coming in 1.6% below analysts’ estimates. Its GAAP profit of $0.49 per share was in line with analysts’ consensus estimates.
Heaf was previously Nike’s chief strategy and transformation officer, but his position was eliminated as part of CEO Elliot Hill's transformation efforts.
BATH & BODY WORKS INC (NYSE:BBWI) appears undervalued with strong profitability and reasonable financial health, making it a potential candidate for value investors.
Let’s dig into the relative performance of Sportsman's Warehouse (NASDAQ:SPWH) and its peers as we unravel the now-completed Q4 specialty retail earnings season.
The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer.
However, the challenge lies in determining whether these cheap assets are genuinely undervalued or simply on sale due to their potentially deteriorating business models.
Retail sector momentum is building as some global brands show improving visibility, while diversified specialty retailers benefit from operational gains and product mix strength.
Looking back on specialty retail stocks’ Q4 earnings, we examine this quarter’s best and worst performers, including GameStop (NYSE:GME) and its peers.
Earnings results often indicate what direction a company will take in the months ahead. With Q4 behind us, let’s have a look at Dick's (NYSE:DKS) and its peers.
Goldman Sachs analyst Brooke Roach warns that U.S. tariff hikes will significantly impact retail, with China's tariff rate soaring to 54% and key sourcing nations like Vietnam (46%) and Cambodia (49%) facing steep increases. Apparel and footwear tariffs will average 38%, forcing brands to adjust pricing and negotiate costs.
Retailers are evolving to meet the expectations of modern, tech-savvy shoppers. Still, secular trends are working against their favor as e-commerce continues to take share from brick and mortars.
This puts retail stocks in a tough spot, and over the past six months, the industry has pulled back by 13.4%. This drop was much worse than the S&P 500’s 2% fall.
Goldman Sachs analyst Kate McShane maintains a Buy rating on Bath & Body Works with a price target of $49. The company's Disney Princess collaboration boosted app downloads by 42% year-over-year, showing its strong market impact.
Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings.
However, these businesses (and their stock prices) often stay small because their subscale operations make it harder to expand their competitive moats.
