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Bath & Body Works (BBWI)
NYSE:BBWI
Earnings Data
Report Date
May 15, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.42Last Year’s EPS
0.38Same Quarter Last Year
Strong Buy
Based on 16 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 27, 2025
|% Change Since: -21.08%
|Next Earnings Date:May 15, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted strong growth in loyalty membership, cost savings, and Q4 financial performance, with successful product launches and international expansion. However, challenges included a decline in overall net sales and direct net sales, as well as issues in international markets and a slight decline in the home fragrance category.Company Guidance
In the Bath & Body Works fourth quarter 2024 earnings call, the company provided detailed guidance for fiscal year 2025, highlighting several key metrics. They expect net sales growth to range between 1% and 3% year-over-year, with a focus on product innovation, marketing, and technology to drive this growth. The company aims to maintain operational excellence through cost management, having already achieved $155 million in cost savings in 2024, contributing to a two-year total of over $300 million. Earnings per diluted share for 2025 are projected to be between $3.25 and $3.60. The company also reported a growth in active loyalty membership by 6% year-over-year, with approximately 80% of sales flowing through the program. They plan to continue expanding their reach through category adjacencies and international markets, expecting international net sales to return to growth. For the first quarter, Bath & Body Works forecasts net sales growth of 1% to 3% and earnings per diluted share between $0.36 and $0.43.Record High Loyalty Membership Growth
Active loyalty membership grew by 6% year-over-year, with approximately 80% of sales flowing through the program. The loyalty program continues to significantly outperform non-loyalty customers, leading to increased spend, trips, cross-channel purchases, and higher customer retention.
Successful Cost Savings Initiatives
The Fuel for Growth program delivered approximately $155 million of incremental cost savings in 2024, bringing the two-year total to over $300 million, significantly exceeding initial targets.
Strong Q4 Financial Performance
Net sales in Q4 were $2.8 billion, above the high end of guidance, and earnings per diluted share were $2.09, also beating the high end of the guidance range.
Expansion of Everyday Luxuries Line
Everyday Luxuries, a prestige-inspired line of fine fragrance mists, resonated with younger customers and attracted a new, younger, and more diverse customer base.
Improved Customer Experience
57% of North American stores are now in off-mall locations. Marketing and technology efforts contributed to record-high customer retention rates and an improvement in attracting new-to-brand customers.
International Expansion
System-wide retail sales were up nearly 10% in international markets, driven by 20% growth in areas not affected by the war in the Middle East.
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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
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BBWI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 27, 2025 | $41.08 | $35.86 | -12.71% |
| Nov 25, 2024 | $30.56 | $35.60 | +16.49% |
| Aug 28, 2024 | $34.32 | $31.92 | -6.99% |
| Jun 04, 2024 | $50.70 | $44.20 | -12.82% |
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.
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FAQ
When does Bath & Body Works (BBWI) report earnings?
Bath & Body Works (BBWI) is schdueled to report earning on May 15, 2025, TBA Not Confirmed.
What is Bath & Body Works (BBWI) earnings time?
Bath & Body Works (BBWI) earnings time is at May 15, 2025, TBA Not 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 2025 (Q1) is 0.42.
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