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BBBBWI

Bath & Body Works, Inc.

$BBWI·$3.5B·Specialty Retail·Consumer Cyclical
$19.25+0.2%1Y-34.9%
Mentions · last 7 days
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Price updated 9h ago
BBBBWI
$BBWIBath & Body Works, Inc.
$19.25+0.16%0 posts
AI analysisFundamentalsVoices on X
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Sentiment on XAI analysisGenerated by AI from underlying data

Top X posts

How loud the X conversation is around $BBWI and which way it's leaning — read in seconds.

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment20 posts analyzed · as of 2026-08-31

Sentiment on Bath & Body Works is genuinely mixed after the print. Bulls point to a 68% EPS beat, raised guidance, and a cheap FCF-based setup they think is 'ridiculously' undervalued. Skeptics call the beat 'an $80M illusion' from a one-time tariff refund, note revenue is still falling and full-year guidance was cut deeper, and flag heavy weekly put buying as smart money betting against the pop.

Read what X is saying about $BBWI

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • Volume context so you know if today's chatter is normal or unusual
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What it does

Plain-English summary of the business — what they sell and how they make money.

Bath & Body Works sells personal care and home fragrance products through ~1,800 North American stores.

Industry overviewAI analysisGenerated by AI from underlying data

Where Specialty Retail sits in its cycle right now — and what that implies for $BBWI.

Specialty Retail · Consumer Cyclical

Consumer discretionary spending patterns drive same-store sales; AI-enabled inventory management and personalization are differentiating omnichannel leaders. Back-to-school and holiday cadence are the near-term seasonality anchors.

What this means for $BBWI

Partial — consumer discretionary / retail performance tracks consumer spending trends; Bath & Body Works, Inc.

Top industry ETF

$XRTSPDR S&P Retail ETF
+7.7%YTD
+2.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
5.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
24.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
15.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
25.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-52.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
43.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-4.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 26, 2026$0.62$0.24+155.2%
Q1 2026May 27, 2026$0.32$0.29+9.8%
Q4 2025Mar 4, 2026$2.05$1.77+15.8%
Q3 2025Nov 20, 2025$0.35$0.38-8.4%
Next earningsThu, Nov 19·consensus EPS $0.16

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.4B-3.2%42.6%16.8%$0.91$195.0M
Q4 FY25$2.7B-2.3%45.7%22.0%$1.90$814.0M
Q3 FY25$1.6B-1.0%41.3%10.1%$0.36$-1.0M
Q2 FY25$1.5B+1.5%41.3%10.1%$0.30$-99.0M

Forward consensus

4-year forecast · up to 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$7.2B$7.1B – $7.3B$2.98$2.92 – $3.109
FY27$7.1B$7.1B – $7.1B$2.65$2.52 – $2.7713
FY28$7.2B$7.1B – $7.4B$2.85$2.72 – $3.1913
FY29$7.4B$7.1B – $7.6B$3.06$2.79 – $3.337

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.28%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-4.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-4.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 189.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.385-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 19 other (15 awards · 4 inkinds) in window

See when $BBWI insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDAug 268-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Bath & Body Works, Inc. (BBWI, Columbus OH), the specialty personal care and home fragrance retailer, filed a current report on August 26, 2026 disclosing quarterly earnings results (Item 2.02) alongside a Reg FD disclosure (Item 7.01) — likely an investor earnings presentation deck — and exhibits (Item 9.01). This is a material earnings release for a major specialty retailer; specific financial results (net sales, comparable-store sales, EPS, full-year guidance) are in attached exhibits. The concurrent Reg FD filing suggests an earnings call presentation was posted simultaneously.

3New insider — initial holdingsJul 213
AI summary

Bath & Body Works, Inc. (BBWI) filed a Form 3 initial beneficial ownership statement for Ann Aber, Chief Legal Officer & Corporate Secretary, as of July 20, 2026, at Three Limited Parkway, Columbus, Ohio. The filing establishes Aber's initial equity ownership baseline as a new Section 16 reporting officer. Routine initial officer ownership filing for the specialty retailer.

8-KPress release / Reg FDJul 208-K — Item 7.01: Press release / Reg FD
AI summary

Bath & Body Works, Inc. (BBWI, Columbus OH) filed a Reg FD disclosure (Item 7.01) on July 20, 2026 with exhibits. The filing likely contains investor presentation materials shared at an investor conference or investor day. This is an administrative Reg FD filing for the specialty retailer; specific content is in attached exhibits.

8-KShareholder voteJun 158-K — Item 5.07: Shareholder vote
3New insider — initial holdingsJun 153
3New insider — initial holdingsJun 153
3New insider — initial holdingsJun 153
3New insider — initial holdingsJun 153
+ 13 other (5 13Gs · 2 10-Qs · 2 proxys · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

BBWI Stock Jumps 7.5% on Q2 Earnings Beat, Fiscal 2026 Outlook Raisedzacks.com·5d agoThese Analysts Slash Their Forecasts On Bath & Body Works Following Q2 Resultsbenzinga.com·5d agoBath & Body Works: Market Expectations Are Set Too Lowseekingalpha.com·5d agoTraders Buy Large Volume of Put Options on Bath & Body Works (NYSE:BBWI)defenseworld.net·5d agoHere's What Key Metrics Tell Us About Bath & Body Works (BBWI) Q2 Earningszacks.com·5d ago

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