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BBBBWI

Bath & Body Works, Inc.

$BBWI·$3.5B·Specialty Retail·Consumer Cyclical
$18.95+5.3%YTD-7.1%1Y-27.4%
Price updated 43m ago·X counts updated 3d ago
BBBBWI
$BBWIBath & Body Works, Inc.
$18.95+5.28%84 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $BBWI on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

84X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $BBWI's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Mixed sentiment⚠AI analysisGenerated by AI from underlying data10 posts analyzed · as of 2026-09-02 · top-engagement diverged

Bath & Body Works beats Q2 with EPS $0.62 vs $0.24 (+68% YoY), net income $118M (+84% YoY), and raises the low end of FY26 guidance, and shares rally +8.26% on the day. Bears counter that guidance still calls for -4 to -2.5% net sales, $80M of the beat is tariff refunds, and the stock had collapsed -8.3% the prior session before drifting -3.3% premarket. Value bulls flag possible buybacks after debt paydown.

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
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $BBWI — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersSelling offAI verdict · as of 2026-10-02

Falling on heavy selling — points lower unless it turns around.

BBWI at 16% of 52-week range — Q2 beat, but $80M was tariff refunds and FY26 guide still calls for -4% to -2.5% net sales.

Bath & Body Works is the specialty retailer behind the 3-wick candles, body-care, and home-fragrance franchise. The stock is down 20% YTD and below both moving averages after the Q2 beat was partly explained away by tariff refunds.

  • The P&L is mixed: revenue fell 3.2% YoY to $1.38B last quarter at a 16.8% operating margin and EPS $0.91 — the operating margin is still high-teens, but the top-line decline is the market's primary concern.
  • The Q2 EPS beat ($0.62 vs $0.24 estimate, +68% YoY) was impressive — but bears flag that $80M of the beat was tariff refunds and FY26 guide still implies -4% to -2.5% net sales, which is a real limitation.
  • At 5.1x trailing earnings and 0.49x sales, BBWI is cheap on both axes — the take-private screening (per the Oct 1 article) is a legitimate asymmetric upside catalyst for value investors.

Breaking-down holds unless Nov 19 earnings confirm Q3 comparable sales growth above -2% and management reiterates the FY26 guide range. Another soft comp print, or any specific commentary on tariff-pass-through challenges, is what seals the de-rating; a specific take-private process announcement or a FY27 revenue guide-up is what breaks the tape higher.

Agrees with X sentimentThe X mixed read is accurate — bulls on the Q2 EPS beat (+68% YoY), raised FY26 low-end guide, and +8.26% move; bears on $80M tariff refunds, -4% to -2.5% net sales guide, and the pre-session -8.3% drop before drifting -3.3% premarket. The breaking-down tape reflects the structural challenge.

What to watch: Nov 19 earnings — Q3 comparable sales (needs to clear -2% YoY), tariff-refund normalization impact, FY26 guide confirmation, FY27 preliminary trajectory. A sub -3% comp or tariff-pass-through challenge is what seals the breaking-down.

On the calendar: 2026-11-19 — Q3 FY26 earnings

Read the AI verdict on $BBWI

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

No material change from last week — Consumer discretionary bifurcation deepens as XRT falls -7.

What this means for $BBWI

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

Top industry ETF

$XRTSPDR S&P Retail ETF
-4.3%YTD
-0.3%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 $0.11

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 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$7.2B$7.1B – $7.3B$2.98$2.92 – $3.109
FY27$7.1B$7.1B – $7.2B$2.71$2.39 – $2.7814
FY28$7.2B$7.1B – $7.3B$2.77$2.46 – $3.0714
FY29$7.4B$7.1B – $7.5B$2.94$2.65 – $3.458

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.0.8×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.-1.1%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.-9.2%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.β1.405-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.

+ 15 other (13 awards · 2 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-KOfficer or director changeSep 238-K — Item 5.02: Officer or director change
AI summary

Bath & Body Works, Inc. (BBWI) granted CEO Daniel Heaf a performance stock unit (PSU) award on September 21, 2026 with a target value of $10 million (591,366 shares). The PSUs vest on the 4th anniversary of the grant, with stock price hurdles of $40, $60, $80, and $100 per share triggering 75%–200% payouts, subject to a relative TSR modifier versus the S&P 1500 Consumer Discretionary Distribution & Retail Index. This is a materially structured long-term incentive designed to align CEO pay with sustained shareholder value creation through rigorous performance gates.

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
+ 11 other (3 13Gs · 2 10-Qs · 2 proxys · 1 3) in window

Recent news

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

5 Stocks Liked by Brokers Amid the Prevalent Uncertain Scenariozacks.com·1d agoBath & Body Works (BBWI) Surges 8.7%: Is This an Indication of Further Gains? (Revised)zacks.com·7d agoBBWI's Product Innovation Supports Pricing as Consumers Seek Valuezacks.com·8d agoBath & Body Works (BBWI) Surges 8.7%: Is This an Indication of Further Gains?zacks.com·9d agoWhich Companies Are Screaming ‘Take Me Private'? These 3 Fit the Bill247wallst.com·16d ago

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Voices on X · last 7 days

No standout posts about $BBWI on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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