Shared on 18 Dec 25

Fair value Increased 2.20%

BBWI: Digital And Distribution Improvements Will Support Margin Recovery After 2026 Reset

Analysts have modestly reduced our Bath & Body Works fair value estimate, despite a small uptick in modeled revenue growth and profit margin and a slightly higher future P E multiple. This reflects a broad reset in Street price targets to the mid to high teens after disappointing Q3 results, weaker guidance, and expectations that meaningful topline and margin recovery will not materialize until 2026.

Shared on 04 Dec 25

Fair value Decreased 36%

BBWI: Digital And Distribution Improvements Will Drive Stronger Margins After 2026 Reset

Analysts have sharply reduced their price target on Bath & Body Works, cutting fair value from approximately $37 to about $24 as they factor in weaker near term revenue growth, modest margin pressure, and lower future earnings multiples amid broad downgrades and reset expectations through 2026. Analyst Commentary Recent Street research reflects a sharp turn in sentiment on Bath & Body Works, with multiple firms cutting ratings and price targets following a disappointing Q3 print and weaker Q4 outlook.

Shared on 20 Nov 25

Fair value Decreased 2.12%

BBWI: Margins Will Strengthen As Digital And Distribution Efforts Gain Traction

Analysts have lowered their average price target for Bath & Body Works by nearly $1 to approximately $37. They cite recent challenges with digital improvements, increased discounting, and limited progress in reducing promotions as key factors influencing their outlook.

Shared on 05 Nov 25

Fair value Decreased 2.75%

BBWI: Sales Will Face Margin Pressure Amid Heavy Promotions

Analysts have modestly reduced their price targets for Bath & Body Works, with updated estimates reflecting a decrease of approximately $1. They now cite ongoing promotional activity and macroeconomic uncertainty as factors limiting near-term upside.

Shared on 22 Oct 25

Fair value Decreased 1.27%

The analyst price target for Bath & Body Works was revised slightly downward from $39.33 to $38.83. Analysts cited continued heavy promotions, mixed results from product launches, and ongoing macroeconomic challenges that are limiting near-term sales and margin improvements.

Shared on 08 Oct 25

Fair value Decreased 3.44%

Analysts have slightly lowered their price target for Bath & Body Works, trimming the estimate from $41 to $40. Updated forecasts suggest softer revenue growth and profit margin ahead following the latest quarterly results.

Shared on 04 Sep 25

With consensus revenue growth and discount rate forecasts for Bath & Body Works both remaining stable, the analyst fair value target also stayed unchanged at $40.73. What's in the News Bath & Body Works revised its full-year 2025 sales growth guidance to 1.5%-2.7% (from 1%-3%) and lowered EPS expectations to $3.28–$3.53, below fiscal 2024’s $3.61.

Shared on 07 May 25

Fair value Decreased 8.65%

Shared on 30 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 1.85%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 1.82%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 2.12%

AnalystConsensusTarget has decreased revenue growth from 3.5% to 3.0%.

Shared on 02 Apr 25

Fair value Increased 1.85%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 2.16%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 7.36%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 17%

AnalystConsensusTarget has increased revenue growth from 2.3% to 3.5% and increased discount rate from 8.2% to 9.2%.

Analysts Cite Mixed Outlook for Bath & Body Works as Price Target Edges Lower

BBWI: Digital And Distribution Improvements Will Support Margin Recovery After 2026 Reset

BBWI: Digital And Distribution Improvements Will Drive Stronger Margins After 2026 Reset

BBWI: Margins Will Strengthen As Digital And Distribution Efforts Gain Traction

BBWI: Sales Will Face Margin Pressure Amid Heavy Promotions

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