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Bath & Body Works, Inc.Informe acción NYSE:BBWI

Capitalización bursátil US$4.0b
Precio de las acciones
US$19.73
US$27.62
28.6% infravalorado descuento intrínseco
1Y-42.7%
7D3.2%
Valor de la cartera
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Bath & Body Works, Inc.

Informe acción NYSE:BBWI

Capitalización de mercado: US$4.0b

Bath & Body Works (BBWI) Resumen de Acciones

Bath & Body Works, Inc. opera como minorista especializado en productos de cuidado personal y fragancias para el hogar. Saber más

Análisis fundamental de BBWI
Puntuación del snowflake
Valoración5/6
Crecimiento futuro1/6
Rendimiento pasado1/6
Salud financiera2/6
Dividendos3/6

BBWI Community Fair Values

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See what 78 others think this stock is worth. Follow their fair value or set your own to get alerts.

Competidores de Bath & Body Works, Inc.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Bath & Body Works
Precios históricos de las acciones
Precio actual de la acciónUS$19.16
Máximo en las últimas 52 semanasUS$34.66
Mínimo de 52 semanasUS$14.28
Beta1.39
Cambio en 1 mes5.86%
Variación en 3 meses-14.77%
Cambio de 1 año-42.69%
Variación en 3 años-43.01%
Variación en 5 años-72.82%
Variación desde la OPV4,527.32%

Noticias y actualizaciones recientes

Actualización del análisis Apr 27

BBWI: Amazon Launch And Turnaround Plan Will Support Post 2026 Margin Recovery

Narrative Update: Bath & Body Works Analysts have modestly lifted the average price target for Bath & Body Works to about $25 to $26. This reflects Q4 results that were better than expected, alongside mixed views on ongoing margin pressure, turnaround efforts, and the updated long term growth strategy.
Actualización del análisis Apr 13

BBWI: Core Product Reset And Amazon Launch Will Support Post 2026 Margin Recovery

Narrative Update The updated analyst framework lifts the illustrative price target for Bath & Body Works by about $3 per share to roughly $28. Analysts cite better than expected Q4 performance, refreshed long term business plans, model updates following recent results, and an expectation for some P/E multiple expansion, even as they highlight ongoing topline and margin pressures and mixed views on the core business.
Seeking Alpha Apr 06

Bath & Body Works: Still Staying On The Sidelines

Summary Bath & Body Works remains a neutral story as core demand softness persists despite operational improvements. Management has executed tangible changes—SKU reductions, Amazon launch, and lower shipping thresholds—under the Consumer First Formula. Category performance is mixed: body care declined, but home fragrance and select products like Champagne Toast showed strength. Valuation remains at ~7x NTM P/E, reflecting both execution progress and ongoing demand challenges, with 2026 positioned as a reset year. Read the full article on Seeking Alpha
Actualización del análisis Mar 31

BBWI VALUATION

julio has decreased revenue growth from 5.7% to 3.2% and decreased future PE multiple from 12.0x to 8.0x.

Recent updates

Actualización del análisis Apr 27

BBWI: Amazon Launch And Turnaround Plan Will Support Post 2026 Margin Recovery

Narrative Update: Bath & Body Works Analysts have modestly lifted the average price target for Bath & Body Works to about $25 to $26. This reflects Q4 results that were better than expected, alongside mixed views on ongoing margin pressure, turnaround efforts, and the updated long term growth strategy.
Actualización del análisis Apr 13

BBWI: Core Product Reset And Amazon Launch Will Support Post 2026 Margin Recovery

Narrative Update The updated analyst framework lifts the illustrative price target for Bath & Body Works by about $3 per share to roughly $28. Analysts cite better than expected Q4 performance, refreshed long term business plans, model updates following recent results, and an expectation for some P/E multiple expansion, even as they highlight ongoing topline and margin pressures and mixed views on the core business.
Seeking Alpha Apr 06

Bath & Body Works: Still Staying On The Sidelines

Summary Bath & Body Works remains a neutral story as core demand softness persists despite operational improvements. Management has executed tangible changes—SKU reductions, Amazon launch, and lower shipping thresholds—under the Consumer First Formula. Category performance is mixed: body care declined, but home fragrance and select products like Champagne Toast showed strength. Valuation remains at ~7x NTM P/E, reflecting both execution progress and ongoing demand challenges, with 2026 positioned as a reset year. Read the full article on Seeking Alpha
Actualización del análisis Mar 31

BBWI VALUATION

julio has decreased revenue growth from 5.7% to 3.2% and decreased future PE multiple from 12.0x to 8.0x.
Actualización del análisis Mar 30

BBWI: Amazon Launch And Turnaround Execution Will Likely Drive Future Upside

Bath & Body Works' analyst fair value estimate has increased from $17.00 to $22.00 following better than expected Q4 results, updated models, and a shift in business strategy that supports higher future P/E assumptions, despite ongoing pressure on margins and topline expectations. Analyst Commentary Recent research on Bath & Body Works points to a more nuanced setup, with several firms lifting price targets after Q4 yet keeping a relatively restrained stance on ratings and longer term growth expectations.
Nuevo análisis Mar 16

Bath & Body Works is a dominant, high-quality consumer brand with near-perfect business economics, temporarily depressed by a demand trough

Most investors look at BBWI and see a mall candle retailer. That framing undersells it significantly.
Actualización del análisis Mar 16

BBWI: Turnaround Execution And Amazon Rollout Will Drive Future Upside

Analysts have trimmed the Bath & Body Works fair value estimate to about $44.60, even as several Street price targets now cluster in the low to high $20s. This reflects updated views on slower revenue growth, slightly softer margins, a higher discount rate, and a lower assumed future P/E multiple.
Actualización del análisis Mar 02

BBWI: Weak Core And Amazon Expansion Will Likely Restrain Future Upside

Narrative Update: Bath & Body Works Analysts have inched their average price target for Bath & Body Works higher by $1 to $22. This reflects a view that recent target increases, balanced upside and downside into Q4 earnings, and ongoing concerns about a weaker core business and the need for more investment leave the risk and reward relatively even at current levels.
Actualización del análisis Feb 16

BBWI: Earnings Reset And Legal Headwinds Will Likely Cap Near Term Upside

Narrative Update The updated analyst price target for Bath & Body Works shifts toward the mid to high teens, around $17 to $21. Analysts generally point to mixed recent earnings, reset expectations for sales and margins into 2026, and a more cautious stance on revenue trends and valuation multiples.
Actualización del análisis Feb 02

BBWI: Core Product Refocus And Digital Reset Will Support Post 2026 Margin Recovery

Analysts have inched up their Bath & Body Works fair value estimate to about $24.62 per share, reflecting slightly higher assumed revenue growth and P/E multiples, partly tempered by softer margin expectations and a series of cautious Hold and Neutral ratings following recent earnings and guidance resets. Analyst Commentary Recent Street research on Bath & Body Works has clustered around Hold, Neutral, Equal Weight, and Market Perform ratings, with several firms cutting price targets following the latest Q3 miss and Q4 guidance reset.
Actualización del análisis Jan 19

BBWI: Earnings Reset And Margin Pressure Will Likely Cap Near Term Upside

Analysts have cut their fair value estimate for Bath & Body Works from US$32 to US$17, reflecting softer revenue and margin expectations, a higher discount rate, and a reset in forward P/E assumptions following Q3 earnings misses, cautious Q4 guidance, and a series of price target reductions and downgrades across the Street. Analyst Commentary Recent Street research on Bath & Body Works has shifted toward a more cautious stance, with several firms resetting ratings and price targets following the Q3 earnings miss and weaker Q4 outlook.
Actualización del análisis Jan 05

BBWI: Digital And Distribution Improvements Will Support Post 2026 Margin Recovery

Bath & Body Works' analyst price targets have moved sharply lower into a roughly mid to high teens US$ range, as analysts respond to Q3 earnings misses, reduced Q4 guidance, softer sales trends and weaker margins that have led to a series of downgrades and concerns about near term revenue and margin visibility. Analyst Commentary Recent research updates show a clear reset in expectations for Bath & Body Works, with price targets clustered in the mid to high teens and ratings generally moved to Neutral or equivalent.
Artículo de análisis Dec 21

Bath & Body Works, Inc. (NYSE:BBWI) Stock Catapults 33% Though Its Price And Business Still Lag The Market

Bath & Body Works, Inc. ( NYSE:BBWI ) shareholders are no doubt pleased to see that the share price has bounced 33% in...
Actualización del análisis Dec 18

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.
Actualización del análisis Dec 04

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.
Artículo de análisis Nov 23

Earnings Miss: Bath & Body Works, Inc. Missed EPS By 5.1% And Analysts Are Revising Their Forecasts

As you might know, Bath & Body Works, Inc. ( NYSE:BBWI ) last week released its latest quarterly, and things did not...
Artículo de análisis Nov 20

Bath & Body Works' (NYSE:BBWI) Dividend Will Be $0.20

Bath & Body Works, Inc.'s ( NYSE:BBWI ) investors are due to receive a payment of $0.20 per share on 5th of December...
Actualización del análisis Nov 20

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.
Actualización del análisis Nov 05

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.
Actualización del análisis Oct 22

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

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.
Actualización del análisis Oct 08

Digital Transformation And Global Expansion Will Build A Robust Future

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.
Actualización del análisis Sep 04

Digital Transformation And Global Expansion Will Build A Robust Future

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.
Artículo de análisis Aug 31

Bath & Body Works, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Last week, you might have seen that Bath & Body Works, Inc. ( NYSE:BBWI ) released its second-quarter result to the...
Artículo de análisis Aug 20

Bath & Body Works (NYSE:BBWI) Has Announced A Dividend Of $0.20

Bath & Body Works, Inc.'s ( NYSE:BBWI ) investors are due to receive a payment of $0.20 per share on 5th of September...
Artículo de análisis Aug 06

Bath & Body Works, Inc.'s (NYSE:BBWI) Intrinsic Value Is Potentially 53% Above Its Share Price

NYSE:BBWI 1 Year Share Price vs Fair Value Explore Bath & Body Works's Fair Values from the Community and select yours...
Artículo de análisis Jul 16

Weekly Picks: 📈 MSTR's Leveraged Bitcoin Exposure, QS' Breakthrough Battery Tech, and BBWI's Turnaround Potential

📈 Why Strategy is a compelling vehicle to gain leveraged Bitcoin exposure. 💰 How debt reduction is a key driver to Bath & Body Works' success. 🔋 Why QuantumScape’s technology could solve all current EV problems.
User avatar
Nuevo análisis Jul 15

Emerging Markets and Debt Reduction Will Propel Bath & Body Works Forward

Bath and Body Works is an interesting company to try and project for since it has so many irregular attributes that make it trickier to predict future growth because of. The biggest reason it becomes
Artículo de análisis Jul 09

Bath & Body Works, Inc. (NYSE:BBWI) Stock Catapults 26% Though Its Price And Business Still Lag The Market

Bath & Body Works, Inc. ( NYSE:BBWI ) shares have had a really impressive month, gaining 26% after a shaky period...
Artículo de análisis May 19

Bath & Body Works' (NYSE:BBWI) Dividend Will Be $0.20

The board of Bath & Body Works, Inc. ( NYSE:BBWI ) has announced that it will pay a dividend on the 20th of June, with...
Artículo de análisis May 09

Earnings Working Against Bath & Body Works, Inc.'s (NYSE:BBWI) Share Price

Bath & Body Works, Inc.'s ( NYSE:BBWI ) price-to-earnings (or "P/E") ratio of 8.5x might make it look like a strong buy...
Seeking Alpha Apr 14

Bath & Body Works: Debt Is One Of Two Good Income Options

Summary Bath & Body Works faces industry challenges and trade war impacts but offers attractive income options through its long-term debt and put options. Despite sales declines, the company maintains a healthy gross profit margin and has improved its equity position by reducing long-term debt. Operating cash flow remains strong, supporting dividends, debt repayment, and stock repurchases, with stable free cash flow since the pandemic. Conservative investors can benefit from the company's 7.4% yielding bonds, while higher risk-tolerant investors might consider short-term put options for income. Read the full article on Seeking Alpha
Seeking Alpha Apr 09

Bath & Body Works: Rating Downgrade On Macro Turmoil And Potential EPS Miss

Summary I downgraded Bath & Body Works Inc. from hold to sell, due to macroeconomic turmoil and potential EPS guidance misses. Recent tariffs and macro developments threaten BBWI's turnaround, impacting consumer spending and increasing reliance on promotions, which could hurt margins. Inventory levels are rising, suggesting the potential for aggressive discounting, further pressuring earnings and merchandise margins. Valuation concerns arise as consensus estimates haven't priced in new tariffs, risking BBWI missing estimates and leading to further stock de-rating. Read the full article on Seeking Alpha
Seeking Alpha Mar 04

Bath & Body Works: Undervalued Despite Materializing Tariff Headwind

Summary Bath & Body Works, Inc. ended FY2024 on a strong note as earnings performed stably comparably. The FY2025 outlook stands worse than expected. Further, Trump's 25% tariffs on Canada & Mexico, and an additional 10% tariff on China could have a negative impact on earnings. Supply chain management could mitigate some of the negative impacts, and Bath & Body Works' high margins should still enable quite stable earnings despite the headwind. I still estimate BBWI stock to be undervalued with a 43% upside to a fair value of $47.6. Read the full article on Seeking Alpha
Artículo de análisis Feb 10

Bath & Body Works (NYSE:BBWI) Is Paying Out A Dividend Of $0.20

The board of Bath & Body Works, Inc. ( NYSE:BBWI ) has announced that it will pay a dividend on the 7th of March, with...
Artículo de análisis Feb 02

At US$37.61, Is It Time To Put Bath & Body Works, Inc. (NYSE:BBWI) On Your Watch List?

Bath & Body Works, Inc. ( NYSE:BBWI ), might not be a large cap stock, but it led the NYSE gainers with a relatively...
Seeking Alpha Dec 31

Bath & Body Works: Growth Improving, But Still Not Enough For A Rating Upgrade

Summary I maintain a hold rating on Bath & Body Works, but my outlook has improved due to potential revenue growth and strong demand indicators. Despite weak 4Q24 guidance, underlying demand is strong, with positive traffic and conversion trends driven by successful product launches and collaborations. BBWI's valuation has improved, and if revenue growth accelerates to high single digits, I may upgrade the rating to buy. Read the full article on Seeking Alpha
Seeking Alpha Dec 17

Bath & Body Works Has Long-Term Earnings Potential

Summary Bath & Body Works shows long-term potential through cost-saving measures, customer loyalty, and expansion into new product categories like haircare and men's care. Despite an around 15% YTD stock dip, BBWI trades at 12x January 2025 earnings, offering a 2.1% yield and long-term growth prospects. BBWI's strategic shift to off-mall locations and strong digital sales growth, coupled with high customer loyalty, bolster its retail performance. BBWI targets a 45% gross margin and 20% operating margin through mix improvements, lower input costs, and reduced SG&A expenses, aiming for net debt to EBITDA of 2.5x by 2027. Read the full article on Seeking Alpha
Artículo de análisis Dec 10

Bath & Body Works, Inc.'s (NYSE:BBWI) Shares Bounce 31% But Its Business Still Trails The Market

Bath & Body Works, Inc. ( NYSE:BBWI ) shares have continued their recent momentum with a 31% gain in the last month...
Artículo de análisis Nov 29

Earnings Beat: Bath & Body Works, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Shareholders of Bath & Body Works, Inc. ( NYSE:BBWI ) will be pleased this week, given that the stock price is up 17...
Seeking Alpha Nov 25

Bath & Body Works: A Value Retailer With Upside

Summary Bath & Body Works, Inc. reported Q3 revenue of $1.61 billion, with positive comparable sales and a favorable valuation at 9X FWD P/E and 7X EV/EBITDA. Despite international sales dropping 11.1% due to Middle East conflicts, U.S. and Canadian sales increased, with inventory levels well-positioned for the holiday season. Margins remained stable, with gross profit at 43.5% and SG&A costs at 30% of revenues; net income was $106 million, beating EPS estimates. With raised guidance for Q4 and a strong holiday outlook, we believe the stock can easily trade up to $40, supported by dividends and share repurchases. Trade the stock. Read the full article on Seeking Alpha
Artículo de análisis Nov 11

Bath & Body Works (NYSE:BBWI) Is Due To Pay A Dividend Of $0.20

Bath & Body Works, Inc. ( NYSE:BBWI ) has announced that it will pay a dividend of $0.20 per share on the 6th of...
Artículo de análisis Nov 03

Is It Too Late To Consider Buying Bath & Body Works, Inc. (NYSE:BBWI)?

Bath & Body Works, Inc. ( NYSE:BBWI ), is not the largest company out there, but it received a lot of attention from a...

Rentabilidad de los accionistas

BBWIUS Specialty RetailMercado US
7D3.2%-1.6%2.2%
1Y-42.7%5.6%31.1%

Rentabilidad vs. Industria: Los resultados de BBWI fueron inferiores a los de la industria US Specialty Retail, que obtuvo un rendimiento del 5.6% el año pasado.

Rentabilidad vs. Mercado: BBWI obtuvo unos resultados inferiores a los del mercado US, que fueron del 31.1% el año pasado.

Volatilidad de los precios

Is BBWI's price volatile compared to industry and market?
BBWI volatility
BBWI Average Weekly Movement8.5%
Specialty Retail Industry Average Movement7.4%
Market Average Movement7.3%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Precio estable de las acciones: BBWI no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de BBWI (9%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
196334,903Daniel Heafwww.bbwinc.com

Bath & Body Works, Inc. opera como minorista especializado en productos de cuidado personal y fragancias para el hogar. La empresa ofrece fragancias corporales y para el hogar, como velas de 3 mechas, difusores de fragancias para el hogar, brumas de fragancias finas, eau de parfum, jabones corporales, jabones de manos, lociones corporales y cremas corporales, así como desinfectantes y otros productos. Vende sus productos bajo la marca Bath & Body Works y otras marcas a través de tiendas minoristas y sitios de comercio electrónico en los Estados Unidos y Canadá, así como a través de tiendas internacionales operadas por socios bajo los acuerdos de franquicia, licencia y venta al por mayor.

Resumen de fundamentos de Bath & Body Works, Inc.

¿Cómo se comparan los beneficios e ingresos de Bath & Body Works con su capitalización de mercado?
Estadísticas fundamentales de BBWI
Capitalización bursátilUS$3.97b
Beneficios(TTM)US$649.00m
Ingresos (TTM)US$7.29b
5.9x
Ratio precio-beneficio (PE)
0.5x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de BBWI
IngresosUS$7.29b
Coste de los ingresosUS$4.10b
Beneficio brutoUS$3.19b
Otros gastosUS$2.54b
BeneficiosUS$649.00m

Últimos beneficios comunicados

Jan 31, 2026

Próxima fecha de beneficios

May 27, 2026

Beneficios por acción (BPA)3.22
Margen bruto43.75%
Margen de beneficio neto8.90%
Ratio deuda/patrimonio-304.3%

¿Cómo se ha desempeñado BBWI a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

4.2%
Rentabilidad actual por dividendo
26%
Ratio de pagos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/11 22:04
Precio de las acciones al final del día2026/05/11 00:00
Beneficios2026/01/31
Ingresos anuales2026/01/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Bath & Body Works, Inc. está cubierta por 40 analistas. 14 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
null nullArgus Research Company
Mark AltschwagerBaird
Matthew McClintockBarclays