Bath & Body Works Gestione
Criteri Gestione verificati 3/4
Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.
Informazioni chiave
Daniel Heaf
Amministratore delegato
US$6.6m
Compenso totale
| Percentuale dello stipendio del CEO | 13.87% |
| Mandato del CEO | 1yr |
| Proprietà del CEO | n/a |
| Durata media del management | 2.8yrs |
| Durata media del Consiglio di amministrazione | 4.6yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • May 11
BBWI: Amazon Storefront And Turnaround Plan Will Likely Drive Future Upside
Analysts have nudged their average price targets for Bath & Body Works higher into the low to mid $20s, citing Q4 results that were better than expected for several firms, updated models, and management's refreshed business strategy, while still highlighting ongoing pressure on sales trends and margins into 2026. Analyst Commentary Across recent research, most firms adjusted their models for Bath & Body Works following Q4 results and the updated business strategy.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Nuova narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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$17, reflecting softer revenue and margin expectations, a higher discount rate, and a reset in forward P/E assumptions following Q3 earnings misses, cautious Q4 guidance, and a series of price target reductions and downgrades across the Street. Analyst Commentary Recent Street research on Bath & Body Works has shifted toward a more cautious stance, with several firms resetting ratings and price targets following the Q3 earnings miss and weaker Q4 outlook.Aggiornamento della narrazione • Jan 05
BBWI: Digital And Distribution Improvements Will Support Post 2026 Margin Recovery
Bath & Body Works' analyst price targets have moved sharply lower into a roughly mid to high teens US$ 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • Jul 16
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📈 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.Nuova narrazione • 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 becomesArticolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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 AlphaSeeking 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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 AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Jan 31 2026 | US$7m | US$914k | US$649m |
Compensazione vs Mercato: La retribuzione totale di Daniel ($USD 6.59M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 7.11M ).
Compensazione vs guadagni: Dati insufficienti per confrontare la retribuzione di Daniel con le performance aziendali.
AMMINISTRATORE DELEGATO
Daniel Heaf (47 yo)
1yr
Mandato
US$6,587,902
Compensazione
Mr. Daniel Heaf is Chief Executive Officer of Bath & Body Works, Inc. from May 19, 2025 and serves as its Director since June 2025. Mr. Heaf is a passionate and innovative leader with experience executing...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | 1yr | US$6.59m | Nessun dato | |
| Chief Financial Officer | 2.8yrs | US$4.22m | 0.019% $ 624.2k | |
| Chief Supply Chain & Logistics Officer | 4yrs | US$2.74m | 0.015% $ 492.8k | |
| Chief Digital & Technology Officer | 3.1yrs | Nessun dato | Nessun dato | |
| VP of Strategic Development & Investor Relations | no data | Nessun dato | Nessun dato | |
| Chief Human Resources Officer | less than a year | Nessun dato | Nessun dato | |
| Executive VP & CIO | no data | Nessun dato | Nessun dato | |
| Chief Customer Office | 3yrs | Nessun dato | Nessun dato | |
| Vice President of ESG | 4.4yrs | Nessun dato | Nessun dato | |
| Chief Commercial Officer | less than a year | Nessun dato | Nessun dato | |
| Chief Brand & Product Officer | no data | Nessun dato | Nessun dato | |
| Senior VP & Treasurer | no data | Nessun dato | Nessun dato |
2.8yrs
Durata media
58yo
Età media
Gestione esperta: Il team dirigenziale di BBWI è considerato esperto (durata media dell'incarico 2.8 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | less than a year | US$6.59m | Nessun dato | |
| Independent Director | 12.3yrs | US$291.03k | 0.037% $ 1.2m | |
| Independent Director | 4.2yrs | US$306.03k | 0.0054% $ 175.2k | |
| Independent Chair of the Board | 7yrs | US$485.05k | 0.14% $ 4.4m | |
| Independent Director | 5.2yrs | US$316.03k | 0.0079% $ 256.3k | |
| Independent Director | 3.3yrs | US$316.03k | 0.014% $ 455.5k | |
| Independent Director | 4.2yrs | US$286.03k | 0.0026% $ 84.4k | |
| Independent Director | 5yrs | US$286.03k | 0.017% $ 559.6k | |
| Independent Director | 3.3yrs | US$286.03k | 0.0059% $ 190.8k | |
| Independent Director | 5.2yrs | US$286.03k | 0.0062% $ 202.4k |
4.6yrs
Durata media
56yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di BBWI sono considerati esperti (durata media dell'incarico 4.6 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/20 07:36 |
| Prezzo dell'azione a fine giornata | 2026/05/20 00:00 |
| Utili | 2026/01/31 |
| Utili annuali | 2026/01/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Bath & Body Works, Inc. è coperta da 40 analisti. 15 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| null null | Argus Research Company |
| Mark Altschwager | Baird |
| Matthew McClintock | Barclays |