Bath & Body Works, Inc.

NYSE:BBWI 株式レポート

時価総額：US$4.4b

Bath & Body Works 将来の成長

Future 基準チェック /06

Bath & Body Worksは、2.8%と1.6%でそれぞれ年率2.8%で利益と収益が成長すると予測される一方、EPSはgrowで5.5%年率。

主要情報

2.8%

収益成長率

5.51%

EPS成長率

Specialty Retail 収益成長9.8%
収益成長率1.6%
将来の株主資本利益率n/a
アナリストカバレッジ

Good

最終更新日23 Jun 2026

今後の成長に関する最新情報

分析記事 • May 29

Bath & Body Works, Inc. Just Beat EPS By 215%: Here's What Analysts Think Will Happen Next

Shareholders of Bath & Body Works, Inc. ( NYSE:BBWI ) will be pleased this week, given that the stock price is up 18...

Recent updates

ナラティブの更新 • Jun 16

BBWI: Turnaround Execution In Core Categories Will Drive Future Upside

Analysts have trimmed their fair value estimate for Bath & Body Works, reducing the implied price target from about $44.60 to roughly $42.15 as they balance cautious views on category pressures and macro risks against expectations for steadier revenue growth, slightly higher profit margins, and a modestly lower discount rate and future P/E multiple. Analyst Commentary Recent Street research on Bath & Body Works stock shows a mixed but generally constructive tone, with most firms recalibrating price targets while still highlighting cost savings, brand strength, and a multi year turnaround plan as key factors to watch.
分析記事 • Jun 09

We Think You Can Look Beyond Bath & Body Works' (NYSE:BBWI) Lackluster Earnings

The market was pleased with the recent earnings report from Bath & Body Works, Inc. ( NYSE:BBWI ), despite the profit...
ナラティブの更新 • Jun 02

BBWI: Turnaround Efforts And Cost Controls Will Likely Offset Macro Pressures

Analysts have trimmed the Bath & Body Works fair value estimate from $22.00 to $19.00. This reflects a series of lower Street price targets around $19 to $23, as they balance concerns about ongoing category pressure, macro and inflation headwinds, and execution risk against early signs of cost control and the company's longer term turnaround efforts.
分析記事 • May 29

Bath & Body Works, Inc. Just Beat EPS By 215%: Here's What Analysts Think Will Happen Next

Shareholders of Bath & Body Works, Inc. ( NYSE:BBWI ) will be pleased this week, given that the stock price is up 18...
Seeking Alpha • May 27

Bath & Body Works Q1 Recap: Clean Quarter, Shares Fairly Valued

Summary Bath & Body Works, Inc. just reported its Q1, and the results came in ahead of expectations. The struggling personal-care retailer is in the midst of an operational turnaround in an effort to return the business to growth. Today’s BBWI results show progress, though there is clearly still a journey ahead. While BBWI shares appear to be a value at around 7x forward earnings, I see the stock as appropriately priced at current levels. Read the full article on Seeking Alpha
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
新しいナラティブ • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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.
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新しいナラティブ • 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
分析記事 • 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...
分析記事 • 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...
分析記事 • 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

業績と収益の成長予測

NYSE:BBWI - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
1/31/20297,530669N/AN/A5
1/31/20287,24057755279715
1/31/20277,10259361886015
5/2/20267,2457279091,158N/A
1/31/20267,2916498651,102N/A
11/1/20257,3546999461,180N/A
8/2/20257,3717287831,001N/A
5/3/20257,347816781998N/A
2/1/20257,307798660886N/A
11/2/20247,432924643857N/A
8/3/20247,384937686907N/A
5/4/20247,417884735986N/A
2/3/20247,429878656954N/A
10/28/20237,4057277791,105N/A
7/29/20237,4486997951,140N/A
4/29/20237,5067207891,122N/A
1/28/20237,5607948161,144N/A
10/29/20227,7009588311,112N/A
7/30/20227,7761,0447471,000N/A
4/30/20227,8621,1391,0161,309N/A
1/29/20227,8821,0751,2221,492N/A
10/30/20217,5721,0401,5111,780N/A
7/31/20217,5931,0592,0442,326N/A
5/1/20216,2501,2532,3922,630N/A
1/30/20216,4348651,8112,039N/A
10/31/20208,4231161,7662,032N/A
8/1/20209,398-3321,0221,360N/A
5/2/202011,939-703577967N/A
2/1/20205,405460N/A1,236N/A
11/2/201913,059366N/A1,274N/A
8/3/201913,157575N/A1,327N/A
5/4/201913,240636N/A1,383N/A
2/2/201913,237644N/A1,377N/A
11/3/201813,208768N/A1,281N/A
8/4/201813,050897N/A1,397N/A
5/5/201812,821937N/A1,320N/A
2/3/201812,632983N/A1,406N/A
10/28/201712,298951N/A1,717N/A
7/29/201712,262986N/A1,703N/A
4/29/201712,3971,100N/A2,040N/A
1/28/201712,5741,158N/A1,990N/A
10/29/201612,4801,162N/A2,018N/A
7/30/201612,3811,205N/A2,002N/A
4/30/201612,2561,155N/A1,982N/A
1/30/201612,1541,253N/A2,027N/A
10/31/201511,8281,182N/A1,678N/A
8/1/201511,6651,150N/A1,715N/A

アナリストによる今後の成長予測

収入対貯蓄率: BBWIの予測収益成長率 (年間2.8% ) は 貯蓄率 ( 3.5% ) を下回っています。

収益対市場: BBWIの収益 ( 2.8% ) US市場 ( 18.5% ) よりも低い成長が予測されています。

高成長収益: BBWIの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: BBWIの収益 ( 1.6% ) US市場 ( 12.7% ) よりも低い成長が予測されています。

高い収益成長: BBWIの収益 ( 1.6% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: BBWIの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/06/25 04:11
終値2026/06/25 00:00
収益2026/05/02
年間収益2026/01/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Bath & Body Works, Inc. 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。40

アナリスト機関
null nullArgus Research Company
Mark AltschwagerBaird
Matthew McClintockBarclays