Bath & Body WorksBBWI
About: Bath & Body Works is a specialty home fragrance and fragrant body care retailer operating under the Bath & Body Works, C.O. Bigelow, and White Barn brands. The company generates most of its business in North America, with just 5% of sales from international markets in fiscal 2024. For fiscal 2024, 76% of sales stemmed from the brick-and-mortar network (which was composed of more than 1,800 retail stores), similar to 2023 levels, as consumer shopping patterns remained to normal. Future growth is expected from store reformatting, digital and international channels, as well as adjacent category expansions like hair and laundry.
Employees: 59,210
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
33% more funds holding in top 10
Funds holding in top 10: 6 [Q3] → 8 (+2) [Q4]
19% more first-time investments, than exits
New positions opened: 124 | Existing positions closed: 104
15% more capital invested
Capital invested by funds: $7.08B [Q3] → $8.14B (+$1.07B) [Q4]
3% more funds holding
Funds holding: 463 [Q3] → 475 (+12) [Q4]
4% more repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 153
4.23% less ownership
Funds ownership: 101.22% [Q3] → 96.99% (-4.23%) [Q4]
37% less call options, than puts
Call options by funds: $154M | Put options by funds: $244M
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
8 analyst ratings
Barclays Adrienne Yih 28% 1-year accuracy 27 / 98 met price target | 23%upside $38 | Equal-Weight Maintained | 3 Mar 2025 |
Baird Mark Altschwager 39% 1-year accuracy 12 / 31 met price target | 52%upside $47 | Outperform Maintained | 28 Feb 2025 |
Citigroup Paul Lejuez 43% 1-year accuracy 16 / 37 met price target | 55%upside $48 | Buy Upgraded | 28 Feb 2025 |
Telsey Advisory Group Dana Telsey 35% 1-year accuracy 64 / 182 met price target | 39%upside $43 | Outperform Maintained | 28 Feb 2025 |
Raymond James Olivia Tong 33% 1-year accuracy 4 / 12 met price target | 49%upside $46 | Outperform Reiterated | 25 Feb 2025 |
Financial journalist opinion
Based on 4 articles about BBWI published over the past 30 days
