Personal care and home fragrance retailer Bath & Body Works (NYSE:BBWI) will be reporting results this Thursday before market open. Here’s what you need to know.
Bath and Body Works met analysts’ revenue expectations last quarter, reporting revenues of $1.55 billion, up 1.5% year on year. It was a softer quarter for the company, with EPS guidance for next quarter missing analysts’ expectations significantly and a miss of analysts’ EBITDA estimates.
Is Bath and Body Works a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting Bath and Body Works’s revenue to grow 1.6% year on year to $1.63 billion, slowing from the 3.1% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.40 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Bath and Body Works has missed Wall Street’s revenue estimates three times over the last two years.
Looking at Bath and Body Works’s peers in the specialty retail segment, some have already reported their Q3 results, giving us a hint as to what we can expect. Sally Beauty delivered year-on-year revenue growth of 1.3%, beating analysts’ expectations by 1.6%, and Warby Parker reported revenues up 15.2%, falling short of estimates by 1.2%. Sally Beauty traded down 3.4% following the results while Warby Parker was also down 9.6%.
Read our full analysis of Sally Beauty’s results here and Warby Parker’s results here.
Debates around the economy’s health and the impact of potential tariffs and corporate tax cuts have caused much uncertainty in 2025. While some of the specialty retail stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 9% on average over the last month. Bath and Body Works is down 16.5% during the same time and is heading into earnings with an average analyst price target of $37.46 (compared to the current share price of $21.46).
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