BBWI · Bath & Body Works, Inc.
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q2 FY27 earnings call · Aug 26, 2026TL;DR. Bath & Body Works Q2 results exceeded guidance (net sales down 2.3% vs. down 5-3% guide; adjusted EPS $0.62 vs. $0.20-$0.25 guide, aided by ~$80M tariff refunds), and the company raised full-year adjusted EPS guidance to $2.60-$2.80 while narrowing the net sales decline to down 4% to down 2.5%; management cited digital growth, expanded distribution momentum and sequential body care improvement as evidence the Consumer First Formula is working.
- + Q2 results beat guidance on both sales and adjusted EPS
- + Excluding tariff refunds, adjusted EPS still beat the high end of guidance by six cents
- + Raised full-year 2026 adjusted EPS guidance to $2.60-$2.80
- + Direct/digital returned to growth for the first time since 2021
- + International retail sales grew 9% and new markets like Brazil opened in July
- − North America store sales declined 5.4% on pressured store traffic
- − Full-year net sales guidance still implies a 2.5%-4% decline (no growth yet)
- − Excluding ~$80M tariff refund benefit, gross margin still contracted 90 bps YoY
- − Forward tariff and input cost headwinds of ~$30M partially offset the Q2 refund benefit
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted Net Income non-GAAP | $125M | Second Quarter 2026 | — |
GAAP → non-GAAP reconciliationGAAP Reported Net Income 118M
+9M Business Transformation Activities
-2M Tax Effect of Adjustments
= Adjusted Net Income 125M
|
|||
| Adjusted Net Income per Diluted Share non-GAAP | $0.62 | Second Quarter 2026 | — |
GAAP → non-GAAP reconciliationGAAP Reported Net Income per Diluted Share $0.58
+$0.05 Business Transformation Activities
-$0.01 Tax Effect of Adjustments
= Adjusted Net Income per Diluted Share $0.62
|
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| Adjusted Operating Income non-GAAP | $225M | Second Quarter 2026 | — |
GAAP → non-GAAP reconciliationGAAP Reported Operating Income 216M
+9M Business Transformation Activities
= Adjusted Operating Income 225M
|
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| Total Company-operated Stores | 1,937 | as of August 1, 2026 | — |
| Total Partner-operated Stores | 596 | as of August 1, 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Specialty Retail — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
BBWI
this stock
Bath & Body Works, Inc.
|
$4.04B | -1.2% | -0.2% | 5.3 | 10.2% |
|
WSM
Williams Sonoma Inc
|
$29.45B | +39.7% | +1.2% | 25.6 | 4.6% |
|
CASY
Caseys General Stores Inc
|
$25.66B | +25.5% | +10.2% | 33.4 | 4.6% |
|
ULTA
Ulta Beauty, Inc.
|
$25.35B | -2.2% | +9.7% | 21.6 | 5.7% |
|
BBY
Best Buy Co Inc
|
$19.34B | +36.2% | +0.4% | 15.3 | 7.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| BBWI | +14.0% | +17.3% | +3.0% | +24.6% | -1.2% |
| SPY | -1.5% | -0.9% | +7.7% | +0.5% | +12.4% |
| vs SPY | +15.5% | +18.2% | -4.7% | +24.1% | -13.6% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.