Bath & Body Works (BBWI) Q4 2025

Q2 2027 Q1 2027 Q4 2026 Q3 2026 Q2 2026 Q1 2026 Q4 2025

Earnings

Bath & Body Works posted a narrow but clean beat for its fiscal fourth quarter, reporting EPS of $2.09 against a consensus estimate of $2.05, a 2.23% beat, while revenue of $2.79 billion edged past the $2.78 billion estimate by 0.42%. The headline re… Read more Bath & Body Works posted a narrow but clean beat for its fiscal fourth quarter, reporting EPS of $2.09 against a consensus estimate of $2.05, a 2.23% beat, while revenue of $2.79 billion edged past the $2.78 billion estimate by 0.42%. The headline revenue decline of 4.3% year over year, however, was largely a calendar artifact: Q4 2024 covered 13 weeks versus 14 weeks in the prior-year period, creating roughly a 500-basis-point headwind to reported net sales comparisons. Strip out that calendar noise and the underlying story was one of improving traffic and conversion trends carrying momentum from the third quarter. Despite the solid execution, shares fell sharply in pre-market trading as investors focused on a cautious 2025 outlook, with full-year EPS guided to $3.25 to $3.60 and net sales growth of just 1% to 3%, reflecting both uncertain consumer spending and the company's acknowledgment of tariff-related headwinds on Chinese imports. A new $500 million share repurchase authorization offered some capital-return comfort to investors weighing the tepid forward guidance.