Q1 26 EPS
$0.49
BEAT +3.99%
Est. $0.47
Q1 26 Revenue
$1.42B
MISS 0.02%
Est. $1.42B
vs S&P Since Q1 26
-54.5%
TRAILING MARKET
BBWI -27.1% vs S&P +27.4%
Market Reaction
Did BBWI Beat Earnings? Q1 2026 Results
Bath & Body Works posted a solid first quarter of fiscal 2025, beating earnings expectations while revenue landed essentially in line with Wall Street. The company reported adjusted earnings per diluted share of $0.49, ahead of the $0.47 consensus es… Read more Bath & Body Works posted a solid first quarter of fiscal 2025, beating earnings expectations while revenue landed essentially in line with Wall Street. The company reported adjusted earnings per diluted share of $0.49, ahead of the $0.47 consensus estimate by 3.99%, while net sales rose 2.9% year over year to $1.42 billion, finishing at the high end of its own guidance range. The earnings strength was underpinned by meaningful operating leverage, with gross profit expanding to $646 million from $606 million a year ago, even as interest expense declined to $71 million from $82 million thanks to ongoing debt reduction. U.S. And Canada stores led the top-line charge, with sales climbing 4.3% to $1.11 billion, though the direct channel slipped 4.3% to $250 million. The quarter also brought a notable leadership shift, as the company appointed former Nike executive Daniel Heaf as CEO. Looking ahead, Bath & Body Works reaffirmed its full-year guidance of 1% to 3% sales growth and EPS of $3.25 to $3.60, inclusive of current tariff assumptions.
Key Takeaways
- • Positive customer response to fragrance innovation drove net sales growth
- • U.S. and Canada store channel up 4.3%, outperforming e-commerce
- • International sales grew 10.1% year-over-year
- • Predominantly U.S.-based supply chain providing tariff insulation
- • Interest expense declined to $71 million from $82 million due to debt reduction
BBWI YoY Financials
Q1 2026 vs Q1 2025, source: SEC Filings
BBWI Revenue by Segment
With YoY comparisons, source: SEC Filings
“I'm honored to join this iconic brand with a deep sense of purpose and a powerful foundation. I have already had the privilege of meeting many associates across the company, and I'm incredibly impressed by the passion, dedication, and talent across our teams. I believe we're incredibly well positioned to define and lead the home fragrance and beauty categories globally and accelerate growth.”
— Daniel Heaf, Q1 2026 Earnings Press Release
BBWI Earnings Trends
BBWI vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
BBWI EPS Trend
Earnings per share: estimate vs actual
BBWI Revenue Trend
Quarterly revenue: estimate vs actual
BBWI Quarterly Results
7 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q2 27 BEAT | $0.29 | $0.32 | +10.00% | $1.38B | +1.31% |
| Q1 27 BEAT | $0.29 | $0.32 | +10.00% | $1.38B | +1.31% |
| Q4 26 BEAT FY | $1.77 | $2.05 | +15.80% | $2.72B | +4.23% |
| FY Full Year | $2.95 | $3.21 | +8.70% | $7.29B | +1.55% |
| Q3 26 MISS | $0.40 | $0.35 | -11.88% | $1.59B | -2.37% |
| Q2 26 MISS | $0.38 | $0.37 | -1.88% | $1.55B | -0.37% |
| Q1 26 BEAT | $0.47 | $0.49 | +3.99% | $1.42B | -0.02% |
| Q4 25 BEAT FY | $2.04 | $2.09 | +2.23% | $2.79B | +0.42% |
| FY Full Year | — | $3.61 | — | $7.31B | — |