Personal care and home fragrance retailer Bath & Body Works (NYSE: BBWI) will be announcing earnings results this Wednesday morning. Here’s what to expect.
Bath and Body Works missed analysts’ revenue expectations last quarter, reporting revenues of $1.59 billion, flat year on year. It was a disappointing quarter for the company, with full-year EPS guidance missing analysts’ expectations significantly and a significant 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, the market is expecting Bath and Body Works’s revenue to decline 6.3% year on year, a further deceleration from the 4.3% decrease it recorded in the same quarter last year.
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 multiple times over the last two years.
Looking at Bath and Body Works’s peers in the specialty retail segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Sally Beauty posted flat year-on-year revenue, meeting analysts’ expectations, and Warby Parker reported revenues up 11.2%, in line with consensus estimates. Sally Beauty traded down 3.5% following the results while Warby Parker was up 14.9%.
Read our full analysis of Sally Beauty’s results here and Warby Parker’s results here.
Questions about potential tariffs and corporate tax changes have caused much volatility 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 3.8% on average over the last month. Bath and Body Works’s stock price was unchanged during the same time.
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