Bath & Body Works (BBWI) News Today

Bath & Body Works, Inc. (NYSE:BBWI) shares are trading lower today, pressured by a mix of earnings misses, cost headwinds and cautious guidance, alongside elevated bearish options activity.

• Positive Sentiment: Telsey Advisory Group reaffirmed its “outperform” rating on BBWI with a $38.00 price target, implying roughly 29% upside from current levels. Benzinga
• Positive Sentiment: MarketBeat reports a consensus “Moderate Buy” recommendation on BBWI, with 14 of 18 analysts rating the stock a buy. MarketBeat
• Positive Sentiment: Zacks highlights BBWI as a top value stock for long-term investors, citing its attractive valuation and style scores. Zacks: Top Value Stock
• Neutral Sentiment: BBWI reported Q2 EPS of $0.37, matching consensus, on revenues of $1.55 billion, in line with estimates. Zacks: Matches Q2 Estimates
• Neutral Sentiment: Management’s full Q2 2026 earnings call transcript and presentation slides were published, providing detail on strategy and cost management. SA: Q2 Earnings Call Transcript SA: Q2 Presentation
• Neutral Sentiment: GlobeNewswire notes net sales rose 1.5% to $1.5 billion—at the high end of guidance—and adjusted EPS of $0.37 also hit the top of the range. GlobeNewswire
• Neutral Sentiment: Zacks provides a deep dive on BBWI’s key Q2 performance metrics versus Wall Street and prior-year figures. Zacks: Key Metrics Analysis
• Neutral Sentiment: MarketBeat’s summary confirms BBWI’s net margin of 11.1% and a slight 0.8% year-over-year revenue decline. MarketBeat: Earnings Summary
• Negative Sentiment: BBWI’s Q2 EPS of $0.30 missed the $0.37 consensus, as higher costs and an uncertain consumer environment eroded profits. ProactiveInvestors
• Negative Sentiment: Shares dipped nearly 10% after Reuters and Proactive reported that cost pressures and weaker discretionary spending drove the profit shortfall. Reuters
• Negative Sentiment: FY25 EPS guidance was lowered to $3.35–3.60 (consensus $3.46), and Q3 EPS guidance of $0.37–0.45 falls short of the $0.49 estimate, reflecting increased caution.
• Negative Sentiment: Bullish momentum was further tempered by a 131% jump in put option volume, with traders purchasing 19,206 puts—an unusually high level of bearish bets.