BBWI

A month has gone by since the last earnings report for Ulta Beauty (ULTA). Shares have lost about 3.5% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is Ulta due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts. Ulta Beauty reported first-quarter fiscal 2026 results, wherein both earnings and revenues surpassed the Zacks Consensus Estimate. The company delivered double-digit sales and earnings growth, driven by broad-based strength across channels and product categories, along with contributions from the Space NK acquisition. The beauty retailer reported first-quarter fiscal 2026 earnings per share of $7.74, beating the Zacks Consensus Estimate of $6.90. The bottom line increased 15.5% from the year-ago quarter’s reported figure of $6.70. Net sales rose 11.1% year over year to $3,163.9 million and surpassed the Zacks Consensus Estimate of $3,113 million. Growth was primarily driven by higher comparable sales, contributions from the Space NK acquisition and sales from new stores. Comparable sales increased 5.3%, supported by a 3.7% rise in average ticket and a 1.6% jump in transactions. Ulta Beauty’s gross profit increased 13.8% year over year to $1,267.6 million. Gross margin expanded 100 basis points to 40.1% from 39.1%, primarily due to lower inventory shrink and higher merchandise margin. Improvements in inventory productivity and favorable category mix also aided profitability. Selling, general and administrative (SG&A) expenses increased 14.6% to $814.7 million from $710.6 million reported in the prior-year quarter. As a percentage of net sales, SG&A expenses rose to 25.8% from 24.9%. The increase was primarily due to the acquisition of Space NK, strategic enterprise investments and higher store-related expenses, partially offset by leverage in advertising expenses. Operating income surged 11.6% to $448.3 million from $401.8 million in the year-ago quarter. As a percentage of net sales, operating income improved slightly to 14.2% from 14.1% in the prior-year period. Performance was broad-based across all major categories in the quarter. Fragrance remained the strongest category, delivering high-teens comparable sal...

It has been about a month since the last earnings report for Bath & Body Works (BBWI). Shares have added about 7.2% in that time frame, outperforming the S&P 500. But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Bath & Body Works due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important catalysts. Bath & Body Works posted first-quarter fiscal 2026 results, wherein the top and bottom lines surpassed the Zacks Consensus Estimate. However, sales and adjusted earnings declined year over year, reflecting persistent pressure from cautious consumer spending, category mix challenges and tariff-related cost inflation. Management noted that underlying business trends remained consistent with the softness seen in recent quarters.Despite the pressured environment, the company highlighted encouraging progress from its Consumer First Formula strategy, which is designed to drive sustainable long-term growth. The initiative focuses on strengthening hero categories, accelerating disruptive product innovation, modernizing the brand, improving digital and marketplace capabilities, and operating with greater speed and efficiency.Management stated that early proof points from these efforts are beginning to resonate with consumers and expects momentum to build through the remainder of 2026 and into 2027. Bath & Body Works reported adjusted earnings of 32 cents per share in the fiscal first quarter, surpassing the Zacks Consensus Estimate of 29 cents. However, adjusted earnings declined 34.7% from 49 cents in the year-ago quarter.Net sales declined 3.2% year over year to $1,378 million but exceeded the Zacks Consensus Estimate of $1,370 million. Performance reflected softer demand trends across several categories, partially offset by growth in soaps, sanitizers and international markets.Net sales for Stores - U.S. and Canada declined 4.3% year over year to $1.06 billion.Direct - U.S. and Canada net sales slipped 1.5% year over year to $246 million. Management noted that normalized for the free shipping threshold change, stores and digital performed comparably during the first quarter. Buy Online, Pickup In Store represented approximately 20% of the total direct demand.Inter...

Looking back on beauty and cosmetics retailer stocks’ Q1 earnings, we examine this quarter’s best and worst performers, including Bath and Body Works (NYSE:BBWI) and its peers. Beauty and cosmetics retailers understand that beauty is in the eye of the beholder, but a little lipstick, nail polish, and glowing skin also help the cause. These stores—which mostly cater to consumers but can also garner the attention of salon pros—aim to be a one-stop personal care and beauty products shop with many brands across many categories. E-commerce is changing how consumers buy cosmetics, so these retailers are constantly evolving to meet the customer where and how they want to shop. The 4 beauty and cosmetics retailer stocks we track reported a strong Q1. As a group, revenues beat analysts’ consensus estimates by 1.1% while next quarter’s revenue guidance was in line. Thankfully, share prices of the companies have been resilient as they are up 5.6% on average since the latest earnings results. Spun off from L Brands in 2020, Bath & Body Works (NYSE:BBWI) is a personal care and home fragrance retailer where consumers can find specialty shower gels, scented candles for the home, and lotions. Bath and Body Works reported revenues of $1.38 billion, down 3.2% year on year. This print exceeded analysts’ expectations by 1.2%. Overall, it was an exceptional quarter for the company with EPS guidance for next quarter exceeding analysts’ expectations and a beat of analysts’ EPS estimates. Daniel Heaf, chief executive officer of Bath & Body Works, commented, “Our first-quarter results exceeded guidance, but remain below the standard our brand is capable of delivering. That reality reinforces the urgency with which we are executing the Consumer First Formula. Our efforts to strengthen our hero categories, modernize the brand, and expand our reach are beginning to resonate with consumers, and we are encouraged by the early proof points we are seeing.” Bath and Body Works delivered the slowest revenue growth of the whole group. Interestingly, the stock is up 9.1% since reporting and currently trades at $19.35. Is now the time to buy Bath and Body Works? Access our full analysis of the earnings results here, it’s free. Offering high-end prestige brands as well as lower-priced, mass-market ones, Ulta Beauty (NASDAQ:ULTA) is an American retailer that sells makeup, skincare, haircare, and...

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Achieved a return to positive year-over-year revenue growth of nearly 8%, marking the first overall growth quarter since Q4 FY 2022 and a key inflection point in the turnaround. Expanded non-GAAP gross margins by 430 basis points to 51.8% through disciplined pricing and a shift away from heavy promotional dependency. Successfully influenced 80% of the spring collection with new brand standards, leading to the first Q1 year-over-year customer growth in direct channels since 2021. Stabilized the indirect segment with 26.6% growth, driven by high-impact collaborations with Target and Bath & Body Works that attracted approximately 80% new-to-brand social audiences. Re-emphasized the brand's heritage by doubling cotton material performance and reintroducing iconic styles that resonated across both loyalists and Gen Z customers. Reduced total costs by nearly 15% and improved operating loss by 76% through rigorous expense management and cost optimization initiatives. Leveraged data-driven consumer insights, including AI digital twins and ethnographic studies, to align product development more closely with customer preferences. Raised the target for year-over-year non-GAAP operating loss improvement to at least 50%, up from the previous 40% projection. Anticipates 100% of the assortment will be influenced by Project Sunshine strategic work starting with the upcoming back-to-school season. Maintains full-year revenue guidance of $255 million to $270 million, accounting for potential consumer headwinds from inflation and fuel prices. Plans to open four new outlet stores while continuing to refine the 'Outlet 2.0' model to drive same-store productivity and brand elevation. Expects inventory levels to stabilize in the $60 million to $75 million range as the company balances clearance of discontinued items with investments in core styles. Reduced year-over-year inventory by 26% to $73 million, representing the leanest Q1 inventory position since fiscal 2011. Closed 14 stores since the prior year first quarter as part of a strategic footprint optimization and lease renegotiation effort. Transitioned wholesale buying cycles from two seasons to four to align with industry standards and improve partner ease-of-doing-business...

Bath & Body Works’ first quarter results received a positive market reaction, reflecting stronger-than-expected profitability despite a decline in sales. Management attributed the quarter’s performance to early wins from its consumer-first formula, with CEO Daniel Heaf highlighting “strong product acceptance” in new hand soap launches and increased productivity in hero categories. However, body care underperformed due to planned changes in assortment and a heavier focus on accessories within collaborations. The company’s ongoing transformation efforts, including new product introductions and streamlined assortment, are beginning to show incremental improvements, even as broader business trends remain pressured. Is now the time to buy BBWI? Find out in our full research report (it’s free). Revenue: $1.38 billion vs analyst estimates of $1.36 billion (3.2% year-on-year decline, 1.2% beat) EPS (GAAP): $0.91 vs analyst estimates of $0.29 (significant beat) Revenue Guidance for Q2 CY2026 is $1.49 billion at the midpoint, roughly in line with what analysts were expecting EPS (GAAP) guidance for the full year is $3.13 at the midpoint, beating analyst estimates by 20.9% Operating Margin: 16.8%, up from 14.7% in the same quarter last year Locations: 2,502 at quarter end, up from 2,424 in the same quarter last year Same-Store Sales fell 3.8% year on year (0.2% in the same quarter last year) Market Capitalization: $3.77 billion While we enjoy listening to the management’s commentary, our favorite part of earnings calls is the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Irwin Boruchow (Wells Fargo) asked about the turnaround in body care and whether the category’s issues were resolved; CEO Daniel Heaf described corrective actions taken and said early Q2 results are encouraging, but long-term growth will depend on innovation and assortment. Matthew Boss (JPMorgan) inquired about lessons from the Amazon launch and channel balancing; Heaf emphasized Amazon’s effectiveness in acquiring new, younger customers and stated the owned channel will always have the broadest assortment. Simeon Siegel (Guggenheim Securities) pushed for an explanation of declining sales—unit versus price—and customer frequency; Heaf and CFO Eva Boratto e...

One year ago, Victoria’s Secret was in free fall. Since spinning off from L Brands (now Bath & Body Works) in 2021, the stock had cratered from $57 to barely $20 a share on a good day. Once the arbiter of all things sexy, with diamond-encrusted bras and winged angels, Victoria’s Secret’s brand was being buried under all things unsexy: the founder’s ties to Jeffrey Epstein, an awkward marketing pivot seen as “woke-washing,” tariffs, and a board that couldn’t stop fighting off activist investors, one of whom questioned, among other things, whether the new CEO, Hillary Super, could handle running a public company.On Tuesday, with nine days to go before shareholders voted on that board, Super delivered the verdict in its first-quarter earnings: $0.60 per share, nearly double what Wall Street expected. Net sales jumped 15% to $1.56 billion, topping guidance, and the company raised its full-year outlook by $120 million, well above street estimates. Then the stock nearly doubled its share price, hitting an all-time high of $80 per share. What was Super’s secret? She had to bring sexy back to everything, even the ticker, which is no longer VSCO but VSXY (“a marker of who we are today,” she wrote in an announcement). Every brand has had to keep up with the culture. But few have had the times come after them quite like Victoria’s Secret.Rigid beauty standards defined Victoria’s Secret in the peak of its mid-aughts glory, with girls watching rows of extra-small, tanned models at the annual fashion show. But as millennials came of age and embraced a new era of body positivity, Victoria’s Secret struggled to rebrand. Their attempts—including a splashy rollout of accomplished celebrity women advisors meant to promote female empowerment—were too on-the-nose, widely dismissed as “woke-washing.” They failed to win back the shoppers who had left, and didn’t attract younger ones either, as Fortune‘s Emma Hinchliffe explored in a feature earlier this year. Super said then that some of those decisions were made out of fear. “That natural human reaction is to want to stay out of controversy,” she says. As that feature reported, “Victoria’s Secret was so cautious, it stopped bragging altogether—even about being a go-to destination for bra fittings.” Super’s fix wasn’t to swing back to a narrow template of beauty. It was to be authentic. Under her guidance, the company has embraced...

Interested in Build-A-Bear Workshop, Inc.? Here are five stocks we like better. Build-A-Bear reported first-quarter revenue of $125.3 million, down 2.4%, as weaker store and online traffic offset growth in its commercial and international franchise businesses. Management said cautious consumer sentiment and broader macro pressures weighed on results. The company lowered full-year revenue guidance to $530 million–$550 million, but raised pre-tax income outlook to $72 million–$78 million thanks to tariff refunds, even as it expects second-quarter profitability to decline year over year. CEO Sharon John will step down on June 11 after 13 years, with COO and CEO-elect Chris Hurt taking over. Hurt emphasized expansion, wholesale growth and new product launches as key drivers, while Build-A-Bear still expects at least 50 net new locations this year. Bath & Body Works Stock Surged Despite Falling Sales—Here’s Why Build-A-Bear Workshop (NYSE:BBW) reported lower first-quarter fiscal 2026 revenue as weaker store and online traffic offset growth in its commercial segment, while management reduced its full-year revenue outlook and pointed to a more cautious consumer environment. The company also used the call to mark a leadership transition. Sharon John, who has served as chief executive officer for 13 years, said her last day as CEO will be June 11. Chris Hurt, currently chief operating officer and CEO-elect, will take the helm. John said Hurt has played a central role in global retail operations, location expansion and the company’s product and brand go-to-market strategy. → Rocket Lab Keeps Making Headlines and Highs—Here's What's Driving the Latest Move Bath & Body Works Hits Multi-Year Lows: Bargain or Trap? Build-A-Bear posted total revenue of $125.3 million, down 2.4% from the prior year. Hurt said the company had expected revenue to be approximately flat year over year based on trends through mid-March, but traffic and results weakened as the quarter progressed. Hurt said management believes part of the softness reflects “a broader macro shift,” citing cautious consumer sentiment, geopolitical concerns and related price increases. He said the company still saw strength around key occasions, including its best Valentine’s Day in North American history and a solid Easter performance. → Quantum Stocks Just Got a Lifeline—Who Benefits Most? How Bath & Body Works Is...

Bath & Body Works BBWI posted first-quarter fiscal 2026 results, wherein the top and bottom lines surpassed the Zacks Consensus Estimate. However, sales and adjusted earnings declined year over year, reflecting persistent pressure from cautious consumer spending, category mix challenges and tariff-related cost inflation. Management noted that underlying business trends remained consistent with the softness seen in recent quarters.Despite the pressured environment, the company highlighted encouraging progress from its Consumer First Formula strategy, which is designed to drive sustainable long-term growth. The initiative focuses on strengthening hero categories, accelerating disruptive product innovation, modernizing the brand, improving digital and marketplace capabilities, and operating with greater speed and efficiency.Management stated that early proof points from these efforts are beginning to resonate with consumers and expects momentum to build through the remainder of 2026 and into 2027. As a result, BBWI shares gained 9.7% yesterday. Bath & Body Works, Inc. price-consensus-eps-surprise-chart | Bath & Body Works, Inc. Quote Bath & Body Works reported adjusted earnings of 32 cents per share in the fiscal first quarter, surpassing the Zacks Consensus Estimate of 29 cents. However, adjusted earnings declined 34.7% from 49 cents in the year-ago quarter.Net sales declined 3.2% year over year to $1,378 million but exceeded the Zacks Consensus Estimate of $1,370 million. Performance reflected softer demand trends across several categories, partially offset by growth in soaps, sanitizers and international markets.Net sales for Stores - U.S. and Canada declined 4.3% year over year to $1.06 billion, which met the Zacks Consensus Estimate. Direct - U.S. and Canada net sales slipped 1.5% year over year to $246 million, surpassing the consensus estimate of $228.3 million. Management noted that normalized for the free shipping threshold change, stores and digital performed comparably during the first quarter. Buy Online, Pickup In Store represented approximately 20% of the total direct demand.International and Other net sales increased 9% year over year to $70 million, which includes domestic third-party wholesale revenues. This surpassed the Zacks Consensus Estimate of $68.1 million. International net sales increased 5%, while system-wide retail sales rose 11% dur...

Interested in Bath & Body Works, Inc.? Here are five stocks we like better. Bath & Body Works beat first-quarter expectations, with net sales down 3% and adjusted EPS of $0.32, but management said the business is still under pressure and remains in a multi-year turnaround led by its Consumer First Formula strategy. Body care was the biggest weakness, falling in the mid-teens due to changes in the Everyday Luxuries assortment, though the company says restocking those fragrances has already improved results and second-quarter body care should be meaningfully better. The company highlighted early signs from product innovation and channel expansion, including stronger soap launches, successful collaborations, Amazon growth, and store/website upgrades aimed at improving conversion and brand relevance. Bath & Body Works Hits Multi-Year Lows: Bargain or Trap? Bath & Body Works (NYSE:BBWI) reported first-quarter fiscal 2026 results that topped its internal expectations, but management said the company’s underlying business remains under pressure as it works through a multi-year turnaround plan. Chief Executive Officer Daniel Heaf said net sales declined 3% in the quarter and adjusted earnings per share were $0.32, both ahead of expectations. However, he said the results “remain below the standard we expect of our brand” and reinforced the need for the company’s Consumer First Formula strategy, which is aimed at returning Bath & Body Works to sustainable, consistent growth. → Voya Financial Grows Earnings Across All 3 Business Segments How Bath & Body Works Is a Perfect Example of a Value Stock “The work has moved from strategy to execution and from execution to early evidence,” Heaf said. He added that while there is “significant work ahead,” early proof points support the company’s confidence in its transformation plan. Chief Financial Officer Eva Boratto said first-quarter net sales were $1.4 billion, down 3.2% from the prior year and ahead of the company’s guidance range. U.S. and Canadian store sales were $1.1 billion, down 4.3%, while direct channel sales were $246 million, down 1.5%. International and other net sales rose 9% to $70 million. → SpaceX Gets the Attention, But These 4 Stocks Could Get the Returns Retail’s Comeback: 3 High-ROIC Stocks That Could Outshine AI Body care was the weakest category, declining in the mid-teens and performing below both the...

For the quarter ended April 2026, Bath & Body Works (BBWI) reported revenue of $1.38 billion, down 3.2% over the same period last year. EPS came in at $0.32, compared to $0.49 in the year-ago quarter. The reported revenue represents a surprise of +1.01% over the Zacks Consensus Estimate of $1.36 billion. With the consensus EPS estimate being $0.29, the EPS surprise was +10.8%. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health. As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. Here is how Bath & Body Works performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Total Company-Operated Stores - Total Bath & Body Works - Total - Stores (EOP): 1,923 compared to the 1,931 average estimate based on four analysts. Total Company-Operated Stores - Total Bath & Body Works - United States - Stores (EOP): 1,810 versus the three-analyst average estimate of 1,819. Total Company-Operated Stores - Total Bath & Body Works - Canada - Stores (EOP): 113 versus the three-analyst average estimate of 113. Total Partner-Operated Stores - Total International - International - Travel Retail - Stores (EOP): 37 compared to the 37 average estimate based on two analysts. Total Partner-Operated Stores - Total International - Total - Stores (EOP): 579 compared to the 586 average estimate based on two analysts. Total Partner-Operated Stores - Total International - International - Stores (EOP): 542 versus the two-analyst average estimate of 549. Geographic Net Sales- Stores - U.S. and Canada: $1.06 billion compared to the $1.07 billion average estimate based on three analysts. The reported number represents a change of -4.3% year over year. Geographic Net Sales- International: $70 million versus $68.08 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +9.4% change. Geographic Net Sales- Direct - U.S. and Canada: $246 million compared to the $228.33 million average estimate based on three analysts. The reported number represents a change of -...

Bath & Body Works (BBWI) reported fiscal Q1 adjusted earnings Wednesday of $0.32 per diluted share,

COLUMBUS, Ohio (AP) — COLUMBUS, Ohio (AP) — Bath & Body Works, Inc. (BBWI) on Wednesday reported fiscal first-quarter earnings of $183 million. On a per-share basis, the Columbus, Ohio-based company said it had net income of 90 cents. Earnings, adjusted for non-recurring gains and pretax gains, came to 32 cents per share. The results topped Wall Street expectations. The average estimate of seven analysts surveyed by Zacks Investment Research was for earnings of 29 cents per share. The owner of Victoria's Secret, Bath & Body Works and other chain stores posted revenue of $1.38 billion in the period, which also topped Street forecasts. Five analysts surveyed by Zacks expected $1.36 billion. Bath & Body Works expects full-year earnings in the range of $2.40 to $2.65 per share. Bath & Body Works shares have decreased 12% since the beginning of the year. The stock has decreased 41% in the last 12 months. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on BBWI at https://www.zacks.com/ap/BBWI