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Bath & Body Works (GB:0JSC)
LSE:0JSC
Earnings Data
Report Date
May 14, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.29Last Year’s EPS
0.49Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call communicated a clearly articulated multi-year turnaround plan (Consumer First Formula) with concrete early execution wins — product innovation proof points, strategic marketplace expansion (Amazon), international momentum, clean inventory, strong FY2025 free cash flow, and a defined $250M cost-savings program. However, near-term financials remain pressured: comparable and category-specific sales declines, margin compression driven by tariffs and planned product investments, and guidance calling for further revenue declines in 2026 (and a lower free cash flow target). Management emphasized confidence in the strategy and patience for benefits to accrue over 2026 into 2027, but near-term operating and macro headwinds temper the immediate outlook.Company Guidance
Quarterly Revenue and EPS Beat vs Expectations
Q4 net sales of $2.7 billion, down 2.3% year-over-year but better than the guidance floor; adjusted EPS of $2.05, down ~2% year-over-year but ahead of expectations.
Strong Product Proof Points and Innovation Momentum
Launch of a new moisturizing hand soap showing strong consumer reviews and sell-through (productivity noted as double the gel it replaces), signaling early success from the Consumer First Formula and a larger 2026 product pipeline focused on body care, home fragrance, and soaps/sanitizers.
Franchise & Collaboration Wins
Champagne Toast had its strongest year ever, validating elevated franchise positioning; Disney Princess 2.0 launch resonated in line with expectations; more collaborations planned and being deployed strategically.
Marketplace & Distribution Expansion — Amazon Launch
Launched on Amazon (Feb 20) with a curated 50-SKU assortment and elevated product storytelling to extend reach to new and lapsed customers; guidance embeds an initial ~$50 million (0.5 point) benefit from expanded distribution.
International Growth and Store Expansion
International net sales up 8.6% in Q4; system-wide retail sales grew 13%; international partners opened 36 stores (closed 7) in Q4 and added 44 net new stores for the year, ending with 573 international locations.
Inventory Discipline and Store Fleet Strength
Inventory down 5% versus prior year with 'clean' inventory heading into spring; 60% of store fleet in off-mall locations; opened 21 NA stores and closed 28 in Q4 with 32 net new stores for the year.
Cash Flow and Capital Returns
Generated $865 million of free cash flow in FY2025 (including ~$125 million working capital benefit); returned $167 million via dividends and repurchased 15.1 million shares for $400 million in 2025; 2026 FCF expected at ~$600 million (includes $65 million after-tax settlement).
Cost Savings Program (Fuel for Growth)
Launched a multi-year Fuel for Growth program targeting $250 million of cost savings over two years, with approximately $175 million included in 2026 guidance to fund strategic investments.
GB:0JSC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GB:0JSC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 04, 2026 | $22.24 | $23.40 | +5.22% |
Nov 20, 2025 | $20.84 | $15.45 | -25.87% |
Aug 28, 2025 | $31.39 | $28.14 | -10.36% |
May 29, 2025 | $29.40 | $27.27 | -7.26% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Bath & Body Works (GB:0JSC) report earnings?
Bath & Body Works (GB:0JSC) is schdueled to report earning on May 14, 2026, After Close (Confirmed).
What is Bath & Body Works (GB:0JSC) earnings time?
Bath & Body Works (GB:0JSC) earnings time is at May 14, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Bath & Body Works stock?
The P/E ratio of Bath & Body Works is N/A.
What is GB:0JSC EPS forecast?
GB:0JSC EPS forecast for the fiscal quarter 2026 (Q1) is 0.29.
