The earnings call detailed a quarter with strong revenue and earnings performance, led by successful sales events and strategic partnerships. While there were notable achievements in expanding the loyalty program and executing brand partnerships, challenges in digital platform performance and tariff impacts on gross profit were significant concerns. The company is taking steps to address these issues and is optimistic about long-term growth opportunities.

Company Guidance

During Bath & Body Works' Second Quarter 2025 Earnings Conference Call, the company provided updated guidance, highlighting strong performance and strategic initiatives. They reported net sales growth of 1.5% and adjusted earnings per diluted share of $0.37, both at the high end of their projections. For the full year, Bath & Body Works revised their net sales growth guidance to between 1.5% and 2.7%, while increasing the low end of their adjusted earnings per share guidance to a range of $3.35 to $3.60. The company expects to mitigate an $85 million gross profit impact from tariffs through strategic sourcing and operational efficiencies. Bath & Body Works also plans to repurchase $400 million in shares, up from $300 million, reflecting confidence in their cash flow and business fundamentals. The company outlined three key initiatives for growth: enhancing their digital platform, emphasizing product efficacy, and expanding distribution channels, including partnerships with college bookstores to reach younger consumers.

Strong Revenue and Earnings

Ended the quarter with revenue and adjusted earnings at the high end of guidance range. Raised the low end of the full-year adjusted earnings per share guidance.

Successful Semiannual Sale

Strong performance led by a focused execution during the semiannual sale, which was strategically shifted back by two weeks.

Disney Partnership

Announced a multiyear partnership with Disney, building on the successful momentum of Disney Princesses and Disney Villains collaborations.

Growth in Men's Business and Sanitizer Products

The men's business and sanitizer products, including moisturizing PocketBacs and 1-ounce sanitizer sprays, performed above expectations.

Loyalty Program Expansion

Active loyalty members increased by 5% compared to the prior year, reaching approximately 39 million.

Share Repurchase Program

Increased planned share repurchases for the year from $300 million to $400 million.

Bath & Body Works (BBWI) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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BBWI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 12, 2025	2025 (Q3)	0.42 / -	0.49	―	―	―
Aug 28, 2025	2025 (Q2)	0.38 / 0.37	0.37	0.00% (0.00)
May 29, 2025	2025 (Q1)	0.42 / 0.49	0.38	28.95% (+0.11)
Feb 27, 2025	2024 (Q4)	2.04 / 2.09	2.06	1.46% (+0.03)
Nov 25, 2024	2024 (Q3)	0.47 / 0.49	0.48	2.08% (+0.01)
Aug 28, 2024	2024 (Q2)	0.36 / 0.37	0.4	-7.50% (-0.03)
Jun 04, 2024	2024 (Q1)	0.33 / 0.38	0.33	15.15% (+0.05)
Feb 29, 2024	2023 (Q4)	1.88 / 2.06	1.86	10.75% (+0.20)
Nov 16, 2023	2023 (Q3)	0.35 / 0.48	0.4	20.00% (+0.08)
Aug 23, 2023	2023 (Q2)	0.33 / 0.40	0.52	-23.08% (-0.12)

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

BBWI Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 28, 2025	$31.54	$29.36	-6.91%
May 29, 2025	$30.04	$28.17	-6.23%
Feb 27, 2025	$40.49	$35.35	-12.69%
Nov 25, 2024	$30.12	$35.09	+16.50%

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.