财务表现 - 第三季度净销售额为16.1亿美元，同比增长3%[3] - 第三季度每股收益为0.49美元，低于去年同期的0.52美元[3] - 第三季度运营收入为2.18亿美元，低于去年同期的2.21亿美元[3] - 第三季度净收入为1.06亿美元，低于去年同期的1.19亿美元[3] - 2024年第三季度净收入为3.45亿美元，相比2023年同期的2.99亿美元增长了15.4%[19] - 2024年第三季度调整后净收入为2.76亿美元，相比2023年同期的2.78亿美元略有下降[20] - 2024年第三季度调整后每股稀释收益为1.24美元，相比2023年同期的1.21美元略有增长[19] - 2024年第三季度总销售额为16.1亿美元，相比2023年同期的15.62亿美元增长了3%[35] - 2024年第三季度美国和加拿大门店销售额为12.2亿美元，相比2023年同期的11.68亿美元增长了4.4%[35] - 2024年第三季度直接销售（美国和加拿大）销售额为3.21亿美元，相比2023年同期的3.17亿美元增长了1.5%[35] - 2024年第三季度国际销售额为6900万美元，相比2023年同期的7700万美元下降了11.1%[35] 财务预测 - 公司上调了2024财年全年净销售额和每股收益指引[4] - 预计第四季度净销售额将下降4.5%至6.5%，主要受2023年额外一周的影响[4] - 预计2024财年净销售额将下降1.7%至2.5%，同样受2023年额外一周的影响[4] - 2024年全年调整后每股稀释收益预测为3.15美元至3.28美元，排除特定调整[23] 股票回购 - 公司计划在2024财年使用4亿美元进行股票回购[4] 供应链与门店分布 - 公司主要依赖美国本土供应链，以应对零售环境的波动[2] - 公司在全球拥有超过1,880家自营店和500家国际特许经营店[7] 调整结果 - 2024年第二季度调整结果排除了一项3900万美元的税前收益（税后净收益2500万美元），与Easton投资的销售相关[26] - 2024年第二季度调整结果还排除了一项4400万美元的税收优惠，与递延所得税资产的估值准备金释放相关[27]

Net Sales of $1.6 Billion, Increased 3%; Earnings Per Diluted Share of $0.49, Both Exceeding Guidance Updates Fiscal Year 2024 Guidance COLUMBUS, Ohio, Nov. 25, 2024 (GLOBE NEWSWIRE) -- Bath & Body Works, Inc. (NYSE: BBWI) today reported third quarter 2024 results. Gina Boswell, CEO of Bath & Body Works, commented, “Our strong results exceeded the high end of our net sales and earnings per diluted share guidance. As a result, we are raising our full-year guidance to fully reflect this outperformance.” Boswe ...

Bath & Body Works, Inc. BBWI will release earnings results for the third quarter, before the opening bell on Monday, Nov. 25.Analysts expect Bath & Body Works to report quarterly earnings at 47 cents per share. That's down from 48 cents per share a year ago. The Columbus, Ohio-based company projects to report quarterly revenue of $1.58 billion, compared to $1.56 billion a year earlier, according to data from Benzinga Pro.On Nov. 8, Bath & Body Works announced the declaration of its regular quarterly dividen ...

华尔街分析师对Bath & Body Works公司的盈利预测 - 预计每股季度收益为0.46美元同比下降4.2% 预计营收达15.8亿美元同比增长1.1%过去30天每股收益预期共识未变[1] - 盈利预测变化对预测投资者对股票反应至关重要与股票短期价格走势有强关联[2] - 投资者通常用共识盈利和营收估计评估公司季度表现审视分析师对关键指标预测可提供更全面视角[3] 公司各项指标的分析师预测 - 美国和加拿大地区净销售额预计12亿美元同比增长3.1%国际地区净销售额预计6903万美元同比下降10.4%[4] - 美国和加拿大地区直接净销售额预计3.1225亿美元同比下降1.5%公司运营门店总数预计1884家去年同期1843家[5] - 加拿大公司运营门店数预计111家与去年同期相同美国门店平均规模预计284万平方英尺去年同期282万平方英尺[6] - 美国公司运营门店数预计1774家去年同期1732家美国门店总销售面积预计502万平方英尺去年同期488万平方英尺[7] - 国际合作伙伴运营门店数预计480家去年同期430家国际合作伙伴运营门店总数预计511家去年同期458家[8] - 国际旅游零售合作伙伴运营门店数预计31家去年同期28家[9] 公司股票表现 - 过去一个月股票回报率为+2.1%标准普尔500指数回报率为+1%股票Zacks评级为4（卖出）预计近期落后于整体市场[10]

Bath & Body Works, Inc. (NYSE: BBWI ) is a retailer of home fragrances, body care products, sanitizers, and similar products in the United States and Canada. At the start of August 2024, the company hadI am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revolves around identifying mispriced securities by understanding the drivers behind a company's financia ...

Bath & Body Works (BBWI) shares ended the last trading session 5% higher at $31.51. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 4.6% loss over the past four weeks.Bath & Body Works has been benefiting from the solid execution of its “Fuel for Growth" initiatives. The company’s agile business model allows it to adeptly respond to customer preferences in a value-conscious market. Strong customer engagement with B ...

COLUMBUS, Ohio, Nov. 11, 2024 (GLOBE NEWSWIRE) -- Bath & Body Works, Inc. (NYSE: BBWI) announced today that it plans to report its third quarter 2024 financial results before market open on Monday, November 25, 2024. In conjunction with this report, the company will host a conference call at 9:00 a.m. EST during which Gina Boswell, chief executive officer, and Eva Boratto, chief financial officer, will discuss the company's results and provide a business update. Supplemental materials will be posted approxi ...

Barclays analyst Adrienne Yih downgraded Bath & Body Works Inc BBWI from Equal-Weight to Underweight and lowered the price target from $31 to $28. The stock fell after the rerating.Yih cited concerns over supply and demand risks that could negatively impact the company over the next 12 to 15 months.While the guidance for the second half of 2024 has been adjusted to lower expectations, the analyst anticipates continued pressure in 2025 with potential declines in sales and contracting margins.Her analysis poi ...

文章核心观点 - 两家S&P 500指数成分股公司Nike和Bath & Body Works近期股价下跌,但仍有望带来可观的投资收益[1] - Nike虽然面临一些挑战,但仍拥有强大的品牌优势和行业领先地位,有望长期获得良好表现[2][3] - Bath & Body Works虽然近期业绩平平,但其高利润率和丰厚的现金流使其股价估值较低,有望获得较高的股息收益和未来的资本增值[4][5][6] 行业和公司总结 Nike - 公司在中国市场的增长预期不佳,同时面临美欧市场竞争加剧和零售渠道关店等挑战,导致短期业绩下滑[2] - 但公司仍拥有全球最强大的品牌之一,以及行业领先的基础设施和分销优势,有望长期保持良好表现[3] - 公司股息增长迅速,过去10年增长164%,未来有望继续保持较高增速[3] Bath & Body Works - 公司专注于个人护理和家居用品业务,近年来销售表现平稳[4] - 公司利润率和现金流较强,但股价估值较低,目前市盈率仅7.7倍,远低于同行[5] - 公司股息收益率达2.7%,远高于S&P 500平均水平1.5%[4] - 分析师普遍看好公司前景,目标价较当前高48%[5] - 做空头寸较少,仅占流通股4.1%,远低于同行[6]

COLUMBUS, Ohio, Sept. 25, 2024 /PRNewswire/ -- Bath & Body Works, Inc. (NYSE: BBWI) (the "Company") today announced that the Company and Julie Rosen, President, Retail of Bath & Body Works, have mutually agreed Ms. Rosen will step down from her role, effective immediately. Ms. Rosen will be available in an advisory capacity to ensure a smooth transition.In conjunction with this decision, the Company has eliminated the role of President, Retail, and largely all functions which previously reported to Ms. Rose ...