Bath & Body Works misses Q3 sales estimates, cuts guidance

Bath & Body Works

20/11/2025 12:04

Overview

Bath & Body Works Q3 net sales down 1%, missing analyst expectations

Adjusted EPS for Q3 misses analyst expectations

Company lowers Q4 and full-year 2025 guidance due to macro consumer pressures

Outlook

Company lowers Q4 2025 net sales guidance to decline high single digits

Company expects Q4 2025 EPS of at least $1.70, down from $2.09 in Q4 2024

Company revises full-year 2025 net sales guidance to decline low single digits

Result Drivers

CONSUMER FIRST FORMULA - Co launches transformation plan with focus on product innovation, brand reinvigoration, market expansion, and operational efficiency

MACRO PRESSURES - Co lowers Q4 and full-year 2025 guidance due to macro consumer pressures affecting purchase intent

PRODUCT INNOVATION - Co aims to create innovative offerings in core categories to attract younger consumers

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Sales
Miss
$1.59 bln
$1.63 bln (12 Analysts)
Q3 Adjusted EPS
Miss
$0.35
$0.39 (13 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", 6 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the miscellaneous specialty retailers peer group is "buy"

Wall Street's median 12-month price target for Bath & Body Works Inc is $33.00, about 36.2% above its November 19 closing price of $21.04

The stock recently traded at 6 times the next 12-month earnings vs. a P/E of 8 three months ago

Press Release: ID:nGNXkkD9f

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)