Bath & Body Works (BBWI)
Sells fragrance-led body care and home products through stores, e-commerce, and international partners.
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Merchandise sold under Bath & Body Works and White Barn spans body care, home fragrance, and soap and sanitizer. Company-operated stores and e-commerce serve the United States and Canada, while franchise, license, and wholesale partners support international sales.
Personal care and home fragrance anchor a single-segment specialty retail business. Merchandise includes body lotion and cream, candles, home-fragrance diffusers, and liquid hand soap, sold under Bath & Body Works and White Barn.
Company-operated stores and e-commerce serve the United States and Canada. International sales use franchise, license, and wholesale partners rather than company-operated channels.
Exclusive fragrances are applied across body-care and home-fragrance merchandise, connecting the assortment across stores, online channels, and partner-operated international outlets. Management reports the business as one consolidated segment, so product categories and channels—not separate operating segments—describe its structure.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 8, 2026 | BMO Capital | Initiate | Rating: —Target: $50 | Target: $20 |
| Sep 8, 2026 | China Renaissance Securities (US) Inc. | Target | Target: — | Target: $20 |
| Aug 27, 2026 | Deutsche Bank | Target | Target: $21 | Target: $22 |
| Aug 27, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $22 | Target: $20 |
| Aug 27, 2026 | Robert W. Baird | Target | Target: $20 | Target: $23 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Aug 1, 2026Cash & short-term investments $794.0M · Total debt $4.74B · Total assets $5.16B · Shareholders' equity −$1.05B
- Revenue
- $1.51B
- Operating income
- $216.0M
- Net income
- $118.0M
HistoryDividendAnnual yield
| Institutions | ≈ 105.26% | 212.26M shares | |
|---|---|---|---|
| 492 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.89% | 1.79M shares | |
| 19 holders · as of Aug 12, 2026 | |||
| Adds to | 106.15% | ||
201.65M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 106.15%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
FMR LLCInstitution | 10.44% | 21.04M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 9.63% | 19.41M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 8.44% | 17.02M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.50% | 9.07M | as of Jun 30, 2026 |
D. E. Shaw & Co., Inc.Institution | 3.83% | 7.73M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Nov 24, 2025 | Sarah E. Nash | director | +10,000 | $15.58 |
| Nov 24, 2025 | James Kevin Symancyk | director | +22,500 | $15.58 |
| Nov 21, 2025 | Lucy Brady | director | +3,470 | $14.40 |
| Nov 21, 2025 | Francis Hondal | director | +3,343 | $15.00 |
| Nov 21, 2025 | Stephen D. Steinour | director | +6,700 | $14.86 |
- Victoria's Secret
Body mists, lotions, and fragrance aimed at similar beauty spend
- Newell Brands
Scented candles and home fragrance across Yankee Candle brands
- Estée Lauder Companies
Prestige fragrance and Le Labo scent franchises
- Coty
Fragrance-mist, prestige, and consumer-beauty demand
- Procter & Gamble
Personal cleansing and air-care brands at mass-market scale
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Bath & Body Works | $17.42 | +3.02% | $3.41B | 4.5 | 6.8 | 0.5 | −2.3% |
| Victoria's Secret | $84.12 | +3.05% | $6.49B | 18.5 | 16.9 | 0.9 | +10.4% |
| Newell Brands | $5.77 | +2.95% | $2.38B | — | 9.0 | 0.3 | +3.1% |
| Estée Lauder Companies | $98.78 | +2.53% | $34.84B | 192.7 | 29.8 | 2.3 | +6.5% |
| Coty | $2.60 | +3.59% | $2.21B | — | 8.2 | 0.4 | +1.3% |
| Procter & Gamble | $147.53 | +0.99% | $347.33B | 22.1 | 21.1 | 4.0 | +1.5% |
| Median | 22.1 | 16.9 | 0.9 | +3.1% |