Bath & Body Works shares dip as Q3 guidance misses estimates

Published 28/08/2025, 12:04

NEW YORK - On Thursday, Bath & Body Works, Inc. (NYSE: BBWI) reported second quarter earnings that met revenue expectations but fell short on earnings per share.

The company’s shares declined 1.68% in pre-market trading following the results.

The home fragrance and personal care retailer posted adjusted earnings per share of $0.37, missing analyst estimates by $0.01, while revenue reached $1.55 billion, in line with expectations and up 1.5% YoY. The company delivered results at the high end of its own guidance range for both metrics.

Bath & Body Works raised the low end of its full-year 2025 adjusted earnings guidance from $3.25-$3.60 to $3.35-$3.60, compared to analyst expectations of $3.48. However, third quarter guidance of $0.37-$0.45 per share fell below the consensus estimate of $0.49, likely contributing to the stock’s decline.

"Our team delivered a solid quarter, with revenue and adjusted earnings per share at the high end of our guidance range," said Daniel Heaf, CEO of Bath & Body Works. "Based on our strong first-half results and our confidence in our outlook, we are raising the low end of our full-year adjusted earnings per share guidance range."

The company narrowed its full-year 2025 net sales growth forecast to 1.5% to 2.7%, compared to its previous guidance of 1% to 3%. Management also increased its expected share repurchase amount from $300 million to $400 million for the year.

Bath & Body Works is focusing on three strategic initiatives: enhancing digital experiences, improving product efficacy, and expanding distribution channels. The company operated 1,904 stores in the U.S. and Canada as of August 2, 2025, along with 537 international franchised locations.

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