NYSE$BBWI

Bath & Body Works Inc · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

Bath & Body Works reported higher sales and EPS, beating the high end of guidance in Q1 2025.

The company delivered strong Q1 results driven by product innovation and efficient supply chain execution, with both revenue and earnings per share exceeding expectations.

  • Revenue reached $1.424 billion, a 2.9% increase from Q1 2024.
  • EPS grew to $0.49, surpassing the high end of guidance.
  • Net income rose to $105 million, up from $87 million the prior year.
  • Daniel Heaf was appointed as the new CEO effective May 16, 2025.

Headline financials

Total Revenue

$1.42B

Previous: $1.38B+2.9%
EPS

$0.49

Previous: $0.38+28.9%
Operating Income

$209M

Previous: $187M+11.8%
Net Income

$105M

Previous: $87M+20.7%
Gross Profit

$646M

Previous: $606M+6.6%
Net Income per Diluted Share

$0.49

Previous: $0.38+28.9%
Capital Expenditures

-$37M

Previous: -$46M+19.6%
Free Cash Flow

$68M

Previous: $41M+65.9%
Cash & Equivalents

$636M

Previous: $855M-25.6%
Total Assets

$4.88B

Previous: $5.22B-6.5%

Revenue & EPS history

Bath & Body Works · Revenue · Quarterly

$1.42B

Q1 2025+2.9%vs Q1 2024
Beat estimate in 6 of 11 quarters(55%)
ActualEstimate

Revenue by segment

Bath & Body Works · $1.38B total across 3 segments · Q1 2026

  • Stores - U.S. and Canada
    $1.06B
  • Direct - U.S. and Canada
    $246M
  • International and Other
    $70M

Forward guidance

Bath & Body Works maintained its FY25 guidance, anticipating modest revenue growth and solid earnings despite tariff and transition-related headwinds.

Tailwinds

  • Maintained full-year revenue growth guidance of 1% to 3%.
  • Full-year EPS guidance between $3.25 and $3.60.
  • Free cash flow expected between $750 million and $850 million.
  • Benefit from $300 million in share repurchases baked into FY outlook.
  • Supply chain flexibility helping mitigate trade disruptions.

Headwinds

  • CEO transition may reduce EPS by approximately $0.05.
  • Q2 revenue guidance only flat to 2% growth.
  • Q2 EPS expected to decline versus last year.
  • Ongoing tariff costs are embedded in full-year expectations.
  • Inventory and store traffic challenges remain potential risks.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

-1.2%

Avg return

Earnings day

-1.1%

Avg return

5 days after

-3.0%

Avg return

30 days after

40%

26 / 65 earnings

Positive

+14.7%

Q3 2024

Best reaction

-24.6%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026
Q4 2025+2.5%-3.6%-17.2%
Q3 2025-24.6%-19.7%-5.9%
Q2 2025-7.0%-6.3%-15.5%
Q1 2025-6.2%-10.9%-1.4%
Q4 2024-12.7%-16.6%-24.7%
Q3 2024+14.7%+18.0%+27.3%
Q3 2023+0.3%+9.7%+25.7%
Q2 2024-10.7%-11.4%-6.7%
Q1 2024-8.9%-11.5%-27.2%
Q1 2023-5.5%-0.9%+9.3%
Q4 2023-0.3%-2.0%+4.7%
Q3 2022+1.8%+11.7%+11.8%
Q2 2023-1.0%+2.6%-5.2%
Q4 2022-1.2%-0.9%+2.7%
Q2 2022-2.9%-0.0%-15.1%
Q1 2022-3.7%-4.8%-29.5%
Q4 2021+1.2%+0.2%+7.1%
Q3 2021-0.5%+2.5%-6.3%
Q2 2021-1.0%-1.9%-3.4%
Q1 2021-3.6%-3.5%+8.6%
Q4 2020-0.2%-4.8%+11.1%
Q3 2020+4.9%+8.4%-3.0%
Q2 2020-3.6%-7.5%+6.0%
Q1 2020+6.3%+14.9%-10.1%
Q4 2019-8.3%-4.5%-60.2%
Q3 2019-3.8%-4.3%+4.4%
Q2 2019+6.3%+10.9%+9.8%
Q1 2019+4.0%-0.4%+19.8%
Q4 2018-1.9%+2.0%-7.9%
Q3 2018-2.8%-7.4%-23.0%
Q2 2018+4.4%+5.8%+7.2%
Q1 2018-0.3%-1.5%-1.1%
Q4 2017-1.3%-1.8%-10.4%
Q3 2017+1.9%-1.5%+7.4%
Q2 2017+1.3%+3.3%+14.9%
Q1 2017-1.8%-3.1%+2.0%
Q4 2016+1.0%-4.2%-5.0%
Q3 2016-0.4%+3.3%-8.9%
Q2 2016-2.0%-1.2%-5.4%
Q1 2016-1.3%-2.2%-5.3%
Q4 2015+0.0%
Q3 2015+2.5%
Q2 2015+3.8%
Q1 2015-3.5%
Q4 2014+0.3%
Q3 2014-0.5%
Q2 2014-0.8%
Q1 2014+0.7%
Q4 2013+1.2%
Q3 2013-0.1%
Q2 2013+1.5%
Q1 2013+0.1%
Q4 2012+4.0%
Q3 2012-0.1%
Q2 2012+1.2%
Q1 2012-4.7%
Q4 2011+1.6%
Q3 2011+1.1%
Q2 2011-3.2%
Q1 2011-4.4%
Q4 2010+2.8%
Q3 2010-8.8%
Q2 2010-4.1%
Q1 2010-4.8%
Q4 2009+1.8%

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