Added to YB: 2025-10-07
Pitch date: 2025-10-04
BBWI [bullish]
Bath & Body Works, Inc.
-20.63%
current return
Author Info
Waterboy Stocks is a value investor sharing stock pitches on their blog. Sign up for the newsletter.
Company Info
Bath & Body Works, Inc. operates as a specialty retailer of home fragrance, personal and body care, soaps, and sanitizer products.
Market Cap
$4.5B
Pitch Price
$25.26
Price Target
N/A
Dividend
3.64%
EV/EBITDA
4.69
P/E
6.50
EV/Sales
1.24
Sector
Specialty Retail
Category
turnaround
Bath & Body Works, Inc. - $BBWI
BBWI: $5.9B fragrance retailer w/ 39M loyal customers (80% of $7.3B sales) but declining revenue 4 yrs straight. New Nike exec CEO Heaf targeting 1-3% growth, 42.2% gross margins, $750-850M FCF. Trading 7-8x forward FCF after 60% drop from peak. $400M buybacks, digital relaunch key catalyst.
Read full article (3 min)