Personal care and home fragrance retailer Bath & Body Works (NYSE: BBWI) will be reporting results this Wednesday before the bell. Here’s what to look for.
Bath and Body Works beat analysts’ revenue expectations last quarter, reporting revenues of $2.72 billion, down 2.3% year on year. It was an exceptional quarter for the company, with EPS guidance for next quarter exceeding analysts’ expectations and a solid beat of analysts’ EBITDA estimates.
Is Bath and Body Works a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, the market is expecting Bath and Body Works’s revenue to decline 4.4% year on year, a reversal from the 2.9% increase it recorded in the same quarter last year.
The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Bath and Body Works has missed Wall Street’s revenue estimates multiple times over the last two years.
Looking at Bath and Body Works’s peers in the specialty retail segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Warby Parker delivered year-on-year revenue growth of 8.3%, beating analysts’ expectations by 1.3%, and Sally Beauty reported revenues up 2.3%, in line with consensus estimates. Warby Parker traded up 34.1% following the results while Sally Beauty was down 10.9%.
Read our full analysis of Warby Parker’s results here and Sally Beauty’s results here.
AI disruption fears rattled software and crypto through late 2025, but in spring 2026 the focus shifted to geopolitical risk, oil supply, and global stability. While some of the specialty retail stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.1% on average over the last month. Bath and Body Works is down 6.4% during the same time and is heading into earnings with an average analyst price target of $26.43 (compared to the current share price of $17.78).
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