Bath & Body Works, Inc.

NYSE•BBWI

CEO: Ms. Gina R. Boswell

セクター: Consumer Cyclical

業種: Specialty Retail

上場日: 1982-04-01

Bath & Body Works, Inc. operates a specialty retailer of home fragrance, body care, and soaps and sanitizer products. It sells its products under the Bath & Body Works, White Barn, and other brand names through retail stores and e-commerce sites located in the United States and Canada, as well as through international stores operated by partners under franchise, license, and wholesale arrangements. The company was formerly known as L Brands, Inc. and changed its name to Bath & Body Works, Inc. in August 2021. Bath & Body Works, Inc. was founded in 1963 and is headquartered in Columbus, Ohio.

連絡先情報

Three Limited Parkway, Columbus, OH, 43230, United States

614-415-7000

www.bbwinc.com

時価総額

$3.76B

PER (TTM)

6.0

40.3

配当利回り

4.4%

52週高値

$34.66

52週安値

$14.28

52週レンジ

20%

順位46Top 59.5%

3.5

F-Score

改良版 Piotroski 分析

10年ファンダメンタル

弱い • 3.5 / 9 ポイント

スコアレンジ (0-9)

8-9: 価値が優れている

6-7: 基礎体質が強い

4-5: 全体的に堅調

0-3: パフォーマンスが弱い

データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$2.72B+0.00%

直近4四半期の推移

EPS

$1.90+0.00%

直近4四半期の推移

フリーCF

$814.00M+0.00%

直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Net Sales Slightly Decline Total Net Sales $7,291M, down 0.2% versus 2024; Operating Income $1,126M, down 11% versus 2024.

Operating Income Rate Drops Operating Income rate fell to 15.4% in 2025 from 17.3% in 2024, impacted by Gross Profit rate decline.

Strong Cash Flow Generation Net Cash Provided by Operating Activities reached $1,102M in 2025, up from $886M in 2024; Free Cash Flow $865M.

Store Footprint Expansion Company operated 1,927 stores as of January 31, 2026, achieving 2% net square footage growth during 2025.

リスク要因

Macroeconomic Sensitivity High Sales sensitive to general economic conditions, inflation, tariffs, and consumer spending patterns impacting demand.

Strategic Transformation Execution Risk Success of multi-year Consumer First Formula transformation is subject to various uncertainties and requires significant investment.

Labor Costs Increasing Competitive labor market compels higher wages and benefits costs, potentially increasing operating expenses materially.

Supply Chain Geographic Risk Manufacturing and distribution concentration in Central Ohio exposes operations to local disruptions or adverse conditions.

見通し

Consumer First Formula Launch Launched multi-year transformation focusing on product innovation, brand revitalization, and marketplace expansion in Q3 2025.

Cost Savings Initiative Planned Plans to deliver $250M in cost savings over two years, with $175M expected in fiscal 2026 for reinvestment.

Off-Mall Store Expansion Continuing off-mall expansion strategy, targeting 75% off-mall fleet mix over time from current 60% mix.

Capital Investment Focus Expecting $270M capital expenditures in 2026, focused on high return real estate and Consumer First Formula initiatives.

同業比較

売上高 (TTM)

$22.62B

-1.7%

GPI

$22.57B

+13.2%

THO

$9.93B

+4.6%

粗利益率 (最新四半期)

ETSY

73.1%

-0.7pp

GLBE

46.0%

-0.4pp

MAT

46.0%

-3.1pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
URBN	$6.05B	13.0	17.7%	24.5%
TMHC	$5.81B	7.5	12.8%	24.0%
ETSY	$5.46B	33.3	-15.4%	111.5%

長期トレンド

直近4四半期

売上高

純利益

営業キャッシュフロー

4四半期売上高CAGR

24.1%

高成長

4四半期純利益CAGR

56.6%

収益性の大幅な改善

キャッシュフロー安定性

75%

キャッシュフローの変動が大きい

深度リサーチ

次回決算:2026年5月14日

EPS:$0.29

売上高:$1.36B

財務データ

決算説明会

財務レポート

ニュース

損益計算書

バランスシート

キャッシュフロー計算書

財務比率

変化率

損益計算書	直近12ヶ月

データなし