Bath & Body Works, Inc.

NYSE•BBWI

CEO: Ms. Gina R. Boswell

板块: Consumer Cyclical

行业: Specialty Retail

上市日期: 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.

联系方式

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

614-415-7000

www.bbwinc.com

市值

$3.67B

市盈率 (TTM)

5.8

41.9

股息率

4.5%

52周最高

$34.66

52周最低

$14.28

52周范围

18%

排名46Top 59.5%

3.5

F-Score

改良版 Piotroski 分析

基于 10 年期基本面

疲弱 • 3.5 / 9 分

评分区间 (0-9)

8-9: 价值优异

6-7: 基本面强劲

4-5: 整体稳健

0-3: 表现疲弱

数据范围: 2016-2025

财务仪表盘

Q4 2025 数据

营业收入

$2.72B+0.00%

近4季度走势

每股收益

$1.90+0.00%

近4季度走势

自由现金流

$814.00M+0.00%

近4季度走势

2025 Annual 财报亮点

核心亮点

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.

关注风险

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.

前瞻展望

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.

同行对比

营业收入 (TTM)

$22.62B

-1.7%

GPI

$22.57B

+13.2%

THO

$9.93B

+4.6%

毛利率 (最新季度)

ETSY

73.1%

-0.7pp

GLBE

46.0%

-0.4pp

MAT

46.0%

-3.1pp

关键指标

股票代码	市值	市盈率 (TTM)	净资产收益率 (TTM)	负债率
URBN	$6.12B	13.2	17.7%	24.5%
ETSY	$5.72B	34.9	-15.4%	111.5%
GLBE	$5.64B	83.0	7.5%	2.9%

长期趋势

近4季度

营业收入

净利润

经营现金流

4季度营收复合增长率

24.1%

高速增长

4季度净利润复合增长率

56.6%

盈利能力强劲提升

现金流稳定性

75%

现金流波动较大

深度研究

下次财报:2026年5月14日

每股收益:$0.29

营业收入:$1.36B

财务数据

电话会议

财务报告

新闻

利润表

资产负债表

现金流量表

财务比率

变化率

利润表	过去12个月

无数据