Bath & Body Works Beats Q2 Guidance, Raises Full-Year EPS Outlook

Earnings
โดย GuruFocus·US·Read original
Summary · why it matters

Bath & Body Works reported second-quarter net sales of $1.5 billion, down 2.3% year over year but beating its guidance range of down 5% to down 3%, and adjusted earnings per diluted share of $0.62, well above the $0.20 to $0.25 range, including a benefit from about $80 million in tariff refunds. The company raised its full-year adjusted EPS guidance to $2.60 to $2.80 and narrowed net sales guidance to down 4% to down 2.5%, while increasing free cash flow expectations to approximately $650 million. Direct channel sales grew 3% to $275 million, and international and other net sales rose 24.9% to $108 million, but U.S. and Canadian store sales fell 5.4% to $1.1 billion. CEO Daniel Heaf noted progress in digital growth and expanded distribution, with Amazon net sales more than tripling sequentially and Ulta Beauty launching in about 600 stores, but acknowledged continued store traffic pressure and a weak third-quarter outlook with adjusted EPS forecast at $0.07 to $0.12.

Impact on stocks 3

Consumer Discretionary▲ · 2 stocks
Bath & Body Works Inc.
BBWI
▲ PositiveCapitalrelevance

Bath & Body Works beat Q2 guidance and raised full-year EPS outlook, with adjusted EPS of $0.62 exceeding expectations.

Ulta Beauty Inc
ULTA
▲ PositiveDemandrelevance

Ulta Beauty launched Bath & Body Works products in about 600 stores, expanding distribution and potential sales.

Artificial Intelligence▲ · 1 stocks
Amazon.com Inc
AMZN
▲ PositiveDemandrelevance

Amazon net sales more than tripled sequentially for Bath & Body Works, indicating strong demand on its platform.

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