Bath & Body Works, Inc.는 개인 관리 및 홈 프래그런스 제품의 전문 소매업체로서 운영된다. 이 회사는 3윅 캔들, 홈 프래그런스 디퓨저, 파인 ...
$0.80 주당
예상 EPS $0.12 · 매출 $1.55B · 12 명의 애널리스트
예상 EPS $2.68 · 매출 $7.10B · 11 명의 애널리스트
예상 EPS $1.74 · 매출 $2.66B · 12 명의 애널리스트
$0.80 주당
| 지표 | 최신 | 전년 대비YoY는 Year-over-Year(전년 대비)를 의미합니다. 최근 연도 값을 이전 연도 값과 비교하여 장기 추세의 강도를 보여줍니다. | 전분기 대비QoQ는 Quarter-over-Quarter(전분기 대비)를 의미합니다. 최근 분기를 직전 분기와 비교하여 단기 모멘텀 변화를 보여줍니다. |
|---|---|---|---|
| 매출고객에게 물건을 판매하여 청구서가 지급되기 전까지 들어온 총 금액입니다. 고객의 모든 카드 결제의 총합이라고 보시면 됩니다. (YoY는 올해를 작년 성과와 비교하며, QoQ는 최근 3개월을 이전 3개월과 비교합니다). | $7.3B | -0.2% | +9.9% |
| 순이익절대적인 최종 이익입니다. 회사가 모든 공급업체, 직원, 은행, 세무 당국에 비용을 지불하고 남은 실제 금액입니다. | $649.0M | -18.7% | -35.5% |
| 매출총이익률기본적인 마진입니다. 100달러짜리 운동화를 판매한다면, 이 비율은 원료와 끈 비용을 지불한 직후의 이익이 가격의 얼마인지를 나타내며, 매장 임대료나 TV 광고 같은 비용은 제외됩니다. | +43.7% | -1.2% | +7.3% |
| 영업이익률본업의 효율성 점수입니다. 고객이 지불하는 1달러 중에서 제품을 만들고 모든 일상적인 회사 운영비(급여, 마케팅, 임대료 등)를 지불한 후 회사가 보유하는 금액을 나타냅니다. | +15.4% | -10.9% | -14.9% |
| 순이익률최종 이익 비율입니다. 모든 비용, 세금, 이자를 차감한 후, 매출 1달러 중 회사가 실제로 보유하는 정확한 액수입니다. | +8.9% | -18.5% | -41.3% |
| 잉여현금흐름기업 현금흐름의 핵심입니다. 일상적인 운영비를 지불하고 생존에 필요한 큰 설비(공장, 서버 등)에 투자한 후 남은 사용 가능한 실제 현금입니다. 배당금이나 자사주 매각에 사용될 수 있는 '자유' 현금입니다. | $865.0M | +31.1% | -88.2% |
| FCF 마진궁극의 현금 전환율입니다. 일반 매출을 즉시 사용 가능한 현금으로 얼마나 잘 전환하는지를 나타냅니다. 비율이 높을수록 현금 창출 능력이 우수합니다. | +11.9% | +31.3% | -89.3% |
| 부채/자본재무 리스크 지표입니다. 차입금으로 구축된 자산과 주주의 자기자본 비율을 비교합니다. 높으면 레버리지가 크고 위험이 큽니다. | -387.3% | -8.2% | -8.2% |
| 유동비율12개월 생존 점검입니다. 현재 보유한 현금과 즉시 현금화 가능한 자산으로 1년 내 갚아야 할 즉시 청구서를 갚을 수 있는지를 비교합니다. 1 이상이면 당장 지급에 충분합니다. | 1.27x | -14.3% | -12.9% |
| 총자산회사의 절대적인 규모입니다. 계산대의 현금, 창고의 재고, 소프트웨어 특허, 공장 등 회사가 보유한 모든 가치 있는 자산을 합친 것입니다. | $5.1B | +4.0% | +3.9% |
| 지표 | 연간 (실적 vs 추정치) | 연간 서프라이즈 | 분기 (실적 vs 추정치) | 분기 서프라이즈 |
|---|---|---|---|---|
| EPS 서프라이즈 | 3.07 vs 2.98 | +3.0% | 0.58 vs 0.12 | +367.7% |
| 매출 서프라이즈 | $7.3B vs $7.2B | +1.3% | $1.5B vs $1.5B | -2.2% |
| 날짜 | 임원 | 직책 | 증권 | 구분 | 주식 수 | 가격 |
|---|---|---|---|---|---|---|
| Aug 10, 2026 | Aber Ann | officer: Chief Legal Officer &Corp Secy | Common Stock, $0.50 par value | A | 12,940 | — |
| Jul 20, 2026 | Aber Ann | officer | — | — | 0 | — |
| Jun 12, 2026 | Javitch Tom | officer: Interim CFO | Common Stock, $0.50 par value | A | 10,309 | — |
| Jun 12, 2026 | Meeting David Andrew | officer: SVP, Controller & PAO | Common Stock, $0.50 par value | — | 0 | — |
| Jun 12, 2026 | Javitch Tom | officer: Interim CFO | Common Stock, $0.50 par value | — | 0 | — |
Good morning. My name is Melissa, and I will be your conference operator today. I'd like to welcome everyone to the Bath & Body Works Second Quarter 2025 Earnings Conference Call. Please be advised that today's conference is being recorded. I'll now turn the call over to Luke Long, Vice President of Investor Relations. Luke, you may begin.
Good morning, and welcome to Bath & Body Works Second Quarter 2025 Earnings Conference Call. Joining me on the call today are Daniel Heaf, Chief Executive Officer; and Eva Boratto, Chief Financial Officer. In addition to this call in this morning's press release, we have posted a slide presentation on our website that summarizes the information in these prepared remarks in addition to providing some related facts and figures regarding our operating performance and guidance. As a reminder, some of the comments today may include forward-looking statements related to future events and expectations. For factors that could cause the actual results to differ materially from these forward-looking statements, please refer to the risk factors in Bath & Body Works 2024 Form 10-K. Today's call also contains certain non-GAAP financial measures. Please refer to this morning's press release and supplemental materials for important disclosures regarding such measures, including reconciliations to the most comparable GAAP financial measure. With that, I'll turn the call over to Daniel.
Hello, everyone, and thank you for joining us. I'm excited to be here on my 105th day as CEO of Bath & Body Works. Q2 was a packed quarter where I focused on three things: firstly, deeply immersing myself in the business; secondly, driving forward; thirdly, no regret moves; and finally, shaping our long-term vision. At the same time, our team navigated the quarter with focus, and we delivered solid results. We ended the quarter with revenue and adjusted earnings at the high end of our guidance range, and given our strong first half results and confidence in our outlook, we are raising the low end of our full-year adjusted earnings-per-share guidance. This quarter, our customers remain cautious and value-seeking, and we continue to see more intentional purchasing behavior. Consumers are prioritizing purchases that support personal well-being and convenience while spending selectively. Regardless of the macro environment, we are well positioned to serve consumers with affordable, high-quality products that bring joy to their life, and I believe there is even more opportunity ahead. Over the past 105 days, I focused on understanding where our biggest opportunities lie to accelerate growth. I've had the privilege of connecting with associates at Beauty Park, our distribution centers, and our stores across the United States. I've spoken with many of our shareholders. I've traveled internationally where I've engaged with our partners in key markets such as Dubai, Malaysia, and the U.K. And of course, I've spoken with our customers. It was important for …
| 이름 | 직함 | 보수 | 성별 | 출생 연도 | 상태 |
|---|---|---|---|---|---|
Samantha L. Charleston | Chief Human Resources Officer | USD 1,922,606 | Female | 1971 | Active |
Daniel Heaf | Chief Executive Officer & Director | USD 1,544,131 | Male | 1978 | Active |
Ann Aber | Chief Legal Officer & Corporate Secretary | USD 1,480,503 | Female | 1978 | Active |
Thomas E. Mazurek | Chief Supply Chain & Logistics Officer | USD 975,012 | Male | 1967 | Active |
Tom Javitch | Interim Chief Financial Officer | — | Male | 1970 | Active |
David Andrew Meeting | Senior VP, Controller & Principal Accounting Officer | — | Male | 1974 | Active |
Maurice Cooper | Chief Customer Office | — | Male | 1980 | Active |
Brian K. Leinbach | Executive Vice President & Chief Information Officer | — | Male | — | Active |
Luke R. Long | VP of Strategic Development & Investor Relations | — | Male | — | Active |
Thilina Gunasinghe | Chief Digital & Technology Officer | — | Male | — | Active |
Jeff King | Vice President of ESG | — | Male | — | Active |
Bath & Body Works (BBWI) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Bath & Body Works is mischaracterized as a dying retailer; I see a compelling long-term buy at under $20 per share. BBWI boasts 40%+ gross margins, robust free cash flow, and a growing off-mall and global store footprint, defying value trap narratives. Strategic partnerships with Ulta Beauty and Hilary Duff, plus asset-light international expansion, position BBWI for revenue stabilization and renewed growth.
Expansion advances the brand's Consumer First Formula, reaching new consumers in one of the world's largest beauty markets Expansion advances the brand's Consumer First Formula, reaching new consumers in one of the world's largest beauty markets
FIVE ramps up store expansion, AI-led customer outreach and operational improvements as stronger fiscal 2026 guidance underscores growth momentum.
FIVE sees higher spending per customer visit, boosting sales growth as value-focused merchandising and new stores openings drive momentum.
