Bath & Body Works, Inc.(BBWI)Stock Analysis
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Rank #271 of 2,961 stocksTOP 10%
View Consumer Discretionary peers →
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
Unusual Activity in BBWI
Events flagged as statistical outliers against BBWI's own multi-year baseline — not fixed dollar thresholds.
- Score shock2026-08-26
BBWI quality score dropped 10 points (57→46) on a new filing
View source filing →
BBWI Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for Bath & Body Works, Inc. (BBWI), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores BBWI at 69.4/100 on a 32-signal composite quality model, placing it at rank #271 of 2,961 stocks — the top 10% of the AI-ranked universe. BBWI scores in the top quartile across balance sheet strength (93.5), revenue scale (82.9). Based on the latest XBRL financial filings (Q2 2026), Bath & Body Works, Inc. reports quarterly revenue of $1.5B, net income of $118.0M, an operating margin of 14.3%. Top institutional holders of BBWI by reported 13-F value include FMR, BlackRock, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. BBWI trades on the NYSE exchange and files with the SEC under CIK 701985. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate BBWI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Bath & Body Works, Inc. directly from SEC EDGAR. Bath & Body Works, Inc.'s 13F Pro composite quality score has ranged between 46 and 69 since 2021, currently 69.4 — an improving long-term trajectory across 65 quarterly and live scoring snapshots.
What's Driving BBWI's Business? Latest 10-Q Breakdown
AI-extracted from Bath & Body Works, Inc.'s 10-Q filed 2026-08-26 — Q2 FY2026 (quarter ended August 1, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Bath & Body Works Q2 revenue declined 2.3% to $1.514B, but operating income surged 37% to $216M on gross margin expansion from $80M in IEEPA tariff refunds and lower debt service.
Biggest Revenue Drivers
Decrease driven by lower transactions and average dollar sales.
Increase primarily driven by higher fulfilled orders, partially offset by lower average order size.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q2 2026
$1.5B
Net Income
Q2 2026
$118.0M
Free Cash Flow
Q2 2026
$23.0M
Operating Margin
Q2 2026
14.3%
ROIC
Q2 2026
30.8%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
-0.2% YoYNet Income
-18.7% YoYOperating Income
-11.1% YoYEPS (Diluted)
-13.9% YoYTotal Assets
+4.0% YoYTotal Debt
+7.4% YoYOp. Cash Flow
+24.4% YoYFree Cash Flow
+31.1% YoY| Metric | FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
| Revenue | $7.29B -0.2% | $7.31B -1.6% | $7.43B -1.7% | $7.56B -4.1% | $7.88B +22.5% | $6.43B |
| Net Income | $649.0M -18.7% | $798.0M -9.1% | $878.0M +9.8% | $800.0M -40.0% | $1.33B +57.9% | $844.0M |
| Operating Income | $1.13B -11.1% | $1.27B -1.5% | $1.28B -6.6% | $1.38B -31.5% | $2.01B +25.2% | $1.60B |
| EPS (Diluted) | $3.11 -13.9% | $3.61 -6.0% | $3.84 +12.0% | $3.43 -29.7% | $4.88 +62.7% | $3.00 |
| Total Assets | $5.07B +4.0% | $4.87B -10.8% | $5.46B -0.6% | $5.49B -8.8% | $6.03B -47.9% | $11.57B |
| Total Debt | $4.17B +7.4% | $3.88B -11.5% | $4.39B -9.7% | $4.86B +0.2% | $4.85B -23.8% | $6.37B |
| Operating Cash Flow | $1.10B +24.4% | $886.0M -7.1% | $954.0M -16.6% | $1.14B -23.3% | $1.49B -26.8% | $2.04B |
| Free Cash Flow | $865.0M +31.1% | $660.0M +0.6% | $656.0M -19.6% | $816.0M -33.2% | $1.22B -32.5% | $1.81B |
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Top Institutional Holders of BBWI
FMR LLC
$486.7M21,043,777 shBlackRock, Inc.
$449.1M19,414,831 shVANGUARD PORTFOLIO MANAGEMENT LLC
$393.6M17,016,691 shVANGUARD CAPITAL MANAGEMENT LLC
$209.7M9,066,663 shD. E. Shaw & Co., Inc.
$178.8M7,728,842 shAQR CAPITAL MANAGEMENT LLC
$173.2M7,641,815 shSTATE STREET CORP
$165.2M7,140,132 shCITADEL ADVISORS LLC
$118.1M5,106,371 shALLIANCEBERNSTEIN L.P.
$104.7M5,605,781 shAMERICAN CENTURY COMPANIES INC
$94.7M4,093,916 sh
| Fund | Value | Shares |
|---|---|---|
| FMR LLC | $486.7M | 21,043,777 |
| BlackRock, Inc. | $449.1M | 19,414,831 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $393.6M | 17,016,691 |
| VANGUARD CAPITAL MANAGEMENT LLC | $209.7M | 9,066,663 |
| D. E. Shaw & Co., Inc. | $178.8M | 7,728,842 |
| AQR CAPITAL MANAGEMENT LLC | $173.2M | 7,641,815 |
| STATE STREET CORP | $165.2M | 7,140,132 |
| CITADEL ADVISORS LLC | $118.1M | 5,106,371 |
| ALLIANCEBERNSTEIN L.P. | $104.7M | 5,605,781 |
| AMERICAN CENTURY COMPANIES INC | $94.7M | 4,093,916 |
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Popular Research
Is BBWI a good stock to buy?
13F Pro's AI-powered analysis of Bath & Body Works, Inc. (BBWI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for BBWI are available on the BBWI stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. BBWI is classified as a mid company.
Which hedge funds own BBWI?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling BBWI. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Bath & Body Works, Inc.'s investment landscape.