Feed / BBWI

Bath & Body Works, Inc.

BBWI

Consumer Cyclical · 20.11 +0.8% today

Jodie read · what matters now

Operating margin improved 2.1 percentage points.

The story is only the start. Jodie keeps watching the filing evidence, the companies connected to BBWI, and whether its market group begins moving.

Latest storyNo Struct brief yetJodie is monitoring new filings.
Disclosed connectionsNo verified linksBuilt from company filings
Organic co-movement groupTransportation & Dealerships · ParticipantDiscovered from trading behaviour, not sector labels · Open group →

Latest filing assessment · baseline

The latest filing presents a mixed picture

10-Q filed 2026-05-27 against the comparable filing from 2025-05-29.

mixed
OperationsmixedEvidence score 0
liquidityneutralEvidence score 0
valuationdiscount

What improved

  • Operating margin improved 2.1 percentage points.
  • Net income increased 74.3% versus the comparable filing period.

What weakened

  • Revenue decreased 3.2% versus the comparable filing period.
  • Gross margin fell 2.8 percentage points.

Filing receipts

Gross Profit dollars decreased due to a decline in the merchandise margin rate, primarily driven by tariffs, inflation and crude oil impacts as well as category mix, and the decline in Net Sales.

The Gross Profit rate decreased primarily due to the lower merchandise margin rate and Buying and Occupancy Expenses deleverage on lower Net Sales.

Our General, Administrative and Store Operating Expenses and rate both decreased primarily driven by an $88 million pre-tax gain, recorded as a reduction to Selling Expenses, related to cash proceeds received, net of legal fees, for favorable settlements of payment card interchange fee litigation.

Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.

Who this business touches

The relationships behind BBWI

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Filing peers

Companies whose filings use similar operating language.

You can see the shape of the network here. Pro opens the original filing receipts, and alerts when connected names begin moving. See Pro →

What is moving around it

Live connections

BBWI is currently a Participant in the organic co-movement group Transportation & Dealerships. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.

Theme membership history

No durable theme membership has been observed for this name yet.