Added to YB: 2026-07-10
Pitch date: 2026-05-03
BBWI [bullish]
Bath & Body Works, Inc.
+9.6%
current return
Author Info
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Company Info
Bath & Body Works, Inc. operates as a specialty retailer of personal care and home fragrance products.
Market Cap
$3.2B
Pitch Price
$18.65
Price Target
70.00 (+242%)
Dividend
5.00%
EV/EBITDA
4.07
P/E
4.16
EV/Sales
1.00
Sector
Specialty Retail
Category
turnaround
Bath & Body Works, Inc. - $BBWI
BBWI: 'One of a kind' cult retailer w/ ~20% share, proprietary VA supply chain, 6,000 SKUs/yr, ~$6-7 ASP, 20%+ pre-Covid op margins. New CEO Heaf (ex-Nike) targeting MSD-HSD growth via partnerships, e-comm, pricing. At 7.5x EPS ($2.60 FY26). If EPS hits $4.50 in 3yrs @ 15x = ~$70, a triple. Risks: 5x net debt/FCF leverage, buybacks paused, retail turnaround jockey bet.
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