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May 03, 2025
Bath & Body Works Q1 2025 Earnings Report
Bath & Body Works reported higher sales and EPS, beating the high end of guidance in Q1 2025.
Key Takeaways
The company delivered strong Q1 results driven by product innovation and efficient supply chain execution, with both revenue and earnings per share exceeding expectations.
Revenue reached $1.424 billion, a 2.9% increase from Q1 2024.
EPS grew to $0.49, surpassing the high end of guidance.
Net income rose to $105 million, up from $87 million the prior year.
Daniel Heaf was appointed as the new CEO effective May 16, 2025.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Bath & Body Works maintained its FY25 guidance, anticipating modest revenue growth and solid earnings despite tariff and transition-related headwinds.
Positive Outlook
- Maintained full-year revenue growth guidance of 1% to 3%.
- Full-year EPS guidance between $3.25 and $3.60.
- Free cash flow expected between $750 million and $850 million.
- Benefit from $300 million in share repurchases baked into FY outlook.
- Supply chain flexibility helping mitigate trade disruptions.
Challenges Ahead
- CEO transition may reduce EPS by approximately $0.05.
- Q2 revenue guidance only flat to 2% growth.
- Q2 EPS expected to decline versus last year.
- Ongoing tariff costs are embedded in full-year expectations.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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