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Bath & Body Works (BBWI) investor relations material
Bath & Body Works Goldman Sachs 32nd Annual Global Retailing Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs 32nd Annual Global Retailing Conference 2025 summary3 Sep, 2025
Leadership vision and growth strategy
CEO emphasizes a consumer-centric approach, leveraging insights from direct interactions and focusing on innovative, emotionally resonant products and integrated brand storytelling.
Growth philosophy is rooted in consistency and frequency of high-impact collaborations, such as the Disney Villains partnership, and sharper execution in core categories.
The company aims for mid-single-digit growth and margin expansion, reallocating capital internally to fund strategic initiatives without diluting margins.
Off-mall store expansion is a priority, with a target of up to 75% of stores off-mall, driven by superior performance in these locations.
New channels, such as college bookstores, are being pursued to reach younger consumers and drive incremental growth.
Key operational initiatives
Digital experience is being overhauled, with a new app and mobile web relaunch planned within weeks to enhance online engagement and brand discovery.
Product packaging is being updated to highlight efficacy claims and dermatological testing, aiming to attract younger, ingredient-conscious consumers.
The assortment will be streamlined, focusing on fewer categories and SKUs to reduce consumer overwhelm and drive productivity.
Loyalty program enhancements have driven membership to 39 million, with exclusive offers and early access to collaborations increasing retention and share of wallet.
Promotional strategies are being simplified to build trust and clarity, moving away from complex deals toward more transparent value propositions.
Financial and market outlook
80% of the supply chain is U.S.-sourced, with ongoing efforts to further mitigate tariff exposure through supply chain optimization and assortment management.
Tariff impact is expected to be about 100 basis points in Q4, with continued mitigation efforts planned for 2026.
Margins are expected to remain strong, with investments in growth funded by internal reallocations rather than margin dilution.
Inventory is projected to rise in the second half, but no significant supply disruptions are anticipated.
The company is focused on taking market share amid industry consolidation, leveraging its profitable store fleet and brand strength.
What are the 'no-regret moves' for growth?
How will BBW mitigate 2026 tariff impact?
Explain the strategy for product assortment optimization.
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Next Bath & Body Works earnings date
Q3 202620 Nov, 2025
Next Bath & Body Works earnings date
Q3 202620 Nov, 2025
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Frequently asked questions
Bath & Body Works, Inc. operates a specialty retailer of home fragrance, body care, and soaps and sanitizer products. It offers body care products, including shower gels, lotions, creams and moisturizers, fragrances, anti-bac and soaps; sanitizers and moisturizers for hand rinse; and hand soap products, such as gel soaps, liquid soaps, foaming hand soap, and antibacterial foaming hand soap.
The company also provides personal care items comprising self-tanners and sunless sprays; aromatherapy products; travel-size items; lip products; face products consisting of facial masks, scrubs, toners, cleansers and wipes; men's grooming kits; shaving creams; and ear candles. Bath & Body Works, Inc. was founded in 1963 and is headquartered in Columbus, Ohio.
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