Bath & Body Works Q4 EPS $2.05 Beats Estimates, Guides FY26 EPS Below Consensus
Bath & Body Works reported Q4 adjusted EPS of $2.05, topping consensus by $0.30, with revenue of $2.7 billion down 2% year-over-year. The retailer forecast fiscal 2026 EPS of $2.40–$2.65 (midpoint $2.53) and net sales down 4.5%–2.5%, alongside first-quarter EPS of $0.24–$0.30.
1. Q4 Results Exceed Expectations
Bath & Body Works posted adjusted EPS of $2.05 for the quarter ended January 31, beating consensus by $0.30, and generated revenue of $2.7 billion, down 2% year-over-year. The company cited accelerated innovation and an earlier-than-planned Amazon launch for its stronger performance.
2. Fiscal 2026 Guidance
The retailer issued FY26 EPS guidance of $2.40 to $2.65 (midpoint $2.53) below analyst estimates, and projected net sales declines of 4.5% to 2.5%. First-quarter EPS is forecast at $0.24 to $0.30, against prior-year $0.49, with sales expected to contract 6% to 4%.
3. Market Reaction and Strategic Update
Shares jumped 3.1% on the results and outlook. Management highlighted the ongoing end-to-end transformation plan aimed at enhancing innovation, brand relevance, and shopping convenience to drive long-term growth.