Share price
$19.33
+3.6% Friday
Range: $18.70–$19.93
Bath & Body Works Gains 3.6% After $80 Million Tariff Refund Offsets Weaker Revenue
Shares of Bath & Body Works climbed on Friday, as investors focused on the core earnings outperformance rather than the headline gains boosted by refunds. The adjusted figures were more modest but still topped forecasts, with bottom-line profit surpassing estimates even as revenue declined.
NYSE: BBWI · Q2 2026 earnings
The $80 million refund boosted profit; the underlying beat was smaller
Market data: August 28, 2026, 14:26–14:48 EDT
Results released: August 26, 2026
Quarter ended: August 1, 2026
Results released: August 26, 2026
Quarter ended: August 1, 2026
Market value
$3.90bn
≈+$136m
Friday value change
Q2 sales
$1.514bn
−2.3% YoY
Consensus: $1.50bn
Adjusted EPS
$0.62
$0.31 ex-refund
Consensus: $0.24
Gross margin: reported versus underlying
What improved
Direct salesFirst growth since 2021
International & other sales+24.9%
Operating income$216m
Net income$118m
FY free-cash-flow outlook≈$650m
What remains weak
Store trafficDeclining
Q3 sales guide−5% to −2.5%
Q3 adjusted EPS guide$0.07–$0.12
Q3 consensus EPS$0.26
52-week stock return−33.8%
Guidance bridge
| Metric | Prior | Current | Change |
|---|---|---|---|
| FY adjusted EPS | $2.40–$2.65 | $2.60–$2.80 | Midpoint +6.9% |
| FY net sales | −4.5% to −2.5% | −4% to −2.5% | Range narrowed |
| Q3 adjusted EPS | — | $0.07–$0.12 | Below $0.26 consensus |
Investor timeline
August 26
Q2 sales and adjusted EPS beat guidance; annual profit outlook rises.
Q2 sales and adjusted EPS beat guidance; annual profit outlook rises.
August 27
Several analysts trim targets while largely maintaining Hold ratings.
Several analysts trim targets while largely maintaining Hold ratings.
August 28
Shares recover 3.6% as investors distinguish the refund from the underlying beat.
Shares recover 3.6% as investors distinguish the refund from the underlying beat.
Next checkpoint
Q3 traffic, promotional intensity, holiday inventory and digital growth.
Q3 traffic, promotional intensity, holiday inventory and digital growth.
Bath & Body Works BBWI stock price jumps 5% into weekend — what investors watch next
Bath & Body Works shares ended Friday 5.16% higher at $21.80, swinging between $20.52 and $22.00 during the session. Trading volume hit roughly 6.09 million shares.
Bath & Body Works stock jumps 5% as BBWI rebounds despite fresh class-action deadline
Bath & Body Works shares climbed 5.3% to $21.83 during Friday’s afternoon session. The stock fluctuated between $20.38 and $21.99, with roughly 3.4 million shares traded.
BBWI stock: Bath & Body Works nudges “rose reset” as investors size up the next catalyst
Bath & Body Works shares closed Friday up 2.3%, finishing at $23.29 just before Monday’s U.S. session.
Sudden Southern Park Mall Shutdown Shocks Community – Safety Scare, Unpaid Bills & Uncertain Future
Forecast: If Kohan Retail remains unwilling to invest in repairs or taxes, Southern Park Mall could face a protracted shutdown and accelerating tenant exodus. The holiday shopping season – normally the busiest period – will be all but lost if the mall stays closed, potentially pushing more retailers to exit. Over the longer term, experts say the best outcome may be for a new owner or new purpose to take over. “It’s best… to embrace what [Kohan is] doing and start to look at what the next generation of that land use could be,” Egelanian advises communitieswfmj.com. In other words, rather than pin hopes on a negligent landlord reversing course, Boardman may need to pursue redevelopment opportunities with partners who have the resources to transform the site. The Southern Park Mall was once a bustling retail hub and still hosts popular national brands – but without swift resolution of the safety issues and a change in ownership approach, its days as a traditional mall appear numbered. Local officials and residents are watching closely, hopeful for either a turnaround or a new chapter for this landmark property. For now, the lights in the mall corridors are dark, and an uneasy question
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