Jefferies Points to Uneven Consumer Demand in Bath & Body Works (BBWI) View

On January 14, Jefferies restarted sum of Bath & Body Works, Inc. (NYSE:BBWI) with a Hold standing and raised its terms people to $24 from $16 arsenic it took implicit sum of specialty softlines. In its updated 2026 view, the steadfast said it’s looking much intimately astatine however a K-shaped user situation is influencing quality spending, and noted that it inactive has condemnation successful a broader constitution cycle.

Bath & Body Works has a beardown lineup of caller products successful the pipeline, and that should bash much than conscionable assistance sales. It could besides assistance the marque scope caller customers. There are immoderate easy, earthy extensions it tin physique connected arsenic well, similar expanding further into shaving and facial care. At the aforesaid time, the institution has country to subdivision retired into newer categories that are inactive developing, including haircare and men’s grooming.

The maturation communicative isn’t constricted to adding much products. BBW besides has a batch of untapped imaginable extracurricular the U.S. In fiscal 2024, the institution generated astir of its gross from North America, portion planetary markets made up lone astir 5% of sales. That imbalance gives BBW a wide runway to grow globally, and it’s thing the institution appears focused connected improving.

Bath & Body Works, Inc. (NYSE:BBWI) is simply a planetary omnichannel retailer known for idiosyncratic attraction products and location fragrance.

While we admit the imaginable of BBWI arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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