Bath & Body Works Delivers Strong Q1 on Innovation Surge, Maintains Full-Year Outlook

THE WHAT? Bath & Body Works has reported first-quarter 2025 results that exceeded expectations, with net sales rising 3% to US$1.4 billion and earnings per diluted share soaring 29% to US$0.49—both at or above the high end of company guidance. The strong performance was driven by product innovation, particularly in the fragrance and personal care categories, and comes alongside the recent appointment of Daniel Heaf as the company’s new CEO.

THE DETAILS The quarter saw operating income climb to US$209 million (up from US$187 million last year) and net income increase to US$105 million (up from US$87 million). Bath & Body Works maintained its full-year 2025 guidance, projecting 1%–3% net sales growth and earnings per diluted share of US$3.25 to US$3.60, inclusive of current tariff impacts and US$300 million allocated for share repurchases. With free cash flow expectations holding at US$750 million–US$850 million, the company expects flat to modest Q2 sales gains as it navigates market pressures with a focus on fragrance innovation and a predominantly U.S.-based supply chain.

THE WHY?  Bath & Body Works’ Q1 success underscores the power of innovation in a mature beauty and personal care market, particularly as consumers continue to gravitate toward new, high-quality fragrance offerings at attractive price points. The brand’s resilience, even amid tariff headwinds and evolving trade dynamics, signals its strong operational positioning and category leadership. With Daniel Heaf stepping in as CEO, the company is primed to accelerate its global ambitions in the fragrance and beauty space, signaling confidence to investors and partners as it moves through 2025.

Source: GlobalNewswire

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