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Bath & Body Works Inc 8-K Filings

BBWI NYSE

Every 8-K that Bath & Body Works Inc (BBWI) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow BBWI and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BBWI filings page.

Rhea-AI Summary

Bath & Body Works, Inc. (BBWI) reported second quarter 2026 results with net sales of $1.514 billion, down 2.3% from $1.549 billion a year earlier, but earnings improved significantly. Earnings per diluted share rose to $0.58 from $0.30, and adjusted EPS increased to $0.62 from $0.37. Operating income grew to $216 million from $157 million, or $225 million on an adjusted basis. Results included about $80 million of tariff refunds, which the company estimates would have reduced adjusted EPS to $0.31 without this benefit. Year-to-date net cash provided by operating activities increased to $316 million from $145 million.

The company raised full-year 2026 EPS guidance to $3.13–$3.33 and set adjusted EPS guidance at $2.60–$2.80, compared with 2025 adjusted EPS of $3.21, while narrowing net sales guidance to a 4% to 2.5% decline versus 2025 sales of $7.291 billion. Free cash flow for 2026 is forecast at approximately $650 million. For the third quarter 2026, BBWI projects net sales to decline 5% to 2.5% with EPS of $0.05–$0.10 and adjusted EPS of $0.07–$0.12, both below the prior-year quarter.

Rhea-AI Summary

Bath & Body Works, Inc. plans a partial redemption of $250 million aggregate principal amount of its outstanding 7.500% Senior Notes due 2029. The company issued a notice of partial redemption on July 20, 2026.

The redemption date will be August 19, 2026. The redemption price will equal 101.250% of the principal amount of the notes being redeemed, plus accrued interest to, but excluding, the redemption date. The company states that this disclosure does not itself constitute a notice of redemption.

Rhea-AI Summary

Bath & Body Works, Inc. held its Annual Meeting of Stockholders on June 11, 2026, where shareholders elected ten directors to one-year terms. Each nominee, including Alessandro Bogliolo and Sarah E. Nash, received substantially more votes for than against, with significant broker non-votes recorded.

Shareholders also ratified Ernst & Young LLP as independent registered public accounting firm for the 2026 fiscal year, with 178,656,095 shares voting for and 2,033,828 against. An advisory vote on executive compensation passed, receiving 159,868,611 votes in favor, representing 97.35% of votes cast on that proposal.

Rhea-AI Summary

Bath & Body Works reported first quarter 2026 results that beat its own guidance while remaining below prior-year levels on an adjusted basis. Net sales were $1.378 billion, down 3% from $1.424 billion a year earlier. Reported diluted EPS rose to $0.90 from $0.49, but after excluding one-time items, adjusted diluted EPS was $0.32 versus $0.49 last year.

Operating income increased to $231 million from $209 million, or $151 million on an adjusted basis. The company reaffirmed full-year 2026 guidance for net sales to decline 4.5% to 2.5% and guided adjusted EPS to $2.40–$2.65, below 2025’s adjusted $3.21, with forecast free cash flow of about $600 million. Chief Financial Officer Eva Boratto will leave on June 12, 2026, and long-time executive Tom Javitch will serve as interim CFO while a search for a permanent successor is underway.

Rhea-AI Summary

Bath & Body Works reported softer results for the fourth quarter and full-year 2025 while outlining a reset year for 2026. Fourth quarter 2025 net sales were $2.724 billion, down 2% from $2.788 billion, with earnings per diluted share of $1.99 and adjusted earnings of $2.05 versus $2.09 last year.

For full-year 2025, net sales were essentially flat at $7.291 billion, while earnings per diluted share fell to $3.11 from $3.61 and adjusted earnings slipped to $3.21 from $3.29. The company generated $1.102 billion of operating cash flow, repurchased 15.1 million shares for $400 million, and ended the year with $953 million of cash.

Looking to 2026, management forecasts net sales to decline 4.5% to 2.5% versus 2025 and full-year earnings per diluted share of $3.00–$3.25. Excluding expected gains and tax items, adjusted earnings are projected between $2.40 and $2.65, down from $3.21 in 2025, with forecast free cash flow of about $600 million.

Rhea-AI Summary

Bath & Body Works, Inc. announced that it has issued a notice of redemption for any and all outstanding 6.694% Senior Notes due 2027. The redemption date will be April 10, 2026.

The redemption price will be the greater of 100% of the principal amount of the Notes being redeemed or the sum of the present values of the remaining scheduled principal and interest payments on those Notes, discounted to the redemption date on a semiannual basis at the applicable treasury rate plus 50 basis points, plus accrued interest to the redemption date.

Rhea-AI Summary

Bath & Body Works, Inc. reported that Michael Wu stopped serving as Chief Legal Officer and Corporate Secretary effective February 24, 2026. The company has begun searching for a new Chief Legal Officer. Wu is expected to remain as a non-executive employee helping with the transition until about March 27, 2026, during which he will continue to receive his current compensation and benefits.

If he remains employed in good standing through that date and signs a release of claims, his departure will be treated as a termination without cause under his May 13, 2022 executive severance agreement, making him eligible for related payments and benefits. After separation, he will remain bound by ongoing restrictions, including perpetual confidentiality, a one-year non-solicitation covenant, and a nine-month non-competition covenant.

Rhea-AI Summary

Bath & Body Works, Inc. reported that it has released its unaudited financial results for the third quarter of 2025 and provided earnings guidance for the fourth quarter of 2025. The company also updated its earnings guidance for the full year 2025, giving investors a view of how management currently expects the rest of the year to unfold.

These details are contained in a press release dated November 20, 2025, which is included as an exhibit to this report and incorporated by reference. The information is being furnished under the sections covering results of operations and Regulation FD disclosure, meaning it is intended to keep the market broadly informed but is not treated as being formally filed under certain liability provisions.

Rhea-AI Summary

Bath & Body Works, Inc. furnished an update on its business by releasing unaudited financial results for the second quarter of 2025 and revising its earnings outlook. The company issued a press release on August 28, 2025 that includes results for Q2 2025, earnings guidance for the third quarter of 2025, and updated earnings guidance for the full year 2025.

The information is provided under Items 2.02 (Results of Operations and Financial Condition) and 7.01 (Regulation FD Disclosure) and is designated as furnished rather than filed, which affects how it is treated under securities law. The press release is attached as Exhibit 99.1 to the report.