Bath & Body Works, Inc. filings document the public-company record for a Delaware specialty retailer whose common stock trades on the New York Stock Exchange under BBWI. Recent 8-K reports furnish quarterly and full-year operating results, earnings guidance, Regulation FD disclosures, debt redemption notices and executive officer changes.
Proxy materials describe board oversight, director elections, executive compensation, shareholder voting matters and governance practices tied to the company’s Consumer First Formula, brand, product, supply chain and store assets. The filings also identify registered common stock, senior notes disclosures and capital-structure matters for a personal care and home fragrance retail business.
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.
Bath & Body Works, Inc. received a Schedule 13G showing that AQR Capital Management, LLC and AQR Capital Management Holdings, LLC beneficially own 11,445,928 shares of common stock, representing 5.59% of the class as of 12/31/2025.
The AQR entities report shared power to vote and dispose of all these shares, with no sole voting or dispositive power. They certify the position was acquired and is held in the ordinary course of business and not for the purpose of changing or influencing control of Bath & Body Works.
Bath & Body Works, Inc. director reports open-market share purchase. A company director filed a Form 4 disclosing the purchase of 22,500 shares of Bath & Body Works common stock on 11/24/2025 at a weighted average price of $15.58 per share. After this transaction, the reporting person beneficially owns 40,379 common shares held directly. The filing notes that the purchase price reflects a weighted average, with individual trades executed between $15.575 and $15.58 per share, and that detailed trade-level pricing information will be made available upon request.
Bath & Body Works, Inc. (BBWI) director reported buying additional company stock. On 11/24/2025, the reporting person purchased 10,000 shares of common stock at a price of $15.58 per share. After this transaction, the director beneficially owned 285,522 shares, held directly. The filing is signed by an attorney-in-fact on behalf of the reporting person.
Bath & Body Works, Inc. (BBWI) director purchased additional company stock in the open market. On 11/21/2025, the reporting person bought 20,000 shares of common stock at a price of $15.035 per share, coded as a purchase transaction ("P").
After this transaction, the director beneficially owned 33,925 shares of Bath & Body Works common stock, held directly. The filing notes that the form was submitted for a single reporting person and was signed by an attorney-in-fact on 11/24/2025.
Bath & Body Works, Inc. (BBWI) director reported an open-market stock purchase. On 11/21/2025, the director bought 6,700 shares of common stock at a price of $14.855 per share. After this transaction, the director directly owns 48,175 shares of BBWI common stock. Additional indirect holdings include 12,925 shares held by the director's spouse and 9,900 shares each held in the Patricia M. Steinour Legacy Trust dated 10/14/2016 and the Stephen D. Steinour Dynasty Trust dated 6/1/2016. No derivative securities were reported.
Bath & Body Works, Inc. (BBWI) director reports open-market stock purchase. A director acquired 3,343 shares of common stock of Bath & Body Works, Inc. on 11/21/2025 in a reported purchase transaction at a price of $14.995 per share. Following this transaction, the director directly holds 21,554 shares of BBWI common stock. This filing is a routine Form 4 disclosure of insider share ownership and recent trading activity.
Bath & Body Works, Inc. (BBWI) director reported an open-market purchase of common stock. On 11/21/2025, the reporting person bought 3,469.552 shares of Bath & Body Works common stock at a weighted average price of $14.4 per share, coded as a purchase ("P").
After this transaction, the director beneficially owns 17,481.552 shares held directly. The price represents a weighted average, with individual purchase prices ranging from $14.40 to $14.425, and detailed breakdowns are available upon request to the company, the SEC staff, or a security holder.
Bath & Body Works (BBWI) reported a weaker third quarter of 2025 and outlined a major turnaround plan. Net sales slipped to $1.594 billion from $1.610 billion as stronger store and international sales could not offset a 7% decline in direct channel revenue. Gross margin compressed to 41.3% from 43.5% due to tariffs and heavier promotions, while operating income fell to $161 million from $218 million. Net income dropped to $77 million, or $0.37 per diluted share, versus $106 million, or $0.49, a year earlier.
Year-to-date, sales edged up 1.1% to $4.567 billion, but operating income and net income declined to $527 million and $246 million, respectively. The company generated $225 million of operating cash flow, spent $174 million on capex, repurchased $343 million of stock, and paid $126 million in dividends, ending the period with $236 million in cash and $3.890 billion of long-term debt. Management launched “The Consumer First Formula,” targeting $250 million of cost savings over the next two years to fund growth initiatives in product, brand, and marketplace expansion.
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.