BBWI Bath & Body Works, Inc. Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
18:11
Sep 11
Sep 11
r/ValueInvesting
BBWI deeply undervalued with >25% FCF yield
Author argues BBWI is a 'bargoon' trading near $18.37 with a $3.70B market cap, down over 70% from highs, yet generating roughly $600M-$650M annual free cash flow (FCF yield >25%) and a well-covered 4.35% dividend. Operating margins above 15%, low-single-digit revenue and EPS growth, and a ~5 PE suggest the market is mispricing it as distressed or secularly decaying. E-commerce contributes ~20-23% of net sales, supporting the business model. Main risk implied is the market's view of secular retail decay; no explicit catalyst or timeframe given.
BBWI
Bath & Body Works, Inc.
Long
1ST
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22:08
Aug 26
Aug 26
Bloomberg Markets
Bath & Body Works distribution expansion
Bath & Body Works had its first direct-channel sales increase since 2021, sequential improvement in body care, stronger retail selling prices, and new distribution on Amazon and Ulta, driving new customers.
BBWI
Bath & Body Works, Inc.
Long
1ST
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About BBWI Investor Commentary
Across the available history and selected sources, Buzzberg tracks BBWI (Bath & Body Works, Inc.) across 9 sources: 3 bullish vs 0 bearish calls from 9 authors. Historical directional balance: 20% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 15 total trade ideas tracked. Latest voices: u/pravchaw, Dana Telsey, zerohedge.