"I'm likely to start a new position in Bath & Body Works at current ~$17 levels because the simple, high‑margin personal‑care retail model looks compelling after a ~64% five‑year drop and a low forward multiple."
@ ~$31.40
"The Market Just BLEW UP"
Latest analyst takes
"I'm likely to start a new position in Bath & Body Works at current ~$17 levels because the simple, high‑margin personal‑care retail model looks compelling after a ~64% five‑year drop and a low forward multiple."
"Bath & Body Works (BBWI) at ~$18 is a simple, seasonal consumer brand trading at a Fwd P under 7 with a ~4% yield and low payout — I view it as an attractively priced, high‑cash‑return consumer income and value play."
"I’m constructive on Bath & Body Works (BBWI)—a simple, profitable retail model with very low expectations (forward P/E ~7, market cap ~ $4B) and I’d look to start positions in the low-dollar range."