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BBBBWI

What Bath & Body Works promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

26 of 47 judged targets kept · 57 open · verdicts reflect calls analysed to Jul 2026.

TargetOriginal wordingSaidLatest callVerdict
Earnings per diluted share$0.20 to $0.25Apr 2026Jul 2026:adjusted earnings per diluted share was $0.62, above our guidance range of $0.20 to $0.25.
Call transcript, Jul 2026 · no direct link		Achieved
Debt paydownapproximately $314 millionJul 2024No later analysed call mentions it.Ghosted
Capital expenditures$250 million to $270 millionJan 2025Jul 2026:now we expect capital expenditures of approximately $240 million for fiscal 2026, down from prior guidance, reflecting savings in real estate and other projects.
Call transcript, Jul 2026 · no direct link		Revised Up

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

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