Life Inside the Page

Wednesday, May 27, 2026

Bath & Body Works Q1 Earnings Conference Call 5/27/26

Q1 2026 Earnings Conference Call

8:32 AM Daniel Heaf & Eva Boratto CFO (she is leaving the brand)

Net Sales declined 3%

Executing with urgency and remain on track for the transformation roadmap.

Multi-Year plan to return Bath and Body Works to sustainable growth

To bring luxury scents, real benefits, to build a brand consumers love, trust and choose every day.

Expect the impact to build through the year and become more visible to consumers and in the financials as they move into 2027.

PROGRESS (4 strategic priorities)

1. Creating disruptive and innovative products - restart the innovation engine

Better Product Clearly Communicated Wins - evidence with the new hand soap moisturizing, revitalizing formulas

focused marketing, clear consumer benefits, stronger product offering, upgraded packaging, stronger in store and online presentation, sharper execution

Value is not simply Price.

Body Care underperformed the broader business in the quarter (pulled back Everyday Luxuries)

Brought back 10 Everyday Luxuries - remain an important long-term franchise

Rebuilding the Core Assortment, Increasing Fragrance Loads, and expanding into new forms and sizes to support durable growth.

2. Continue to use Collaborations strategically as a way to drive engagement, build relevance, and support key seasonal moments.

DISNEY PRINCESSES 2 - built on the insight from the original launch - resonated with existing customers, particular strength on accessories where they broadened the offering this year.

Will Use Collaborations to will bring Cultural Relevance and Brand Equity, attract new consumers, and support their most important franchises and seasonal moments.

PEEPS - kept collaborations INTENTIONALLY limited in scale - and it drove consumer excitement as it quickly sold out. Supported the Easter Collection. -Spring collection was up 9% over last year.

VERA BRADLEY - Supported the Mother's Day Collection. Drove excitement and interest.

Second Half of the Year: Consumers will see upgrades in their HERO performers:

NEW FLAT BACK HAND SANITIZERS
Upgraded Vessels
Pump on Moisturizing Body Wash
Higher Fragrance Load
More Modernized and Elevated Packaging

Bolder Marketing - Stronger Social Engagement - Talent Partnerships

Reignite the Brand - Creatively, Culturally, and Emotionally

Creative Influencers - 100+ Influencers on Social Platforms consumers use everyday

White Barn Expanded - grew 20% - attracted younger consumers

Enriched Brand Expression

Transforming from a specialty retailer to a category leading global brand. One that leads with product, creates desire, and builds deeper, emotional connection with consumers.

3. Winner in the Marketplace - strength, reach, and convenance

Meet Consumers where they shop:

3rd Party Platforms
In-Stores
Online

JULY UPDATING across the fleet

intuitive instore experiencing - featuring clearer signage, layout to make it easier

strengthen the digital experience for new and lapsed consumers

Relaunch the website with a Mobil first experience, stronger storytelling, and a faster, seamless path to checkout.

Celebrate the Fragrance Icons- A Thousand Wishes

10% improvement in conversion among new consumers

AMAZON business is in its early stages. Important compliment to their own platforms - Consistent growth week over week. Reaching consumers who are not shopping in regular channels. Meaningful skew to younger and more affluent consumers.

International Sales remains a key pillar of the strategy. Retail sales were up double digits, despite near term pressure in the Middle East.

4. Operate With Speed and Efficiency

Simplifying the Business

EVA 8:48 AM

Net Sales were 1.4 B dollars - down 3.2% versus last year

60% of fleet off Mall locations
13 New NA stores off mall- closed 17 mall stores
International Stores opened 8 stores and closed 2 stores - 579 international stores

See Visuals Below

TOM JAVITCH - taking over for Eva until the position is filled.

8:58 AM Daniel & Eva Questions

Wells Fargo, JP Morgan, Guggenheim Securities, Bank of America, Citi, Piper Sandler, Bayer, Jefferies Group, Telsey Advisor Group

All Photos Credit: BBWINC.com

Tuesday, May 26, 2026

Bath & Body Works New Pocketbac Holders & Lip Care

Bath & Body Works New Pocketbac Holders & Lip Care = Squid, French Fries In Glasses

On the lists previously shared I mentioned the Squid and French Fries, {also a sneaker) Pocketbac Holders Coming.

Here are a few Core Fragrance Lip Glosses too. {I keep track of the refreshed packaging and I thought we were going to see a refresh on A Thousand Wishes.}

Sunday, May 24, 2026

Bath & Body Works FLASH SALE 20% Off

Online Only! 20% off any purchase up to $250 on May 24, 2026 at 5:30 PM ET to May 25, 2026 at 5:59 AM ET.

Valid at http://www.bathandbodyworks.com. To redeem, add any merchandise to cart and enter promotion code SUMMER during checkout. Promotion will only apply to first $250 of an order; order amounts in excess of $250 will not receive the discount. Select SPF not available in Hawaii. Mineral SPF not available in Puerto Rico. Except as determined by BBW in its sole discretion, offer cannot be combined with any other scannable coupons or code-based offers except My Bath & Body Works Rewards and Birthday Reward. Discount will be applied to merchandise subtotal after all other discounts have been applied. Sales tax, shipping, gift cards, and previous purchases do not qualify toward offer. This offer is not redeemable for cash or gift cards. Offer is not valid toward previous purchases or on product purchased through third parties (including, but not limited to, Instacart & TikTok). Offer subject to adjustment due to returns, cancellations and exchanges. Refer to the return policy for more information. No rain checks issued. Void if altered, copied, transferred, auctioned or sold. Other restrictions may apply. Offer subject to change without notice.

HALLOWEEN Carnival of Nightmares

Photo Created by Life Inside The Page

The rusty turnstile clicks before you even touch it. A wind you cannot feel whips the tattered canvas of the marquee, revealing a neon sign that buzzes with sicky green light: The Carnival of Nightmares. You did not buy a ticket. You do not remember walking this way. But the skeletal barker at the gate just smiled, tipped his top hat, and whispered your name...

This is no ordinary Carnival; it is a living trap where the attractions feed on your deepest fears. Step Inside...if you Dare.

HALLOWEEN Haunted Circus

Photo Created by Life Inside The Page

Your car dies right where the highway cuts through the dense Pennsylvania woods. As you step out into the freezing damp air, the sudden deafening roar of something shatters the silence in the darkness.

You hear the haunting notes of a calliope, but there isn't a soul in sight. Only a tattered, rain-soaked flyer stuck in the brush beneath your feet. Faded red and white stripes with peeling lettering, and the tagline Haunted Circus -- opens at Midnight! sends chills to your soul.

Through the trees, you see an unmistakable glow of a massive, time-worn Big Top where nothing, but woods stood yesterday...as the fog rolls through the pines casting shadows on the perfectly pitched circus tent that simply shouldn't be there.