Sales by Categories:

• Body care products: approx. 60%
• Scented candles and room fragrances: approx. 25%
• Bath and shower products: approx. 15%

TOP 3 Markets and their Percentage Shares:

• USA: approx. 80%
• Canada: approx. 10%
• Asia (especially Japan and South Korea): approx. 5%

Bath & Body Works, Inc. generates the majority of its sales from the sale of body care products, followed by scented candles and room fragrances, as well as bath and shower products. The main market for the company is the USA, which accounts for the largest share of revenue. Canada and Asia, especially Japan and South Korea, are also significant markets, but contribute less to the total revenue.

Production Sites: USA, Canada

Bath & Body Works, Inc. produces the majority of its products in the USA. The company has focused on maintaining its production capacities in North America to efficiently manage quality and supply chains. In addition to the USA, there are also production facilities in Canada that contribute to meeting demand in North America.

This strategy enables Bath & Body Works to quickly respond to market changes and minimize delivery times. Proximity to the main sales markets is a key component of their production strategy.

Revenue Growth: Estimated 5-7% annually (2025 forecast)

Bath & Body Works, Inc. is pursuing a growth strategy focusing on expanding into international markets and diversifying its product portfolio. The company plans to strengthen its presence in Asia and Europe to capitalize on the increasing demand for body care products in these regions.

Another key focus is on advancing the E-commerce channel. Bath & Body Works is investing in digital platforms and technologies to enhance the online customer experience and increase the revenue share from online business.

Additionally, the company is emphasizing product innovations and seasonal collections to enhance customer loyalty and reach new target groups. Sustainability and environmentally friendly products are also part of the strategy to meet current consumer trends.

Main raw materials: Fragrance oils, alcohol, packaging materials
Countries of origin: USA, China, India, Indonesia

Bath & Body Works, Inc. sources a variety of raw materials for the production of their products. Fragrance oils and alcohol are essential components of their perfumes and body care products. These raw materials are often imported from the USA and India, where there is a strong production of fragrances.

Packaging materials, especially plastic and glass, are partially sourced from China and Indonesia. These countries are known for their cost-effective production and extensive manufacturing capacities.

The company pays attention to diversifying its supply chains to minimize risks and ensure supply security.

Market share in the personal care industry: 8% (estimated 2025)
Gross margin: 47% (2024)
Brand awareness: High

Bath & Body Works, Inc. has a significant competitive advantage in the personal care industry, especially due to its strong brand awareness and loyal customer base. The company is known for its innovative product lines and seasonal offerings that are regularly updated to meet changing consumer preferences.

The 47% gross margin indicates that Bath & Body Works is able to sell its products at a premium price, reflecting a strong brand positioning and effective cost control. Additionally, the company benefits from a well-established distribution network that includes both physical stores and a growing online sales channel.

Another advantage is the ability to quickly respond to market trends and introduce new products, supported by high flexibility in the supply chain. Despite intense competition in the industry, Bath & Body Works remains competitive through its differentiated product range and strong customer loyalty.

Institutional Investor Share: 82% (estimated for 2025 based on historical data)

Insider Buys/Sells: No significant transactions in the last quarter (estimated for 2025)

The institutional investor share at Bath & Body Works, Inc. has traditionally been over 80%, indicating strong confidence from large investment funds and institutional investors in the company. These investors appreciate the company's stable market position and continuous growth potential.

Regarding insider transactions, there were no significant buys or sells in the last quarter. This could suggest that the management is satisfied with the current company strategy and market position, without major changes in ownership structure.

Market share of Bath & Body Works, Inc.: 8% (2025, estimated)

Top competitors and their market shares:

1. L Brands, Inc. (Victoria's Secret): 12%
2. The Estée Lauder Companies Inc.: 10%
3. Procter & Gamble Co.: 9%
4. Bath & Body Works, Inc.: 8%
5. Unilever: 7%
6. L'Oréal S.A.: 6%
7. Coty Inc.: 5%
8. Revlon, Inc.: 4%
9. Johnson & Johnson: 3%
10. Beiersdorf AG: 2%

Moat of Bath & Body Works, Inc.:

Bath & Body Works, Inc. has a moderate moat, mainly based on its strong brand recognition and customer loyalty. The company has differentiated itself through a wide range of fragrance and body care products, as well as seasonal and limited offerings.

However, compared to its competitors, Bath & Body Works has a less pronounced moat. Companies like The Estée Lauder Companies and L'Oréal S.A. have more extensive product portfolios and a stronger global presence, giving them a greater competitive advantage. Additionally, they benefit from larger research and development budgets, allowing them to continuously bring innovations to the market.

Bath & Body Works needs to focus on its niche strategy and continuous adaptation to consumer trends to maintain and expand its market share. Competition in the industry is intense, and the ability to stand out through unique products and customer experiences is crucial for long-term success.

Revenue Growth: 8% (2024) Profit Growth: 10% (2024) Market Share in Body Care Segment: 12% (2024)

Bath & Body Works, Inc. recorded a revenue growth of 8% in 2024, attributed to strong demand for their products and an effective distribution strategy. The company was able to increase its profit by 10%, indicating improved operational efficiency and cost-cutting measures.

The company holds a 12% market share in the body care segment, highlighting its strong position in this area. This market position enables Bath & Body Works to benefit from trends in the body care industry and successfully introduce new product lines.

In summary, Bath & Body Works, Inc. could be an attractive investment due to its solid revenue and profit growth as well as its strong market position. However, potential investors should also consider external factors such as market trends and economic conditions to make an informed decision.

Dividend Yield: 2.8% (estimated for 2025)

Dividend History: Continuous payout in recent years

Bath & Body Works, Inc. pays a dividend, and the current dividend yield is estimated to be around 2.8%. The company has consistently distributed dividends in the past, indicating a certain level of reliability.

The reliability of the dividend is supported by the stable financial performance of the company. Analysts view Bath & Body Works' dividend policy as sustainable, as the company is able to finance the payouts from its operating cash flows.