Bath & Body Works' U.S.-Based Supply Chain Among Business Wins -- Market Talk

Dow Jones
昨天

0735 ET - The market is missing many of Bath & Body Works' self-help drivers in the current macro economic environment, Deutsche Bank analysts say in a research note after meeting with the company's management. About 80% of the retailer's supply chain is based in the U.S., with 90% located within North America, and the company has a stronger balance sheet and a healthy margin structure, the analysts say. "We came away constructive on Bath & Body Works as it executes across multiple growth drivers --including adjacency expansion, product innovation, strategic collaborations and a stronger loyalty engine --and see a particularly favorable risk/reward at current levels," the analysts add. (sabela.ojea@wsj.com; @sabelaojeaguix)

 

(END) Dow Jones Newswires

April 21, 2025 07:35 ET (11:35 GMT)

Copyright (c) 2025 Dow Jones & Company, Inc.

免责声明:投资有风险,本文并非投资建议,以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请,作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考,不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证,投资者应自行研究并在投资前寻求专业建议。

热议股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10