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。