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Bath & Body Works Morgan Stanley Global Consumer & Retail Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley Global Consumer & Retail Conference 2025 summary3 Dec, 2025
Strategic review and learnings
Identified strong competitive advantages in core categories, including a vast fragrance portfolio and a large, loyal customer base of 40 million active members.
Previous strategy to expand into adjacencies like laundry and hair did not deliver expected growth or new customers, leading to a renewed focus on core categories.
Over-reliance on promotions was found to erode brand equity and reference price points, prompting a shift to a more balanced approach.
Collabs will be used to energize the brand, not to prop up quarterly results.
Consumer-first formula and strategic pillars
Four pillars: innovative core products, brand reinvigoration, marketplace expansion, and internal efficiency.
Focus on cleaner formulas, modern packaging, and consistent, elevated marketing to meet evolving consumer needs.
Plans to win in the marketplace by meeting consumers where they are, including digital and physical channels.
Internal cost savings will fund investments in product, brand, and digital initiatives.
Digital transformation and marketplace strategy
Digital experience overhaul underway, including improved product photography, new mobile homepage, and app.
Online penetration in key categories lags market; significant opportunity to close the gap.
Plans to reclaim brand presence and sales on Amazon, addressing $70 million in grey market sales.
Shift in tech investment from backend to consumer-facing initiatives.
Quantify digital strategy's financial impact
Core category growth rate post-investment shift?
When will promo intensity decrease and margins improve?
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Next Bath & Body Works earnings date
Q4 202626 Feb, 2026
Next Bath & Body Works earnings date
Q4 202626 Feb, 2026
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Frequently asked questions
Bath & Body Works, Inc. operates a specialty retailer of home fragrance, body care, and soaps and sanitizer products. It offers body care products, including shower gels, lotions, creams and moisturizers, fragrances, anti-bac and soaps; sanitizers and moisturizers for hand rinse; and hand soap products, such as gel soaps, liquid soaps, foaming hand soap, and antibacterial foaming hand soap.
The company also provides personal care items comprising self-tanners and sunless sprays; aromatherapy products; travel-size items; lip products; face products consisting of facial masks, scrubs, toners, cleansers and wipes; men's grooming kits; shaving creams; and ear candles. Bath & Body Works, Inc. was founded in 1963 and is headquartered in Columbus, Ohio.
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