Core Insights - Graphene Investments has completely liquidated its position in Bath & Body Works, selling 114,700 shares for an estimated $2.95 million, indicating a significant loss of confidence in the company's turnaround prospects [2][3][9] Company Overview - Bath & Body Works reported a total revenue of $7.35 billion and a net income of $699 million for the trailing twelve months (TTM) [5] - The company has a dividend yield of 3.74% and its share price was $21.45 as of January 26, 2026 [5] Transaction Details - The sale of 114,700 shares resulted in a decrease in the position's end-of-quarter value by $2.95 million, reflecting both the sale and price changes [3][7] - This transaction accounted for 1.85% of Graphene Investments' 13F reportable assets under management (AUM) [7] - Post-sale, Graphene Investments holds zero shares of Bath & Body Works, which previously represented 1.9% of its AUM [7][8] Market Performance - As of January 26, 2026, Bath & Body Works shares have decreased by 39.5% over the past year, underperforming the S&P 500 by 54.05 percentage points [8] Implications for Investors - The complete exit from Bath & Body Works by Graphene Investments suggests a fundamental change in the investment thesis rather than routine portfolio rebalancing, especially following a 25% drop in stock price after disappointing third-quarter results [9] Company Profile - Bath & Body Works offers a range of products including home fragrance, body care, soaps, and sanitizers, primarily through direct-to-consumer sales in North America, with additional revenue from international franchises and wholesale arrangements [10] - The company targets a broad consumer base in the United States and Canada seeking personal care and home fragrance products [10]

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against Bath & Body Works, Inc. due to allegations of misleading statements and failure to disclose critical information regarding the company's financial performance and business strategy [2][5]. Financial Performance - Bath & Body Works reported a 1% year-over-year decline in revenue for Q3 2025, missing prior guidance of 1-3% growth [6]. - The company's net income dropped by 26% to $77 million [6]. - The full-year earnings per diluted share outlook was sharply reduced from a range of $3.28 to $3.53 to "at least $2.83" [6]. Business Strategy - The company's strategy of pursuing "adjacencies, collaborations and promotions" was found to be ineffective in growing the customer base and delivering expected sales growth [5]. - Bath & Body Works admitted that this strategy led to reduced investment in core categories and an overreliance on brand collaborations to mask weak financial results [6]. Stock Market Reaction - Following the disappointing financial disclosures, Bath & Body Works' stock price fell by $5.22, or 24.8%, closing at $15.82 per share on November 20, 2025 [7].

Core Viewpoint - Rosen Law Firm is reminding investors who purchased Bath & Body Works, Inc. securities during the specified Class Period of the upcoming lead plaintiff deadline for a class action lawsuit [1]. Group 1: Class Action Details - Investors who bought Bath & Body Works securities between June 4, 2024, and November 19, 2025, may be eligible for compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties must move the Court to serve as lead plaintiff by March 16, 2026 [3]. - Investors can join the class action by visiting the provided link or contacting the law firm directly for more information [6]. Group 2: Law Firm Credentials - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a successful track record in securities class actions, highlighting its own achievements in this area [4]. - The firm has secured significant settlements for investors, including over $438 million in 2019, and has been consistently ranked among the top firms for securities class action settlements [4]. Group 3: Case Allegations - The lawsuit alleges that Bath & Body Works made materially false and misleading statements regarding its business strategy and financial performance, which misled investors [5]. - Specific claims include the failure of the company's strategy to grow its customer base and the reliance on brand collaborations to mask weak financial results [5]. - As a result of these misleading statements, the company was unlikely to meet its previously issued financial guidance, leading to investor damages when the truth was revealed [5].

Core Viewpoint - A class action lawsuit has been filed against Bath & Body Works, Inc. and certain senior executives for securities fraud following significant stock drops attributed to potential violations of federal securities laws [1]. Group 1: Lawsuit Details - The lawsuit is pending in the U.S. District Court for the Southern District of Ohio, captioned Lingam v. Bath & Body Works, Inc., et al., No. 2:26-cv-00039 [3]. - Investors have until March 16, 2026, to request to be appointed to lead the case [3]. Group 2: Company Performance and Strategy - Bath & Body Works is a specialty retailer focusing on home fragrance and body care products, exploring product categories beyond its core business, including men's products, lip care, hair care, and laundry [4]. - The company claimed that customers were responding favorably to its innovation and that its strategy was driving topline growth through category adjacencies [5]. Group 3: Stock Performance - On August 28, 2025, Bath & Body Works reported disappointing Q2 2025 financial results, cutting its full-year earnings guidance by $0.03 to a range of $3.28 to $3.53, leading to a stock price drop of $2.18 per share, or 6.9% [6]. - Following the Q3 2025 financial results on November 20, 2025, which revealed that the strategy of pursuing adjacencies had not grown the customer base, the stock price fell by $5.22 per share, or 24.8% [7].

Core Viewpoint - A securities fraud class action lawsuit has been filed against Bath & Body Works, Inc. for alleged material misstatements and omissions affecting investors who purchased securities between June 4, 2024, and November 19, 2025 [1][5]. Group 1: Allegations - The lawsuit claims that Bath & Body Works made materially false and misleading statements regarding its business strategy and financial performance during the Class Period [2]. - Specific allegations include the failure to disclose that the company's strategy of pursuing "adjacencies, collaborations and promotions" was not effectively growing the customer base or delivering the expected net sales growth [2]. - It is alleged that the company relied on brand collaborations to mask weak financial results and was unlikely to meet its previously issued financial guidance [2]. Group 2: Legal Process - Investors affected by the alleged fraud can seek to be appointed as lead plaintiffs by March 16, 2026, through Kessler Topaz Meltzer & Check, LLP or other counsel [3]. - The lead plaintiff will represent the interests of all class members in directing the litigation and selecting counsel [3]. Group 3: Firm Information - Kessler Topaz Meltzer & Check, LLP is a prominent law firm specializing in securities fraud class actions and represents both individual and institutional investors [5][6]. - The firm has a history of achieving significant recoveries in securities litigation and has received multiple accolades for its work in this area [6].

Core Viewpoint - A class action lawsuit has been filed against Bath & Body Works, Inc. and certain senior executives for securities fraud following significant stock drops attributed to potential violations of federal securities laws [1]. Company Overview - Bath & Body Works is a specialty retailer focused on home fragrance and body care products, exploring product categories beyond its core business, including men's products, lip care, hair care, and laundry items [4]. Financial Performance and Stock Impact - On August 28, 2025, Bath & Body Works reported disappointing Q2 2025 financial results, cutting its full year earnings guidance by $0.03 to a range of $3.28 to $3.53, leading to a stock price drop of $2.18 per share, or 6.9%, from $31.54 to $29.36 [6]. - Following the release of Q3 2025 financial results on November 20, 2025, which included a further reduction in full year guidance and acknowledgment that the strategy of pursuing adjacencies had not grown the customer base, the stock fell by $5.22 per share, or 24.8%, from $21.04 to $15.82 [7]. Legal Proceedings - Investors have until March 16, 2026, to request to lead the case in the ongoing lawsuit, which is filed under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 in the U.S. District Court for the Southern District of Ohio [3].

Core Viewpoint - Rosen Law Firm is reminding investors who purchased Bath & Body Works, Inc. securities during the specified Class Period of the upcoming lead plaintiff deadline for a class action lawsuit [1] Group 1: Class Action Details - Investors who bought Bath & Body Works securities between June 4, 2024, and November 19, 2025, may be eligible for compensation without any out-of-pocket fees through a contingency fee arrangement [2] - A class action lawsuit has already been filed, and interested parties can join by contacting Rosen Law Firm [3][6] - The deadline to move the Court to serve as lead plaintiff is March 16, 2026, with the lead plaintiff representing other class members in the litigation [3] Group 2: Law Firm Credentials - Rosen Law Firm emphasizes the importance of selecting qualified counsel with a successful track record in securities class actions, highlighting its own achievements in this area [4] - The firm has secured significant settlements for investors, including over $438 million in 2019, and has been consistently ranked among the top firms for securities class action settlements [4] Group 3: Case Allegations - The lawsuit alleges that Bath & Body Works made materially false and misleading statements regarding its business strategy and financial performance, which misled investors [5] - Specific claims include the failure of the company's strategy to grow its customer base and the reliance on brand collaborations to mask weak financial results [5] - As a result of these misleading statements, the company was unlikely to meet its previously issued financial guidance, leading to investor damages when the truth was revealed [5]

Core Viewpoint - A class action lawsuit has been filed against Bath & Body Works, Inc. and certain senior executives for securities fraud following significant stock drops attributed to potential violations of federal securities laws [1]. Group 1: Lawsuit Details - The lawsuit is pending in the U.S. District Court for the Southern District of Ohio, captioned Lingam v. Bath & Body Works, Inc., et al., No. 2:26-cv-00039 [3]. - Investors have until March 16, 2026, to request to be appointed to lead the case [3]. Group 2: Company Performance and Strategy - Bath & Body Works is a specialty retailer focusing on home fragrance and body care products, exploring product categories beyond its core business, including men's products, lip care, hair care, and laundry [4]. - The company claimed that customers were responding favorably to its innovations and that its strategy was driving topline growth through category adjacencies [5]. Group 3: Stock Performance - On August 28, 2025, Bath & Body Works reported disappointing Q2 2025 financial results, cutting its full-year earnings guidance by $0.03 to a range of $3.28 to $3.53, leading to a stock drop of $2.18 per share, or 6.9% [6]. - Following the Q3 2025 financial results on November 20, 2025, which revealed that the strategy of pursuing adjacencies had not grown the customer base, the stock fell by $5.22 per share, or 24.8% [7].

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against Bath & Body Works, Inc. due to allegations of misleading statements and failure to disclose critical information regarding the company's financial performance and business strategy [2][5]. Financial Performance - Bath & Body Works reported a 1% year-over-year decline in revenue for Q3 2025, missing prior guidance of 1-3% growth [6]. - The company's net income dropped by 26% to $77 million [6]. - The full-year earnings per diluted share outlook was sharply reduced from a range of $3.28 to $3.53 to "at least $2.83" [6]. Business Strategy - The company's strategy of pursuing "adjacencies, collaborations and promotions" was found to be ineffective in growing the customer base and delivering the expected growth in net sales [5]. - Bath & Body Works acknowledged that this strategy led to reduced investment in core categories and an overreliance on brand collaborations to mask weak financial results [6]. Stock Market Reaction - Following the disappointing financial disclosures, Bath & Body Works' stock price fell by $5.22, or 24.8%, closing at $15.82 per share on November 20, 2025 [7].

Core Viewpoint - A class action lawsuit has been filed against Bath & Body Works, Inc. and certain senior executives for securities fraud following significant stock drops attributed to potential violations of federal securities laws [1][3]. Company Overview - Bath & Body Works is a specialty retailer focused on home fragrance and body care products, exploring product categories beyond its core business, including men's products, lip care, hair care, and laundry items [4]. Financial Performance - The company reported disappointing Q2 2025 financial results on August 28, 2025, cutting its full-year earnings guidance by $0.03 to a range of $3.28 to $3.53 per diluted share, leading to a stock price drop of $2.18, or 6.9%, from $31.54 to $29.36 per share [6]. - On November 20, 2025, Bath & Body Works announced further reductions in full-year guidance and acknowledged that its strategy of pursuing adjacencies had not grown its total customer base, resulting in a stock price decline of $5.22, or 24.8%, from $21.04 to $15.82 per share [7]. Legal Context - The lawsuit asserts claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors in Bath & Body Works securities, with a deadline of March 16, 2026, for investors to seek lead plaintiff status [3].