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)
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