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Strategies & Market Trends : Value Investing

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To: scbeachbum who wrote (78602)	11/25/2025 8:53:02 AM
From: Sean Collett	Read Replies (1) of 78753

RE: BBWI Have they announced anything to change course? $AEO was able to leverage the great jeans of Sydney Sweeney to get things moving. Perhaps a Sydney scented candle for $BBWI? Revenue has gone from $12,914M in 2019 to $7,307M in 2024 and EBITDA has compounded at -0.23% in the same time. If they're not growing I would think the $401M they spent last year on stock buybacks would have been better spent on paying down their debt instead. $3,890M LT debt and with only $236M in C&E this brings net debt to $3,654M. Since 2022 they have spent $1,861M on stock buybacks and while debt is being reduced I would think just take out the debt as a priority instead; $1,170M is due between 2027-2029. They boast 80% of their supply chain is US based and while the first nine months of 2025 they have beaten same period revenue from 2024, operating margins went from 13% in 2024 to 11% in 2025 so more $ ? more profit; third quarter missed on revenue and margins going from $1,610M @ 13.5% operating margin to $1,594M @ $10.1% operating margin. I have $BBWI priced around $23.05-25.22/s based on their current earnings potential and cash flows BUT I think this one needs to see revenue life before market bites. Based on this report I am not sure their CEO knows exactly how to right the ship either? When I read "the customer tells us that our proposition in-store is too overwhelming and confusing" I smell wasteful spending coming that won't result in a fix. Happy investing, Sean

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