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Benzinga
182 days

Bath & Body Works: New Disney Collaboration Offers Top- And Bottom-Line Inflection Opportunity: Analyst

1. BBWI's partnership with Disney expected to boost revenues in 2025. 2. Analyst upgraded BBWI from Neutral to Overweight, raising price target to $47. 3. The new collection includes 85 products, the largest in BBWI's history. 4. Projected 3% revenue growth in 2025, reversing a prior contraction. 5. Management's low-single-digit growth guidance supports this optimistic forecast.

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FAQ

Why Bullish?

The upgrade and collaboration indicate strong future performance, reminiscent of past successes with major partnerships.

How important is it?

The Disney collaboration is significant for BBWI, likely resulting in sustained revenue growth and improved market perception.

Why Long Term?

The anticipated revenue growth from the Disney collaboration will take time to manifest fully, similar to previous product launches.

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