Bath & Body Works Inc (MEX:BBWI)
MXN 345 (0%) Market Cap: 70.16 Bil Enterprise Value: 138.11 Bil PE Ratio: 5.60 PB Ratio: 0 GF Score: 51/100

Bath & Body Works Inc at Morgan Stanley Global Consumer & Retail Conference Transcript

Dec 03, 2025 / 01:00PM GMT
Release Date Price: MXN347.25 (+0.31%)
Katy Delahunt
Morgan Stanley - Analyst

Okay, good morning, everyone. We can get this started. So for those of you who don't know me, I'm Katy Delahunt, an associate on Alex Drayton's softline, retail, and brands team here at Morgan Stanley. And thank you all for joining us to kick off the second day of Morgan Stanley's Global Consumer and Retail Conference.

So I'm really pleased to welcome Bath and Body Works here on the stage with us. They're the leader in home fragrance, body care, and soaps and sanitizers, with over $7 billion in annual sales and more than 2,400 stores globally. So today I'm joined by Daniel Heaf, Chief Executive Officer; and Eva Boratto, Chief Financial Officer. So welcome and thank you both for joining us today.

So on format, this will be a fireside chat where we'll explore some of the investor questions that we've frequently been getting, as well as take some time to answer audience's questions if we have some time. So then, to cover disclosures, please see the Morgan Stanley Research Disclosure website at www.morganstanley/researchdisclosures.com (sic â

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