BBWI News and Press, Bath & Body Works Inc Com From 06/18/22

Bath & Body Works is a highly profitable retailer with strong customer loyalty and brand recognition. The company is less vulnerable to inflation and supply chain issues because of vertical integration across its supply chain. The company has streamlined its ability to rapidly...

Target Corporation (NYSE:TGT +3.3%), Etsy (ETSY +5.5%), Amazon (AMZN +4.6%), Wayfair (W +3.3%), Chipotle (CMG +5.3%), and Bath & Body Works (BBWI +4.0%) were some of the notable gainers in the consumer sector after the FOMC raised interest rates by 75 basis points in the biggest increase ...

This portfolio strategy uses the quarterly 13F filings to extract 50 consensus stocks from 40 large hedge funds that have more than $3.5 billion Assets Under Management. From 1/2/2016 to date investing in all 50 stocks, equally weighted, would have produced a total return of 73.6%, an...

Lone Pine Capital’s 13F portfolio value decreased from $24.41B to $16.80B. The number of positions increased from 29 to 30. They added Taiwan Semi and Meta Platforms while dropping Adobe, KE Holdings, and Snowflake. The top three positions are Microsoft, Amazon, and Workday...

Based on several recent reports, it appears the Fed may be achieving its goal of demand destruction. What’s more, even though inflation is still elevated, it appears to be moderating based on the latest data. On top of this, the market has been massacred over the last few m...

Warby Parker (NYSE:WRBY), Torrid Holdings (NYSE:CURV), and The RealReal (NASDAQ:REAL) are among the most popular shorts in fashion and wellness, according to Baird. In a note reviewing short interest data on Wednesday, the bank noted that short interest had increased as of late in a number of...

The retail sector is seeing a strong recovery after earnings reports from Nordstrom (JWN +9.6%) and Best Buy (BBY +6.0%) helped tamp down fears that consumer spending is tailing off far and wide. There was also some M&A buzz with Wendy's and Kohl's (KSS +16.0%) attracting interest, a...

The liquidation of Melvin Capital has caught a number of consumer-facing companies in its crosshairs. After a well-publicized battle with “apes” during the Gamestop short squeeze, Melvin Capital CEO Gabe Plotkin announced his decision to throw in the towel on comeback plans late...

The mall sector is sliding after a soft earnings report from Abercrombie & Fitch (NYSE:ANF -30.3%) sparked another round of selling by investors. The retailer set off a wave of worry after cutting its full-year guidance for sales and margins and posted a surprise quarterly loss as costs s...

This portfolio strategy uses the quarterly 13F filings to extract 50 consensus stocks from 40 large hedge funds that have more than $3.5 billion Assets Under Management. After the Q1-2022 13F filings the consensus holdings were updated, 10 stocks were removed and 8 added from the univ...