Bath & Body Works, Inc. · NYSE:BBWI
Bath & Body Works — Investor Presentation (April 2025)
14 slides from Bath & Body Works's investor presentation, Apr 17, 2025
Slide 1: April 17th, 2025
April 17th, 2025
Slide 2: Forward-Looking Statements
FORWARD-LOOKING STATEMENTS Safe Harbor Statement Under the Private Securities Litigation Reform Act of 1995 We caution that any forward-looking statements (as such term is defined in the Private Securities Litigation Reform Act of 1995) contained in this presentation or made by our company or our ma
Slide 3: Why Bath & Body Works?
Why Bath & Body Works? Market leader in product Ongoing newness in categories with loyal and existing categories, large customer base expanding in new product categories and geographies Strong product Consistent history of innovation and strong cash flow development capabilities Predominantly U.S.-
Slide 4: Uniquely Differentiated Versus Competition
Uniquely Differentiated Versus Competition We Are Positioned at the Crossroads of Best-in-Class Vertical Retailer and CPG Business Best-in-Class Vertical Attributes Bath & Body Works CPG Company Retailer Control channels of distribution (stores and digital) Frequent newness and product launches - we
Slide 5: Our Business Is Enabled by an Agile Supply Chain
Our Business Is Enabled by an Agile Supply Chain Industry-leading speed in Formidable Long-term Predominately U.S. product development chase capabilities supplier relationships supply base from concept to customer • ~6,000+ new SKUs launched • Production agility and buy • ~50 strategic, vendor • Mul
Slide 6: Supply Chain Operations: Integrated Development and Production Engines
Supply Chain Operations: Integrated Development and Production Engines Innovation, speed at scale, quality and agility fuels BBW’s growth Enabling capabilities: Elevate our brand and products by bringing fragrance, formula and Strategic Engagement Development packaging newness to life Engine Data &
Slide 7: End-to-end Control and Flexibility from Concept to Customer
End-to-end Control and Flexibility from Concept to Customer ~80% Product & Fragrance Development Package Engineering Commercializ. Services US BASED SUPPLY CHAIN1 ~6,000 Research & Global Vendor Scientific Regulatory Development Management Affairs NEW SKUS LAUNCHED EACH YEAR Manufacturing Quality Pr
Slide 8: Beauty Park Overview
Beauty Park Overview A world-class vertical production campus with: Contract manufacturing Component production and packaging Gift set assembly Partnerships with leading fragrance houses 10+ ~775M STRATEGIC FINISHED GOOD VENDORS UNITS IN 2024 9
Slide 9: Beauty Park Strategic Advantages
Beauty Park Strategic Advantages Agility and speed Newness and innovation Control and flexibility Cost, quality and risk management 10
Slide 10: Beauty Park History and Capabilities
Beauty Park History and Capabilities A world-class vertical production campus First units produced in 2011 Contract manufacturing for: Body creams Body lotions Body butters Hand creams Candles Eau de parfums / Eau de toilettes Fragrance mists Shower gels Soaps Sanitizers Wallflower bulbs Gifting ass
Slide 11: Beauty Park Strategic Vendors
Beauty Park Strategic Vendors CONTRACT MANUFACTURING COMPONENT PRODUCTION AND PACKAGING GIFT SET ASSEMBLY In 2024 ~55% TOTAL FINISHED GOODS PRODUCTION 12
Slide 12: Speed at Work – Foaming Soap
Speed at Work – Foaming Soap BEFORE TODAY BEAUTY PARK BOTTLE / Canada to Virginia Within Beauty Park CAP ~570 MILES 0.4 MILE PUMP China to Virginia Within Beauty Park ~12,000 MILES 0.3 MILE (boat + truck) FILLING Virginia to Columbus Beauty Park to Columbus: ~400 MILES 10 MILES ~12,970 MILES ~11 MIL
Slide 13: How Our Speed Menu Works
How Our Speed Menu Works Bath & Plan Read & React Chase Body Project inventory needs Analyze early-season Works Maintain flexibility with sales data Typical season goal is to be ~60-70% bought reorder speeds as fast as 4- in advance 5 weeks Adjust total Drive increased revenue Commit to portion prod
Slide 14: Global Supply Chain Overview
Global Supply Chain Overview Global Spend by Country Majority of Canada and as of FY 2024 Mexico sourcing is USMCA Compliant2 Bath & Body Works has worked to near shore / on shore over the past several years and our team of supply chain experts are committed to US ~80% leveraging our existing US bas
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