Jul. 29 at 5:27 PM
$BBWI Bath & Body Works, Inc. (BBWI): Long; CEO meeting with the team Wednesday, the only firm he is meeting this quarter and on the last day of the quarter; multiple independent growth drivers (Hillary Duff campaign, Amazon and Ulta shop-in-shops, college bookstores); stock near
$20, with a bull case to
$40–
$50 on two quarters of consistent top-line growth and
$70–
$80 as long-only investors engage; credit-card data has been supportive but increasingly under-captures Amazon, Ulta, and bookstore channels.