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Bath and Body Works used to own the mall fragrance space. Now traffic is shrinking, margins are squeezed and a new CEO is blaming the old playbook.
In this episode, we break down what went wrong and whether the turnaround plan has a real shot.
We cover:
- How chasing “adjacent” categories like shampoo and laundry backfired
- Why discounting destroys price integrity in a brand-led business
- The missed opportunity in e-commerce and Amazon resellers
- What Bath and Body Works can learn from Walmart, Target and TJX
- How to think about profit from the core in your own business
If you want to sharpen your operator brain and see how a real consumer brand tries to pull out of a stall, this one is for you.
Partner Links:
- Learn more about NordStellar's Threat Exposure Management Program; unlock 20% off with code BLACKFRIDAY20 until Dec. 10, 2025
Chapters:
- 00:30 Introduction to Bath and Body Worksv
- 06:37 Analyzing Bath and Body Works' Strategy
- 11:40 Challenges in Product Expansion
- 17:32 E-commerce Strategy and Customer Engagement
- 27:34 Future Outlook
- Listen to the Market Outsiders podcast, the new daily show with the Management Consulted team
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