Bath & body works is a buy as inflation runs hot, cowen says

Bath & body works is a buy as inflation runs hot, cowen says

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Bath & Body Works is poised for a sharp rebound after pulling back this year, according to Cowen. Cowen upgraded Bath & Body Works to outperform from market perform, as the firm


transferred stock coverage to another analyst. The firm also has an $82 price target on the stock, implying 55% upside from Friday's close. "We like BBWI's growth prospects


relative to valuation and long-term advantages based on product innovation, customer retention, and efficient marketing spend," Cowen analyst Jonna Kim said in a Monday note. Bath &


Body Works shares are down more than 24% this year. However, with inflation rising at its hottest pace in decades, the company's affordable prices could boost the stock, according to


Cowen. "BBWI also has a proven track record of navigating through macro challenges, and is well positioned to fare better in the current environment," Kim said. The company could


also benefit from supply chain snarls. In fact, about 80% of its products are sourced in the U.S. Bath & Body Works was a Covid-19 pandemic winner as demand for sanitizers and scented


candles, among other goods, soared. The company's stock more than doubled in both 2020 and 2021. —CNBC's Michael Bloom contributed reporting.