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BBWI compared with ULTA: revenue, margins and what each company keeps, and the suppliers and customers both name
BBWI
Bath & Body Works, Inc.
Change
Mkt cap
Revenue
Revenue
ULTA
Ulta Beauty, Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
BBWI
Bath & Body Works, Inc.
vs
ULTA
Ulta Beauty, Inc.
Price
Mkt cap
Revenue
Revenue
Change
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Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
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Supply-chain overlap
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Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only BBWI
2
AMZN
Amazon
customer
—
DailyPay
unlisted
supplier
Shared
0
No shared counterparties.
Only ULTA
7
TGT
Target
customer
EL
Estée Lauder Companies
supplier
ELF
e.l.f. Beauty
supplier
WALD
Waldencast
supplier
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
3 more · ULTA chain
›
BBWI
Bath & Body Works, Inc.
Change
21.35
▼
−3.32%
· post 21.35
Mkt cap
$4.3B
Revenue
$1.5B
Q2 FY26
Revenue
$7.3B
FY25
ULTA
Ulta Beauty, Inc.
Change
644.83
▼
−0.77%
· post 644.00
Closed
Nov 6 '26
Mkt cap
$27.8B
Revenue
$3.0B
Q2 FY26
Revenue
$12.4B
FY25
vs
Compare
Closed
Nov 6 '26
BBWI
Bath & Body Works, Inc.
vs
ULTA
Ulta Beauty, Inc.
21.35
▼
−3.32%
post 21.35
Price
644.83
▼
−0.77%
post 644.00
$4.3B
Mkt cap
$27.8B
Q2 FY26
$1.5B
Revenue
$3.0B
Q2 FY26
FY25
$7.3B
Revenue
$12.4B
FY25
Change
Change
BBWI
21.35
▼
−3.32%
vs
ULTA
644.83
▼
−0.77%
Closed
Nov 6 '26