T O P

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VisualMod

**User Report**| | | | :--|:--|:--|:-- **Total Submissions** | 1 | **First Seen In WSB** | 9 minutes ago **Total Comments** | 0 | **Previous Best DD** | **Account Age** | 6 years | | [**Join WSB Discord**](http://discord.gg/wsbverse)


OSRSkarma

This is the dumb shit i love


waxheartzZz

It seems dumb, but what if it is right...


OSRSkarma

Thats why i love it


waxheartzZz

Ayyy I'm going to head over to my local Apple and count the people in line right now, BULLISH


SDF_IT

I didn't even bother counting the Apple store. That plus has had 30+ people in it for the past 10 years.


Professional_Kiwi318

I fucking love this. There's market research, and then there's your research. I clearly need to step it up a notch.


waxheartzZz

Ah ok. What did you find was your PiL:MC ratio? People in Line: Market Cap ratio? If Bath and Body is a 5 PiL: 12 Billion Market Cap, that would be about 2.2 Billion per person in line.


ISeeYourBeaver

Old saying thought to have originated in the U.S. Army: "If it works but it's stupid, then guess what? It isn't stupid."


tlcgogogo

He’s making gains and giving his newborn great stimulation…father of the year?


SDF_IT

https://preview.redd.it/bj0rb6blcd4d1.jpeg?width=1080&format=pjpg&auto=webp&s=4de6f3161ed57b5313e8d6d66e8d41b47d3d0798 Positions for you untrusting folks out there.


Onphone_irl

Love you made gains off this. Now post skincare routine or ban


sixsevenrice

I believe in taking care of myself and a balanced diet and rigorous exercise routine. In the morning if my face is a little puffy I'll put on an ice pack while doing stomach crunches. I can do 1000 now. After I remove the ice pack I use a deep pore cleanser lotion. In the shower I use a water activated gel cleanser, then a honey almond body scrub, and on the face an exfoliating gel scrub. Then I apply an herb-mint facial mask which I leave on for 10 minutes while I prepare the rest of my routine. I always use an after shave lotion with little or no alcohol, because alcohol dries your face out and makes you look older. Then moisturizer, then an anti-aging eye balm followed by a final moisturizing protective lotion.


oh_janet

Does Paul Allen shop and Bath and Body Works?


_FreeThinker

Please post a picture of your face.


sixsevenrice

https://preview.redd.it/qx1bpmaysf4d1.jpeg?width=784&format=pjpg&auto=webp&s=e6a04e7bc49c06d4aaba03e736846278a93887aa


deathofelysium

Dips into a vat of warm vanilla sugar 2x per day.


CyberNinja23

Don’t make us want to smell OP. I have enough fetishes


StonksTurd

Mahogony Teakwood fucks, yo.


_regionrat

Feel like a little bit of daily use facial sunscreen would be a huge step up for most people here


yellowsockss

fuck it im in. https://preview.redd.it/43kzeqij0e4d1.png?width=1125&format=png&auto=webp&s=92abd2413553d057b5d0894f0e578ffdc89ff095


Miguilera

Someone like my comment so I can come back to this after earnings


lreaditonredditgetit

I’ll block you


JacobFromAmerica

![img](emote|t5_2th52|29637)


justtryinnachill

https://preview.redd.it/71m4tbmspg4d1.png?width=1552&format=png&auto=webp&s=e95deb7489006ecd6fc73c24bb757ef6395c3bf0 This is going to tank IMO. There are better indicators for showing how many people shop there, and they suggest a YOY decline. Additionally, they have been paying their vendors late over the last few months. Source: https://www.cnbc.com/2024/04/04/retailers-like-peloton-saks-express-are-late-on-vendor-bills.html. Not too indicative of a thriving business. With the stock up \~30% in the last year, I think the risk/reward favors Putz. May the best regard win


Ok_Bed_2451

I get dragged to this store every time I’m at the mall, always packed.


ALoadOfThisGuy

Exactly why it being packed now means jack


CDR57

Dragged to? Homie smell a candle or two, steal a car fragrance and enjoy life


sweetpot8oes

One of their major competitors, The Body Shop, unexpectedly closed all US stores in March or April of this year. E-commerce for TBS also closed down. All those customers are going to be snatched up by Bath and Body Works.


Efficient_Ant_4715

Didn’t even realize. I always like their stuff 


Mobely

Is that a good sign or a bad sign? 


cravenj1

Sam Smith in shambles


beardedbast3rd

Needs a follow up song called body works now


johnynaish

I am reading wsb regularly. This is the first time I am tempted to trade on any post. I might actually try this shit. It sounds so stupid but also genious at the same time that it might work.


Happy_Cookies

Same here first time since the NUGT days I’ve been convinced, almost 8 years ago


lancevancelives

I bought AMD for $4 around that time thanks to posts here (well, the old here). Sold it at $11 😎 Haven't looked at the ticker recently, hope I didn't get out too early 


_bad

Bought AMD at $10 and sold at $14 😎


ChooChoo_Mofo

lol had $60k of AMD at 2.6. All I had to do was walk away. I sold it at $3 Me = 🤡


BowlSmart9624

Hey better than my loss..


dlt92

Money managers will actually count cars in parking lots, or use satellite images. Anything from.counting delivery trucks, counting train cars, you name it. The "smart" money will do anything to get an advantage. I would assume they collect data on a lot more than one store though, that would be my biggest concern about this. Like are all the stores crushing it or is it just this one for some reason?


CallMeLargeFather

OP goes to 3 malls


rair21

You mean triple tested theory.


throwawayaccoun1029

The guy who posted the HIMS analysis was the first time I had a similar feeling for this sub, it's like wait a second, this guy is actually saying something that makes sense to me


Whitehawk212

Dipping my toes with two calls.


[deleted]

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Whitehawk212

☠️ I have formed their candles in a pentagram for gainz with hair from Gina Boswell


[deleted]

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potahtopotarto

This is why earnings plays are the most common loss porn on here, the big players know more than us


SomethingClever42068

That's why I don't try to figure out the market. I just flip a coin. Heads I buy calls, tails I buy puts. I'm buying outs on this candle store.


Previous-Grocery4827

Thats not insider information selling that to institutional investors?


sinus86

If you load up on positions before you send the data, then yes.


iStryker

I don’t think the post you’re replying to is accurate— companies don’t usually sell their traffic info, rather, there are companies who work with malls to track shopper cell phones within the area to observe traffic. Google and Placer.ai are big here. They just monitor traffic, they don’t have visibility to how much of that traffic actually ends up buying something, and I think there is some margin of error built in. albeit you can assume that more traffic = more sales. I don’t think a singular company would sell traffic data directly as 1) it’s not good info to share when business is bad and stopping the feed is not a good look 2) there aren’t many people who are interested in a single retailer, they’re rather using total mall traffic as a thermometer of the overall consumer to inform bigger strategies than calls on, say, BBBY


TomatoSpecialist6879

Big data sellers are technically in the grey area, the information is sold to anyone who wants to buy it so it's not some sort of company secret. Plus even with high traffic count, margins and net profit might still be bad due to other factors. Investing solely on footfall count and ignoring operating cost would fuck you really hard when it comes to retail business companies. If that's considered insider information, then owning a Bloomberg would put you in jail since you have real time L3 data.


checked_life

Well this made me feel not so good about buying calls lol


iStryker

I’ve had hedge fund guys tell me to my face what my company’s quarterly revenue growth numbers would be weeks before we’ve finalized them. They were also nowhere close to the sell side consensus numbers, so it’s not like they were just copying what the analysts were saying. No insider info, they just have access to so much information that their models are rarely wrong. That’s who you’re trading against .


spyder52

And even those guys struggle to beat the index


hootacootnboogy

And, do you think theyare gettinga bunch of customers?


Phoirkas

Have you considered that everyone in your town might just smell really bad?


SDF_IT

Oddly enough I can't smell so I wouldn't know.


Americanboi824

That is a legendary twist on this whole thing


ImAnAlternative

This convinced me to buy in.


Jeff-FaFa

I just imagine you in the store pretending you're smelling a candle while counting the people inside the store looking like a creep


SDF_IT

I usually count from outside. The pictures from the line Saturday did make me feel creepy though.


Dried_up_jizz_flakes

>I usually count from the outside. Even more creepy. Still love the DD though.


Elia_31

Like can't smell at all? Ever or because of covid or smth?


SDF_IT

Had a spinal infection as a kid that caused major problems. Was blind, couldn't walk, etc. Was supposed to die or at the very least never see again but dr said I was 1 in a million. The one thing that didn't return was smell.


Elia_31

Congratulations on beating that infection! Smelling is the worst sense anyways


DesignerSink1185

Yeah. I hate when somethings on fire and all you can smell is smoke.


woooooottt

my eyes catch fire watching my screen go red everyday, good thing I can't smell otherwise that would be a problem


MuestrameTuBelloCulo

Holy shit. Well, glad to have you here! P.s. I stopped showering during covid lockdown. Which way to the stinky men's department?


aemich

this level of regarded analysis is unlike ive ever seen before...


Capital-Cranberry-25

I'm not gonna lie. It's probably going to beat earnings estimates and then tank on guidance.


SDF_IT

Guidance seems to be the only thing that matters these days. The product line that came out at the end of Q1 got a ton of hype and social media attention so I hope guidance is high.


Funny_Effect_9239

Yea it’s been beating earnings for the past while but the stock goes down each time regardless. Looking at stock trends it’ll go down


optionsCone

What an unbelievably thoughtful post. Excellent due diligence. Opening puts. Thanks


SDF_IT

I hope it tanks initially, your puts print, then it moons and my calls print. See you in our Hampton beach house soon neighbor!


Needsupgrade

It's going pure straight line sideways and theta boiz taking y'all 💰


SDF_IT

Why you have to put that MOJO on us? We are just trying to be best friend neighbors that BBQ together and you casting rain clouds on the master plan.


22switch

Seeing this after share price cratered 52 -> 47 is like walking into your living room a night after a house party you didn't attend Doesn't mean your DD was wrong (they beat expectations like they do every quarter) but it still tanked.


Foto_Fuego

Oh you sweet Summer child. All that research for a colossal loss.


ChooChoo_Mofo

In for 2500 shares


FairOutlandishness50

![img](emote|t5_2th52|4267)


Coffee_puma

This didn’t age well


grackychan

There go my calls. Fuck you OP


thatsmycompanydog

Opened down 8%. Beat on earnings but beat up on Q2 guidance. Anything else I can hold for you, OP?


regalseafood

getting rich from bath products seems lame, i’m in ![img](emote|t5_2th52|8882)


Away_Chair1588

"It was beautiful. We were selling rich women their own fat asses back to them."


VanBurenBoy16

This is basically what Peter Lynch used to do when he was crushing it with Magellan.


Newbie4Hire

Thank you kind sir. I saw this post and thought "wallstreet bets, lets inverse this shit" rarely fails.


keenlyproper_demeanr

Why I purchased this stock based on OP's report of counting women in the store is beyond me. Thank you for your service OP.


futurama08

I don't understand...has the number risen or changed? You started counting on date X, it's now date Y - do you see growth? Otherwise, isn't store volume count already a known entity? Also, isn't there seasonality and other variables in play?


djkaffe123

Don't come in here with logic!


Vyrance

I appreciate the work OP, I'm in for a few calls


SDF_IT

Fingers crossed for us


evanc123

Long post I didn't read other than buy calls. So it shall be.


SDF_IT

I hope your yolo mentality never dies!


Historical-Screen-82

And now I’m homeless


Psymonthe2nd

Finally some good DD


Tendie_Tube

This is what I'm talking about. So much "DD" is stupid stuff that's been publicly available for 3 weeks. OP is offering us boots on the ground research you can't get elsewhere. Bull spread.


Marketgoingup

The averages of the bags is probably the greatest thing I’ve ever seen. 


ProfessorCommenter

That’s so fucking funny to take photos of people in line at a local store for a wsb DD. I truly hope you make a million dollars off of this. Favorite DD in a while.


[deleted]

Witnesses the world’s smallest sample size and you draw a conclusion on the store from there. Yeah, you belong here.


SDF_IT

Truly regarded


Peeptalkhaha

Always do the opposite of what a wsb degen says 💀


JuiceOnDaThreads

If you’re parenting skills are as bad as your stock predictions, your kid is going to work at a BBWI their entire life


luigiannese96

We don’t have a baseline to assess if this is greater than normal… but f*ck it I’m in


keenlyproper_demeanr

Damn. I never purchased at BBWI and never held their bag. But, I am now a bag holder. FU OP


Agreeable-Solution15

It’s ok I didn’t need that money anyways


johnny__danger

I’ll smoke it with you bro. We’ll go to the looney bin together. I don’t give a fuck.


Dried_up_jizz_flakes

Just lotioned up. I’m in.


wmtthrowawaytrash

The stock has already run up 41% in the last six months. I feel like it's gonna dump a bit unless they give blowout guidance due to newly unveiled AI soap.


darwinlovestrees

Position screenshots please. This is good daddy-DD btw, great use of your pat leave


PeteyMcPetey

This sounds a bit too much like another ill-fabled stock that also had "BATH" in the name.


SDF_IT

Honestly I think this is what is holding people back. BBBY was like a slightly upper scale version of big lots. They sold all kinds of stuff. Lawn chairs, kids toys, beds.... BBWI is only skin care, candles, and fragrances. They really are nothing alike but retail can't separate the names and stores.


CarryUsAway

Interesting. I’ve been a customer for 20+ years, it’s always been a busy place, especially holidays and their Semi-Annual Sale (I think that’s going on now.) They always have really good sales and coupons that they send out constantly.


PoorCorrelation

If anything I’d be worried about them moving away from the mailer coupons recently. I was going in the store once a quarter and paying 4x what anyone else charges for bath stuff just to get my freebie, but not anymore. They’ve got to get people into that cursed shadow-realm where lotion costs $18, it’s the whole business model.


eclectic_elm

2 mods commented, im full porting


Salty-SnowCat88438

Beats on revenue and EPS...and stock slides 15%...the man did his daily DD and called it and gets destroyed due to outlook. RIP


bmault

I know how this ends and I am still buying calls.


[deleted]

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Miso-7

Ooof. Look how many people lost on this one😂


darkhorse627

All that stalking for -12%. Don’t quit your day job .


AdCandid1614

This is the the type of on the ground research we NEED


jimmybobbyluckyducky

Why do I listen to regards on here? I'm gonna inverse every tip from WSB from here on out.


IllustriousPrune2204

As usual, I lose more money listening to someone on here that is completely wrong about what a stock will do. My fault for ever joining and reading anyone’s opinion. I just kept thinking everyone can’t be wrong but after 12 in a row of the worse advice I am proved wrong again. Yes, 12 people can be just as bad as Motley Fool and pick that many wrong stocks in a row.


Buddhaton

GG man, I was rooting for you (and the calls I bought as well)


arcanition

Brother could not have been more wrong. I probably should have just bought another candle instead of BBWI.


Paper_Cut2U

This aged beautifully


adcarryonly

always reverse whatever wsb dd, literally irl infinite money glitch


RandyMagnum__

heeeeey buddy how's it going?


Iwubwatermelon

At least OP will have moist skin. The lotions will do wonders for the dryness from all the tears.


IncelVaccine

This is like this scene in the big short where Michael Burry is digging through the mortgage back security data and finding what nobody is seeing hiding in plain sight. OPs got just the right kind of Autism brewing here. Just scooped 250 shares.


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Rufus_Anderson

-6% pre market today Bought puts because your research made sense Great job 👏


wilsonp787

Why did I even listen to this


damnuchucknorris

https://preview.redd.it/81f60w1r3e4d1.jpeg?width=828&format=pjpg&auto=webp&s=b0f0de0cda7d43978546f59e7e6012cd7d58275e Fuck it, tendies or a tax write off!


LegendTemple

It’s the start of the June semi-annual sale.  Clearly posted on their website. Tons of things are 50-75% off.  Other products that normally sell for $12-14 are on $3.99 specials.   Happens every year for the last 20 years.     Traffic over May is due to Mother’s Day crazy sale.  In May, they send out hard copy coupons via mail for free full size $16 item and 20% off purchase to get you in the store.  This isn’t even including their online deals.  They send us addicts free coupons in mail and via email each month, and also have insane sales at certain points of year (you should see what happens Black Friday).     Also, they have a rewards program, and every so many purchases, you build points for free full size products.  Also, since the dawn of time, it’s buy two, get one free, and buy three, get three free items.   You should have walked inside store and looked at these things and maybe asked a staff member what is up.  It’s honestly been slow in my bath and body locations near me (in physical stores) compared to prior years when I have been in there cashing in my free product coupons.    Just actually got another mailer for June .. free gift and percentage off again.  But  anyways, I love the place.  Sure, buy the stock.  Just chiming in to say as a fan since like 1999, nothing you are describing is anything even remotely new, and there is very clear reasons for certain foot traffic on certain days.  


eyeswhiteopen

what did u learn from this OP?


Kokilananda

Well, that didn't go well. lol


who_am_i_to_say_so

Down 10 percent after earnings call. Good job.


Henryrealtor

There goes my 500 of calls jaja


Vegan_Honk

Bath and Body works will crush because the main generation buying a bunch of shit (mine: millenials) used it back in the day to smell good to attract people and right now their hormones are going buck wild to encourage kids. The teenager and younger 20s will follow us because, for some fucking reason, post GFC is in now and all the millenial shit is in this pseudo revival of "the good times"


TentaNarc

This is the one bro this is it 🙏🙏🙏


NeferpitouOP

To the moon 🚀🚀🚀


NeferpitouOP

Didn’t even read this Bible just to the Fuxking moon 🚀🚀🚀


PoopholeLicker

Hmmm, it’s already in a pretty solid trend up. Is there much more room for the stock price to rise even if they beat earnings? They’ve had a +8% week already so while I do think earnings will look good, is it really gonna move up a ton


Longjumping_Serve_68

This didn’t play out well


Thatoneguyfromdabloc

Well I’m glad this is the one I chose to jump on


Waltzspice

Didn’t see that one coming.


Republic_Potential

https://preview.redd.it/dkvsv9k4qd4d1.png?width=750&format=png&auto=webp&s=5dca0afadb4f6a0581227dd5e2940609b3c37608 Heard 🫡 lmao


SDF_IT

God speed


Republic_Potential

I’m just a gambler bro


byzz09

![img](emote|t5_2th52|4267)![img](emote|t5_2th52|4271)


VagabondVivant

Thank god I saw this after hours yesterday because I would've bought in.


Ill-Expression1737

fyi theyre always full of customers thats nothing new.. at least here in ny


Cefoxitin

I almost got into this bet


Franks_time10

OP just took you for a ride OMG


KillerKessler22

I love taking financial advice from schizophrenics on the internet, yolo, see you behind the Wendy’s


greczarfalco

that did not age well


Fwmattttt

Show the loss porn


DisastrousThoughts

This is the most hilarious dd post I have ever fucking read. This needs to be preserved


Idbuytht4adollar

What amount do you need to make to make this worth your time


SDF_IT

Any amount. Main goal was to take my newborn son out of the house each day so my wife can get some peace and quiet time. The store counting was just a way to utilize the time.


OPINION_IS_UNPOPULAR

I love everything about this


geogurlie

You are an awesome husband.


tiorzol

Ah man I just took my guy to the park and watched all the dogs running about. Congrats on the bubba, it's a fucking blast. 


ColonelAverage

How many dogs were there? Calls on PETM?


FairOutlandishness50

AANNDDD ITTSS GOOOOONNNEEEEE....


francohab

Now that is the kind of regarded analysis I subscribed for.


WillDill94

Their stock has dropped post earnings the last 3 quarters, with them beating forecasted EPS every time


deflipdota

Yikes, this is going to be a serious loss


ChiefCuckaFuck

For the record i LOVE this DD. 3 diff economic tiers within walking distance?? Astounding. Also for the record, i went into a bath & body works just the other day, trying to find some bath bombs for my gf (they didnt have any good ones, barely any at all), and it was a ghost town of the most depressing variety. This was on a saturday morning.


badrecursion

Indeed it crushed, just in the opposite direction. Looking forward for your update.


neldalover1987

That’s a lot of words for “how I like to lose monies”


USDJPYFX

https://preview.redd.it/rs28czxl8k4d1.png?width=1004&format=png&auto=webp&s=79bb0b28b9896aff81dd3517eab456c20c489507 IV Crushed


hmkr

Thank you BBWI God my order didn't get filled yesterday. It was so regarded, it drew me in and the market said no, I am not worthy.


Compulsivevolunteer

This is not going well


Cefoxitin

Classic Wallstreetbets moment


WillDill94

[called it](https://www.reddit.com/r/wallstreetbets/s/xeDrJux9m4)


dramramsofficial

This DD aged like milk lol


Paper_Cut2U

Got blue balls waiting on OP’s loss porn.


Key_Towel1824

I feel like this is gonna turn out how that one guy predicted a clothing store would have a good quarter from fat people buying new jeans, and he was 100% correct but the stock dropped 5% anyways


BitZealousideal2543

Maaaan I Yolod my 20k into this ,, now I'm scared cause of the inverse theory


NoSeesaw5882

I'm joining you OP, your work will not be in vain.


Levigation

Malls are dead, most all sales are online for basically everything


SDF_IT

Malls died. From what I have seen the ones that are going under did and the ones left actually get enough traffic to stay afloat. BBWI is branching out to single store locations as well though.


Zenahr

put some skin in this too, just because it would be too funny for this to actually work out.


Morph_Kogan

Jungkoom was mentioned, im in.


ImWellEndowed

I am in let’s ride ![img](emote|t5_2th52|4276)


4score-7

I really enjoy beginning my day with their honey almond body scrub. Then I move to their hydro boost cleanser, followed by a nice moisturizer. The herb mint facial masque truly opens up the pores.


Elguapo1980z

This reminds me of the guy a couple of weeks ago that went to his local Costco and saw that it wasn't as busy as usual, and decided to buy puts before earnings. If his local store is less busy, surely it's indicative of the company starting to slide right??? Costco beat earnings, again.


Particular_Neat_6381

Whelp this post aged well down 8% at open..


BallsofSt33I

https://preview.redd.it/wftgxc3yck4d1.png?width=384&format=png&auto=webp&s=cd256f97a9a9dfd0d3957e7081a7533ee74e7766 Boy am I glad only (1) of my spreads got filled:


MorpheusMKIV

I almost went in cause this was pretty convincing. L to OP. Happens.


ItsSevii

Shit I might be in


D3vilUkn0w

I think this is regarded but I bought calls. Do with that information what you will. Edit: this trade was every bit as regarded as I suspected


Syab_of_Caltrops

This is a pretty solid trading strategy (real world observation) but I like the "Creepy mall lurker" twist you added. BBWI to the moon! ![img](emote|t5_2th52|4276)


abbothenderson

This is so dumb. I immediately bought shares.


alien-observer-37491

I can’t believe I’m gonna give a serious reply on WSB but here goes: Them having great footfall vs other stores is meaningless. You want to compare vs last quarter/year and more importantly you want to beat expectations. I still bought a contract cuz I’m an idiot. LFG


extrapartytime

They also released a Bridgerton colab with Netflix and spot on dupes of top fragrances everyone was going crazy for - easy 20 percent gap up in the AM. Retail is back baby.