IVZ vs BBWI Comparison

Invesco provides investment-management services to retail (67% of managed assets) and institutional (33%) clients. At the end of April 2025, the firm had $1.840 trillion in assets under management spread among its equity (57% of AUM), balanced (3%), fixed-income (22%), alternative investment (7%), and money market (11%) operations. Passive products account for 43% of Invesco's total AUM, including 65% of the company's equity operations and 15% of its fixed-income platform. Invesco's US retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside of North America, with 30% of its AUM sourced from Europe, Africa, and the Middle East (15%) and Asia (15%).

Bath & Body Works is a specialty home fragrance and fragrant body care retailer operating under the Bath & Body Works, C.O. Bigelow, and White Barn brands. The company generates most of its business in North America, with just 5% of sales from international markets in fiscal 2024. For fiscal 2024, 76% of sales stemmed from the brick-and-mortar network (which was composed of more than 1,800 retail stores), similar to 2023 levels, as consumer shopping patterns remained to normal. Future growth is expected from store reformatting, digital and international channels, as well as adjacent category expansions like hair and laundry.