Just caught something interesting - Cooper Creek Partners completely dumped their entire Bath & Body Works stake back in Q4, offloading over 5 million shares worth roughly $129 million. That's a pretty aggressive move for a fund that had this as a meaningful 3.9% of their portfolio. The stock's down 36% over the past year, so timing-wise it makes sense they wanted out. What caught my eye though is the bigger picture here. BBWI just reported Q3 sales down 1% to $1.6 billion and cut their full-year guidance, now expecting EPS around $2.83 to $2.87 adjusted. They're trying to squeeze out $250 million in cost cuts over two years while dealing with elevated inventory sitting at $1.25 billion. Management's talking transformation and innovation, but the body of the business looks under real pressure from macro headwinds and tariff issues. For a specialty retailer with heavy mall presence, that's not a great combo right now. The question is whether they can actually stabilize traffic and make those cost savings stick. If execution falters, this cut in guidance might not be the bottom. Interesting to see institutional money heading for the exits on this one.