Articles for Limited Brands

Victoria’s Secret Gives Limited’s Sales a Lift in January

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Friday, February 3rd, 2012 by

Intimate apparel retailer Limited Brands (NYSE:LTD) reported comparable store sales increase of 9% for the four weeks ended January 28, 2012, compared to the same period last year. Victoria’s Secret was yet again the major growth driver for the company, with comp sales increase of 17%. Additionally, the company also adjusted its fourth quarter earnings per share at the high end of its previous guidance of $1.42-$1.46, which reflected as a gain in Limited’s share price by 4%.  Limited Brands is a specialty apparel retailer focused on lingerie, beauty and personal care products competing with the likes of Abercrombie & Fitch (NYSE:ANF), American Eagle Outfitters (NYSE:AEO), Ann (NYSE:ANN) and Gap (NYSE:GPS).

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Limited’s December Sales Top Estimates; Raises 4Q Earnings Estimates

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Thursday, January 5th, 2012 by

Intimate apparel retailer Limited Brands (NYSE:LTD) reported a comparable store sales increase of 7 percent for the five weeks ended Dec. 31, 2011, compared to the five weeks ended Jan. 1, 2011. With an increase of 4.3% in its net December sales, the company also increased its expected earnings per share to $1.42 – $1.46 versus its previous guidance of $1.28 – $1.43 per share and $1.26 last year. We believe the solid December sales depict the strength of Limited’s brand identity and the consequence of some smart promotions during holidays. Limited Brands is a specialty apparel retailer focused on lingerie, beauty and personal care products competing with the likes of Abercrombie & Fitch (NYSE:ANF), American Eagle Outfitters (NYSE:AEO), Ann(NYSE:ANN), Gap (NYSE:GPS), and J.Crew Group (NYSE:JCG).

Trefis price estimate for Limited Brands stands at $39.62, which is inline with its current market price.

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Limited Gets a Lift from Victoria’s Secret Facebook Campaign This Holiday Season

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Tuesday, December 20th, 2011 by

Limited Brands’ (NYSE:LTD) holidays 2011 campaign is gaining handsomely from some smart Facebook promotions of its most well known brand Victoria’s Secret. In a recent survey, Victoria’s Secret has emerged as the 7th most liked brand on Facebook with a cool 16 million ‘likes’. Victoria’s Secret Facebook page  is a big hit amongst the fans with around 250,675 ‘talking about this’ on Facebook. Limited Brands is a specialty apparel retailer focused on lingerie, beauty and personal care products competing with the likes of Abercrombie & Fitch (NYSE:ANF), American Eagle Outfitters (NYSE:AEO), Ann(NYSE:ANN), Gap (NYSE:GPS), and J.Crew Group (NYSE:JCG).

Trefis price estimate for Limited Brands stands at $39.62, which is nearly 5% ahead of current market price.

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Victoria’s Secret is the Key to Limited Brands’ Recent Success

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Wednesday, December 14th, 2011 by

Intimate apparel retailer Limited Brands (NYSE:LTD) posted strong results ahead of market expectations a few weeks back riding primarily on the growth of its most well known brand Victoria’s Secret. Additionally the company reported a comp sales increase across all of its major brands except for it Canadian brand La Senza. We believe the results and the growth across both lingerie and personal care business have been commendable, and with the level of preparations for the holidays that Limited displayed during its Q3 earnings call, the company looks ready for further growth this holiday season. Limited Brands is a specialty apparel retailer focused on lingerie, beauty and personal care products competing with the likes of Abercrombie & Fitch (NYSE:ANF), American Eagle Outfitters (NYSE:AEO), Ann (NYSE:ANN), Gap (NYSE:GPS), and J.Crew Group (NYSE:JCG).

We have revised our price estimate for Limited Brands to $39.62, which is inline with the current market price.

See our full analysis of Limited Brands

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Top 2 Sources of Value for Limited Brands

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Friday, June 3rd, 2011 by

Limited Brands (NYSE:LTD), a specialty apparel retailer focused on lingerie, beauty and personal care products, competes with retailers like Abercrombie & Fitch (NYSE:ANF), American Eagle (NYSE:AEO), Ann (NYSE:ANN), Gap (NYSE:GPS), and J.Crew Group (NYSE:JCG). Some of its popular brands include Victoria’s Secret in the lingerie business and Bath & Body Works in the personal care segment.

We maintain a $35.35 Trefis price estimate for Limited Brands’ stock, which is about 10% below the market price. Below we take a look at 2 business segments which mean the most for Limited Brands.

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Bath & Body Works Grows to 25% of Limited’s Stock Value

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Tuesday, May 10th, 2011 by

Bath & Body Works (BBW) is the second most valuable division after Victoria’s Secret for Limited Brands (NYSE:LTD), representing 25% of the firm’s estimated equity value. These two divisions make up almost 60% of the stock value by our estimates and help differentiate the company from other retailers like Abercrombie & Fitch (NYSE:ANF), American Eagle (NYSE:AEO), AnnTaylor (NYSE:ANN) and Gap (NYSE:GPS). Below we take a quick look at the outlook for the two main drivers to our Bath & Body Works forecast: sales and margins.

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Limited Investors Loving Victoria’s Secret

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Monday, May 9th, 2011 by

Limited Brands (NYSE:LTD) reported a 20% increase in comparable store sales of $683 million in the month of April over the same period last year. For the quarter ending in April, the increase in comparable sales was a healthy 15% as Limited Brands’ sales crossed $2.2 billion in sales. Victoria’s Secret led the charge with a jump of 25% in sales for April year-over-year, and the power of this recognized lingerie, beauty and personal care lines help separate it from those like Abercrombie & Fitch (NYSE:ANF), American Eagle (NYSE:AEO), AnnTaylor (NYSE:ANN) and Gap (NYSE:GPS).

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3 Key Trends For Ann Taylor

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Monday, April 4th, 2011 by

The online sales of adult apparel in the U.S. grew almost 10% in 2010 far outstripping the 1.9% growth in the overall apparel market, according to research firm NPD’s February 2011 report on the US apparel market. This is great news for Ann Inc. (NYSE:ANN) as well as retailers Aeropostale (NYSE:ARO), American Eagle Outfitters (NYSE:AEO), J.Crew Group (NYSE:JCG), and Limited Brands (NYSE:LTD).

We currently have a $28.46 Trefis price estimate for Ann Taylor, which is about in line with the current market price. Below are the 3 key trends that we believe have significant implications to ANN’s business.

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Two Reasons Why Victoria’s Secret Could Struggle to Sustain Margins

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Tuesday, March 1st, 2011 by

Limited Brands (NYSE:LTD), a specialty apparel retailer focused on lingerie, beauty and personal care products, competes with retailers like Abercrombie & Fitch (NYSE:ANF), American Eagle (NYSE:AEO), AnnTaylor (NYSE:ANN), Gap (NYSE:GPS), and J.Crew Group (NYSE:JCG). Some of its popular brands include Victoria’s Secret, in the lingerie business, and Bath & Body Works, in the personal care segment.

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Limited Brands’ Continued Momentum Presents Stock Upside

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Monday, February 7th, 2011 by

Limited Brands (NYSE:LTD), a specialty apparel retailer focused on lingerie, beauty and personal care products, competes with retailers like Abercrombie & Fitch (NYSE:ANF), American Eagle (NYSE:AEO), AnnTaylor (NYSE:ANN), Gap (NYSE:GPS), and J.Crew Group (NYSE:JCG). Some of its popular brands include Victoria’s Secret in the lingerie business and Bath & Body Works in the personal care segment.

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Limited Brands : All Articles