Latest Articles
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How Do We See Victoria’s Secret’s Direct Business Growing?
Victoria’s Secret Direct currently contributes to around 13% of L Brands’ revenues and ~ 20% of our stock price valuation for the company. We expect the revenues in this segment to grow from around $1.6 billion in 2016 to around $2.8 ...
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Future Store Growth At Victoria’s Secret
Victoria’s Secret (VS) is the biggest driver for the huge success of its parent company, L Brands . Besides enjoying a lion’s share of the lingerie industry with no close competitors in sight, Victoria’s Secret seems to be poise...
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How Is Bath & Body Works Stores Growth Expected To Trend And Why?
Bath & Body Works (BBW) is globally the largest specialty retail beauty brand with over 100 million annual transactions. It is the Number one brand in America for body lotion, shower gel, fine fragrance mist, liquid hand soap, hand sanitizer,...
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Here Are The Key Growth Drivers For L Brands
L Brands (NYSE:LB) has remained a bright spot in the retail industry which is struggling with declining traffic and increasing competition. For August 2016, the company reported a 2% increase in comparable sales (compared to the same month last y...
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A Look Into L Brands Monthly Performance In August 2016
L Brands recently released its August monthly sales performance. The merchandise margin rate was flat throughout the company and the inventories per square foot were 7% higher year-on-year. L Brands restructuring activities for the Victoria’...
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L Brands Delivered A Moderate Q2, Restructuring Activities Progressing On Track
L Brands released its Q2 FY2016 (fiscal year ends in January) on August 17th. L Brands is currently revamping several of its businesses. In Q2, the company’s gross margin declined by 180 basis points to 38.5% due to the dampened merchandise...
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L Brands Q2 FY16 Earnings Preview
L Brands is slated to release its Q2 FY2016 (fiscal year ends in January) results on August 17th. In its July monthly sales and second quarter preliminary results L Brand has demonstrated around 5% topline growth to $2,890 million. The company...
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L Brands Delivered A Moderate Q2 FY16 Due To Its Restructuring Activities
L Brands released its July 2016 and preliminary Q2 FY2016 results on August 4th. The company has been currently restructuring the Victoria’s Secret (VS) business, repositioning its Beauty segment, making changes in its international operati...
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How Was L Brands’ Monthly Performance In June 2016?
L Brands recently released its monthly performance report for June 2016. The comparable store sales for the company was up by 6% Y-o-Y which was significantly boosted by the timing shifts of Memorial Day and July 4th holidays. However, the mercha...
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Which Is The Most Important Segment For L Brands’ Future Growth?
Victoria’s Secret (VS) Stores is the most important segment for L Brands’ growth. As we see here, almost 50% of L Brands’ projected revenues is contributed by the VS stores. In comparison, the second most important se...
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Why Has L Brands’ Stock Price Declined By Around 30% Year-To-Date?
L Brands had once been a very profitable stock for a long time. In fact, despite the downturn and lackluster demand in the apparel industry, this company had always maintained stellar performance. The owner of Victoria’s Secret and Bath & Bod...
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Key Takeaways From L Brands May 16 Performance Report
On June 2nd, L Brands released its monthly performance report for May 2016. the Victoria’s Secret comparable sales and merchandise margin rates for May remained weak on account of the repositioning of the Beauty segment, and the restructuri...
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Why Is Victoria’s Secret Undergoing Restructuring Changes?
Victoria’s Secret (VS) recently announced some major restructurings of its business. The VS business will be further categorized into Victoria’s Secret Lingerie, PINK, and Victoria’s Secret Beauty. Each of these divisions will be managed ...
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What Are Some Of L Brands’ International Plans?
L Brands has geared up for some major developments in the international front. Among a few of its worries so far were: macroeconomic setbacks in some geographies, weak international exchange rates, and reduced tourism in high profile cities that ...
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What Are The Key Takeaways From L Brands Q1 FY2016 Earnings Results?
On May 18th, L Brands released its Q1 FY2016 (ending April 30, 2016) earnings results. L Brands had already announced the sales from its different segments for the first quarter, on May 5th during the release of its April 2016 monthly earnings re...
