Latest Articles
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L Brands’ Continued Slump Might Be Cause For Worry For The Company
It seems that L Brands, the parent company of Victoria’s Secret (VS) and Bath & Body Works (BBW), is taking more than the expected time to recover from its ongoing slump. Analysts are constantly downgrading its share price on account of...
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L Brands’ Q2 FY 2017 Performance Was Dragged Down By Victoria’s Secret And The Beauty Segments
L Brands, the parent company of Victoria’s Secret (VS) and Bath & Body Works (BBW), held its second quarter fiscal 2017 (fiscal year ends in January) earnings call on August 17th. The results fell below management’s expectations....
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L Brands’ Q2 FY 2017 Earnings Preview
L Brands, the parent company of the Victoria’s Secret (VS) and Bath & Body Works (BBW) brands, is set to release its Q2 fiscal 2017 (fiscal year ends in January) earnings on August 16th. The company has not been at its best performance...
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L Brands’ Aggressive Market Testing Suggests That It Might Be Gearing Up For Major Changes
The key theme in L Brands’s first quarter fiscal 2017 call (first quarter ends in January) was that the company tested and learnt a lot in Q1 and there might be some significant changes and new launches under both Victoria’s Secret (V...
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L Brands Might Continue With Its Weak Momentum In Q1 FY 2017, But Here’s Why It Has A Path For Turning Around
Even though L Brands is not looking great with its performance right now, we do have reasons to believe that all this is temporary and the company will soon make a turnaround. With its ongoing investments towards upgrading itself in terms of prod...
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Does The Future Look Bright For Victoria’s Secret?
Even after all the upheavals that it went through in the last year on account of its ongoing streamlining and transition efforts, according to a recent research by Goldman Sachs and Conde Nast, Victoria’s Secret is still considered to be on...
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Key Takeaways From L Brands’ Q4 FY 2016 Earnings Results
L Brands, the parent company for Victoria’s Secret (VS) and Bath & Body Works (BBW), released its Q4 and full fiscal 2016 (fiscal year ends in January) results on February 22nd . The fourth quarter performance came in below the manageme...
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What To Expect From L Brands’ Q4 FY 2016 Earnings
L Brands, the parent company for Victoria’s Secret (VS) and Bath & Body Works, is slated to release its Q4 fiscal 2016 (fiscal year ends in January) results on February 22nd . In line with its previous quarters of fiscal 2016, we expect...
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L Brands’ January Sales Remained Dampened Due To Its Ongoing Transition
L Brands demonstrated a lukewarm performance for the month of January 2017 as well as for the fourth quarter of fiscal 2016 (fiscal year ends in January). The restructuring activities for the Victoria’s Secret business and the Beauty divis...
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L Brands Q3 FY2016 Performance Remained Dampened Due To Restructuring Activities; Improvements Expected By Mid Next Year
L Brands released its Q3 FY2016 (fiscal year ends in January) results on November 16th and hosted its earnings call on November 17th. The earnings per share for the company declined by 24% year-on-year to reach $0.42. Though Pink and Bath & B...
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How Has L Brands Performed So Far This Year?
L Brands has been a robust performer in the specialty retail and personal care sectors with its star brands Victoria’s Secret and Bath & Body Works for several years. In an environment where apparel demand witnessed a slowdown, Victoria...
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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...