- Victoria's Secret (LB +0.1%) will return to the Super Bowl on February 1 with a commercial slotted to air after the two-minute warning in the 4th quarter of the game. Supermodels are expected to be featured in the $4.5M (estimated) spot.
- The brand's return to the big event is aimed at driving a Valentine's Day sales boost.
- The exit of a few retail competitors could provide a minor benefit as well.
- Last year, Victoria's Secret saw comparable-store sales increase 3% on a flat direct comp with the second half of the year stronger than the first.
- What to watch: Standalone PINK stores could start to become meaningful for L Brands' bottom line in 2015.