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Nov. 18, 2015, 4:19 PM
- L Brands (NYSE:LB): Q3 EPS of $0.55 beats by $0.03.
- Revenue of $2.49B (+7.3% Y/Y) in-line.
- Shares +1.9%.
Nov. 9, 2015, 10:15 AM
- Department store stocks are off to a rough start with earnings coming into focus this week. Macy's (M -5.5%), J.C. Penney (JCP -4.2%), Kohl's (KSS -4.9%), Dillard's (DDS -3.3%), and Nordstrom (JWN -3.9%) are all sharply lower.
- Retailers Target (TGT -2.7%), Costco (COST -1.5%), TJX Companies (TJX -2.9%), The Children's Place (PLCE -4.8%), L Brands (LB -4.4%), and Wal-Mart (WMT -0.9%) are also below broad market averages with earnings reports due to roll in this week and next.
- The S&P Retail ETF (NYSEARCA:XRT) is down a crisp 2.0%.
Oct. 8, 2015, 10:20 AM
- The apparel sector is out-gaining market averages as sentiment swings positive. There's been some analysis suggesting that apparel sellers will benefit from the Trans-Pacific Partnership on the cost side. Lower cotton and oil prices are also working in the favor of apparel companies, although hedging against the strong U.S. dollar is an ongoing risk.
- On the manufacturing side: G-III Apparel (NASDAQ:GIII) +2.6%, Columbia Sportswear (NASDAQ:COLM) +2.1%, Michael Kors (NYSE:KORS) +1.8%, PVH Corp. (NYSE:PVH) +1.6%, Ralph Lauren (NYSE:RL) +1.4%.
- On the chain store side: Cato (NYSE:CATO) +5.1%, Ascena Retail (NASDAQ:ASNA) +3.4%, American Eagle Outfitters (NYSE:AEO) +3.4%, Abercrombie & Fitch (NYSE:ANF) +3.1%, Francesca's Holdings (NASDAQ:FRAN) +2.6%, L Brands (NYSE:LB) +2.1%.
Aug. 19, 2015, 5:37 PM
Aug. 19, 2015, 5:32 PM
- L Brands (NYSE:LB) raises full-year EPS guidance to $3.58-$3.73 vs. $3.50-$3.70 prior and $3.73 consensus.
- Q3 EPS guidance is set at $0.40-$0.45 vs. $0.47 consensus.
- General expenses including store operating costs at L Brands have been growing slightly faster than some estimates.
- Previously: L Brands EPS in-line, misses on revenue (Aug. 19)
- LB -1.08% in after-hours trading.
Jun. 4, 2015, 10:26 AM
- A healthy round of reports from retail chains and more firming up of the labor market has the retail sector ahead of market averages
- Outperformers include Buckle (BKE +3.4%), Five Below (FIVE +7.3%), Abercrombie & Fitch (ANF +1.8%), L Brands (LB +1.8%), American Eagle Outfitters (AEO +2.2%), Citi Trends (CTRN +2.1%), Express (EXPR +1.4%), Urban Outfitters (URBN +1.6%), Wayfair (W +1.3%), and TravelCenters of America (TA +0.9%).
- The S&P Retail ETF (NYSEARCA:XRT) is also positive on the day with most broad market averages in the red.
May 26, 2015, 9:35 AM
Feb. 25, 2015, 4:15 PM
- L Brands (NYSE:LB) reports comparable-store sales rose 6% in Q4.
- Comp sales by brand: Victoria's Secret +4%, Bath & Body Works +8%, L Brands +6%, Victoria's Secret Direct -2%.
- Operating income +12% Y/Y to $1.953B.
- Company-owned store count +8 Y/Y to 1,646.
- Franchise store count +62 to 650.
- Guidance: L Brands expects 2015 EPS of $3.45-$3.65 vs. $3.83 consensus.
- LB -1.48% after hours.
Dec. 10, 2014, 10:22 AM
- The S&P 500 Retail ETF (NYSEARCA:XRT) is up 0.3% today despite the negative action in the broader market.
- A forecast for sustained lower oil prices is the major reason for the upswing.
- Top 20 XRT holdings showing gains: Limited Brands (LB +0.6%), Whole Foods Markets (WFM +0.4%), Casey's General Stores (CASY +0.3%), Ross Stores (ROST +0.7%), Kroger (KR +0.9%), Advance Auto Parts (AAP +0.4%), Target (TGT +0.4%), Zumiez (ZUMZ +0.3%), CST Brands (CST +1.3%).
Nov. 3, 2014, 4:49 PM
- L Brands (NYSE:LB) announces it expects comparable-store sales in October to come in at a low single-digit rate.
- Q3 EPS guidance of $0.38-$0.40 is now set vs. $0.26-$0.31 prior and $0.32 consensus.
- LB +3.1% AH.
Sep. 10, 2014, 8:32 AM
- Credit Suisse lines up with L Brands (NYSE:LB) with an Outperform rating as it acknowledges the ability of management to navigate around the numerous potholes in the retail sector.
- L Brands stands as a sector outlier by raising full-year profit estimates recently.
- The Pink brand in particular has shown some strength into the back-to-school season.
- LB +0.9% premarket
Jun. 25, 2014, 10:25 AM
- "Highly socially engaged brands tend to deliver sustained and superior financial returns as content co-creation provides improved ad spend leverage," says Piper's Stephanie Wissink, following her team's Instagram analysis.
- Best-positioned from an engagement-rank perspective according to Piper: Michael Kors (KORS +1.1%), Abercrombie & Fitch (ANF +0.1%), Urban Outfitters (URBN -0.7%), and L Brands (LB -0.1%).
May 23, 2014, 8:36 AM| May 23, 2014, 8:36 AM | 2 Comments
Aug. 22, 2013, 9:48 AM
- There's no sugar coating the awful string of sales reports turned in recently by teenager-focused retailers with today's release from Abercrombie & Fitch (ANF -19.5%) one of the worst of the lot.
- Even retail bulls like Wells Fargo's Paul Lejuez are getting turned around by the high level of promotional activity in the sector. "Nobody is immune," notes the analyst.
- Decliners: LTD -3.2%, CACH -1.1%, GPS -1.3%, BKE -1.4%, AEO -1.3%, TLYS -2%.
Aug. 21, 2013, 4:21 PM
- Limited Brands (LTD -1.3%) gives investors another read on what has been a Jekyll and Hyde retail trade this week.
- LTD beats on both lines (albeit narrowly) for Q2.
- The company's outlook comes in below Street estimates: Q3 and FY13 EPS of $0.23-0.28 and $3.06-3.21 respectively, versus consensus of $0.29 for Q3 and $3.21 for the full year. (PR)
- Shares -2% AH.
Aug. 21, 2013, 4:03 PM
- Limited Brands (LTD): Q2 EPS of $0.61 beats by $0.01.
- Revenue of $2.52B (+5% Y/Y) beats by $0.01B. Shares -3.8% AH. (PR)
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