L Brands Inc.

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Deep Dive | July 8, 2020 Premium

1Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 Impact

First-quarter 2020 retail earnings include the negative impact on sales caused by the coronavirus outbreak. We assess the recent performance of US retailers in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. With retail sectors weathering the Covid-19 crisis in different ways, sales declines are now easing due to stores reopening post lockdown, but the pace of recovery will vary.

Insight Report | July 2, 2020 Premium

1Q20 US Retail Inventory Tracker: Discretionary Sectors Post Lower Inventory Turnover as Lockdowns Hit

In our quarterly US Retail Inventory Tracker reports, we analyze inventory trends among those US retailers listed in the Coresight 100. We look at the inventory levels of various retailers in 1Q20 and assess why levels may have changed from the year-ago period—with many companies witnessing heavy impacts from the coronavirus crisis.

Deep Dive | June 16, 2020 Premium

US Apparel Retail: Post-Crisis Outlook

We explore the impacts of the coronavirus crisis on the apparel retail sector and present an outlook for the remainder of 2020 based on a three-phase V-shaped recovery. To analyze the sector, we look closely at select US retailers, including American Eagle Outfitters, Gap Inc. and Hanesbrands. We summarize our key estimates for 2020 in an infographic.

Insight Report | June 15, 2020 Premium

Earnings Insights 1Q20, Week 4 and Wrap-Up: Retailers Cite Pent-Up Demand as They Report Higher-than-Anticipated Sales Productivity Rates

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended June 14, including Five Below, Macy’s and PVH Corp. This is the fourth and final report in the first-quarter Earnings Insights series. As such, we also summarize the performance of retailers reported in the prior weeks.

Store Tracker | May 29, 2020 Premium

Weekly US and UK Store Openings and Closures Tracker 2020, Week 22: L Brands To Close Stores

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from L Brands and The TJX Companies in the US.

Insight Report | May 25, 2020 Premium

Earnings Insights 1Q20, Week 1: What US Retailers Are Reporting on the Coronavirus Impact and Outlook

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2020 earnings. We condense what retail companies are reporting with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the weeks ended May 17 and May 24, including Best Buy, Kohl’s and VF Corporation.

Deep Dive | April 2, 2020 Premium

4Q19 US Retail Inventory Tracker: Higher Inventory Turnover Due to Solid Holiday Sales and Disciplined Approaches

In our quarterly US Retail Inventory Tracker reports, we analyze inventory trends among those US retailers listed in the Coresight 100. We look at the inventory levels of various retailers in 4Q19 and assess why levels may have changed from the year-ago period. The coronavirus crisis means 4Q trends will not be an accurate guide to 2020, but those retailers heading into the storm with cleaner stock levels will enjoy an advantage over more heavily stocked rivals.

Deep Dive | March 31, 2020 Premium

Coronavirus Insights: A Look Back To Look Ahead—The Great Recession of 2007–2009 and Today

We look back at the Great Recession of 2007–2009, to apply learnings from the sales performance of the US retail industry to the current coronavirus situation. We break down our analysis of the impact of the recession on the retail industry by sector and consider the implications for how retailers will fare the coronavirus pandemic.

Deep Dive | March 23, 2020 Premium

4Q19 US Earnings Season Wrap-Up

Fourth-quarter 2019 retail earnings show that many companies across the retail industry saw strong growth. However, our coverage of the Coresight 100 reveals that the CPG and department-store sectors bucked this trend, with the latter continuing to struggle. Companies across the board have updated their guidance due to coronavirus disruption in the supply chain and demand in Asia, but we are yet to see updates based on the spread of the virus to the US, with the nation moving closer to lockdown.

Store Tracker | March 6, 2020 Premium

Weekly US and UK Store Openings and Closures Tracker 2020, Week 10: Stage Stores To Close Stores; Ross To Open More Stores

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Dick’s Sporting Goods, 7-Eleven and Stage Stores in the US and BrightHouse and McColl’s in the UK.

Insight Report | January 30, 2020 Premium

Holiday 2019: US Retail Wrap-Up

US retail enjoyed a solid holiday season: Consumers shrugged off concerns and boosted spending healthily over last year. Spending rose despite concerns over the economy, trade issues with China that could have pushed up prices at the register and increasing domestic political uncertainty.

Insight Report | January 17, 2020 Premium

December 2019 US Holiday Retail Sales and Comparable Sales Review: Solid Total Growth Not Enough To Support Challenged Sectors

US holiday retail and comparable sales show a relatively strong macro environment, but mixed results in retail. Some retailers posted strong comparabale sales growth, but for others the holiday shopping season delivered fairly modest gains.

Deep Dive | December 17, 2019 Premium

3Q19 US Earnings Season Wrap-Up

Third-quarter 2019 retail earnings show mixed results across categories. Our coverage of the Coresight 100 reveal most companies beat consensus, but there were sectors that fared much better than others—and luxury was one that did not meet expectations despite recent recovery.

Insight Report | October 21, 2019 Premium

Holiday 2019: US Retail Hiring Set To Be Flat

Part of our Holiday 2019 series, this report outlines key developments related to holiday hiring in US retail

Event Coverage | September 12, 2019

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L Brands Investor Day, 2019: Revenue Growth Driven by Bath & Body Works; Product Innovation at Victoria’s Secret is #1 Priority

Revenue at L Brands has been driven by growth at Bed Bath & Beyond (BBW). L Brands is targeting PINK at 19-year-old college student-like consumers, a demographic that totals 30 million. PINK brand hopes to grow its “Seamless” workout business to $1 billion by 2022.