L Brands (LB) stock surged 7.8% on January 3 as Bank of America (BAC) upgraded it to “buy” from “neutral.” However, L Brands stock shrunk 29.4% in 2019.
In today’s Get Real market newsletter, there’s optimism across markets. Netflix and GAP face issues and Boeing has some good news. Plus, the Tesla truck is out.
US retail sales grew by 3.5% in the first half of 2019. The retail sector of the S&P 500 Index includes 29 stocks representing a broad variety of retailers.
L Brands (LB) stock was down 4.6% today as the company missed analysts’ sales expectations for the fourth quarter of fiscal 2018, which ended on February 2, 2019.
For the first three quarters of 2018, L Brands’ (LB) gross margin contracted by 240 basis points to 35.0% due to the lower gross margin at Victoria’s Secret.
On July 9, CNBC reported that Jefferies had downgraded Procter & Gamble (PG) to a “hold” from a “buy” and had reduced its target price to $79 from $83.
Victoria’s Secret owner L Brands (LB) stock is sliding after management revised its 1Q18 profit expectations along with its monthly sales report earlier today.
“How Moats Translate into Sustainable Competitive Advantages” is a five-part moat investing education series that explores the primary sources of economic moats.
“How Moats Translate into Sustainable Competitive Advantages” is a five-part moat investing education series that explores the primary sources of economic moats. she
Reasons behind L Brands’ growing yield Specialty fashion retailer L Brands (LB) saw its sales slow between 2013 and 2016. The company recorded revenue growth of 3.5% in 2016, compared with 6% in 2015. The growth was driven by the Victoria’s Secret and Bath & Body Works segments. Whereas its operating income grew 12% in 2015, it […]
Kao Corp (4452 JP) is Japan’s largest household and personal care company. Wide-moat rated Kao gets its moat from two sources according to Morningstar: “intangible assets resulting from its strong brand mix and entrenched retailer relationships, as well as cost advantages, primarily in its domestic market.” Kao is a leader in providing food and beverage, sanitary, […]
“How Moats Translate into Sustainable Competitive Advantages” is a five-part moat investing education series that explores the primary sources of economic moats. The idea of an economic moat refers to how likely a company is to keep competitors at bay for an extended period. According to Morningstar Equity Research, there are five key attributes that […]
The idea of an economic moat refers to how likely a company is to keep competitors at bay for an extended period. In this series, we’ll focus on one of the sources of obtaining a sustainable competitive advantage—cost leadership.
Price movement HanesBrands (HBI) fell 5.9% to close at $21.55 per share during the second week of December 2016. The stock’s weekly, monthly, and year-to-date (or YTD) price movements were -5.9%, -15.5%, and -25.5%, respectively, as of December 16. HBI is trading 8.1% below its 20-day moving average, 10.8% below its 50-day moving average, and […]
Price movement Hanesbrands (HBI) has a market cap of $9.8 billion. It rose 8.3% to close at $25.77 per share on October 28, 2016. The stock’s weekly, monthly, and year-to-date (or YTD) price movements were 4.4%, 2.4%, and -11.3%, respectively, on the same day. HBI is trading 3.6% above its 20-day moving average, 0.13% below […]
VPMCX counts information technology, healthcare, and industrials as its core invested sectors. These three sectors make up a combined 80% of the portfolio.
HanesBrands fell by 0.56% to close at $26.55 per share on July 15. Its weekly, monthly, and YTD price movements were 1.1%, 1.7%, and -9.0%, respectively.
Lululemon (LULU) stock rose 10.7% to $67.80 on March 30, 2016, the day the company declared its fourth quarter results. The stock has risen more than 29% year-to-date.
Costco’s membership revenue rose by 3.6% YoY to $603 million in 2Q16, which ended February 14. In constant-currency terms, membership fees were up by 7%.
Wall Street analysts are expecting Gap’s 1Q16 adjusted EPS to decrease by 13% on a YoY basis to $0.49 and the fiscal 2016 adjusted EPS to decrease by 7.0% to $2.27.
VF Corporation (VFC) consistently increased its dividends to shareholders. VFC increased its dividends for 43 consecutive years. This isn’t a small feat!
Junk bonds have been in the news due to concerns about defaults. They have an iffy repayment ability even if they’re at the higher end of the rating scale.
The consensus analyst recommendation for Gap’s (GPS) stock is a “hold.” As seen in the chart above, 60.5% of the analysts covering the stock have given it a hold.
Lululemon Athletica (LULU) expects to generate sales ranging between $477 million to $482 million in fiscal 3Q16, up from $419 million in the comparable quarter of fiscal 2015.
The Vanguard Consumer Discretionary ETF (VCR) and the Fidelity Consumer Discretionary ETF (FDIS) both rose by 3.3% on a weekly basis, as of November 23.
In fiscal 3Q15, L Brands saw a significant margin expansion both in its gross profit margin and operating margin. The gross profit margin expanded by 80 basis points.
Of the 38 Wall Street analysts covering Gap (GPS) stock, 24 have given it a “hold” recommendation. Nine investment firms have recommended a “sell” for the stock.
The U.S. Department of Labor released its weekly statistics for initial jobless claims for the week ending November 7, 2015. They stayed the same at 276,000.
According to Lipper, net inflows for high-yield bond funds totaled $7.6 billion through October 28, compared to outflows totaling $1.9 billion in September.
VF Corporation saw sales of $2.5 billion in 2Q15, up 4.7% year-over-year. Its performance was boosted by top brands The North Face, Timberland, and Vans.
As we discussed in the previous articles of this series, Under Armour (UA) is expecting to significantly grow both its top and bottom lines over the next few years.
A $486.68 million company, Francesca’s Holdings is known for its collection of hand-selected merchandise. It projects an increase of 9%–12% net sales in 2Q15, compared with $95.011 million in sales in 1Q15.
The Bloomberg Consumer Comfort Index is a future-looking index that gives Wall Street an idea about how confident consumers are in regards to the future of the economy.
Lululemon offers yoga classes and run clubs at its London stores. The company’s also known for hosting occasional events in certain cities, even where its retail presence is limited.
Sales were boosted by an early Easter, which fell in early April this year compared to mid-April in 2014. LB estimates an early Easter positively impacted sales by 3% to 4%.
Major factors affecting Lululemon’s lower margins last year include differences in the product mix, plus higher transportation and manufacturing costs.
Major product lines include fitness pants, shorts, tops and jackets. It also has a range of fitness-related accessories like bags, socks, and yoga mats.
Lululemon Athletica announced an increase of 10.4% in its revenues to $419.4 million in the third quarter of fiscal 2015 compared to $379.9 million in 3Q14.
UA’s product, marketing, and sales teams each play an active role in the design process. This collaboration helps control brand and product consistency.
