Limited Brands
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position
long
Ray Kennedy, Hotchkis & Wiley
Thesis
Limited Brands, particularly its Bath & Body Works segment, is in good shape and has established brands that retain value even in a challenging retail environment.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time horizon for the thesis, it's difficult to assess whether the investment thesis has played out. While the Bath & Body Works segment may have established brands, the lack of concrete performance metrics leaves the outcome uncertain.
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