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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: Suzanne Lance who wrote (2516)	12/7/1998 4:17:00 AM
From: S Wilks	Read Replies (2) \| Respond to of 90042

Re: Victoria Secret(IBI). This looks like a great Internet play for a company that knows how to make money and they haven't even officially announced the site yet!!! How much press do you think they might get? Hell, if this stock hits 100+ I'll even buy a bra and matching thong, let me tell you, it won't be a pretty sight. Scotty 9/23/98 Intimate Brands upgraded by Prudential - Briefing.com 9/28/98 Affinity International Travel Systems, Inc. (OTC BB:TRIP - news) announced today that its SunStyle International Holidays, Inc. wholly-owned subsidiary has launched complete Hawaiian vacation packages through partnerships with Northwest Airlines (NASDAQ:NWAC - news), Hawaiian Airlines (AMEX:HA - news), Aloha Airlines, and Island Air. The Company also reported that introductory incentives are being offered to travel agents with a competitive 12% commission as well as double Victoria's Secret bonus dollars, the latter of which represents an extension of SunStyle's previous incentive program through the Intimate Brands, Inc. (NYSE:IBI - news) subsidiary. The program awards travel agents with certificates that are redeemable at local Victoria's Secret stores or through the Victoria's Secret Catalogue Add to this paragraph, " INI has about the slickest, quickest most alluring website online." - Intimate Brands, Inc. is the leading specialty retailer of intimate apparel and personal care products. The company, through Victoria's Secret Stores and Bath & Body Works, operates <<<<<<1,815>>>>>> specialty stores and distributes intimate and other women's apparel internationally through the Victoria's Secret Catalogue. 10/7/98 Intimate Brands Reports September Sales, Comparable Store Sales Increase of 5 Percent 11/4/98 The Company's comparable store sales increased 5% for the four weeks representing October, 4% for the third quarter and 3% for the year-to-date period ended October 31, 1998. Are we beginning to see a trend here? 11/11/98 Intimate Brands, Inc. (NYSE: IBI - news) today reported earnings per diluted share of $.16 for the quarter ended October 31, 1998 compared to $.14 last year, a 14% increase. Net sales of $709.0 million increased 3% for the third quarter, driven by comparable store sales increases of 4% and an increase of 2% in total selling square feet. Third quarter operating income of $70.6 million increased 8% over last year. Net income was $39.7 million, a 12% increase over that of the 1997 third quarter. <<<''Victoria's Secret continued to strengthen its brand position through new product introductions and national television advertising. The stores reported a sales increase of 6%, comparable store sales of 4% and a 7% improvement in operating income. As expected, Victoria's Secret Catalogue sales decreased 9% for the quarter with the execution of its strategy of fewer, bigger books and more focused mailings. >>> Their TV commercials catch my attention, they are opening stores everywhere and with a website will be able to target their market without the mass catalog distribution of the past. With postage increases and the tremendous cost of producing a large slick glossy catalog the savings for the company will be large. 11/14/98 Intimate Brands, Inc. (NYSE: IBI - news) announced today the declaration of a regular quarterly dividend of $.14 per share payable on December 15, 1998 to shareholders of record at the close of business on December 4, 1998. That is a quarterly dividend. Imagine the dividend for Christmas and Valentines day. COLUMBUS, Ohio, Dec. 2 /PRNewswire/ -- Intimate Brands, Inc. (NYSE: IBI - news) reported net sales for the four-week period ended November 28, 1998, of $347.3 million, a 9% increase from $317.3 million for the comparable four-week period ended November 29, 1997. Sales of $2.7 billion for the forty-three weeks ended November 28, 1998 increased 6% from sales of $2.5 billion for the same period last year. The Company's comparable store sales increased 10% for the four weeks ended November 28, 1998, and increased 4% for the year-to-date period. The trend continues. Don't bet against the trend.