Victoria’s Secret & Co.
Pitch Summary: Victoria’s Secret & Co. is showing signs of recovery in its core intimates category, with market share gains and increased customer engagement. The PINK and Beauty segments are also contributing to growth, indicating a potential turnaround. However, the stock is currently rated as a hold due to the need for further clarity on […]
Viavi Solutions Inc.
Pitch Summary: Viavi Solutions Inc. is experiencing significant momentum with double-digit growth in its core segments, improved gross margins, and increased free cash flow. The company’s acquisition of Spirent’s high-speed ethernet and network security business is expected to enhance its scale and strengthen its position in cloud and 5G markets, making it a compelling buy. […]
