Retail fallout: Victoria’s Secret sale scrapped, Neiman Marcus nears restructuring deal

Pandemic raises stakes for already struggling retailers

Victoria’s Secret’s parent company has canceled its deal with private equity firm Sycamore Partners, while Neiman Marcus is nearing a restructuring deal with a Pimco-led group. (Andrew Chin/Getty Images; Noam Galai/Getty Images)
Victoria’s Secret’s parent company has canceled its deal with private equity firm Sycamore Partners, while Neiman Marcus is nearing a restructuring deal with a Pimco-led group. (Andrew Chin/Getty Images; Noam Galai/Getty Images)

With their stores still closed, these struggling retailers are pursuing new plans.

L Brands, the parent company of lingerie retailer Victoria’s Secret, has canceled its deal with private equity firm Sycamore Partners, which agreed in February to buy 55 percent of the company for $525 million and take it private, Bloomberg reported.

In a court filing last week, Sycamore had argued that L Brands’ decision to furlough employees, cut salaries and close stores during the pandemic was a violation of their agreement. The parties have now agreed to settle all pending litigation and neither will have to pay a termination fee.

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L Brands plans to operate Bath & Body Works as a standalone public company, while spinning off Victoria’s Secret as a separate entity. Further details will be on the company’s May 21 earnings call.

Meanwhile, department store chain Neiman Marcus is reportedly closing in on a deal with a group of lenders led by Pimco, which would cut the firm’s debt load by more than half in exchange for control of the company, according to a separate report in Bloomberg.

The deal would see Neiman Marcus restructured after a Chapter 11 bankruptcy filing, which could come as early as this week.

Last week, a group of investors including Mudrick Capital Management submitted a $700 million proposal to Neiman Marcus for debtor-in-possession financing, in a deal that would require an outright sale of the company. [Bloomberg 1, 2] — Kevin Sun

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