Victoria’s Secret & Co. Reports First Quarter 2025 Results
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Victoria's Secret (VSCO) PT Lowered to $28 at Jefferies amid 3pct decline, 'Remains a Show-Me Story'
June 11, 2025 1:57 PM EDTJefferies analyst Corey Tarlowe lowered the price target on Victoria's Secret (NYSE: VSCO) to $28.00 (from $32.00) while maintaining a Buy rating.
The analyst comments "What We DID LIKE In The Quarter (1) 1Q Results Relatively In-Line With Pre-Announcement... VSCO reported revenue and op. profit of $1.35B and $32M above its previously provided ranges of $1.30B to $1.33B and $10M to $30M, respectively. Additionally, VSCO's 1Q EPS of $0.09 came at the high end of the guidance of ($0.10)-$0.10 (see preliminary results here). (2) ... With Strength in Intl and Digital...... More
Victoria's Secret (VSCO) PT Raised to $23 at Barclays, 'Strategies Showing Promise'
June 11, 2025 1:45 PM EDTBarclays analyst Adrienne Yih raised the price target on Victoria's Secret (NYSE: VSCO) to $23.00 (from $22.00) while maintaining a Overweight rating.
The analyst comments "Quarter in review. 1Q25 adj. EPS of $0.09 beat consensus of $0.08, driven primarily by SG&A leverage, partially offset by lower GM. Revenue of $1.35bn came in slightly ahead of consensus of $1.34bn. Meanwhile GM of 35.1% came in below consensus of 36.6%, as more than half of the GM rate pressure was due to elevated air-freight rates (expected), tariff-related order adjustments, and a higher penetration of Gift with Purchase (GWP) activity,... More

