Victoria’s Secret & (VSCO)

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Companies Projected to Pay At Least $1.2T More in 2025 Due to Tariffs
Yahoo Finance· 2025-10-20 15:14
Companies will shell out at least $1.2 trillion more in 2025 expenses than they projected at the beginning of the year, according to a new study released by S&P Global Market Intelligence. Much of that burden will fall to consumers, the firm wrote. More from Sourcing Journal The impact will be global, analysts believe, with at least two-thirds of a $907 billion expense shock to trickle down to shoppers. That’s $592 billion in higher prices for consumers, while the rest is expected to be absorbed by corpo ...
“性感”归来?维密2025天使秀重返纽约的品牌自救战
Jing Ji Guan Cha Bao· 2025-10-17 10:49
(原标题:"性感"归来?维密2025天使秀重返纽约的品牌自救战) 10月15日的纽约布鲁克林海军造船厂再次灯火通明。时隔七年,Victoria's Secret(维多利亚的秘密) 的天使秀重返舞台——光影、羽翼与闪光灯交织,仿佛回到了那个被称为"性感时代"的黄金时刻。 不同的是,这一次的维密,不仅在重现梦幻舞台,更在试图重新定义"性感"的商业价值。 2025年的舞台被设计成一枚钻石戒指的造型,巨大的白色翅膀摆放在两侧,背景是淡粉色,整个场景充 满梦幻浪漫气息。 而最受瞩目的天使翅膀包括红色铝材质的大翅膀、红色亮片羽毛翅膀、粉色薄纱翅 膀和红色蕾丝翅膀,每一件都独具特色。 2025年维密秀"云看秀"人数飙到1388.6万,比2018年停办前翻了一倍还多。 从表演嘉宾到红毯造型,亚 洲面孔正在成为维密不可忽视的力量。中国女星杨幂的腰部镂空几乎延伸到腰眼,刘雯的30斤裤装故意 在腰间挖空,雎晓雯的透视水钻装几乎与裸体无异。 这些造型引发的不仅是惊叹,更是一场关于"敢 穿"界限的讨论。 韩国女团TWICE在本届维密的表现同样引人注目。 志效的"几乎全透视"蕾丝内衣装扮,被网友调侃 为"还没登台,就已经赢了全场焦点"。 ...
Victoria's Secret analysts lift target price on second half 2025 momentum
Proactiveinvestors NA· 2025-10-16 16:09
About this content About Sean Mason Sean Mason is a Senior Journalist at Proactive, having researched and written about Canadian and US equities for 20 years. Sean graduated from the University of Toronto with a BA in history and economics and has also passed the Canadian Securities Course. He previously worked at Investors Digest of Canada, Stockhouse, and SmallCapPower.com. Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and action ...
Teradyne, BlackRock, Victoria's Secret And More On CNBC's 'Final Trades' - BlackRock (NYSE:BLK), iShares Russell 2000 ETF (ARCA:IWM)
Benzinga· 2025-10-16 12:27
Group 1: BlackRock, Inc. - BlackRock was highlighted as a strong investment opportunity following its robust third-quarter results, with CEO Larry Fink predicting rapid growth in the cryptocurrency market due to the firm's development of proprietary tokenization technology [2] - The company reported diluted EPS of $8.43, or $11.55 on an adjusted basis, and assets under management increased to $13.5 trillion, reflecting a 17% year-over-year growth [2][6] - BlackRock's shares rose by 0.7% to close at $1,202.59 on Wednesday [6] Group 2: Other Companies - SoFi's Liz Young Thomas selected iShares Russell 2000 ETF as a notable investment, which saw a 1% increase during the session [3][6] - Victoria's Secret & Co. was named by Stephanie Link as a final trade, with shares gaining 3.2% to close at $30.39; Telsey Advisory Group raised its price target from $24 to $29 [3][6] - Teradyne, Inc. was chosen by Joseph M. Terranova, with analysts expecting a quarterly earnings report of 79 cents per share, down from 90 cents per share a year earlier, and projected revenue of $744.2 million [4]
Telsey Advisory Lifts PT on Victoria’s Secret & Co. (VSCO) to $29 From $24
Yahoo Finance· 2025-10-07 06:16
Group 1 - Victoria's Secret & Co. (NYSE:VSCO) is considered one of the most undervalued retail stocks, with a price target raised from $24 to $29 by Telsey Advisory while maintaining a Market Perform rating [1] - The company showed strong momentum in H1 2025, highlighted by a solid Q2 earnings beat, indicating early signs of progress under new leadership and stabilization under the Path to Potential strategy [2] - Victoria's Secret & Co. operates under multiple brands including Victoria's Secret, Victoria's Secret PINK, and Adore Me, offering a range of products such as sleepwear, loungewear, swimwear, athleisure, lingerie, prestige fragrances, and body care [3]
How the AI boom could unleash billions for some of America's biggest retailers
Yahoo Finance· 2025-09-24 16:34
Core Insights - Agentic AI could represent an estimated $6 billion total cost savings opportunity for major U.S. retailers, potentially boosting profit estimates by up to 20% by 2026 [1][3] - Gap, Macy's, and Victoria's Secret are identified as the top three retailers best positioned to benefit from AI advancements [1] - Wall Street maintains a strong interest in AI-driven margin improvements in the retail sector, which has historically faced challenges with low profits and high inventory levels [2] Cost Savings and Margin Impact - The analysis estimates approximately $6 billion in annual cost savings from agentic AI tools, which include inventory planning, supply chain automation, and automated customer service [3] - If these savings are realized, it could add about 200 basis points to sector margins [3] Skepticism and Practical Applications - There is skepticism regarding the actual implementation and quantification of AI benefits in retail, as noted by Morningstar's senior equity analyst [3][4] - Practical applications of AI in retail include marketing, product recommendations, and inventory management, which could enhance customer targeting and promotion testing [5][6] - Improved demand prediction through AI could reduce markdowns and waste, significantly impacting margins if executed effectively [6] Adoption and Long-term Outlook - While AI adoption is expected to provide some benefits, it is unlikely to transform the retail industry overnight [7]
Victoria’s Secret launches home fragrance
Yahoo Finance· 2025-09-24 12:14
Core Insights - Victoria's Secret is expanding into the home fragrance market, which is valued at over $2 billion in North America and projected to grow at a 5.5% compound annual growth rate until 2032 [3] - The beauty segment has been a significant growth driver for Victoria's Secret, contributing approximately $1 billion in domestic sales and nearly $2 billion globally [4] - The company plans to accelerate its beauty category, which is four times larger than the intimates market in the U.S., indicating a strong growth opportunity [5] Product Launch - Victoria's Secret launched a Home Fragrance collection with prices ranging from $19.95 for a room spray to $185 for a nine-piece candle set, featuring new fragrances like Whipped Dream and Midnight Vanilla [6][8] - The collection includes nine fragrances available in various formats such as candles, room sprays, and hand soaps, aimed at enhancing the brand's emotional connection with consumers [8] Financial Performance - In Q2, Victoria's Secret reported a nearly 3% increase in net sales to $1.5 billion, with comparable sales rising 4% at stores after a decline of 5% in the previous year [7]
Victoria's Secret In Trouble
247Wallst· 2025-09-20 14:49
Core Insights - The market sentiment towards women's apparel company Victoria's Secret (NYSE: VSCO) is notably negative [1] Company Summary - Victoria's Secret is currently facing challenges in market perception, indicating a lack of confidence from investors [1]
Victoria's Secret CEO Is Pushing ‘a New Era of Sexy'
WSJ· 2025-09-19 09:30
Core Perspective - The new CEO, Hillary Super, aims to revive the brand's previously embraced sexy image after her predecessor had toned it down [1] Company Strategy - Hillary Super intends to reintroduce the brand's bold and provocative marketing approach, which had been dialed back in recent years [1] Industry Trends - The lingerie industry is witnessing a shift back towards more daring and sensual branding, reflecting changing consumer preferences [1]
Morgan Stanley Sees Limited Upside for Victoria’s Secret (VSCO) Despite Turnaround Efforts
Yahoo Finance· 2025-09-12 10:50
Group 1 - Victoria's Secret & Co. is recognized as a strong candidate for day trading, with a Hold rating and a price target of $20 set by Morgan Stanley's analyst Alexandra Straton [1] - The company has shown progress in its turnaround efforts, with Q2 results exceeding expectations in terms of EPS, sales, and gross margin, indicating that strategic initiatives are starting to take effect [2] - Despite positive signs, EBIT margins remain below historical averages, and Q3 guidance was softer than anticipated due to challenges such as tariff pressures, increased marketing expenses, and rising labor costs [3] Group 2 - Victoria's Secret operates as a specialty retailer of women's intimate apparel and beauty products under the Victoria's Secret, PINK, and Adore Me brand names [4]