Core Viewpoint - Victoria's Secret is expected to report a quarterly loss of $0.64 per share, which is a 25.6% increase in loss compared to the same period last year, with revenues projected at $1.29 billion, reflecting a year-over-year increase of 1.9% [1] Group 1: Earnings Estimates - The consensus EPS estimate for the quarter has been adjusted upward by 1.5% over the past 30 days, indicating a collective reassessment by analysts [2] - Changes in earnings estimates are crucial for predicting potential investor reactions, as empirical studies show a strong relationship between earnings estimate revisions and short-term stock price performance [3] Group 2: Key Metrics - Analysts estimate 'Geographic Net Sales - Direct' to be $378.39 million, showing a year-over-year decline of 1.1% [5] - The projected number of 'Total stores - Company-Operated' is 815, down from 839 a year ago [5] - Analysts expect 'Total stores - China Joint Venture' to reach 70, compared to 69 in the same quarter last year [5] Group 3: Stock Performance - Shares of Victoria's Secret have increased by 23.3% over the past month, outperforming the Zacks S&P 500 composite, which moved up by 3.5% [6] - With a Zacks Rank of 3 (Hold), Victoria's Secret is expected to mirror overall market performance in the near future [6]

Core Viewpoint - Victoria's Secret & Co. is expected to report its third-quarter 2024 results on December 5, with a consensus estimate indicating a narrowed adjusted loss per share and a slight revenue growth year-over-year [1][5]. Financial Performance - In the last reported quarter, the company's earnings exceeded the Zacks Consensus Estimate by 5.3%, with an average earnings beat of 2.9% over the last four quarters [3]. - The adjusted loss per share estimate for Q3 has improved to 64 cents from 68 cents, compared to an adjusted loss of 86 cents in the same quarter last year [5]. - Revenue consensus for Q3 is projected at $1.29 billion, reflecting a 1.9% increase year-over-year [5]. Earnings Prediction - The company has a positive Earnings ESP of +4.69%, indicating a likelihood of an earnings beat [6]. - Currently, Victoria's Secret holds a Zacks Rank of 3 (Hold) [7]. Sales Performance Factors - The third-quarter performance is expected to benefit from continued sales growth in North America, driven by strong customer response to new product lines such as the Dream bra collection and Featherweight Max sports bra [9]. - Growth in the beauty segment and strong sales in the sports bra and PINK apparel categories are also anticipated to contribute positively [10]. Margin Pressures - Increased discounting in key categories like beauty and panties may pressure margins despite higher sales volumes [11]. - Rising transportation costs, which previously acted as tailwinds, are now expected to create headwinds for gross margins in the third quarter and beyond [11]. Stock Performance and Valuation - VSCO stock has increased by 65.8% over the past three months, outperforming industry peers and the broader market [12]. - The company's forward 12-month price-to-sales ratio is 0.5, which is lower than the industry average and the S&P 500's 5.25, indicating a valuation discount [15]. Investment Outlook - Victoria's Secret shows signs of improvement with sales growth and strong performances in key product categories, supported by its customer loyalty program and digital initiatives [17]. - However, rising transportation costs and increased discounting may weigh on margins, suggesting that new investments should be approached cautiously until market conditions stabilize [18].

Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than traditional strategies of "buying low and selling high" [1] Group 1: Momentum Investing Strategy - Momentum investors often face challenges in determining the right entry point for fast-moving stocks, which can lead to investments with limited upside or potential downside [2] - Investing in bargain stocks that have recently shown price momentum can be a safer strategy, utilizing tools like the Zacks Momentum Style Score to identify promising stocks [3] Group 2: Victoria's Secret (VSCO) Analysis - Victoria's Secret (VSCO) has shown significant price momentum, with a four-week price change of 30.7% and a 12-week gain of 58.1% [4][5] - The stock has a high beta of 2.1, indicating it moves 110% higher than the market in either direction, suggesting strong momentum [5] - VSCO has a Momentum Score of A, indicating a favorable time to invest based on its momentum characteristics [6] Group 3: Earnings and Valuation - An upward trend in earnings estimate revisions has contributed to VSCO earning a Zacks Rank 2 (Buy), which is associated with strong momentum effects [7] - VSCO is currently trading at a Price-to-Sales ratio of 0.48, indicating it is attractively priced at 48 cents for each dollar of sales, providing room for growth [7] Group 4: Additional Investment Opportunities - Besides VSCO, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, suggesting further investment opportunities [8] - The Zacks Premium Screens offer over 45 different strategies to help identify potential winning stocks based on various investing styles [9]

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Victoria's Secret (VSCO) . This company, which is in the Zacks Leisure and Recreation Products industry, shows potential for another earnings beat.When looking at the last two reports, this retailer of lingerie, pajamas and beauty products has recorded a strong streak of surpassing earnings estimates. The company has topped es ...

REYNOLDSBURG, Ohio, Nov. 13, 2024 (GLOBE NEWSWIRE) -- In conjunction with the Victoria’s Secret & Co. (NYSE: VSCO) third quarter 2024 earnings release, which will cross the wire after market close on Thursday, December 5th, you are invited to listen to a live webcast of the conference call on Friday, December 6th at 8:00 a.m. ET with Victoria’s Secret & Co. executives. What:Victoria’s Secret & Co. Third Quarter 2024 Earnings Conference Call WebcastWhen:8:00 a.m. ET on Friday, December 6th, 2024Where:https:/ ...

When a retailer falls, it falls quickly. Lauren Sherman and Chantal Fernandez are co-authors of Selling Sexy: Victoria's Secret and the Unraveling of an American Icon. In this podcast, they join Motley Fool host Mary Long to talk about topics including: What Les Wexner understood about American consumers. The new competition for Victoria's Secret. Lessons for retailers from Abercrombie & Fitch. To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. To get started invest ...

It was in May 2023 that we last discussed Victoria's Secret (NYSE: VSCO ). We discussed the company's rise and fall at the time, as well as the reasons we believe VSCO has the potential Our mission is to help investors to grow their fortune and enjoy investing along the way. Our approach is investing in companies making a difference and creating phenomenon value for human societies. We hedge our portfolio with short positions on companies failing to take care of their customers and utilize resources economi ...

Victoria's Secret & Co. (VSCO) is currently trading at a compelling discount than its industry peers. With a forward 12-month Price/Earnings ratio of 11.76X, the stock is priced significantly below the industry average of 29.16X and the broader Consumer Discretionary sector's 18.43X, presenting a potential value opportunity. In the past three months, VSCO has delivered an impressive 30.9% gain, outpacing the industry's 22.8% increase and the S&P 500's 1.4% rise. The company has also outperformed other indus ...

Victoria's Secret & Co. VSCO shares are trading higher on Wednesday. Barclays analyst Adrienne Yih upgraded Victoria's Secret to Equal Weight from Underweight and raised the price target to $25 from $23. The analyst writes that the company has moved past its most challenging period. Despite a significant loss of market share in recent years, VSCO still holds around 20% of the U.S. intimate market. The analyst says that they are more positive about the company due to the new management team's industry experi ...

Core Insights - Victoria's Secret has launched a new collection called VSX, which combines performance, comfort, and fashion, aimed at providing versatile styles for day-to-night wear [1][5] Product Details - The VSX collection features innovative styles including Sports Bras starting at $49.95, VSX Elevate™ Leggings from $69.95, and ready-to-wear apparel priced from $44.95, available in sizes XS-XXL and 32B-44DDD [4][3] - The collection emphasizes groundbreaking designs that redefine sportswear with a focus on comfort and style, utilizing advanced fabrics and refined contour designs [3][5] Marketing and Promotion - The campaign for VSX is led by renowned photographer Zoey Grossman and includes prominent models such as Gigi Hadid and Taylor Hill, showcasing the collection's dynamic designs [2][6] - Victoria's Secret has launched a dedicated Instagram handle, @VSXOfficial, to promote the brand's lifestyle and engage with the VSX sport community [4] Availability - The VSX collection became available online and in all Victoria's Secret stores on September 12, 2024, with plans for international availability to be announced [7]