Victoria's Secret & Co. (VSCO)
Victoria's Secret adopts ‘poison pill' to prevent potential hostile takeover
Victoria's Secret & Co. (NYSE:VSCO) has adopted a limited-duration shareholder rights plan, commonly referred to as a “poison pill,” to prevent a potential hostile takeover attempt by Australian billionaire Brett Blundy's investment firm BBRC. BBRC has steadily increased its stake in Victoria's Secret to about 13% of its outstanding shares, including acquiring shares in violation of US antitrust laws by failing to file the required forms for three years.
Why Victoria's Secret moved to block an activist investor from buying up stock
Underwear company adopts so-called poison pill after Australian activist shareholder Blundy switches stock-holding classification to active from passive.
Victoria's Secret: Moving In The Right Direction, But FY25 Is An Uncertain Year
I recommend a hold rating for Victoria's Secret due to FY25 uncertainties, despite encouraging 4Q24 results showing improved fundamentals and cost controls. 4Q24 highlights include 5% same-store sales growth, double-digit international growth, and a 60 bps increase in adj EBIT margin, beating EPS estimates. Key growth drivers: stabilization in intimates, international expansion, and solid cost discipline, supported by the new CEO's "Path to Potential" strategy.
Victoria's Secret: Lacing Up Profits With A Turnaround That's Shaping Up Nicely
Victoria's Secret shows signs of recovery with revenue growth, improved profitability, and a leaner cost structure, making shares attractive after a 60% drop YTD. Strong holiday sales, international expansion, and disciplined operations highlight the company's ability to navigate a challenging retail landscape and set a solid foundation for 2025. Risks include the need to resonate with Gen Z through the PINK brand and potential macroeconomic headwinds, but strategic focus on brand relevance and cost synergies is promising.
Victoria's Secret Stock Sinks as Sales-Growth Outlook Disappoints
Shares of Victoria's Secret dropped Thursday, extending a rough downward run for the lingerie retailer.
Victoria's Secret Turnaround In Progress But Challenges Remain: Analyst Lowers Forecast
Victorias Secret & Co. VSCO shares are trading lower on Thursday after the company issued first-quarter and FY25 sales guidance below estimates.
Victoria's Secret & Co. (VSCO) Q4 2024 Earnings Call Transcript
Victoria's Secret & Co. (NYSE:VSCO ) Q4 2024 Earnings Conference Call March 6, 2025 8:00 AM ET Company Participants Kevin Wynk - Vice President, External Financial Reporting and Investor Relations Scott Sekella - Chief Financial Officer Hillary Super - Chief Executive Officer Tim Johnson - Former Chief Financial Officer Conference Call Participants Matthew Boss - JPMorgan Adrienne Yih - Barclays Simeon Siegel - BMO Capital Markets Corey Tarlowe - Jefferies Jonna Kim - TD Cowen Alex Straton - Morgan Stanley Mauricio Serna - UBS Juliana Duque - Wells Fargo Brooke Roach - Goldman Sachs Marni Shapiro - The Retail Tracker Operator Good morning. My name is Amanda and I will be your conference operator today.
Victoria's Secret Q4 Earnings & Revenues Surpass Estimates
VSCO's fourth-quarter fiscal 2024 results gain from strong performance across Victoria's Secret, PINK and Beauty segments.
Victoria's Secret (VSCO) Reports Q4 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for Victoria's Secret (VSCO) give a sense of how the business performed in the quarter ended January 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Victoria's Secret (VSCO) Q4 Earnings and Revenues Top Estimates
Victoria's Secret (VSCO) came out with quarterly earnings of $2.60 per share, beating the Zacks Consensus Estimate of $2.30 per share. This compares to earnings of $2.58 per share a year ago.
Victoria's Secret says year will ‘gradually get better' despite wobbly consumer confidence
Victoria's Secret & Co. on Wednesday said it expects the year ahead to “gradually get better,” despite what it characterized as shaky consumer confidence and sales forecasts that came in below expectations.
Victoria's Secret Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
Victoria's Secret & Co. VSCO will release its fourth-quarter financial results after the closing bell on Wednesday, March 5.
