Victoria's Secret & Co. (VSCO) Presents At Goldman Sachs 32nd Annual Global Retailing Conference 2025 (Transcript)
Victoria's Secret & Co. (NYSE:VSCO ) Goldman Sachs 32nd Annual Global Retailing Conference 2025 September 4, 2025 1:10 PM EDT Company Participants Hillary Super - CEO & Director Scott Sekella - Chief Financial and Operating Officer Conference Call Participants Brooke Roach - Goldman Sachs Group, Inc., Research Division Presentation Brooke Roach Research Analyst Good afternoon, and welcome to another session of our 32nd Annual Global Retailing Conference. My name is Brooke Roach, and I cover the apparel brands and softline sector here at GS.
Victoria's Secret & Co. (VSCO) Q2 2025 Earnings Call Transcript
Victoria's Secret & Co. (NYSE:VSCO ) Q2 2025 Earnings Conference Call August 28, 2025 8:30 AM ET Company Participants Hillary Super - CEO & Director Kevin Wynk - Head of Investor Relations Scott Sekella - Chief Financial Officer Conference Call Participants Dana Lauren Telsey - Telsey Advisory Group LLC Evan Dorschner - Goldman Sachs Group, Inc., Research Division Janet Joseph Kloppenburg - JJK Research Associates, Inc. Juliana Duque - Wells Fargo Securities, LLC, Research Division Lauren B. Levine - Morgan Stanley, Research Division Marni Shapiro - Unidentified Company The Retail Tracker - Unidentified Company Mauricio Serna Vega - UBS Investment Bank, Research Division Michael Vu - Barclays Bank PLC, Research Division Operator Good morning.
Here's What Key Metrics Tell Us About Victoria's Secret (VSCO) Q2 Earnings
While the top- and bottom-line numbers for Victoria's Secret (VSCO) give a sense of how the business performed in the quarter ended July 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Unveiling Victoria's Secret (VSCO) Q2 Outlook: Wall Street Estimates for Key Metrics
Get a deeper insight into the potential performance of Victoria's Secret (VSCO) for the quarter ended July 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
Victoria's Secret: Outlook Remains Weak, Fueling A Potential Proxy Fight
Victoria's Secret is going to report Q2 results soon. The report sees significant pressure from a weak brand, U.S. store closures, consumer uncertainty, and tariffs. As Victoria's Secret's brand and stock have continued to decline, activist investors have emerged. A full-on proxy fight may be in its beginning stage. Victoria's Secret remains a very volatile investment. I estimate VSCO to have a 21% base scenario upside to $26.55, but such upside is highly uncertain.
Victoria's Secret (VSCO) Expected to Beat Earnings Estimates: Can the Stock Move Higher?
Victoria's Secret (VSCO) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
How activist Barington Capital can collaborate with Victoria's Secret to improve shareholder value
Barington is no stranger to Victoria's Secret, having been at L Brands prior to the spinoff of the lingerie retailer.
Activist investor calls for Victoria's Secret board overhaul amid losses
Barington Capital urged Victoria's Secret to replace its board with directors experienced in brand revitalization, criticizing CEO Hillary Super's leadership strategy.
Victoria's Secret Is Under Mounting Pressure From Latest Activist Investor
Barington Capital Group plans to push the lingerie retailer to overhaul its board.
Victoria's Secret: I Don't See Any Upside Potential In The Near Term
I rate VSCO as hold due to a challenging outlook: early turnaround signs are offset by core business weakness, tariffs, and activist pressure. While PINK and international segments show growth, the core intimates category remains soft and faces secular headwinds from shifting consumer preferences. Tariff impacts and activist investor scrutiny add further uncertainty, with potential for management changes if results don't improve soon.
Victoria's Secret: Mixed Results Continue, No Rush To Buy Despite Activist Pressure
Victoria's Secret & Co. reported mixed results as margin pressures offset SG&A improvement and slowing sales declines. The company faces activist pressure, but a poison pill and its debt load limit potential outcomes. With secular and cyclical challenges, limited growth and material debt, VSCO shares are a hold, and investors should use rallies to sell.
Victoria's Secret & Co. (VSCO) Q1 2025 Earnings Call Transcript
Victoria's Secret & Co. (NYSE:VSCO ) Q1 2025 Earnings Conference Call June 11, 2025 8:30 AM ET Company Participants Hillary Super - CEO & Director Kevin Wynk - Corporate Participant Scott Sekella - Chief Financial Officer Conference Call Participants Alexandra Ann Straton - Morgan Stanley, Research Division Brooke Siler Roach - Goldman Sachs Group, Inc., Research Division Corey Tarlowe - Jefferies LLC, Research Division Dana Lauren Telsey - Telsey Advisory Group LLC Janet Joseph Kloppenburg - JJK Research Associates, Inc. Jungwon Kim - TD Cowen, Research Division Lorraine Corrine Maikis Hutchinson - BofA Securities, Research Division Marni Shapiro - Unidentified Company The Retail Tracker - Unidentified Company Matthew Robert Boss - JPMorgan Chase & Co, Research Division Mauricio Serna Vega - UBS Investment Bank, Research Division Simeon Avram Siegel - BMO Capital Markets Equity Research Operator Good morning. My name is Amanda, and I will be your conference operator today.
