earnings
confidence high
sentiment negative
materiality 0.65
VS&Co Q1 sales beat guidance; FY25 operating income guidance cut on tariffs
Victoria's Secret & Co.
2025-Q1 EPS reported
-$0.02
revenue$1,353,000,000
- Q1 net sales $1.353B, flat YoY, above guidance of $1.30-1.33B; comparable sales -1%.
- Adjusted operating income $32M, above guidance of $10-30M; GAAP operating income $20M.
- Adjusted EPS $0.09 (near high-end of -$0.10 to $0.10 range); GAAP net loss $0.02 per share.
- Q2 guidance: net sales $1.380-1.410B; adjusted operating income $15-35M; adjusted EPS $0.00-0.15.
- Full-year adjusted operating income guided to $270-320M (prev. $300-350M) due to $50M tariff impact.
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